# EDGAR Filing Document

**Accession Number:** 0001897835
**File Stem:** 0001897835-25-000003
**Filing Date:** 2025-7
**Character Count:** 15760
**Document Hash:** 7388f743ae624216686ef0fd09fef71d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001897835-25-000003.hdr.sgml**: 20250730

**ACCESSION NUMBER**: 0001897835-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250730

**DATE AS OF CHANGE**: 20250729

**EFFECTIVENESS DATE**: 20250730

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alan B Lancz & Associates, Inc.
- **CENTRAL INDEX KEY:** 0001897835

**ORGANIZATION NAME:**
- **EIN:** 341467126

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21678
- **FILM NUMBER:** 251163559

**BUSINESS ADDRESS:**
- **STREET 1:** 3435 N HOLLAND SYLVANIA RD
- **CITY:** TOLEDO
- **STATE:** OH
- **ZIP:** 43615
- **BUSINESS PHONE:** 4195365200

**MAIL ADDRESS:**
- **STREET 1:** 3435 N HOLLAND SYLVANIA RD
- **CITY:** TOLEDO
- **STATE:** OH
- **ZIP:** 43615

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Alan B. Lancz & Associates, Inc.
- **DATE OF NAME CHANGE:** 20211208

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Alan B Lancz  Associates Inc.<br>**Address:** 3435 N HOLLAND SYLVANIA RD<br>TOLEDO, OH 43615

**Form 13F File Number:** 028-21678

**CRD Number (if applicable):** 000105363

**SEC File Number (if applicable):** 801-24450

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tom Griffin<br>**Title:** Business Manager<br>**Phone:** 4195365200

**Signature, Place, and Date of Signing:**

Tom Griffin  Toledo, OH  07-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 128

**Form 13F Information Table Value Total:** $99928055

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 951117 | 5124 | SH |  | SOLE |  | 0 | 0 | 5124 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 555941 | 1971 | SH |  | SOLE |  | 0 | 0 | 1971 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 |  | 2208518 | 23250 | SH |  | SOLE |  | 0 | 0 | 23250 |
| ALLSTATE CORP | COM | 020002101 |  | 805240 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4206611 | 23870 | SH |  | SOLE |  | 0 | 0 | 23870 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3281715 | 18500 | SH |  | SOLE |  | 0 | 0 | 18500 |
| AMAZON COM INC | COM | 023135106 |  | 2231416 | 10171 | SH |  | SOLE |  | 0 | 0 | 10171 |
| AMCOR PLC | ORD | G0250X107 |  | 276518 | 30089 | SH |  | SOLE |  | 0 | 0 | 30089 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 271133 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 279452 | 3265 | SH |  | SOLE |  | 0 | 0 | 3265 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 520724 | 2356 | SH |  | SOLE |  | 0 | 0 | 2356 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 674684 | 4850 | SH |  | SOLE |  | 0 | 0 | 4850 |
| AMGEN INC | COM | 031162100 |  | 2884240 | 10330 | SH |  | SOLE |  | 0 | 0 | 10330 |
| ANDERSONS INC | COM | 034164103 |  | 258753 | 7041 | SH |  | SOLE |  | 0 | 0 | 7041 |
| ANGIODYNAMICS INC | COM | 03475V101 |  | 108624 | 10950 | SH |  | SOLE |  | 0 | 0 | 10950 |
| APPLE INC | COM | 037833100 |  | 8069342 | 39330 | SH |  | SOLE |  | 0 | 0 | 39330 |
| BANK AMERICA CORP | COM | 060505104 |  | 689831 | 14578 | SH |  | SOLE |  | 0 | 0 | 14578 |
| BANK NOVA SCOTIA HALIFAX | COM | 064149107 |  | 215553 | 3900 | SH |  | SOLE |  | 0 | 0 | 3900 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 444716 | 21360 | SH |  | SOLE |  | 0 | 0 | 21360 |
| BAXTER INTL INC | COM | 071813109 |  | 249810 | 8250 | SH |  | SOLE |  | 0 | 0 | 8250 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 285935 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2671250 | 5499 | SH |  | SOLE |  | 0 | 0 | 5499 |
| BLACKSTONE INC | COM | 09260D107 |  | 703026 | 4700 | SH |  | SOLE |  | 0 | 0 | 4700 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 312458 | 6750 | SH |  | SOLE |  | 0 | 0 | 6750 |
| BROADCOM INC | COM | 11135F101 |  | 537518 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 |  | 209208 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| CATERPILLAR INC | COM | 149123101 |  | 446442 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| CELANESE CORP DEL | COM | 150870103 |  | 491054 | 8875 | SH |  | SOLE |  | 0 | 0 | 8875 |
| CHEVRON CORP NEW | COM | 166764100 |  | 295974 | 2067 | SH |  | SOLE |  | 0 | 0 | 2067 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 280750 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| CINTAS CORP | COM | 172908105 |  | 356592 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| CISCO SYS INC | COM | 17275R102 |  | 1481888 | 21359 | SH |  | SOLE |  | 0 | 0 | 21359 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 124640 | 16400 | SH |  | SOLE |  | 0 | 0 | 16400 |
| CME GROUP INC | COM | 12572Q105 |  | 558131 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| COCA COLA CO | COM | 191216100 |  | 590763 | 8350 | SH |  | SOLE |  | 0 | 0 | 8350 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1161246 | 32537 | SH |  | SOLE |  | 0 | 0 | 32537 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 290938 | 3242 | SH |  | SOLE |  | 0 | 0 | 3242 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 4858626 | 4908 | SH |  | SOLE |  | 0 | 0 | 4908 |
| DEERE  CO | COM | 244199105 |  | 317807 | 625 | SH |  | SOLE |  | 0 | 0 | 625 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 343403 | 2801 | SH |  | SOLE |  | 0 | 0 | 2801 |
| DISNEY WALT CO | COM | 254687106 |  | 1250393 | 10083 | SH |  | SOLE |  | 0 | 0 | 10083 |
| DOLLAR TREE INC | COM | 256746108 |  | 257504 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| EBAY INC. | COM | 278642103 |  | 258228 | 3468 | SH |  | SOLE |  | 0 | 0 | 3468 |
| ELI LILLY  CO | COM | 532457108 |  | 1192681 | 1530 | SH |  | SOLE |  | 0 | 0 | 1530 |
| ENBRIDGE INC | COM | 29250N105 |  | 366775 | 8093 | SH |  | SOLE |  | 0 | 0 | 8093 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 278966 | 8996 | SH |  | SOLE |  | 0 | 0 | 8996 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 359664 | 9684 | SH |  | SOLE |  | 0 | 0 | 9684 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 256580 | 4033 | SH |  | SOLE |  | 0 | 0 | 4033 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 400046 | 3711 | SH |  | SOLE |  | 0 | 0 | 3711 |
| FEDEX CORP | COM | 31428X106 |  | 465986 | 2050 | SH |  | SOLE |  | 0 | 0 | 2050 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 258473 | 2750 | SH |  | SOLE |  | 0 | 0 | 2750 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 250482 | 6090 | SH |  | SOLE |  | 0 | 0 | 6090 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 277720 | 13100 | SH |  | SOLE |  | 0 | 0 | 13100 |
| GEN DIGITAL INC | COM | 668771108 |  | 1090740 | 37100 | SH |  | SOLE |  | 0 | 0 | 37100 |
| GENERAC HLDGS INC | COM | 368736104 |  | 282840 | 1975 | SH |  | SOLE |  | 0 | 0 | 1975 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 974548 | 8790 | SH |  | SOLE |  | 0 | 0 | 8790 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1574744 | 2225 | SH |  | SOLE |  | 0 | 0 | 2225 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 375552 | 9780 | SH |  | SOLE |  | 0 | 0 | 9780 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 372963 | 21300 | SH |  | SOLE |  | 0 | 0 | 21300 |
| HOLOGIC INC | COM | 436440101 |  | 289962 | 4450 | SH |  | SOLE |  | 0 | 0 | 4450 |
| HOME DEPOT INC | COM | 437076102 |  | 568292 | 1550 | SH |  | SOLE |  | 0 | 0 | 1550 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1667654 | 7161 | SH |  | SOLE |  | 0 | 0 | 7161 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 593915 | 17655 | SH |  | SOLE |  | 0 | 0 | 17655 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 219906 | 746 | SH |  | SOLE |  | 0 | 0 | 746 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 332493 | 7100 | SH |  | SOLE |  | 0 | 0 | 7100 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 388924 | 2140 | SH |  | SOLE |  | 0 | 0 | 2140 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 347319 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 299859 | 2725 | SH |  | SOLE |  | 0 | 0 | 2725 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 963395 | 6307 | SH |  | SOLE |  | 0 | 0 | 6307 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1291839 | 4456 | SH |  | SOLE |  | 0 | 0 | 4456 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 385858 | 2993 | SH |  | SOLE |  | 0 | 0 | 2993 |
| KINROSS GOLD CORP | COM | 496902404 |  | 237576 | 15200 | SH |  | SOLE |  | 0 | 0 | 15200 |
| LINDE PLC | SHS | G54950103 |  | 314820 | 671 | SH |  | SOLE |  | 0 | 0 | 671 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 451562 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| LOEWS CORP | COM | 540424108 |  | 211277 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| LOWES COS INC | COM | 548661107 |  | 289763 | 1306 | SH |  | SOLE |  | 0 | 0 | 1306 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 214082 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| MANCHESTER UTD PLC NEW | ORD CL A | G5784H106 |  | 320670 | 18005 | SH |  | SOLE |  | 0 | 0 | 18005 |
| MARATHON PETE CORP | COM | 56585A102 |  | 672746 | 4050 | SH |  | SOLE |  | 0 | 0 | 4050 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 489039 | 6450 | SH |  | SOLE |  | 0 | 0 | 6450 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 863681 | 9908 | SH |  | SOLE |  | 0 | 0 | 9908 |
| MERCK  CO INC | COM | 58933Y105 |  | 1007153 | 12723 | SH |  | SOLE |  | 0 | 0 | 12723 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1251063 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 369750 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| MICROSOFT CORP | COM | 594918104 |  | 5841086 | 11743 | SH |  | SOLE |  | 0 | 0 | 11743 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 394524 | 5850 | SH |  | SOLE |  | 0 | 0 | 5850 |
| MOODYS CORP | COM | 615369105 |  | 200636 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 252697 | 601 | SH |  | SOLE |  | 0 | 0 | 601 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 467444 | 14050 | SH |  | SOLE |  | 0 | 0 | 14050 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 |  | 469430 | 19527 | SH |  | SOLE |  | 0 | 0 | 19527 |
| NEWMONT CORP | COM | 651639106 |  | 475985 | 8170 | SH |  | SOLE |  | 0 | 0 | 8170 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 908778 | 13091 | SH |  | SOLE |  | 0 | 0 | 13091 |
| NISOURCE INC | COM | 65473P105 |  | 595621 | 14765 | SH |  | SOLE |  | 0 | 0 | 14765 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 752808 | 2941 | SH |  | SOLE |  | 0 | 0 | 2941 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 262490 | 525 | SH |  | SOLE |  | 0 | 0 | 525 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 325377 | 4442 | SH |  | SOLE |  | 0 | 0 | 4442 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3124483 | 19776 | SH |  | SOLE |  | 0 | 0 | 19776 |
| OLD REP INTL CORP | COM | 680223104 |  | 482422 | 12550 | SH |  | SOLE |  | 0 | 0 | 12550 |
| ONEOK INC NEW | COM | 682680103 |  | 535657 | 6562 | SH |  | SOLE |  | 0 | 0 | 6562 |
| ORACLE CORP | COM | 68389X105 |  | 1009852 | 4619 | SH |  | SOLE |  | 0 | 0 | 4619 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 320352 | 2350 | SH |  | SOLE |  | 0 | 0 | 2350 |
| PENTAIR PLC | SHS | G7S00T104 |  | 414952 | 4042 | SH |  | SOLE |  | 0 | 0 | 4042 |
| PEPSICO INC | COM | 713448108 |  | 337495 | 2556 | SH |  | SOLE |  | 0 | 0 | 2556 |
| PFIZER INC | COM | 717081103 |  | 396421 | 16354 | SH |  | SOLE |  | 0 | 0 | 16354 |
| PHILLIPS 66 | COM | 718546104 |  | 248383 | 2082 | SH |  | SOLE |  | 0 | 0 | 2082 |
| PRICESMART INC | COM | 741511109 |  | 1056703 | 10060 | SH |  | SOLE |  | 0 | 0 | 10060 |
| QUALCOMM INC | COM | 747525103 |  | 2336663 | 14672 | SH |  | SOLE |  | 0 | 0 | 14672 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 439680 | 32000 | SH |  | SOLE |  | 0 | 0 | 32000 |
| SANOFI | SPONSORED ADR | 80105N105 |  | 253628 | 5250 | SH |  | SOLE |  | 0 | 0 | 5250 |
| SEMPRA | COM | 816851109 |  | 454620 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| SENSEONICS HLDGS INC | COM | 81727U105 |  | 16436 | 34500 | SH |  | SOLE |  | 0 | 0 | 34500 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 963173 | 8350 | SH |  | SOLE |  | 0 | 0 | 8350 |
| SMITH A O CORP | COM | 831865209 |  | 380306 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 250915 | 6700 | SH |  | SOLE |  | 0 | 0 | 6700 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 397743 | 9850 | SH |  | SOLE |  | 0 | 0 | 9850 |
| TEJON RANCH CO | COM | 879080109 |  | 187799 | 11073 | SH |  | SOLE |  | 0 | 0 | 11073 |
| TESLA INC | COM | 88160R101 |  | 242375 | 763 | SH |  | SOLE |  | 0 | 0 | 763 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 793050 | 8500 | SH |  | SOLE |  | 0 | 0 | 8500 |
| UNION PAC CORP | COM | 907818108 |  | 265973 | 1156 | SH |  | SOLE |  | 0 | 0 | 1156 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 642988 | 6370 | SH |  | SOLE |  | 0 | 0 | 6370 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 407121 | 1305 | SH |  | SOLE |  | 0 | 0 | 1305 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 508984 | 2487 | SH |  | SOLE |  | 0 | 0 | 2487 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 396354 | 9160 | SH |  | SOLE |  | 0 | 0 | 9160 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 |  | 271453 | 17094 | SH |  | SOLE |  | 0 | 0 | 17094 |
| VISTRA CORP | COM | 92840M102 |  | 994827 | 5133 | SH |  | SOLE |  | 0 | 0 | 5133 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 228820 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 304456 | 3800 | SH |  | SOLE |  | 0 | 0 | 3800 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 228025 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |

---