Institutions / William Allan Corp

William Allan Corp

CIK 1910961 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$176.27M
Positions
58
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Applied Materials Inc /Deโ€”$12.24M47,6376.9%
Alphabet Inc.โ€”$11.48M36,6806.5%
Apple Inc.โ€”$10.16M37,3625.8%
Mastercard Incโ€”$8.19M14,3434.6%
Walmart Inc.โ€”$7.79M69,9224.4%
Microsoft Corpโ€”$6.59M13,6303.7%
Automatic Data Processing Incโ€”$6.38M24,8183.6%
Amazon.com Incโ€”$6.13M26,5373.5%
Schwab Charles Corpโ€”$5.73M57,3893.3%
Home Depot, Inc.โ€”$5.49M15,9633.1%
Starbucks Corpโ€”$5.22M61,9763.0%
Visa Incโ€”$5.15M14,6892.9%
Costco Wholesale Corp /Newโ€”$4.76M5,5192.7%
Paychex Incโ€”$4.69M41,7972.7%
NIKE, Inc.โ€”$4.57M71,7472.6%
Otis Worldwide Corpโ€”$4.32M49,4312.4%
Pepsico Incโ€”$3.97M27,6742.3%
Horton D R Inc /Deโ€”$3.97M27,5362.2%
Chemed Corpโ€”$3.74M8,7492.1%
West Pharmaceutical Services Incโ€”$3.62M13,1632.1%
Hershey Coโ€”$3.50M19,2422.0%
Walt Disney Coโ€”$3.39M29,8281.9%
Dell Technologies Inc.โ€”$3.36M26,7191.9%
Domino's Pizza Inc.โ€”$3.14M7,5391.8%
United Parcel Service Incโ€”$2.99M30,1861.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.