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William Allan Corp

All holdings · as of Dec 31, 2025

58 positions

CompanyClassValueShares% of portfolio
American Tower Corp$215.4K1,2270.1%
ISHARES TR$216.7K1,3740.1%
AMERICAN ELECTRIC POWER CO INC$237.0K2,0550.1%
Philip Morris International Inc.$241.7K1,5070.1%
PRUDENTIAL FINANCIAL INC$272.5K2,4140.2%
SPDR S&P 500 ETF TR$290.5K4260.2%
Duke Energy Corp$315.8K2,6940.2%
MCCORMICK & CO INC$363.0K5,3300.2%
CHEVRON CORP$406.0K2,6640.2%
ISHARES TR$419.7K1,2990.2%
ALTRIA GROUP, INC.$501.4K8,6950.3%
Simon Property Group Inc$509.8K2,7540.3%
ISHARES TR$571.7K4,1750.3%
VERIZON COMMUNICATIONS INC$594.4K14,5940.3%
INVESCO QQQ TR$672.3K1,0940.4%
REALTY INCOME CORP$697.6K12,3750.4%
COCA COLA CO$812.8K11,6260.5%
SOUTHERN CO$858.7K9,8480.5%
Warren E. Buffett$873.1K1,7370.5%
VALVOLINE INC$1.02M35,1110.6%
3M CO$1.03M6,4570.6%
Copart Inc$1.12M28,6500.6%
STRYKER CORP$1.25M3,5500.7%
FAIR ISAAC CORP$1.61M9530.9%
NVIDIA Corp$1.71M9,1691.0%
Garmin Ltd$1.76M8,7011.0%
AMERICAN EXPRESS CO$1.83M4,9441.0%
Zoetis Inc.$2.05M16,2751.2%
Corpay Inc$2.14M7,1241.2%
BEST BUY CO INC$2.48M37,0751.4%
VEEVA SYSTEMS INC$2.73M12,2361.5%
Monster Beverage Corp$2.90M37,8271.6%
GENERAL DYNAMICS CORP$2.96M8,8051.7%
United Parcel Service Inc$2.99M30,1861.7%
Domino's Pizza Inc.$3.14M7,5391.8%
Dell Technologies Inc.$3.36M26,7191.9%
Walt Disney Co$3.39M29,8281.9%
HERSHEY CO$3.50M19,2422.0%
West Pharmaceutical Services Inc$3.62M13,1632.1%
CHEMED CORP$3.74M8,7492.1%
HORTON D R INC /DE$3.97M27,5362.2%
PEPSICO INC$3.97M27,6742.3%
Otis Worldwide Corp$4.32M49,4312.4%
NIKE, Inc.$4.57M71,7472.6%
PAYCHEX INC$4.69M41,7972.7%
COSTCO WHOLESALE CORP /NEW$4.76M5,5192.7%
Visa Inc$5.15M14,6892.9%
STARBUCKS CORP$5.22M61,9763.0%
HOME DEPOT, INC.$5.49M15,9633.1%
SCHWAB CHARLES CORP$5.73M57,3893.3%
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