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William Allan Corp

All holdings · as of Dec 31, 2025

58 positions

CompanyClassValueShares% of portfolio
APPLIED MATERIALS INC /DE—$12.24M47,6376.9%
Alphabet Inc.—$11.48M36,6806.5%
Apple Inc.—$10.16M37,3625.8%
Mastercard Inc—$8.19M14,3434.6%
Walmart Inc.—$7.79M69,9224.4%
MICROSOFT CORP—$6.59M13,6303.7%
AUTOMATIC DATA PROCESSING INC—$6.38M24,8183.6%
Amazon.com Inc—$6.13M26,5373.5%
SCHWAB CHARLES CORP—$5.73M57,3893.3%
HOME DEPOT, INC.—$5.49M15,9633.1%
STARBUCKS CORP—$5.22M61,9763.0%
Visa Inc—$5.15M14,6892.9%
COSTCO WHOLESALE CORP /NEW—$4.76M5,5192.7%
PAYCHEX INC—$4.69M41,7972.7%
NIKE, Inc.—$4.57M71,7472.6%
Otis Worldwide Corp—$4.32M49,4312.4%
PEPSICO INC—$3.97M27,6742.3%
HORTON D R INC /DE—$3.97M27,5362.2%
CHEMED CORP—$3.74M8,7492.1%
West Pharmaceutical Services Inc—$3.62M13,1632.1%
HERSHEY CO—$3.50M19,2422.0%
Walt Disney Co—$3.39M29,8281.9%
Dell Technologies Inc.—$3.36M26,7191.9%
Domino's Pizza Inc.—$3.14M7,5391.8%
United Parcel Service Inc—$2.99M30,1861.7%
GENERAL DYNAMICS CORP—$2.96M8,8051.7%
Monster Beverage Corp—$2.90M37,8271.6%
VEEVA SYSTEMS INC—$2.73M12,2361.5%
BEST BUY CO INC—$2.48M37,0751.4%
Corpay Inc—$2.14M7,1241.2%
Zoetis Inc.—$2.05M16,2751.2%
AMERICAN EXPRESS CO—$1.83M4,9441.0%
Garmin Ltd—$1.76M8,7011.0%
NVIDIA Corp—$1.71M9,1691.0%
FAIR ISAAC CORP—$1.61M9530.9%
STRYKER CORP—$1.25M3,5500.7%
Copart Inc—$1.12M28,6500.6%
3M CO—$1.03M6,4570.6%
VALVOLINE INC—$1.02M35,1110.6%
Warren E. Buffett—$873.1K1,7370.5%
SOUTHERN CO—$858.7K9,8480.5%
COCA COLA CO—$812.8K11,6260.5%
REALTY INCOME CORP—$697.6K12,3750.4%
INVESCO QQQ TR—$672.3K1,0940.4%
VERIZON COMMUNICATIONS INC—$594.4K14,5940.3%
ISHARES TR—$571.7K4,1750.3%
Simon Property Group Inc—$509.8K2,7540.3%
ALTRIA GROUP, INC.—$501.4K8,6950.3%
ISHARES TR—$419.7K1,2990.2%
CHEVRON CORP—$406.0K2,6640.2%
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