William Allan Corp 13F Holdings
CIK 0001910961
As of Sep 30, 2025, William Allan Corp reported 51 positions worth
CIK 0001910961
As of Sep 30, 2025, William Allan Corp reported 51 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLIED MATERIALS INC | AMAT | Technology | 51,166 | 0.5M | 5.87% |
| APPLE INC | AAPL | Technology | 38,206 | $9.7M | 5.46% |
| ALPHABET INC | GOOGL | Equity | 38,794 | $9.4M | 5.29% |
| MASTERCARD INC | MA | Financial Services | 14,848 | $8.4M | 4.74% |
| WALMART INC | WMT | Consumer Defensive | 75,418 | $7.8M | 4.36% |
| MICROSOFT CORP | MSFT | Technology | 14,017 | $7.3M | 4.07% |
| HOME DEPOT INC | HD | Consumer Cyclical | 16,266 | $6.6M | 3.70% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 20,790 | $6.1M | 3.42% |
| AMAZON.COM INC | AMZN | Equity | 27,060 | $5.9M | 3.33% |
| SCHWAB CHARLES CORP | SCHW | Equity | 59,072 | $5.6M | 3.16% |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 63,448 | $5.4M | 3.01% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 5,711 | $5.3M | 2.96% |
| VISA INC-CLASS A SHARES | V | Financial Services | 15,419 | $5.3M | 2.95% |
| NIKE INC | NKE | Consumer Cyclical | 74,970 | $5.2M | 2.93% |
| HORTON D R INC | DHI | Consumer Cyclical | 27,977 | $4.7M | 2.66% |
| PAYCHEX INC | PAYX | Industrials | 36,094 | $4.6M | 2.57% |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 49,150 | $4.5M | 2.52% |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 14,533 | $4.3M | 2.43% |
| CHEMED CORP | CHE | Healthcare | 8,845 | $4.0M | 2.22% |
| PEPSICO INC | PEP | Consumer Defensive | 27,127 | $3.8M | 2.14% |
| DELL TECHNOLOGIES INC | DELL | Technology | 26,600 | $3.8M | 2.11% |
| WEST PHARMACEUTICAL SERVICES INC | WST | Healthcare | 13,822 | $3.6M | 2.03% |
| WALT DISNEY CO | DIS | Communication Services | 31,398 | $3.6M | 2.02% |
| HERSHEY CO | HSY | Consumer Defensive | 18,467 | $3.5M | 1.94% |
| GENERAL DYNAMICS CORP | GD | Industrials | 9,166 | $3.1M | 1.75% |