Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
William Allan Corp (CIK 1910961) reported $169.0M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMAT ($15.3M, 9.05%), GOOGL ($10.1M, 5.97%), AAPL ($9.5M, 5.60%), WMT ($8.5M, 5.05%), MA ($7.2M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $15.3M | 9.05% | 44,743 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $10.1M | 5.97% | 35,076 | Trimmed |
| 3 | AAPL | APPLE INC | $9.5M | 5.60% | 37,274 | Trimmed |
| 4 | WMT | WALMART INC | $8.5M | 5.05% | 68,605 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $7.2M | 4.26% | 14,394 | Added |
| 6 | SBUX | STARBUCKS CORP | $5.7M | 3.37% | 63,635 | Added |
| 7 | AMZN | AMAZON COM INC | $5.5M | 3.27% | 26,542 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $5.5M | 3.26% | 5,522 | Added |
| 9 | SCHW | SCHWAB CHARLES CORP | $5.5M | 3.24% | 58,300 | Added |
| 10 | HD | HOME DEPOT INC | $5.4M | 3.18% | 16,328 | Added |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | $5.1M | 3.01% | 25,041 | Added |
| 12 | MSFT | MICROSOFT CORP | $5.1M | 2.99% | 13,650 | Added |
| 13 | V | VISA INC | $4.7M | 2.77% | 15,469 | Added |
| 14 | PAYX | PAYCHEX INC | $4.5M | 2.68% | 49,089 | Added |
| 15 | DELL | DELL TECHNOLOGIES INC | $4.4M | 2.63% | 27,051 | Added |
| 16 | PEP | PEPSICO INC | $4.3M | 2.56% | 27,905 | Added |
| 17 | HSY | HERSHEY CO | $4.0M | 2.38% | 19,311 | Added |
| 18 | OTIS | OTIS WORLDWIDE CORP | $3.9M | 2.28% | 50,007 | Added |
| 19 | DHI | D R HORTON INC | $3.8M | 2.24% | 27,623 | Added |
| 20 | NKE | NIKE INC | $3.8M | 2.22% | 71,177 | Trimmed |
| 21 | WST | WEST PHARMACEUTICAL SVSC INC | $3.4M | 2.01% | 13,526 | Added |
| 22 | GD | GENERAL DYNAMICS CORP | $3.1M | 1.83% | 9,021 | Added |
| 23 | UPS | UNITED PARCEL SVCS INC | $3.0M | 1.77% | 30,425 | Added |
| 24 | DIS | DISNEY WALT CO | $2.8M | 1.67% | 29,361 | Trimmed |
| 25 | MNST | MONSTER BEVERAGE CORP NEW | $2.7M | 1.62% | 37,677 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31