Fund HoldingsWilliam Allan Corp

Total Portfolio Value
$150.58M
Total Bought
$9.98M
Total Sold
$8.43M
Net Transaction
+$1.54M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
APPLIED MATLS INC54,95554,651-3048,90711,2717.49%+2,364
DOMINOS PIZZA INC(DPZ)02,613+2,61301,2980.86%+1,298
DISNEY WALT CO(DIS)33,94433,506-4383,0654,1002.72%+1,035
MASTERCARD INCORPORATED(MA)16,83716,772-657,1818,0775.36%+896
MICROSOFT CORP(MSFT)12,84113,126+2854,8295,5223.67%+693
AMERICAN EXPRESS CO(AXP)14,79714,801+42,7723,3702.24%+598
AMAZON COM INC(AMZN)18,56918,942+3732,8213,4172.27%+596
COSTCO WHSL CORP NEW(COST)8,3578,331-265,5166,1044.05%+588
WALMART INC(WMT)29,26985,993+56,7244,6145,1743.44%+560
HOME DEPOT INC(HD)14,57814,526-525,0525,5723.70%+520
CHEMED CORP NEW(CHE)7,4237,494+714,3414,8113.20%+470
OTIS WORLDWIDE CORP(OTIS)46,81746,872+554,1894,6533.09%+464
VEEVA SYS INC(VEEV)11,33311,380+472,1822,6371.75%+455
AUTOMATIC DATA PROCESSING IN21,57121,815+2445,0255,4483.62%+423
ALPHABET INC(GOOG)37,34937,298-515,2175,6293.74%+412
D R HORTON INC(DHI)30,09130,068-234,5734,9483.29%+375
VISA INC(V)15,25615,533+2773,9724,3352.88%+363
GE HEALTHCARE TECHNOLOGIES I(GEHC)22,47122,349-1221,7372,0321.35%+295
STRYKER CORPORATION(SYK)2,6522,944+2927941,0540.70%+260
SCHWAB CHARLES CORP(SCHW)49,52550,534+1,0093,4073,6562.43%+249
GARMIN LTD(GRMN)9,4159,618+2031,2101,4320.95%+222
GENERAL DYNAMICS CORP(GD)8,6808,757+772,2542,4741.64%+220
ALTRIA GROUP INC(MO)04,731+4,73102060.14%+206
SERVICE CORP INTL(SCI)23,47223,807+3351,6071,7671.17%+160
LOCKHEED MARTIN CORP(LMT)3,4313,719+2881,5551,6911.12%+136
PAYCHEX INC(PAYX)37,68337,624-594,4884,6203.07%+132
BERKSHIRE HATHAWAY INC DEL1,7531,798+456257560.50%+131
BEST BUY INC(BBY)26,28826,549+2612,0582,1781.45%+120
PEPSICO INC(PEP)12,16212,464+3022,0662,1811.45%+115
NOVO-NORDISK A S(NVO)4,1784,17804325360.36%+104
INTUIT(INTU)4,2884,268-202,6802,7741.84%+94
LAUDER ESTEE COS INC(EL)5,3055,640+3357768690.58%+93
MERCK & CO INC(MRK)2,8722,866-63133780.25%+65
VERIZON COMMUNICATIONS INC(VZ)8,6328,588-443253600.24%+35
COCA COLA CO(KO)13,32613,32607858150.54%+30
MCCORMICK & CO INC(MKC)10,2449,436-8087017250.48%+24
SIMON PPTY GROUP INC NEW(SPG)1,5101,51002152360.16%+21
3M CO(MMM)5,6295,962+3336156320.42%+17
SOUTHERN CO(SO)8,5438,483-605996090.40%+10
REALTY INCOME CORP(O)11,46011,565+1056586260.42%-32
UNITED PARCEL SERVICE INC(UPS)26,44327,295+8524,1584,0572.69%-101
STARBUCKS CORP(SBUX)52,05951,960-994,9984,7493.15%-249
ZOETIS INC(ZTS)12,20012,425+2252,4082,1021.40%-306
BROWN FORMAN CORP(BF-A)44,68243,289-1,3932,5512,2351.48%-316
ADOBE INC(ADBE)3,8863,945+592,3181,9901.32%-328
INTEL CORP(INTC)71,65771,247-4103,6013,1472.09%-454
NIKE INC(NKE)38,30838,185-1234,1593,5892.38%-570
LULULEMON ATHLETICA INC(LULU)4,8594,896+372,4841,9131.27%-571
APPLE INC(AAPL)44,72945,620+8918,6127,8235.20%-789
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