Fund HoldingsWilliam Allan Corp

Total Portfolio Value
$126.30M
Total Bought
$4.44M
Total Sold
$8.06M
Net Transaction
-$3.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
GE HEALTHCARE TECHNOLOGIES I(GEHC)025,293+25,29301,7211.36%+1,721
LAUDER ESTEE COS INC(EL)05,545+5,54508020.63%+802
AUTOMATIC DATA PROCESSING IN21,68521,686+14,7665,2174.13%+451
ALPHABET INC(GOOG)38,30237,782-5204,5854,9443.91%+359
INTUIT(INTU)4,2254,345+1201,9362,2201.76%+284
PAYCHEX INC(PAYX)32,18332,217+343,6003,7162.94%+115
VEEVA SYS INC(VEEV)13,19613,334+1382,6092,7132.15%+104
COSTCO WHSL CORP NEW(COST)8,8078,512-2954,7424,8093.81%+67
GENERAL DYNAMICS CORP(GD)8,8158,845+301,8961,9541.55%+58
NOVO-NORDISK A S(NVO)2,0894,178+2,0893383800.30%+42
BERKSHIRE HATHAWAY INC DEL1,5921,669+775435850.46%+42
ACTIVISION BLIZZARD INC4,3714,336-353684060.32%+38
INTEL CORP(INTC)76,53872,573-3,9652,5592,5802.04%+21
VERIZON COMMUNICATIONS INC(VZ)6,5487,823+1,2752442540.20%+10
LULULEMON ATHLETICA INC(LULU)4,8714,802-691,8441,8521.47%+8
ADOBE INC(ADBE)4,0963,941-1552,0032,0091.59%+7
DISNEY WALT CO(DIS)33,20936,592+3,3832,9652,9662.35%+1
3M CO(MMM)5,0325,350+3185045010.40%-3
GARMIN LTD(GRMN)9,6949,560-1341,0111,0060.80%-5
ALTRIA GROUP INC(MO)4,7504,912+1622152070.16%-9
WALMART INC(WMT)30,10729,411-6964,7324,7043.72%-29
MERCK & CO INC(MRK)2,8562,911+553303000.24%-30
PEPSICO INC(PEP)2,1322,13203953610.29%-34
SOUTHERN CO(SO)8,5318,581+505995550.44%-44
COCA COLA CO(KO)12,96013,126+1667807350.58%-46
ZOETIS INC(ZTS)12,87812,482-3962,2182,1721.72%-46
STRYKER CORPORATION(SYK)2,5972,706+1097927390.59%-53
REALTY INCOME CORP(O)11,17011,220+506685600.44%-108
MASTERCARD INCORPORATED(MA)17,40617,014-3926,8466,7365.33%-110
AMAZON COM INC(AMZN)19,04818,583-4652,4832,3621.87%-121
VISA INC(V)15,37715,335-423,6523,5272.79%-124
LOCKHEED MARTIN CORP(LMT)3,3303,425+951,5331,4011.11%-132
HOME DEPOT INC(HD)14,92714,728-1994,6374,4503.52%-187
SCHWAB CHARLES CORP(SCHW)52,37649,922-2,4542,9692,7412.17%-228
CHEMED CORP NEW(CHE)7,6457,508-1374,1413,9023.09%-239
SERVICE CORP INTL(SCI)26,03725,235-8021,6821,4421.14%-240
MCCORMICK & CO INC(MKC)35,91936,284+3653,1332,7442.17%-389
BEST BUY INC(BBY)28,68028,186-4942,3501,9581.55%-392
STARBUCKS CORP(SBUX)46,94546,325-6204,6504,2283.35%-422
AMERICAN EXPRESS CO(AXP)15,81615,624-1922,7552,3311.85%-424
BROWN FORMAN CORP(BF-A)40,60639,427-1,1792,7122,2751.80%-437
MICROSOFT CORP(MSFT)13,58213,262-3204,6254,1883.32%-438
APPLIED MATLS INC56,12055,373-7478,1127,6666.07%-445
OTIS WORLDWIDE CORP(OTIS)48,24847,497-7514,2953,8153.02%-480
D R HORTON INC(DHI)31,09230,310-7823,7843,2572.58%-526
NIKE INC(NKE)38,96738,448-5194,3013,6762.91%-624
UNITED PARCEL SERVICE INC(UPS)27,03726,622-4154,8464,1503.29%-697
APPLE INC(AAPL)50,67049,531-1,1399,8288,4806.71%-1,348
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