Fund HoldingsWilliam Allan Corp

Total Portfolio Value
$161.05M
Total Bought
$10.29M
Total Sold
$11.04M
Net Transaction
-$752.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
D R HORTON INC(DHI)28,05827,495-5633,9545,2453.26%+1,291
STARBUCKS CORP(SBUX)61,96262,474+5124,8246,0913.78%+1,267
MONSTER BEVERAGE CORP NEW(MNST)023,119+23,11901,2060.75%+1,206
BROWN FORMAN CORP(BF-A)62,45678,209+15,7532,6973,8482.39%+1,151
KENVUE INC(KVUE)037,859+37,85908760.54%+876
MASTERCARD INCORPORATED(MA)16,80016,768-327,4128,2805.14%+868
WALMART INC(WMT)86,12082,944-3,1765,8316,6984.16%+867
NIKE INC(NKE)38,77042,681+3,9112,9223,7732.34%+851
HOME DEPOT INC(HD)14,24614,038-2084,9045,6883.53%+784
AUTOMATIC DATA PROCESSING IN21,28321,111-1725,0805,8423.63%+762
BEST BUY INC(BBY)28,00428,901+8972,3602,9851.85%+625
AMERICAN EXPRESS CO(AXP)14,70414,563-1413,4053,9502.45%+545
ADOBE INC(ADBE)3,9615,280+1,3192,2002,7341.70%+534
GE HEALTHCARE TECHNOLOGIES I(GEHC)22,29223,979+1,6871,7372,2501.40%+513
LOCKHEED MARTIN CORP(LMT)3,7223,704-181,7392,1651.34%+426
CHEMED CORP NEW(CHE)7,3747,351-234,0014,4182.74%+417
OTIS WORLDWIDE CORP(OTIS)47,07447,346+2724,5314,9213.06%+390
VEEVA SYS INC(VEEV)12,20312,386+1832,2332,5991.61%+366
ZOETIS INC(ZTS)14,42428,892+14,4682,5002,8291.76%+329
PAYCHEX INC(PAYX)37,00535,010-1,9954,3874,6982.92%+311
VISA INC(V)15,78415,831+474,1434,3532.70%+210
DIAGEO PLC(DEO)8,2358,857+6221,0381,2430.77%+205
3M CO(MMM)5,9375,877-606078030.50%+196
COSTCO WHSL CORP NEW(COST)8,2998,170-1297,0547,2434.50%+189
REALTY INCOME CORP(O)12,45012,940+4906588210.51%+163
PEPSICO INC(PEP)12,89113,454+5632,1262,2881.42%+162
BERKSHIRE HATHAWAY INC DEL1,9742,043+698039400.58%+137
SOUTHERN CO(SO)8,3738,478+1056507650.47%+115
HERSHEY CO(HSY)7,0767,350+2741,3011,4100.88%+109
APPLE INC(AAPL)43,54439,821-3,7239,1719,2785.76%+107
UNITED PARCEL SERVICE INC(UPS)27,54828,379+8313,7703,8692.40%+99
VERIZON COMMUNICATIONS INC(VZ)8,4789,898+1,4203504450.28%+95
COCA COLA CO(KO)11,01111,01107017910.49%+90
GENERAL DYNAMICS CORP(GD)8,8218,754-672,5592,6451.64%+86
SIMON PPTY GROUP INC NEW(SPG)1,6851,928+2432563260.20%+70
STRYKER CORPORATION(SYK)2,9192,855-649931,0320.64%+39
GARMIN LTD(GRMN)9,61918,686+9,0671,5671,5980.99%+31
WEST PHARMACEUTICAL SVSC INC(WST)3,2957,000+3,7051,0851,1130.69%+28
ALTRIA GROUP INC(MO)4,7064,736+302142420.15%+28
NVIDIA CORPORATION(NVDA)2,1802,175-52692640.16%-5
LAUDER ESTEE COS INC(EL)5,9836,167+1846376150.38%-22
MERCK & CO INC(MRK)2,8262,820-63503200.20%-30
AMAZON COM INC(AMZN)18,93719,319+3823,6603,6002.24%-60
LULULEMON ATHLETICA INC(LULU)5,0265,225+1991,5011,4180.88%-83
NOVO-NORDISK A S(NVO)4,1784,17805964970.31%-99
DOMINOS PIZZA INC(DPZ)2,6322,781+1491,3591,1960.74%-163
DISNEY WALT CO(DIS)33,23732,496-7413,3003,1261.94%-174
MCCORMICK & CO INC(MKC)9,4375,885-3,5526694840.30%-185
INTUIT(INTU)4,2434,177-662,7892,5941.61%-195
MICROSOFT CORP(MSFT)13,12613,027-995,8675,6053.48%-262
SCHWAB CHARLES CORP(SCHW)48,67349,155+4823,5873,1861.98%-401
ALPHABET INC(GOOG)36,93736,562-3756,7286,0643.77%-664
APPLIED MATLS INC52,62648,411-4,21512,4199,7816.07%-2,638
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