Fund Holdings

William Allan Corp

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ALPHABET INC(GOOG)39,65038,794-8566,987,4479,430,7435.29%+2,443,296
APPLE INC(AAPL)38,85138,206-6457,970,9839,728,3175.46%+1,757,334
COPART INC(CPRT)029,755+29,75501,338,0820.75%+1,338,082
FAIR ISAAC CORP(FICO)0840+84001,257,0850.70%+1,257,085
D R HORTON INC(DHI)28,39127,977-4143,660,1224,741,2342.66%+1,081,112
BEST BUY INC(BBY)31,11937,176+6,0572,089,0182,811,2491.58%+722,231
VALVOLINE INC(VVV)19,89237,611+17,719753,3101,350,6110.76%+597,301
DELL TECHNOLOGIES INC(DELL)25,90126,600+6993,175,4633,771,0822.11%+595,619
HOME DEPOT INC(HD)16,45116,266-1856,031,4966,590,8613.70%+559,365
WEST PHARMACEUTICAL SVSC INC(WST)14,27913,822-4573,124,2453,625,9252.03%+501,680
GENERAL DYNAMICS CORP(GD)9,3039,166-1372,713,1673,125,4351.75%+412,268
HERSHEY CO(HSY)18,41518,467+523,055,9693,454,2521.94%+398,283
APPLIED MATLS INC55,22851,166-4,06210,110,49810,475,6245.87%+365,126
GARMIN LTD(GRMN)9,4809,461-191,978,6092,329,5011.31%+350,892
STRYKER CORPORATION(SYK)2,7353,779+1,0441,082,1821,397,1240.78%+314,942
NVIDIA CORPORATION(NVDA)9,94210,103+1611,570,7371,885,0181.06%+314,281
CHEVRON CORP NEW(CVX)01,902+1,9020295,3620.17%+295,362
MONSTER BEVERAGE CORP NEW(MNST)38,87738,742-1352,435,2552,607,7241.46%+172,469
PEPSICO INC(PEP)27,61227,127-4853,645,8883,809,7162.14%+163,828
SCHWAB CHARLES CORP(SCHW)60,06559,072-9935,480,3675,639,6093.16%+159,242
VEEVA SYS INC(VEEV)14,53814,533-54,186,6534,329,5262.43%+142,873
ALTRIA GROUP INC(MO)5,3406,840+1,500313,084451,8500.25%+138,766
MICROSOFT CORP(MSFT)14,33614,017-3197,130,6417,259,9024.07%+129,261
DUKE ENERGY CORP NEW(DUK)1,9102,627+717225,380325,0910.18%+99,711
SIMON PPTY GROUP INC NEW(SPG)2,6682,744+76428,908514,9660.29%+86,058
REALTY INCOME CORP(O)11,63011,935+305670,004725,5290.41%+55,525
SOUTHERN CO(SO)9,5639,723+160878,170921,4490.52%+43,279
3M CO(MMM)6,6686,712+441,015,1361,041,5680.58%+26,432
VERIZON COMMUNICATIONS INC(VZ)11,52811,834+306498,817520,1040.29%+21,287
AMERICAN EXPRESS CO(AXP)5,3325,156-1761,700,7721,712,6990.96%+11,927
MCCORMICK & CO INC(MKC)5,3305,3300404,121356,6300.20%-47,491
CHEMED CORP NEW(CHE)8,2468,845+5994,015,1603,960,2162.22%-54,944
BERKSHIRE HATHAWAY INC DEL2,1931,970-2231,065,294990,3980.56%-74,896
COCA COLA CO(KO)11,63511,240-395823,176745,4370.42%-77,739
NIKE INC(NKE)75,33574,970-3655,351,7655,227,6582.93%-124,107
AMAZON COM INC(AMZN)27,65227,060-5926,066,5725,941,5643.33%-125,008
WALMART INC(WMT)80,77075,418-5,3527,897,6917,772,5794.36%-125,112
UNITED PARCEL SERVICE INC(UPS)26,92230,771+3,8492,717,4562,570,2601.44%-147,196
DOMINOS PIZZA INC(DPZ)7,1767,078-983,233,5063,055,6431.71%-177,863
LULULEMON ATHLETICA INC(LULU)7,2748,697+1,4231,728,1571,547,4570.87%-180,700
ZOETIS INC(ZTS)17,92717,728-1992,795,7822,593,9301.45%-201,852
KENVUE INC(KVUE)51,98553,399+1,4141,088,046866,6660.49%-221,380
CORPAY INC(CPAY)7,1747,306+1322,380,4772,104,5661.18%-275,911
VISA INC(V)15,76815,419-3495,598,4555,263,8102.95%-334,645
OTIS WORLDWIDE CORP(OTIS)49,44349,150-2934,895,8404,493,7982.52%-402,042
DISNEY WALT CO(DIS)32,37731,398-9794,015,1323,595,0792.02%-420,053
STARBUCKS CORP(SBUX)63,47263,448-245,815,9395,367,7013.01%-448,238
AUTOMATIC DATA PROCESSING IN21,37120,790-5816,590,8166,101,8653.42%-488,951
MASTERCARD INCORPORATED(MA)16,23614,848-1,3889,123,6588,445,6914.74%-677,967
PAYCHEX INC(PAYX)36,12536,094-315,254,7134,575,2612.57%-679,452
COSTCO WHSL CORP NEW(COST)7,9405,711-2,2297,860,1335,286,2952.96%-2,573,838
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