Fund Holdings — William Allan Corp

Total Portfolio Value
$178.33M
Total Bought
$7.18M
Total Sold
$15.18M
Net Transaction
-$8.00M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)39,65038,794-8566,9879,4315.29%+2,443
APPLE INC(AAPL)38,85138,206-6457,9719,7285.46%+1,757
COPART INC(CPRT)029,755+29,75501,3380.75%+1,338
FAIR ISAAC CORP(FICO)0840+84001,2570.70%+1,257
D R HORTON INC(DHI)28,39127,977-4143,6604,7412.66%+1,081
BEST BUY INC(BBY)31,11937,176+6,0572,0892,8111.58%+722
VALVOLINE INC(VVV)19,89237,611+17,7197531,3510.76%+597
DELL TECHNOLOGIES INC(DELL)25,90126,600+6993,1753,7712.11%+596
HOME DEPOT INC(HD)16,45116,266-1856,0316,5913.70%+559
WEST PHARMACEUTICAL SVSC INC(WST)14,27913,822-4573,1243,6262.03%+502
GENERAL DYNAMICS CORP(GD)9,3039,166-1372,7133,1251.75%+412
HERSHEY CO(HSY)18,41518,467+523,0563,4541.94%+398
APPLIED MATLS INC55,22851,166-4,06210,11010,4765.87%+365
GARMIN LTD(GRMN)9,4809,461-191,9792,3301.31%+351
STRYKER CORPORATION(SYK)2,7353,779+1,0441,0821,3970.78%+315
NVIDIA CORPORATION(NVDA)9,94210,103+1611,5711,8851.06%+314
CHEVRON CORP NEW(CVX)01,902+1,90202950.17%+295
MONSTER BEVERAGE CORP NEW(MNST)38,87738,742-1352,4352,6081.46%+172
PEPSICO INC(PEP)27,61227,127-4853,6463,8102.14%+164
SCHWAB CHARLES CORP(SCHW)60,06559,072-9935,4805,6403.16%+159
VEEVA SYS INC(VEEV)14,53814,533-54,1874,3302.43%+143
ALTRIA GROUP INC(MO)5,3406,840+1,5003134520.25%+139
MICROSOFT CORP(MSFT)14,33614,017-3197,1317,2604.07%+129
DUKE ENERGY CORP NEW(DUK)1,9102,627+7172253250.18%+100
SIMON PPTY GROUP INC NEW(SPG)2,6682,744+764295150.29%+86
REALTY INCOME CORP(O)11,63011,935+3056707260.41%+56
SOUTHERN CO(SO)9,5639,723+1608789210.52%+43
3M CO(MMM)6,6686,712+441,0151,0420.58%+26
VERIZON COMMUNICATIONS INC(VZ)11,52811,834+3064995200.29%+21
AMERICAN EXPRESS CO(AXP)5,3325,156-1761,7011,7130.96%+12
MCCORMICK & CO INC(MKC)5,3305,33004043570.20%-47
CHEMED CORP NEW(CHE)8,2468,845+5994,0153,9602.22%-55
BERKSHIRE HATHAWAY INC DEL2,1931,970-2231,0659900.56%-75
COCA COLA CO(KO)11,63511,240-3958237450.42%-78
NIKE INC(NKE)75,33574,970-3655,3525,2282.93%-124
AMAZON COM INC(AMZN)27,65227,060-5926,0675,9423.33%-125
WALMART INC(WMT)80,77075,418-5,3527,8987,7734.36%-125
UNITED PARCEL SERVICE INC(UPS)26,92230,771+3,8492,7172,5701.44%-147
DOMINOS PIZZA INC(DPZ)7,1767,078-983,2343,0561.71%-178
LULULEMON ATHLETICA INC(LULU)7,2748,697+1,4231,7281,5470.87%-181
ZOETIS INC(ZTS)17,92717,728-1992,7962,5941.45%-202
KENVUE INC(KVUE)51,98553,399+1,4141,0888670.49%-221
CORPAY INC(CPAY)7,1747,306+1322,3802,1051.18%-276
VISA INC(V)15,76815,419-3495,5985,2642.95%-335
OTIS WORLDWIDE CORP(OTIS)49,44349,150-2934,8964,4942.52%-402
DISNEY WALT CO(DIS)32,37731,398-9794,0153,5952.02%-420
STARBUCKS CORP(SBUX)63,47263,448-245,8165,3683.01%-448
AUTOMATIC DATA PROCESSING IN21,37120,790-5816,5916,1023.42%-489
MASTERCARD INCORPORATED(MA)16,23614,848-1,3889,1248,4464.74%-678
PAYCHEX INC(PAYX)36,12536,094-315,2554,5752.57%-679
COSTCO WHSL CORP NEW(COST)7,9405,711-2,2297,8605,2862.96%-2,574
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William Allan Corp — 13F Holdings — Q3 2025 | TickerTrail