Fund Holdings

William Allan Corp

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 160 of 60 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
ALPHABET INC38,79436,680-2,1149,430,74311,480,840+2,050,097
APPLIED MATLS INC51,16647,637-3,52910,475,62412,242,361+1,766,737
INVESCO QQQ TR01,094+1,0940672,285+672,285
ISHARES TR04,175+4,1750571,696+571,696
APPLE INC38,20637,362-8449,728,31710,157,233+428,916
UNITED PARCEL SERVICE INC30,77130,186-5852,570,2602,994,199+423,939
ISHARES TR01,299+1,2990419,728+419,728
FAIR ISAAC CORP840953+1131,257,0851,611,161+354,076
MONSTER BEVERAGE CORP NEW38,74237,827-9152,607,7242,900,196+292,472
SPDR S&P 500 ETF TR0426+4260290,498+290,498
AUTOMATIC DATA PROCESSING IN20,79024,818+4,0286,101,8656,383,934+282,069
PRUDENTIAL FINL INC02,414+2,4140272,492+272,492
PHILIP MORRIS INTL INC01,507+1,5070241,723+241,723
AMERICAN ELEC PWR CO INC02,055+2,0550236,962+236,962
ISHARES TR01,374+1,3740216,741+216,741
AMERICAN TOWER CORP NEW01,227+1,2270215,424+215,424
AMAZON COM INC27,06026,537-5235,941,5646,125,270+183,706
PEPSICO INC27,12727,674+5473,809,7163,971,772+162,056
AMERICAN EXPRESS CO5,1564,944-2121,712,6991,829,033+116,334
PAYCHEX INC36,09441,797+5,7034,575,2614,688,731+113,470
CHEVRON CORP NEW1,9022,664+762295,362406,020+110,658
SCHWAB CHARLES CORP59,07257,389-1,6835,639,6095,733,785+94,176
DOMINOS PIZZA INC7,0787,539+4613,055,6433,142,406+86,763
VERIZON COMMUNICATIONS INC11,83414,594+2,760520,104594,414+74,310
COCA COLA CO11,24011,626+386745,437812,774+67,337
ALTRIA GROUP INC6,8408,695+1,855451,850501,354+49,504
HERSHEY CO18,46719,242+7753,454,2523,501,659+47,407
CORPAY INC7,3067,124-1822,104,5662,143,825+39,259
WALMART INC75,41869,922-5,4967,772,5797,790,010+17,431
MCCORMICK & CO INC5,3305,3300356,630363,026+6,396
WEST PHARMACEUTICAL SVSC INC13,82213,163-6593,625,9253,621,668-4,257
SIMON PPTY GROUP INC NEW2,7442,754+10514,966509,793-5,173
3M CO6,7126,457-2551,041,5681,033,766-7,802
DUKE ENERGY CORP NEW2,6272,694+67325,091315,764-9,327
REALTY INCOME CORP11,93512,375+440725,529697,579-27,950
SOUTHERN CO9,7239,848+125921,449858,746-62,703
VISA INC15,41914,689-7305,263,8105,151,579-112,231
BERKSHIRE HATHAWAY INC DEL1,9701,737-233990,398873,103-117,295
STARBUCKS CORP63,44861,976-1,4725,367,7015,218,999-148,702
STRYKER CORPORATION3,7793,550-2291,397,1241,247,718-149,406
GENERAL DYNAMICS CORP9,1668,805-3613,125,4352,964,459-160,976
NVIDIA CORPORATION10,1039,169-9341,885,0181,710,019-174,999
OTIS WORLDWIDE CORP49,15049,431+2814,493,7984,317,841-175,957
DISNEY WALT CO31,39829,828-1,5703,595,0793,393,494-201,585
COPART INC29,75528,650-1,1051,338,0821,121,647-216,435
CHEMED CORP NEW8,8458,749-963,960,2163,743,561-216,655
MASTERCARD INCORPORATED14,84814,343-5058,445,6918,188,132-257,559
BEST BUY INC37,17637,075-1012,811,2492,481,430-329,819
VALVOLINE INC37,61135,111-2,5001,350,6111,020,326-330,285
DELL TECHNOLOGIES INC26,60026,719+1193,771,0823,363,388-407,694
COSTCO WHSL CORP NEW5,7115,519-1925,286,2954,759,685-526,610
ZOETIS INC17,72816,275-1,4532,593,9302,047,721-546,209
GARMIN LTD9,4618,701-7602,329,5011,764,998-564,503
NIKE INC74,97071,747-3,2235,227,6584,571,033-656,625
MICROSOFT CORP14,01713,630-3877,259,9026,591,738-668,164
D R HORTON INC27,97727,536-4414,741,2343,966,010-775,224
KENVUE INC53,3990-53,399866,6660-866,666
HOME DEPOT INC16,26615,963-3036,590,8615,493,040-1,097,821
LULULEMON ATHLETICA INC8,6970-8,6971,547,4570-1,547,457
VEEVA SYS INC14,53312,236-2,2974,329,5262,731,442-1,598,084
Page 1 of 1