§ 13F · FUND PROFILE
William Allan Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178M (13F)Positions · 51Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 45K | $15M | 9.1% | −6% |
| 2 | GOOGL | ALPHABET INC | 35K | $10M | 6.0% | −4% |
| 3 | AAPL | APPLE INC | 37K | $9M | 5.6% | ±0% |
| 4 | WMT | WALMART INC | 69K | $9M | 5.0% | −2% |
| 5 | MA | MASTERCARD INCORPORATED | 14K | $7M | 4.3% | ±0% |
| 6 | SBUX | STARBUCKS CORP | 64K | $6M | 3.4% | +3% |
| 7 | AMZN | AMAZON COM INC | 27K | $6M | 3.3% | ±0% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 6K | $6M | 3.3% | ±0% |
| 9 | SCHW | SCHWAB CHARLES CORP | 58K | $5M | 3.2% | +2% |
| 10 | HD | HOME DEPOT INC | 16K | $5M | 3.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLIAM SIGNAL
AC read
William Allan Corp is a Other fund managing $178 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed