§ 13F · FUND PROFILE
William Allan Corp.
AUM · $204M (13F)Positions · 62Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 40K | $29M | 14.2% | −10% |
| 2 | GOOGL | ALPHABET INC | 32K | $12M | 5.6% | −8% |
| 3 | DELL | DELL TECHNOLOGIES INC | 26K | $11M | 5.5% | −3% |
| 4 | AAPL | APPLE INC | 36K | $11M | 5.2% | −2% |
| 5 | MA | MASTERCARD INCORPORATED | 15K | $8M | 3.7% | +3% |
| 6 | WMT | WALMART INC | 67K | $8M | 3.7% | −2% |
| 7 | SBUX | STARBUCKS CORP | 63K | $6M | 3.1% | −1% |
| 8 | HD | HOME DEPOT INC | 18K | $6M | 3.1% | +11% |
| 9 | AMZN | AMAZON COM INC | 26K | $6M | 3.0% | −2% |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | 25K | $6M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLIAM SIGNAL
AC read
William Allan Corp is a Other fund managing $204 million in assets. The fund runs a portfolio of 62 positions.
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