William Allan Corp: 13F holdings
CIK 19109612026Q2
| Positions | 62 |
|---|
| Reported value | $204.5m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 62 (+3 vs prior quarter) |
|---|
| Reported value | $204.5m (+21.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 40,181 | $29.1m | 14.2% |
| GOOGL ALPHABET INC | 32,236 | $11.5m | 5.6% |
| DELL DELL TECHNOLOGIES INC | 26,283 | $11.3m | 5.5% |
| AAPL APPLE INC | 36,467 | $10.6m | 5.2% |
| MA MASTERCARD INCORPORATED | 14,812 | $7.6m | 3.7% |
| WMT WALMART INC | 67,038 | $7.6m | 3.7% |
| SBUX STARBUCKS CORP | 62,910 | $6.4m | 3.1% |
| HD HOME DEPOT INC | 18,144 | $6.4m | 3.1% |
| AMZN AMAZON COM INC | 26,111 | $6.2m | 3.0% |
| ADP AUTOMATIC DATA PROCESSING IN | 24,852 | $5.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910961")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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