StockDriftsStockDriftsTop 50 William Allan CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 10% | 39.0K | $19.9M | -2.91%(-1.17K) | $142.24(+190.43%) | 2026-09-30 | |
| DELL | DELL TECHNOLOGIES INC | 6.69% | 24.8K | $13.3M | -5.62%(-1.48K) | $105.90(+330.05%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.03% | 36.1K | $12.0M | -0.94%(-342) | $160.78(+113.29%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.51% | 31.9K | $11.0M | -0.95%(-307) | $136.04(+153.01%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 4.1% | 14.8K | $8.2M | +0.16%(+23) | $358.57(+71.91%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.75% | 14.6K | $7.5M | +0.02%(+3) | $306.35(+74.15%) | 2026-09-30 | |
| WMT | WALMART INC | 3.58% | 68.6K | $7.1M | +2.34%(+1.57K) | $48.67(+143.90%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.27% | 26.2K | $6.5M | +0.34%(+90) | $154.73(+69.62%) | 2026-09-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 3.2% | 24.7K | $6.4M | -0.52%(-130) | $233.34(+23.01%) | 2026-09-30 | |
| SBUX | STARBUCKS CORP | 2.97% | 62.9K | $5.9M | +0.03%(+22) | $105.01(-6.80%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.14% | +56.66% | — | — | +30.27% |
| Top 20 Holdings Unweighted | +12.86% | +43.75% | — | — | +18.87% |
William Allan CORP reports $199.42M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (10.0%), DELL (6.7%) and AAPL (6.0%). The top 20 holdings account for 72.43% of reported assets. Its disclosed equity book has returned +56.66% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track William Allan CORP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from William Allan CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910961). View William Allan CORP’s 13F filings on SEC