StockDriftsStockDriftsTop 50 William Allan Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 9.05% | 44.7K | $15.3M | -6.08%(-2.89K) | $142.24(+323.96%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.97% | 35.1K | $10.1M | -4.37%(-1.60K) | $136.04(+164.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.6% | 37.3K | $9.5M | -0.24%(-88) | $160.78(+91.95%) | 2026-03-31 | |
| WMT | WALMART INC | 5.05% | 68.6K | $8.5M | -1.88%(-1.32K) | $47.27(+136.62%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.26% | 14.4K | $7.2M | +0.36%(+51) | $354.07(+52.34%) | 2026-03-31 | |
| SBUX | STARBUCKS CORP | 3.37% | 63.6K | $5.7M | +2.68%(+1.66K) | $105.02(-0.71%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.27% | 26.5K | $5.5M | +0.02%(+5) | $154.42(+57.15%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.26% | 5.5K | $5.5M | +0.05%(+3) | $508.64(+87.10%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 3.24% | 58.3K | $5.5M | +1.59%(+911) | $76.52(+26.77%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.18% | 16.3K | $5.4M | +2.29%(+365) | $366.72(-2.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.12% | +33.53% |
| Top 20 Holdings Unweighted | +7.81% | +25.29% |
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