StockDriftsStockDriftsTop 50 William Allan Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 14.21% | 40.2K | $29.1M | -10.20%(-4.56K) | $142.24(+275.10%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.63% | 32.2K | $11.5M | -8.10%(-2.84K) | $136.04(+158.36%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 5.55% | 26.3K | $11.3M | -2.84%(-768) | $105.90(+314.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.16% | 36.5K | $10.6M | -2.17%(-807) | $160.78(+90.73%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 3.72% | 14.8K | $7.6M | +2.90%(+418) | $358.30(+57.34%) | 2026-06-30 | |
| WMT | WALMART INC | 3.71% | 67.0K | $7.6M | -2.28%(-1.57K) | $47.27(+139.37%) | 2026-06-30 | |
| SBUX | STARBUCKS CORP | 3.14% | 62.9K | $6.4M | -1.14%(-725) | $105.02(+0.95%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 3.13% | 18.1K | $6.4M | +11.12%(+1.82K) | $363.85(-2.48%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.04% | 26.1K | $6.2M | -1.62%(-431) | $154.42(+78.05%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 2.72% | 24.9K | $5.6M | -0.75%(-189) | $233.34(+16.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.57% | +58.41% | — | — | +34.28% |
| Top 20 Holdings Unweighted | +11.72% | +39.45% | — | — | +18.80% |
William Allan Corp reports $204.48M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (14.2%), GOOGL (5.6%) and DELL (5.5%). The top 20 holdings account for 72.72% of reported assets. Its disclosed equity book has returned +58.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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