WA

WILLIAM ALLAN Corp

13F
WILLIAM ALLAN Corp
Last update 2025-05-05 50 Stocks (3 new)
Value $159.00 Mil Turnover 9 %
Countries:
Top Holdings: MA(5.66%)AAPL(5.33%)COST(4.77%)AMAT(4.61%)WMT(4.53%)
Summary Stock Picks Current Portfolio
WILLIAM ALLAN Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ZTS 		Zoetis Inc2024-12-31Reduce
-0.82%
●
162.24 ($178.6) 194.44
$155.99
-12.66%
Reduce -46.66%
15,410
-13,482
GRMN 		Garmin Ltd2024-12-31Reduce
-0.50%
●
161.58 ($196.49) 220.77
$188.26
-4.19%
Reduce -50.88%
9,179
-9,507
NKE 		Nike Inc2024-12-31Add
+0.44%
●
73.36 ($78.38) 83.94
$58.62
-25.21%
Add 22.22%
52,163
9,482
ADBE 		Adobe Inc2024-12-31Add
+0.42%
●
437.39 ($495) 552.96
$384.97
-22.23%
Add 28.98%
6,810
1,530
AMZN 		Amazon.com Inc2024-12-31Add
+0.40%
●
180.8 ($204.89) 232.93
$188.71
-7.90%
Add 15.53%
22,319
3,000
EL 		The Estee Lauder Companies Inc2024-12-31Sold Out
-0.38%
●
62.74 ($78.68) 97.12
$59.26
-24.68%
Sold Out
0
-6,167
CHE 		Chemed Corp2024-12-31Add
+0.32%
●
517.44 ($563.26) 612.59
$577.44
2.52%
Add 13.45%
8,340
989
CPAY 		Corpay Inc2024-12-31New Buy
+0.25%
●
316.65 ($352.07) 382.99
$325.85
-7.45%
New holding
1,187
1,187
AAPL 		Apple Inc2024-12-31Reduce
-0.23%
●
221.69 ($235.83) 259.02
$196.25
-16.78%
Reduce -3.92%
38,261
-1,560
HD 		The Home Depot Inc2024-12-31Add
+0.09%
●
385.02 ($408.53) 431.37
$362.75
-11.21%
Add 2.6%
14,403
365

WILLIAM ALLAN Corp Total Holding History ($B)

To

WILLIAM ALLAN Corp's Asset Allocation

To

WILLIAM ALLAN Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WILLIAM ALLAN Corp's Hypothetical Growth since 2025-03-31

WILLIAM ALLAN Corp's Yearly Returns

Year Portfolio % % Excess Gain %

WILLIAM ALLAN Corp News

  • 1

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