13F Insight
DOSSIER · 13F-HR · Q2 2026

William Allan Corp

$204M in tracked AUM across 62 positions as of Q2 2026.

WA
CIK 0001910961 · last filed Jun 30, 2026
Total AUM
$204M
as of Q2 2026
Holdings
62
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

William Allan Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$29M40K14.2%02
GOOGL
ALPHABET INC
$12M32K5.6%03
DELL
DELL TECHNOLOGIES INC
$11M26K5.5%04
AAPL
APPLE INC
$11M36K5.2%05
MA
MASTERCARD INCORPORATED
$8M15K3.7%06
WMT
WALMART INC
$8M67K3.7%07
SBUX
STARBUCKS CORP
$6M63K3.1%08
HD
HOME DEPOT INC
$6M18K3.1%09
AMZN
AMAZON COM INC
$6M26K3.0%10
ADP
AUTOMATIC DATA PROCESSING IN
$6M25K2.7%

Filing history

2026Q2Jun 30
$204M▲ 21.0%
62 positionsView →2026Q1Mar 31
$169M▼ 4.1%
59 positionsView →2025Q4Dec 31
$176M▼ 1.2%
58 positionsView →2025Q3Sep 30
$178M▲ 3.9%
51 positionsView →2025Q2Jun 30
$172M▲ 7.6%
48 positionsLocked2025Q1Mar 31
$159M▼ 2.0%
50 positionsLocked2024Q4Dec 31
$163M▲ 1.0%
53 positionsLocked2024Q3Sep 30
$161M▲ 7.7%
53 positionsLocked2024Q2Jun 30
$149M▼ 0.7%
51 positionsLocked2024Q1Mar 31
$151M▲ 8.0%
49 positionsLocked2023Q4Dec 31
$139M▲ 10.4%
47 positionsLocked2023Q3Sep 30
$126M▼ 3.3%
48 positionsLocked
Showing 12 of 19