13F Insight
DOSSIER · 13F-HR · Q3 2026

William Allan Corp

$199M in tracked AUM across 65 positions as of Q3 2026.

WA
CIK 0001910961 · last filed Sep 30, 2026
Total AUM
$199M
as of Q3 2026
Holdings
65
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

William Allan Corp filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$20M39K10.0%02
DELL
DELL TECHNOLOGIES INC
$13M25K6.7%03
AAPL
APPLE INC
$12M36K6.0%04
GOOGL
ALPHABET INC
$11M32K5.5%05
MA
MASTERCARD INCORPORATED
$8M15K4.1%06
MSFT
MICROSOFT CORP
$7M15K3.7%07
WMT
WALMART INC
$7M69K3.6%08
AMZN
AMAZON COM INC
$7M26K3.3%09
ADP
AUTOMATIC DATA PROCESSING IN
$6M25K3.2%10
SBUX
STARBUCKS CORP
$6M63K3.0%

Filing history

2026Q3Sep 30
$199M▼ 2.5%
65 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20