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Home > Institutional Investor > William Allan, Llc > Profile

Instuitional Investor - William Allan, Llc

Fund Profile
Filing Period:
Fund Name: William Allan, Llc
Portfolio Value $159,484,462
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mastercard Inc
 MA 16,480 $9,033,048 5.66%
2.
Apple Inc.
 AAPL 38,280 $8,503,067 5.33%
3.
Costco Wholesale Corp W
 COST 8,040 $7,604,068 4.77%
4.
Applied Materials Inc
 AMAT 50,659 $7,351,561 4.61%
5.
Walmart Inc.
 WMT 82,288 $7,224,064 4.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)