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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 $199,424,486
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Applied Materials Inc
 AMAT 39,010 $19,948,949 10%
2.
Dell Technologies Inc.
 DELL 24,805 $13,344,006 6.69%
3.
Apple Inc.
 AAPL 36,125 $12,030,497 6.03%
4.
Alphabet Inc.
 GOOGL 31,929 $10,986,094 5.51%
5.
Mastercard Inc
 MA 14,835 $8,180,839 4.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.