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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 $139,445,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Applied Materials Inc
 AMAT 54,955 $8,907,000 6.38%
2.
Apple Inc.
 AAPL 44,729 $8,612,000 6.17%
3.
Mastercard Inc
 MA 16,837 $7,181,000 5.14%
4.
Costco Wholesale Corp W
 COST 8,357 $5,516,000 3.95%
5.
Alphabet Inc.
 GOOG 37,349 $5,217,000 3.74%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)