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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 $162,714,401
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 38,261 $9,581,223 5.88%
2.
Mastercard Inc
 MA 16,719 $8,803,753 5.41%
3.
Applied Materials Inc
 AMAT 48,568 $7,898,532 4.85%
4.
Walmart Inc.
 WMT 82,917 $7,491,551 4.6%
5.
Costco Wholesale Corp W
 COST 8,102 $7,423,605 4.56%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)