WILLIAM ALLAN CORP

PrivateCIK: 1910961
Location

FORT COLLINS, CO

59
Positions
$168.98M
Total AUM (reported)
1.07M
Total Shares

Allocation by class

TOTAL AUM$168.98M59 positions
COM$127.80M75.6%
CAP STK CL A$10.09M6.0%
CL A$7.19M4.3%
CL B$6.75M4.0%
COM CL A$4.68M2.8%
CL C$4.44M2.6%
CL A COM$2.24M1.3%

Portfolio Concentration

Top 320.6%4–1025.6%11–2534.7%Rest19.1%TOP 1046.2%0%100%
Top 3$34.84M20.6%
4–10$43.30M25.6%
11–25$58.57M34.7%
Rest$32.27M19.1%

Top 3 weight

20.6%

Top 10 weight

46.2%

Voting Authority Distribution

Total shares with voting rights: 1.07M

Sole

Full voting authority

1.07M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:

APPLIED MATLS INC

SOLE
COM
Shares44.74K
TypeSH
Market value$15.29M
9.05%
Sole
44.74K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares35.08K
TypeSH
Market value$10.09M
5.97%
Sole
35.08K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares37.27K
TypeSH
Market value$9.46M
5.60%
Sole
37.27K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares68.61K
TypeSH
Market value$8.53M
5.05%
Sole
68.61K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares14.39K
TypeSH
Market value$7.19M
4.26%
Sole
14.39K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares63.63K
TypeSH
Market value$5.70M
3.37%
Sole
63.63K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares26.54K
TypeSH
Market value$5.53M
3.27%
Sole
26.54K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares5.52K
TypeSH
Market value$5.50M
3.26%
Sole
5.52K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares58.30K
TypeSH
Market value$5.48M
3.24%
Sole
58.30K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares16.33K
TypeSH
Market value$5.37M
3.18%
Sole
16.33K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares25.04K
TypeSH
Market value$5.09M
3.01%
Sole
25.04K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares13.65K
TypeSH
Market value$5.05M
2.99%
Sole
13.65K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares15.47K
TypeSH
Market value$4.68M
2.77%
Sole
15.47K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares49.09K
TypeSH
Market value$4.52M
2.68%
Sole
49.09K
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
CL C
Shares27.05K
TypeSH
Market value$4.44M
2.63%
Sole
27.05K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares27.91K
TypeSH
Market value$4.33M
2.56%
Sole
27.91K
Shared
0.00
None
0.00

HERSHEY CO

SOLE
COM
Shares19.31K
TypeSH
Market value$4.01M
2.38%
Sole
19.31K
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares50.01K
TypeSH
Market value$3.85M
2.28%
Sole
50.01K
Shared
0.00
None
0.00

D R HORTON INC

SOLE
COM
Shares27.62K
TypeSH
Market value$3.79M
2.24%
Sole
27.62K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares71.18K
TypeSH
Market value$3.76M
2.22%
Sole
71.18K
Shared
0.00
None
0.00

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares13.53K
TypeSH
Market value$3.39M
2.01%
Sole
13.53K
Shared
0.00
None
0.00

GENERAL DYNAMICS CORP

SOLE
COM
Shares9.02K
TypeSH
Market value$3.10M
1.83%
Sole
9.02K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares30.43K
TypeSH
Market value$2.99M
1.77%
Sole
30.43K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares29.36K
TypeSH
Market value$2.83M
1.67%
Sole
29.36K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP NEW

SOLE
COM
Shares37.68K
TypeSH
Market value$2.73M
1.62%
Sole
37.68K
Shared
0.00
None
0.00
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