Long-term investor
William Allan Corp. @williamallancorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910961).
Record
- Tracked since 2025-06-30 (445 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months n/a · 1 year +7.2% · all +7.2%
- Max drawdown n/a · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 14.2% · long · since 2025-06-30
- GOOGL · 5.6% · long · since 2025-06-30
- DELL · 5.5% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- MA · 3.7% · long · since 2025-06-30
- WMT · 3.7% · long · since 2025-06-30
- SBUX · 3.1% · long · since 2025-06-30
- HD · 3.1% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- ADP · 2.7% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- SCHW · 2.6% · long · since 2025-06-30