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CIK: 0001910961
Total reported value
$204.5M
$204.5M
53 檔
20.1%
As reported in its official Q4 2024 Form 13F filing, William Allan Corp's tracked investment portfolio stood at $204.5M with 53 total positions.
During Q4 2024, William Allan Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MA, AMAT) accounted for 20.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.89% | -0.44% | -3.92% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 5.41% | -0.54% | -0.29% | |
| 3 | AMAT | Applied Materials Inc | Stock-Tech | 4.85% | +5.16% | +0.32% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 4.60% | -1.34% | -0.03% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.56% | -0.78% | -0.83% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.28% | -0.34% | +0.51% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.84% | -0.29% | +1.22% | |
| 8 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.53% | -0.23% | +0.82% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.44% | -0.05% | +2.60% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.33% | +1.15% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.08% | -0.19% | +0.23% | |
| 12 | PAYX | Paychex Inc | Stock-Tech | 3.06% | -0.36% | +1.53% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.01% | -0.23% | +15.53% | |
| 14 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.76% | -0.26% | +2.53% | |
| 15 | CHE | Chemed CORP | Stock-Healthcare | 2.72% | — | +13.45% | |
| 16 | AXP | American Express Co | Stock-Financials | 2.65% | -0.07% | -0.27% | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.43% | -0.84% | +22.22% | |
| 18 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.40% | -0.05% | +1.41% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.27% | -0.63% | +1.59% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.26% | -0.18% | +2.86% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.25% | -0.32% | +1.31% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.86% | — | +28.98% | |
| 23 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.83% | — | +0.25% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.66% | -0.48% | +3.09% | |
| 25 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.66% | +0.11% | +3.83% | |
| 26 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.59% | — | +4.10% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 1.54% | — | -46.66% | |
| 28 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.49% | +0.33% | +5.47% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 1.44% | -0.24% | +1.75% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.32% | -0.74% | +5.05% | |
| 31 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.22% | — | -0.90% | |
| 32 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.21% | — | +4.90% | |
| 33 | GRMN | Garmin Ltd. | Stock-Tech | 1.16% | — | -50.88% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.11% | — | +0.73% | |
| 35 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.78% | +0.07% | +4.38% | |
| 36 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.75% | -0.22% | +4.71% | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.71% | -0.74% | -7.37% | |
| 38 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.68% | — | -1.84% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | -0.20% | +0.07% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.07% | +2.35% | |
| 41 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.58% | — | +16.31% | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.47% | -0.05% | +1.40% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.43% | -0.10% | +0.35% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.06% | +1.22% | |
| 45 | O | Realty Income CORP | Stock-Real Estate | 0.41% | -0.06% | -3.09% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.26% | -0.13% | +5.76% | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.25% | -0.16% | EXIT | |
| 48 | CPAY | Corpay Inc | Stock-Tech | 0.25% | -0.14% | — | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.22% | — | — | |
| 50 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.22% | — | +7.00% |
According to official SEC Form 13F filings, William Allan Corp reported a total U.S. public equity portfolio value of $204.5M across 53 disclosed positions in Q4 2024.
During Q4 2024, William Allan Corp's top holdings by market value included AAPL (5.9%)、MA (5.4%)、AMAT (4.8%). The largest single position, AAPL, represented 5.9% of total portfolio value.
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In Q4 2024, William Allan Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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