William Allan, LLC - Q12026 Holdings

William Allan, LLC holds 59 stocks with a total portfolio value of $ 168.98M as of Q12026. In Q12026, William Allan, LLC added 4 new positions, increased stakes in 42 stocks, reduced 13 holdings, and fully exited 3 positions. The largest holding is Applied Matls Inc (AMAT), representing 9.05% of the total portfolio.