William Allan, LLC - Q42025 Holdings

William Allan, LLC holds 58 stocks with a total portfolio value of $ 176.27M as of Q42025. In Q42025, William Allan, LLC added 9 new positions, increased stakes in 16 stocks, reduced 32 holdings, and fully exited 2 positions. The largest holding is Applied Matls Inc (AMAT), representing 6.95% of the total portfolio.