JASON CYRIL CRAWSHAW
William Allan Corp
Assets Managed
$168.982M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-4.13%(2Q avg: -2.64%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in William Allan Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.
Assets under management
The assets under management (AUM) of William Allan Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 168.982M in assets, with a quarterly growth rate of -4.13% and a 2-quarter average growth rate of -2.64%. The portfolio is managed by JASON CYRIL CRAWSHAW, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AMAT Applied Materials Inc
| 9.06% | $15.293M 44,743 shares@ $341.8 avg price | Decreased -6.07% |
GOOGL Alphabet Inc-cl A
| 5.97% | $10.086M 35,076 shares@ $287.56 avg price | Decreased -4.37% |
AAPL Apple Inc
| 5.6% | $9.46M 37,274 shares@ $253.79 avg price | Decreased -0.23% |
WMT Walmart Inc
| 5.05% | $8.526M 68,605 shares@ $124.28 avg price | Decreased -1.88% |
MA Mastercard Inc - A
| 4.26% | $7.192M 14,394 shares@ $499.66 avg price | Increased 0.36% |
SBUX Starbucks Corp
| 3.38% | $5.701M 63,635 shares@ $89.6 avg price | Increased 2.68% |
AMZN Amazon.com Inc
| 3.28% | $5.528M 26,542 shares@ $208.27 avg price | Increased 0.02% |
COST Costco Wholesale Corp
| 3.26% | $5.502M 5,522 shares@ $996.44 avg price | Increased 0.06% |
SCHW Schwab (charles) Corp
| 3.25% | $5.479M 58,300 shares@ $93.99 avg price | Increased 1.59% |
HD Home Depot Inc
| 3.18% | $5.37M 16,328 shares@ $328.9 avg price | Increased 2.29% |
1-10 of 59