William Allan, LLC Incresed Positions in Q2 2025

William Allan, LLC

  • $168 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
4.57K
+ 9.02%
$126.95 - $183.52 $580K - $839K
55.2K $10.1M
MSFT
Microsoft Corp

Technology
1.18K
+ 9.0%
$354.56 - $497.45 $420K - $589K
14.3K $7.13M
NKE
Nike, Inc.

Consumer Cyclical
18K
+ 31.47%
$53.27 - $72.04 $961K - $1.3M
75.3K $5.35M
DELL
Dell Technologies Inc.

Technology
8.36K
+ 47.62%
$71.63 - $125.98 $598K - $1.05M
25.9K $3.18M
NVDA
Nvidia Corp

Technology
7.5K
+ 306.63%
$94.31 - $157.99 $707K - $1.18M
9.94K $1.57M
SCHW
Schwab Charles Corp

Financial Services
5.91K
+ 10.91%
$69.06 - $91.24 $408K - $539K
60.1K $5.48M
AMZN
Amazon Com Inc

Consumer Cyclical
1.87K
+ 7.24%
$167.32 - $223.3 $312K - $417K
27.7K $6.07M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 4.57%
$144.7 - $178.6 $251K - $310K
39.7K $6.99M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.81K
+ 33.73%
$430.72 - $497.52 $780K - $901K
7.18K $3.23M
WST
West Pharmaceutical Services Inc

Healthcare
3.56K
+ 33.16%
$190.39 - $227.7 $677K - $810K
14.3K $3.12M
PEP
Pepsico Inc

Consumer Defensive
5.94K
+ 27.41%
$128.02 - $151.37 $760K - $899K
27.6K $3.65M
GD
General Dynamics Corp

Industrials
9
+ 0.1%
$247.68 - $291.66 $2.23K - $2.62K
9.3K $2.71M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.56K
+ 27.35%
$225.56 - $335.19 $352K - $524K
7.27K $1.73M
ADP
Automatic Data Processing Inc

Industrials
41
+ 0.19%
$276.76 - $326.81 $11.3K - $13.4K
21.4K $6.59M
DHI
Horton D R Inc

Consumer Cyclical
110
+ 0.39%
$115.1 - $129.63 $12.7K - $14.3K
28.4K $3.66M
MMM
3 M CO

Industrials
190
+ 2.93%
$126.09 - $154.15 $24K - $29.3K
6.67K $1.02M
O
Realty Income Corp

Real Estate
485
+ 4.35%
$52.27 - $58.52 $25.4K - $28.4K
11.6K $670K
SPG
Simon Property Group Inc

Real Estate
175
+ 7.02%
$140.37 - $171.44 $24.6K - $30K
2.67K $428K
SO
Southern CO

Utilities
80
+ 0.84%
$84.91 - $92.56 $6.79K - $7.4K
9.56K $878K
Kenvue Inc
4.12K
+ 8.62%
N/A
52K $0
Corpay Inc
940
+ 15.08%
N/A
7.17K $0
VZ
Verizon Communications Inc

Communication Services
130
+ 1.14%
$41.67 - $45.62 $5.42K - $5.93K
11.5K $498K
ZTS
Zoetis Inc.

Healthcare
12
+ 0.07%
$144.41 - $170.3 $1.73K - $2.04K
17.9K $2.8M
OTIS
Otis Worldwide Corp

Industrials
225
+ 0.46%
$90.88 - $104.3 $20.4K - $23.5K
49.4K $4.9M
SBUX
Starbucks Corp

Consumer Cyclical
80
+ 0.13%
$79.69 - $99.41 $6.38K - $7.95K
63.5K $5.82M
AAPL
Apple Inc.

Technology
571
+ 1.49%
$172.42 - $223.89 $98.5K - $128K
38.9K $7.97M
Activity Summary
Buys All Purchases 28 New Holdings 1 Increased Positions 27 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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