Institutions / Dillon & Associates Inc

Dillon & Associates Inc

CIK 1054425 · Institution · as of Mar 31, 2026
Portfolio value
$726.4K
Positions
75
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$726.4K-6.2%
$774.4K$750.4K$726.4KQ4 '25Q1 '26

Positions

75-2.6%
777675Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 75 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$149.4K858,77020.6%
Apple Inc.$64.1K252,5198.8%
Alphabet Inc.$55.7K193,2807.7%
Visa Inc$35.2K116,4754.8%
Stryker Corp$28.7K87,2244.0%
Abbott Laboratories$23.8K231,2963.3%
Caseys General Stores Inc$21.7K29,8463.0%
Amazon.com Inc$20.7K99,7522.9%
Palo Alto Networks Inc$20.0K125,2792.8%
O Reilly Automotive Inc$17.6K190,9622.4%
Lowes Companies Inc$17.5K73,9972.4%
Alphabet Inc.$16.6K57,9662.3%
Air Products & Chemicals, Inc.$16.5K56,8382.3%
Intuitive Surgical Inc$15.8K34,2442.2%
Automatic Data Processing Inc$14.5K71,1942.0%
Costco Wholesale Corp /New$14.4K14,4292.0%
Norfolk Southern Corp$14.1K49,0831.9%
Ecolab Inc.$13.9K52,2841.9%
Danaher Corp /De$10.5K55,0301.4%
Chipotle Mexican Grill Inc$9.0K279,7071.2%
Paycom Software, Inc.$8.3K68,3911.1%
Eaton Corp plc$8.3K23,1581.1%
ELI LILLY & Co$8.2K8,9511.1%
RTX Corp$7.9K40,7981.1%
NextEra Energy Inc$7.7K82,8461.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
New65339f101$7.7K+83K
82,846
1.06% of portfolio
low
Q1 2026
as of
ExitNextera Energy Inc$-6.0K-76K
-100.00%
low
Q1 2026
as of
Trim670100205$-3.5K-95K
-31.49%
206,349
1.05% of portfolio
low
Q1 2026
as of
AddNetflix Inc$3.3K+34K
+547.30%
40,249
0.53% of portfolio
low
Q1 2026
as of
AddCaseys General Stores Inc$2.6K+4K
+13.68%
29,846
2.99% of portfolio
low
Q1 2026
as of
Trim046353108$-2.3K-12K
-45.02%
14,274
0.39% of portfolio
low
Q1 2026
as of
TrimNVIDIA Corp$-2.0K-12K
-1.33%
858,770
20.57% of portfolio
low
Q1 2026
as of
AddELI LILLY & Co$1.7K+2K
+25.88%
8,951
1.13% of portfolio
low
Q1 2026
as of
ExitAbbVie Inc.$-1.6K-7K
-100.00%
low
Q1 2026
as of
New00287y109$1.5K+7K
7,024
0.21% of portfolio
low