Fund Holdings — DILLON & ASSOCIATES INC

Total Portfolio Value
$726.4K
Total Bought
$46.1K
Total Sold
$50.2K
Net Transaction
-$4.1K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Casey's General Stores(CASY)26,25429,846+3,59215222.99%+7
Netflix Inc(NFLX)6,21840,249+34,031140.53%+3
Costco Wholesale Corp(COST)13,65814,429+77112141.98%+3
Air Products & Chemicals56,95056,838-11214162.27%+2
NextEra Energy Inc75,62782,846+7,219681.06%+2
Eaton Corp PLC(ETN)21,97623,158+1,182781.14%+1
Johnson & Johnson(JNJ)23,60823,173-435560.78%+1
Lilly (Eli)(LLY)7,1118,951+1,840881.13%+1
ASML Holding NV
N Y REGISTRY SHS
1,5831,703+120220.31%+1
RTX Corp(RTX)40,32740,798+471781.08%0
American Express(AXP)01,629+1,629000.07%0
AstraZeneca PLC(AZN)25,96314,274-11,689230.39%0
Analog Devices(ADI)4,1824,732+550120.21%0
GE Vernova Inc(GEV)0412+412000.05%0
Starbucks Corp(SBUX)77,53075,229-2,301770.93%0
Ecolab Inc(ECL)51,98052,284+30414141.91%0
Canadian Nat'l Railway(CNI)73,54672,646-900771.03%0
O'Reilly Automotive Inc(ORLY)191,101190,962-13917182.42%0
Honeywell Int'l(HON)6,9016,721-180120.21%0
Wal-Mart Stores(WMT)16,39716,072-325220.27%0
Generac Holdings Inc(GNRC)6,9565,568-1,388110.15%0
ImmunityBio Inc(IBRX)25,80023,800-2,000000.03%0
Taiwan Semiconductor Mfg ADR(TSM)1,0001,125+125000.05%0
Amgen Inc(AMGN)2,4832,508+25110.12%0
Linde PLC(LIN)508511+3000.03%0
Enbridge Inc(ENB)5,2375,2370000.04%0
McDonald's Corp(MCD)9,3699,294-75330.40%0
Coca-Cola Co(KO)3,7253,727+2000.04%0
Regeneron Pharmaceuticals(REGN)4,3734,391+18330.47%0
Monster Beverage Corp(MNST)54,55758,547+3,990440.58%0
Rockwell Automation Inc(ROK)1,1871,315+128000.06%0
Novartis AG ADS(NVS)2,2022,031-171000.04%0
Cisco Systems(CSCO)5,4135,4130000.06%0
AFLAC Inc(AFL)3,3003,3000000.05%0
Hershey Company(HSY)2,4582,128-330000.06%-0
U S Bancorp(USB)5,1765,1760000.04%-0
Emerson Electric(EMR)3,2083,2080000.06%-0
Colgate-Palmolive(CL)28,65626,489-2,167220.31%-0
Berkshire Hathaway Cl B520515-5000.03%-0
Marsh & McLennan(MRSH)1,8001,8000000.04%-0
Norfolk Southern Corp(NSC)48,85549,083+22814141.94%-0
UnitedHealth Group Inc(UNH)1,1131,1130000.04%-0
Tesla Motors Inc(TSLA)8658650000.04%-0
AbbVie Inc(ABBV)7,0717,024-47220.21%-0
Capital One Fin'l(COF)1,5021,5020000.04%-0
Procter & Gamble(PG)17,25916,489-770220.33%-0
Celsius Holdings Inc(CELH)29,20235,671+6,469110.17%-0
Sysco Corp(SYY)13,50512,014-1,491110.12%-0
Mondelez Int'l(MDLZ)8,5755,347-3,228000.04%-0
Merck & Co Inc(MRK)2,0780-2,07800—-0
Home Depot(HD)11,11110,926-185440.49%-0
Palantir Technologies Inc(PLTR)1,3100-1,31000—-0
Disney Walt Co(DIS)4,9403,420-1,520100.05%-0
QUALCOMM Inc(QCOM)6,3336,342+9110.11%-0
Constellation Brands Inc(STZ)1,9530-1,95300—-0
Adobe Inc(ADBE)1,416923-493000.03%-0
JP Morgan Chase & Co(JPM)15,66515,584-81550.63%-0
Lowe's Companies Inc(LOW)74,86273,997-86518172.40%-1
PepsiCo Inc(PEP)32,16622,999-9,167540.49%-1
Meta Platforms Inc(META)12,31212,288-24870.97%-1
Palo Alto Networks(PANW)116,104125,279+9,17521202.76%-1
Microsoft Corp(MSFT)18,47820,595+2,117981.05%-1
Fiserv Inc(FISV)22,1180-22,11810—-1
Stryker Corp(SYK)86,30787,224+91730293.95%-2
Paychex Inc(PAYX)46,43038,063-8,367540.48%-2
Amazon.com Inc(AMZN)97,28899,752+2,46422212.86%-2
Chipotle Mexican Grill(CMG)290,449279,707-10,7421191.23%-2
Alphabet Inc CL C(GOOG)58,94157,966-97519172.29%-2
Danaher Corporation(DHR)54,69255,030+33813101.44%-2
Intuitive Surgical31,83634,244+2,40818162.17%-2
Salesforce.com(CRM)31,94933,091+1,142860.85%-2
Paycom Software(PAYC)71,18168,391-2,7901181.15%-3
Automatic Data Proc70,46471,194+73018141.99%-4
Abbott Laboratories226,443231,296+4,85328243.28%-4
Alphabet Inc CL A(GOOG)193,562193,280-28261567.66%-5
Apple Inc(AAPL)255,000252,519-2,48169648.83%-5
VISA Inc(V)116,411116,475+6441354.84%-6
Novo-Nordisk A-S ADR(NVO)301,198206,349-94,8491581.05%-8
NVIDIA Corp(NVDA)870,360858,770-11,59016214920.57%-12
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