DILLON & ASSOCIATES INC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| NVIDIA Corp | 0 | 858,770 | +858,770 | 0 | 149,426 | +149,426 |
| Apple Inc | 0 | 252,519 | +252,519 | 0 | 64,140 | +64,140 |
| Alphabet Inc CL A | 0 | 193,280 | +193,280 | 0 | 55,665 | +55,665 |
| VISA Inc | 0 | 116,475 | +116,475 | 0 | 35,175 | +35,175 |
| Stryker Corp | 0 | 87,224 | +87,224 | 0 | 28,697 | +28,697 |
| Abbott Laboratories | 0 | 231,296 | +231,296 | 0 | 23,823 | +23,823 |
| Casey's General Stores | 0 | 29,846 | +29,846 | 0 | 21,728 | +21,728 |
| Amazon.com Inc | 0 | 99,752 | +99,752 | 0 | 20,748 | +20,748 |
| Palo Alto Networks | 0 | 125,279 | +125,279 | 0 | 20,045 | +20,045 |
| O'Reilly Automotive Inc | 0 | 190,962 | +190,962 | 0 | 17,569 | +17,569 |
| Lowe's Companies Inc | 0 | 73,997 | +73,997 | 0 | 17,463 | +17,463 |
| Alphabet Inc CL C | 0 | 57,966 | +57,966 | 0 | 16,636 | +16,636 |
| Air Products & Chemicals | 0 | 56,838 | +56,838 | 0 | 16,483 | +16,483 |
| Intuitive Surgical | 0 | 34,244 | +34,244 | 0 | 15,786 | +15,786 |
| Automatic Data Proc | 0 | 71,194 | +71,194 | 0 | 14,452 | +14,452 |
| Costco Wholesale Corp | 0 | 14,429 | +14,429 | 0 | 14,371 | +14,371 |
| Norfolk Southern Corp | 0 | 49,083 | +49,083 | 0 | 14,087 | +14,087 |
| Ecolab Inc | 0 | 52,284 | +52,284 | 0 | 13,908 | +13,908 |
| Danaher Corporation | 0 | 55,030 | +55,030 | 0 | 10,456 | +10,456 |
| Chipotle Mexican Grill | 0 | 279,707 | +279,707 | 0 | 8,951 | +8,951 |
| Paycom Software | 0 | 68,391 | +68,391 | 0 | 8,344 | +8,344 |
| Eaton Corp PLC | 0 | 23,158 | +23,158 | 0 | 8,291 | +8,291 |
| Lilly (Eli) | 0 | 8,951 | +8,951 | 0 | 8,235 | +8,235 |
| RTX Corp | 0 | 40,798 | +40,798 | 0 | 7,874 | +7,874 |
| NextEra Energy Inc | 0 | 82,846 | +82,846 | 0 | 7,705 | +7,705 |
| Novo-Nordisk A-S ADR | 0 | 206,349 | +206,349 | 0 | 7,635 | +7,635 |
| Microsoft Corp | 0 | 20,595 | +20,595 | 0 | 7,620 | +7,620 |
| Canadian Nat'l Railway | 0 | 72,646 | +72,646 | 0 | 7,483 | +7,483 |
| Meta Platforms Inc | 0 | 12,288 | +12,288 | 0 | 7,029 | +7,029 |
| Starbucks Corp | 0 | 75,229 | +75,229 | 0 | 6,771 | +6,771 |
| Salesforce.com | 0 | 33,091 | +33,091 | 0 | 6,188 | +6,188 |
| Johnson & Johnson | 0 | 23,173 | +23,173 | 0 | 5,654 | +5,654 |
| JP Morgan Chase & Co | 0 | 15,584 | +15,584 | 0 | 4,582 | +4,582 |
| Monster Beverage Corp | 0 | 58,547 | +58,547 | 0 | 4,215 | +4,215 |
| Netflix Inc | 0 | 40,249 | +40,249 | 0 | 3,864 | +3,864 |
| Home Depot | 0 | 10,926 | +10,926 | 0 | 3,595 | +3,595 |
| PepsiCo Inc | 0 | 22,999 | +22,999 | 0 | 3,565 | +3,565 |
| Paychex Inc | 0 | 38,063 | +38,063 | 0 | 3,502 | +3,502 |
| Regeneron Pharmaceuticals | 0 | 4,391 | +4,391 | 0 | 3,394 | +3,394 |
| McDonald's Corp | 0 | 9,294 | +9,294 | 0 | 2,890 | +2,890 |
| AstraZeneca PLC | 0 | 14,274 | +14,274 | 0 | 2,812 | +2,812 |
| Procter & Gamble | 0 | 16,489 | +16,489 | 0 | 2,374 | +2,374 |
| Colgate-Palmolive | 0 | 26,489 | +26,489 | 0 | 2,252 | +2,252 |
| ASML Holding NV | 0 | 1,703 | +1,703 | 0 | 2,250 | +2,250 |
| Wal-Mart Stores | 0 | 16,072 | +16,072 | 0 | 1,993 | +1,993 |
| AbbVie Inc | 0 | 7,024 | +7,024 | 0 | 1,524 | +1,524 |
| Honeywell Int'l | 0 | 6,721 | +6,721 | 0 | 1,519 | +1,519 |
| Analog Devices | 0 | 4,732 | +4,732 | 0 | 1,505 | +1,505 |
| Celsius Holdings Inc | 0 | 35,671 | +35,671 | 0 | 1,248 | +1,248 |
| Generac Holdings Inc | 0 | 5,568 | +5,568 | 0 | 1,086 | +1,086 |
| Amgen Inc | 0 | 2,508 | +2,508 | 0 | 883 | +883 |
| Sysco Corp | 0 | 12,014 | +12,014 | 0 | 853 | +853 |
| QUALCOMM Inc | 0 | 6,342 | +6,342 | 0 | 818 | +818 |
| American Express | 0 | 1,629 | +1,629 | 0 | 492 | +492 |
| Rockwell Automation Inc | 0 | 1,315 | +1,315 | 0 | 472 | +472 |
| Hershey Company | 0 | 2,128 | +2,128 | 0 | 443 | +443 |
| Cisco Systems | 0 | 5,413 | +5,413 | 0 | 422 | +422 |
| Emerson Electric | 0 | 3,208 | +3,208 | 0 | 420 | +420 |
| Taiwan Semiconductor Mfg ADR | 0 | 1,125 | +1,125 | 0 | 380 | +380 |
| AFLAC Inc | 0 | 3,300 | +3,300 | 0 | 363 | +363 |
| GE Vernova Inc | 0 | 412 | +412 | 0 | 360 | +360 |
| Disney Walt Co | 0 | 3,420 | +3,420 | 0 | 328 | +328 |
| Tesla Motors Inc | 0 | 865 | +865 | 0 | 322 | +322 |
| Marsh & McLennan | 0 | 1,800 | +1,800 | 0 | 311 | +311 |
| Novartis AG ADS | 0 | 2,031 | +2,031 | 0 | 311 | +311 |
| Mondelez Int'l | 0 | 5,347 | +5,347 | 0 | 310 | +310 |
| UnitedHealth Group Inc | 0 | 1,113 | +1,113 | 0 | 302 | +302 |
| Coca-Cola Co | 0 | 3,727 | +3,727 | 0 | 283 | +283 |
| Enbridge Inc | 0 | 5,237 | +5,237 | 0 | 283 | +283 |
| Capital One Fin'l | 0 | 1,502 | +1,502 | 0 | 273 | +273 |
| U S Bancorp | 0 | 5,176 | +5,176 | 0 | 269 | +269 |
| Linde PLC | 0 | 511 | +511 | 0 | 253 | +253 |
| Berkshire Hathaway Cl B | 0 | 515 | +515 | 0 | 247 | +247 |
| Adobe Inc | 0 | 923 | +923 | 0 | 224 | +224 |
| ImmunityBio Inc | 0 | 23,800 | +23,800 | 0 | 190 | +190 |
| ImmunityBio Inc | 25,800 | 0 | -25,800 | 52 | 0 | -52 |
| Linde PLC | 508 | 0 | -508 | 216 | 0 | -216 |
| Merck & Co Inc | 2,078 | 0 | -2,078 | 218 | 0 | -218 |
| Palantir Technologies Inc | 1,310 | 0 | -1,310 | 233 | 0 | -233 |
| Enbridge Inc | 5,237 | 0 | -5,237 | 251 | 0 | -251 |
| Coca-Cola Co | 3,725 | 0 | -3,725 | 261 | 0 | -261 |
| Berkshire Hathaway Cl B | 520 | 0 | -520 | 262 | 0 | -262 |
| Constellation Brands Inc | 1,953 | 0 | -1,953 | 270 | 0 | -270 |
| U S Bancorp | 5,176 | 0 | -5,176 | 274 | 0 | -274 |
| Novartis AG ADS | 2,202 | 0 | -2,202 | 304 | 0 | -304 |
| Taiwan Semiconductor Mfg ADR | 1,000 | 0 | -1,000 | 304 | 0 | -304 |
| Marsh & McLennan | 1,800 | 0 | -1,800 | 335 | 0 | -335 |
| AFLAC Inc | 3,300 | 0 | -3,300 | 363 | 0 | -363 |
| Capital One Fin'l | 1,502 | 0 | -1,502 | 363 | 0 | -363 |
| UnitedHealth Group Inc | 1,113 | 0 | -1,113 | 367 | 0 | -367 |
| Tesla Motors Inc | 865 | 0 | -865 | 389 | 0 | -389 |
| Cisco Systems | 5,413 | 0 | -5,413 | 417 | 0 | -417 |
| Emerson Electric | 3,208 | 0 | -3,208 | 427 | 0 | -427 |
| Hershey Company | 2,458 | 0 | -2,458 | 447 | 0 | -447 |
| Rockwell Automation inc | 1,187 | 0 | -1,187 | 462 | 0 | -462 |
| Mondelez Int'l | 8,575 | 0 | -8,575 | 463 | 0 | -463 |
| Adobe Inc | 1,416 | 0 | -1,416 | 496 | 0 | -496 |
| Disney Walt Co | 4,940 | 0 | -4,940 | 563 | 0 | -563 |
| Netflix Inc | 6,218 | 0 | -6,218 | 584 | 0 | -584 |
| Amgen Inc | 2,483 | 0 | -2,483 | 812 | 0 | -812 |