Fund HoldingsDILLON & ASSOCIATES INC

Total Portfolio Value
$774.4K
Total Bought
$33.0K
Total Sold
$56.2K
Net Transaction
-$23.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Alphabet Inc Cl A(GOOG)194,512193,562-95047617.82%+13
Intuitive Surgical28,47431,836+3,36213182.33%+5
Alphabet Inc Cl C(GOOG)60,49058,941-1,54915192.39%+4
Apple Inc(AAPL)257,384255,000-2,38466698.96%+4
Lilly (Eli)(LLY)5,9737,111+1,138580.99%+3
Danaher Corporation(DHR)54,31254,692+38011131.62%+2
Monster Beverage Corp(MNST)42,10254,557+12,455340.54%+1
Amazon.com Inc(AMZN)96,55397,288+73521222.90%+1
Salesforce.com(CRM)30,56731,949+1,382781.09%+1
Visa Inc(V)116,256116,411+15540415.28%+1
Costco Wholesale Corp(COST)11,42813,658+2,23011121.52%+1
RTX Corp(RTX)38,18040,327+2,147670.95%+1
NextEra Energy Inc(NEE)68,63175,627+6,996560.78%+1
Regeneron Pharmaceuticals(REGN)4,8974,373-524330.44%+1
Netflix Inc(NFLX)06,218+6,218010.08%+1
AstraZeneca PLC(AZN)25,22125,963+742220.31%0
Johnson & Johnson(JNJ)24,00723,608-399450.63%0
Canadian Nat'l Railway(CNI)73,84373,546-297770.94%0
ASML Holding NV
N Y REGISTRY SHS
1,4091,583+174120.22%0
Taiwan Semiconductor Mfg ADR(TSM)01,000+1,000000.04%0
Merck & Co Inc(MRK)02,078+2,078000.03%0
Wal-Mart Stores(WMT)16,39716,3970220.24%0
Rockwell Automation inc(ROK)9841,187+203000.06%0
Amgen Inc(AMGN)2,4832,4830110.10%0
Analog Devices(ADI)4,1934,182-11110.15%0
JP Morgan Chase & Co(JPM)15,71515,665-50550.65%0
Cisco Systems(CSCO)5,4135,4130000.05%0
Capital One Fin'l(COF)1,5021,5020000.05%0
U S Bancorp(USB)5,1765,1760000.04%0
QUALCOMM Inc(QCOM)6,3836,333-50110.14%0
Novartis AG ADS(NVS)2,2272,202-25000.04%0
McDonald's Corp(MCD)9,3749,369-5330.37%0
Coca-Cola Co(KO)3,7243,725+1000.03%0
Emerson Electric(EMR)3,2083,2080000.06%0
Tesla Motors Inc(TSLA)8658650000.05%0
ImmunityBio Inc(IBRX)25,80025,8000000.01%0
Berkshire Hathaway Cl B522520-2000.03%-0
Enbridge Inc(ENB)5,0875,237+150000.03%-0
Palantir Technologies Inc(PLTR)1,3051,310+5000.03%-0
AFLAC Inc(AFL)3,3003,3000000.05%-0
Disney Walt Co(DIS)5,0304,940-90110.07%-0
Hershey Company(HSY)2,4832,458-25000.06%-0
UnitedHealth Group Inc(UNH)1,1131,1130000.05%-0
Linde PLC(LIN)497508+11000.03%-0
Casey's General Stores(CASY)25,73726,254+51715151.87%-0
AbbVie Inc(ABBV)7,0717,0710220.21%-0
Marsh & McLennan(MRSH)1,8171,800-17000.04%-0
Constellation Brands Inc(STZ)2,3251,953-372000.03%-0
Colgate-Palmolive(CL)29,11728,656-461220.29%-0
Honeywell Int'l(HON)6,8616,901+40110.17%-0
Celsius Holdings Inc(CELH)25,97729,202+3,225110.17%-0
Sysco Corp(SYY)14,83013,505-1,325110.13%-0
Microsoft Corp(MSFT)17,71218,478+766991.15%-0
Kellanova4,0100-4,01000-0
Mondelez Int'l(MDLZ)12,9758,575-4,400100.06%-0
Procter & Gamble(PG)18,26817,259-1,009320.32%-0
Norfolk Southern Corp(NSC)48,29248,855+56314141.82%-0
PepsiCo Inc(PEP)36,04132,166-3,875550.60%-0
Starbucks Corp(SBUX)82,04277,530-4,512770.84%-0
Strategy Inc(MSTR)1,6050-1,60510-1
Adobe Inc(ADBE)3,1811,416-1,765100.06%-1
Ecolab Inc(ECL)52,22451,980-24414141.77%-1
Lowe's Companies Inc(LOW)74,56274,862+30019182.33%-1
Home Depot(HD)11,12411,111-13540.49%-1
Eaton Corp PLC(ETN)20,78221,976+1,194870.91%-1
Paychex Inc(PAYX)46,99746,430-567650.67%-1
Meta Platforms Inc(META)12,19512,312+117981.05%-1
Generac Holdings Inc(GNRC)11,4206,956-4,464210.12%-1
Stryker Corp(SYK)84,77786,307+1,53031303.91%-1
Chipotle Mexican Grill(CMG)311,770290,449-21,32112111.39%-1
Abbott Laboratories222,241226,443+4,20230283.65%-1
Air Products & Chemicals57,15156,950-20116141.82%-2
Novo-Nordisk A-S ADR(NVO)311,900301,198-10,70217151.98%-2
Palo Alto Networks(PANW)114,149116,104+1,95523212.76%-2
Automatic Data Proc68,96170,464+1,50320182.34%-2
Paycom Software(PAYC)68,15371,181+3,02814111.46%-3
O'Reilly Automotive Inc(ORLY)191,426191,101-32521172.25%-3
NVIDIA Corp(NVDA)912,357870,360-41,99717116220.90%-9
Fiserv Inc(FISV)93,10522,118-70,9871210.19%-11
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