DA

DILLON & ASSOCIATES INC

13F
DILLON & ASSOCIATES INC
Last update 2025-05-12 78 Stocks (1 new)
Value $673.00 Mil Turnover 2 %
Countries:
Top Holdings: NVDA(15.36%)AAPL(8.79%)V(6.05%)SYK(4.68%)GOOGL(4.45%)
Summary Stock Picks Current Portfolio
DILLON & ASSOCIATES INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
957,598
103,420.0
-0.98%
15.360
-0.18%
0.000
+66.10%
+27.05%
4,160,273.4
Semiconductors
AAPL
Apple Inc
266,617
59,190.0
-3.12%
8.790
-0.30%
0.000
+4.92%
-14.19%
3,201,942.4
Hardware
V
Visa Inc
116,366
40,730.0
-1.22%
6.050
-0.06%
0.010
+6.35%
+12.70%
693,492.6
Credit Services
SYK
Stryker Corp
84,711
31,510.0
-1.30%
4.680
-0.06%
0.020
+12.33%
+11.67%
152,980.6
Medical Devices & Instruments
GOOGL
Alphabet Inc
193,284
29,960.0
-1.60%
4.450
-0.08%
0.000
+22.70%
+0.81%
2,314,457.1
Interactive Media
ABT
Abbott Laboratories
214,560
28,540.0
+0.72%
4.240
+0.03%
0.010
-3.33%
+12.07%
217,410.1
Medical Devices & Instruments
ADP
Automatic Data Processing Inc
69,120
21,150.0
+0.28%
3.140
+0.01%
0.020
+3.99%
+4.84%
123,295.0
Software
NVO
Novo Nordisk AS
295,114
20,360.0
+2.66%
3.020
+0.08%
0.010
+13.88%
-17.54%
310,192.4
Drug Manufacturers
ORLY
O'Reilly Automotive Inc
192,690
18,410.0
+0.29%
2.740
+0.01%
0.020
+3.42%
+20.40%
81,363.8
Vehicles & Parts
FI
Fiserv Inc
81,151
17,930.0
+6.93%
2.660
+0.17%
0.010
-34.90%
-31.20%
78,358.1
Software

DILLON & ASSOCIATES INC's Historical Top Holdings Breakdowns

DILLON & ASSOCIATES INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
STZ
Constellation Brands Inc
2025-03-31
Reduce
Reduce
-0.70%
●
161.05 ($181.67) 222.93
$175.75
-3.26%
Reduce -56.31%
17,859
-23,013
CASY
Casey's General Stores Inc
2025-03-31
Add
Add
+0.51%
●
378.71 ($409.91) 442.54
$525.01
28.08%
Add 85.1%
17,183
7,900
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.31%
●
92.17 ($103.37) 115.81
$95.89
-7.24%
Reduce -21.49%
88,079
-24,115
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.30%
●
209.68 ($231.67) 247.1
$214.47
-7.42%
Reduce -3.12%
266,617
-8,585
COST
Costco Wholesale Corp
2025-03-31
Add
Add
+0.26%
●
890.62 ($974.97) 1076.86
$943.22
-3.26%
Add 22.5%
9,940
1,826
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.18%
●
106.98 ($126.74) 149.43
$170.59
34.60%
Reduce -0.98%
957,598
-9,466
FI
Fiserv Inc
2025-03-31
Add
Add
+0.17%
●
200.51 ($218.93) 237.79
$141.38
-35.42%
Add 6.93%
81,151
5,256
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.16%
●
725.72 ($832.09) 929.72
$796.66
-4.26%
Add 102.41%
2,522
1,276
CELH
Celsius Holdings Inc
2025-03-31
Reduce
Reduce
-0.13%
●
21.28 ($27.25) 35.62
$44.90
64.75%
Reduce -53.45%
32,177
-36,950
ETN
Eaton Corp PLC
2025-03-31
Add
Add
+0.13%
●
271.83 ($311.37) 371.23
$379.89
22.01%
Add 38.89%
11,879
3,326

DILLON & ASSOCIATES INC Total Holding History ($B)

To

DILLON & ASSOCIATES INC's Asset Allocation

To

DILLON & ASSOCIATES INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DILLON & ASSOCIATES INC's Hypothetical Growth since 2025-03-31

DILLON & ASSOCIATES INC's Yearly Returns

Year Portfolio % % Excess Gain %

DILLON & ASSOCIATES INC's Holdings Heat Map

Size field:

DILLON & ASSOCIATES INC's Holdings Bubble Chart

DILLON & ASSOCIATES INC News

  • 1

Discussions on DILLON & ASSOCIATES INC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.