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
+45.66%
+17.57%
3,849,702.7
Semiconductors
AAPL
Apple Inc
266,617
59,190.0
-3.12%
8.790
-0.30%
0.000
-9.81%
-19.91%
2,988,360.1
Hardware
V
Visa Inc
116,366
40,730.0
-1.22%
6.050
-0.06%
0.010
+1.16%
+12.37%
691,441.4
Credit Services
SYK
Stryker Corp
84,711
31,510.0
-1.30%
4.680
-0.06%
0.020
+5.95%
+9.80%
150,410.5
Medical Devices & Instruments
GOOGL
Alphabet Inc
193,284
29,960.0
-1.60%
4.450
-0.08%
0.000
+15.04%
-5.92%
2,154,690.0
Interactive Media
ABT
Abbott Laboratories
214,560
28,540.0
+0.72%
4.240
+0.03%
0.010
+2.45%
+20.78%
235,347.8
Medical Devices & Instruments
ADP
Automatic Data Processing Inc
69,120
21,150.0
+0.28%
3.140
+0.01%
0.020
+0.49%
+5.44%
124,008.9
Software
NVO
Novo Nordisk AS
295,114
20,360.0
+2.66%
3.020
+0.08%
0.010
-1.04%
-18.83%
305,326.9
Drug Manufacturers
ORLY
O'Reilly Automotive Inc
192,690
18,410.0
+0.29%
2.740
+0.01%
0.020
-6.17%
+13.35%
76,602.4
Vehicles & Parts
FI
Fiserv Inc
81,151
17,930.0
+6.93%
2.660
+0.17%
0.010
-22.19%
-16.35%
95,271.2
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
$162.54
-10.53%
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
$503.21
22.76%
Add 85.1%
17,183
7,900
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.31%
●
92.17 ($103.37) 115.81
$91.41
-11.57%
Reduce -21.49%
88,079
-24,115
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.30%
●
209.68 ($231.67) 247.1
$200.08
-13.64%
Reduce -3.12%
266,617
-8,585
COST
Costco Wholesale Corp
2025-03-31
Add
Add
+0.26%
●
890.62 ($974.97) 1076.86
$981.33
0.65%
Add 22.5%
9,940
1,826
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.18%
●
106.98 ($126.74) 149.43
$157.86
24.55%
Reduce -0.98%
957,598
-9,466
FI
Fiserv Inc
2025-03-31
Add
Add
+0.17%
●
200.51 ($218.93) 237.79
$171.84
-21.51%
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
$775.22
-6.84%
Add 102.41%
2,522
1,276
CELH
Celsius Holdings Inc
2025-03-31
Reduce
Reduce
-0.13%
●
21.28 ($27.25) 35.62
$46.90
72.11%
Reduce -53.45%
32,177
-36,950
ETN
Eaton Corp PLC
2025-03-31
Add
Add
+0.13%
●
271.83 ($311.37) 371.23
$357.82
14.92%
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

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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

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DILLON & ASSOCIATES INC's Holdings Bubble Chart

DILLON & ASSOCIATES INC News

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