Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DILLON & ASSOCIATES INC (CIK 1054425) reported $726.4M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($149.4M, 20.57%), AAPL ($64.1M, 8.83%), GOOGL ($55.7M, 7.66%), V ($35.2M, 4.84%), SYK ($28.7M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $149.4M | 20.57% | 858,770 | Trimmed |
| 2 | AAPL | Apple Inc | $64.1M | 8.83% | 252,519 | Trimmed |
| 3 | GOOGL | Alphabet Inc CL A | $55.7M | 7.66% | 193,280 | Trimmed |
| 4 | V | VISA Inc | $35.2M | 4.84% | 116,475 | Added |
| 5 | SYK | Stryker Corp | $28.7M | 3.95% | 87,224 | Added |
| 6 | ABT | Abbott Laboratories | $23.8M | 3.28% | 231,296 | Added |
| 7 | CASY | Casey's General Stores | $21.7M | 2.99% | 29,846 | Added |
| 8 | AMZN | Amazon.com Inc | $20.7M | 2.86% | 99,752 | Added |
| 9 | PANW | Palo Alto Networks | $20.0M | 2.76% | 125,279 | Added |
| 10 | ORLY | O'Reilly Automotive Inc | $17.6M | 2.42% | 190,962 | Trimmed |
| 11 | LOW | Lowe's Companies Inc | $17.5M | 2.40% | 73,997 | Trimmed |
| 12 | GOOG | Alphabet Inc CL C | $16.6M | 2.29% | 57,966 | Trimmed |
| 13 | APD | Air Products & Chemicals | $16.5M | 2.27% | 56,838 | Trimmed |
| 14 | ISRG | Intuitive Surgical | $15.8M | 2.17% | 34,244 | Added |
| 15 | ADP | Automatic Data Proc | $14.5M | 1.99% | 71,194 | Added |
| 16 | COST | Costco Wholesale Corp | $14.4M | 1.98% | 14,429 | Added |
| 17 | NSC | Norfolk Southern Corp | $14.1M | 1.94% | 49,083 | Added |
| 18 | ECL | Ecolab Inc | $13.9M | 1.91% | 52,284 | Added |
| 19 | DHR | Danaher Corporation | $10.5M | 1.44% | 55,030 | Added |
| 20 | CMG | Chipotle Mexican Grill | $9.0M | 1.23% | 279,707 | Trimmed |
| 21 | PAYC | Paycom Software | $8.3M | 1.15% | 68,391 | Trimmed |
| 22 | ETN | Eaton Corp PLC | $8.3M | 1.14% | 23,158 | Added |
| 23 | LLY | Lilly (Eli) | $8.2M | 1.13% | 8,951 | Added |
| 24 | RTX | RTX Corp | $7.9M | 1.08% | 40,798 | Added |
| 25 | NEE | NextEra Energy Inc | $7.7M | 1.06% | 82,846 | Added |
Source: SEC Form 13F filings · as of 2026-03-31