DILLON & ASSOCIATES INC Diversified Active

CIK: 0001054425 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 28, 2021

Total Value ($000): $522,069 (100.0% shares, 0.0% debt)

Holdings (72)

AAPL Apple, Inc. 10.4%
Value ($000) $54,498 Shares 383,788 Est. Cost $83.04 Unrealized +73.3%
GOOGL Alphabet, Inc. Cl A 5.1%
Value ($000) $26,596 Shares 9,946 Est. Cost $37.58 Unrealized +259.3%
V Visa Inc. 5.0%
Value ($000) $26,150 Shares 117,265 Est. Cost $59.08 Unrealized +284.2%
PYPL PayPal Holdings 4.8%
Value ($000) $25,105 Shares 96,557 Est. Cost $62.13 Unrealized +355.6%
ABT Abbott Labs 4.7%
Value ($000) $24,623 Shares 208,667 Est. Cost $31.36 Unrealized +261.9%
SYK Stryker 4.7%
Value ($000) $24,444 Shares 92,590 Est. Cost $64.42 Unrealized +296.1%
NVDA NVIDIA Corp 4.4%
Value ($000) $23,213 Shares 112,142 Est. Cost $16.84 Unrealized +23.0%
PAYC Paycom Software 4.2%
Value ($000) $21,844 Shares 44,040 Est. Cost $102.99 Unrealized +324.1%
META Facebook Inc. 3.5%
Value ($000) $18,279 Shares 53,920 Est. Cost $170.65 Unrealized +109.6%
LOW Lowe's 3.4%
Value ($000) $17,656 Shares 86,973 Est. Cost $42.73 Unrealized +329.6%
ADP Automatic Data Processing 3.2%
Value ($000) $16,784 Shares 83,918 Est. Cost $49.31 Unrealized +280.7%
DHR Danaher Corporation 2.9%
Value ($000) $15,043 Shares 49,485 Est. Cost $61.33 Unrealized +335.0%
NVO Novo-Nordisk ADR 2.7%
Value ($000) $14,144 Shares 147,331 Est. Cost $61.01 Unrealized
SBUX Starbucks 2.5%
Value ($000) $13,257 Shares 120,519 Est. Cost $38.75 Unrealized +172.8%
APD Air Products 2.5%
Value ($000) $12,865 Shares 50,252 Est. Cost $75.03 Unrealized +229.1%
DIS Disney Walt Co 2.4%
Value ($000) $12,386 Shares 73,287 Est. Cost $95.57 Unrealized +82.2%
PEP PepsiCo 2.4%
Value ($000) $12,312 Shares 82,080 Est. Cost $58.26 Unrealized +131.7%
PAYX Paychex 2.2%
Value ($000) $11,567 Shares 103,278 Est. Cost $26.31 Unrealized +277.4%
GOOG Alphabet, Inc. Cl C 2.2%
Value ($000) $11,249 Shares 4,221 Est. Cost $35.80 Unrealized +282.3%
NSC Norfolk Southern Corp. 2.1%
Value ($000) $10,985 Shares 45,963 Est. Cost $76.39 Unrealized +205.6%
EEFT Euronet Worldwide Inc 2.1%
Value ($000) $10,788 Shares 84,948 Est. Cost $109.97 Unrealized +20.6%
CNI Canadian Natl. Railway 1.9%
Value ($000) $9,991 Shares 86,128 Est. Cost $46.57 Unrealized +118.1%
ECL Ecolab 1.7%
Value ($000) $9,063 Shares 43,365 Est. Cost $87.26 Unrealized +139.0%
AMZN Amazon.com Inc 1.7%
Value ($000) $8,847 Shares 2,693 Est. Cost $108.93 Unrealized +58.3%
ORLY O'Reilly Automotive Inc. 1.6%
Value ($000) $8,474 Shares 13,869 Est. Cost $19.61 Unrealized +104.2%
RTX Raytheon Technologies 1.3%
Value ($000) $6,932 Shares 80,602 Est. Cost $55.62 Unrealized +39.2%
STZ Constellation Brands Inc. 1.3%
Value ($000) $6,542 Shares 31,004 Est. Cost $170.30 Unrealized +19.1%
ISRG Intuitive Surgical 1.0%
Value ($000) $5,308 Shares 5,340 Est. Cost $205.94 Unrealized +63.1%
JNJ Johnson and Johnson 1.0%
Value ($000) $5,245 Shares 32,379 Est. Cost $59.66 Unrealized +151.9%
REGN Regeneron Pharmaceuticals 0.9%
Value ($000) $4,753 Shares 7,856 Est. Cost $516.57 Unrealized +19.5%
CRM Salesforce Com 0.8%
Value ($000) $4,405 Shares 16,255 Est. Cost $166.04 Unrealized +51.1%
CL Colgate-Palmolive 0.8%
Value ($000) $4,405 Shares 57,955 Est. Cost $44.38 Unrealized +61.5%
HD Home Depot 0.8%
Value ($000) $4,198 Shares 12,800 Est. Cost $58.65 Unrealized +402.2%
MCD McDonald's 0.7%
Value ($000) $3,864 Shares 16,032 Est. Cost $71.84 Unrealized +200.5%
MSFT Microsoft 0.6%
Value ($000) $3,350 Shares 11,878 Est. Cost $86.79 Unrealized +223.5%
PG Procter and Gamble 0.6%
Value ($000) $3,266 Shares 23,327 Est. Cost $56.42 Unrealized +125.6%
JPM JP Morgan Chase & Co. 0.6%
Value ($000) $3,085 Shares 18,813 Est. Cost $82.13 Unrealized +70.8%
AMT American Tower Corp 0.6%
Value ($000) $3,083 Shares 11,635 Est. Cost $201.39 Unrealized +23.5%
SYY Sysco Corp. 0.4%
Value ($000) $2,245 Shares 28,776 Est. Cost $24.40 Unrealized +177.7%
DEO Diageo PLC 0.4%
Value ($000) $2,228 Shares 11,545 Est. Cost $115.17 Unrealized
HON Honeywell Int'l 0.3%
Value ($000) $1,801 Shares 8,493 Est. Cost $132.33 Unrealized +47.1%
MDLZ Mondelez Int'l 0.3%
Value ($000) $1,539 Shares 26,536 Est. Cost $39.04 Unrealized +42.0%
NEE NextEra Energy Inc. 0.3%
Value ($000) $1,517 Shares 19,200 Est. Cost $53.18 Unrealized +35.1%
ABBV AbbVie 0.3%
Value ($000) $1,381 Shares 12,789 Est. Cost $27.55 Unrealized +252.9%
QCOM QUALCOMM 0.2%
Value ($000) $1,269 Shares 9,835 Est. Cost $45.19 Unrealized +185.1%
ADBE Adobe Inc 0.2%
Value ($000) $1,215 Shares 2,109 Est. Cost $344.74 Unrealized +82.6%
WMT Wal-Mart Stores 0.2%
Value ($000) $1,138 Shares 8,190 Est. Cost $20.29 Unrealized +124.1%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $698 Shares 12,466 Est. Cost $45.47 Unrealized +13.0%
NVS Novartis AG ADS 0.1%
Value ($000) $693 Shares 8,449 Est. Cost $72.79 Unrealized
TGT Target Corp. 0.1%
Value ($000) $650 Shares 2,840 Est. Cost $60.69 Unrealized +262.3%
AMGN Amgen 0.1%
Value ($000) $597 Shares 2,804 Est. Cost $77.89 Unrealized +157.1%
ETN Eaton Corp. PLC 0.1%
Value ($000) $559 Shares 3,751 Est. Cost $52.00 Unrealized +187.0%
Kellogg 0.1%
Value ($000) $539 Shares 8,420 Est. Cost $39.47 Unrealized +30.1%
CMG Chipotle Mexican Grill 0.1%
Value ($000) $533 Shares 293 Est. Cost $20.55 Unrealized +77.1%
MRK Merck & Co. Inc. New 0.1%
Value ($000) $530 Shares 7,071 Est. Cost $62.40 Unrealized +6.0%
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $447 Shares 1,144 Est. Cost $216.32 Unrealized +77.9%
NEO Neogenomics Inc 0.1%
Value ($000) $384 Shares 8,000 Est. Cost $23.81 Unrealized +94.4%
EMR Emerson Electric 0.1%
Value ($000) $367 Shares 3,907 Est. Cost $50.28 Unrealized +81.4%
CSCO Cisco Systems 0.1%
Value ($000) $333 Shares 6,160 Est. Cost $15.98 Unrealized +208.2%
GNRC Generac Holdings Inc 0.1%
Value ($000) $313 Shares 765 Est. Cost $343.75 Unrealized +24.6%
BDX Becton, Dickinson and Company 0.1%
Value ($000) $301 Shares 1,222 Est. Cost $213.02 Unrealized +7.1%
COF Capital One Fin'l 0.1%
Value ($000) $267 Shares 1,650 Est. Cost $107.90 Unrealized +39.7%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $261 Shares 4,418 Est. Cost $45.19 Unrealized +21.3%
KO Coca-Cola 0.0%
Value ($000) $252 Shares 4,842 Est. Cost $29.02 Unrealized +68.2%
Walgreen Boots Alliance 0.0%
Value ($000) $247 Shares 5,248 Est. Cost $76.15 Unrealized
UPS United Parcel Cl B 0.0%
Value ($000) $235 Shares 1,293 Est. Cost $62.87 Unrealized +158.8%
MRSH Marsh & McLennan 0.0%
Value ($000) $234 Shares 1,548 Est. Cost $125.42 Unrealized +12.9%
USB U S Bancorp 0.0%
Value ($000) $229 Shares 3,877 Est. Cost $40.32 Unrealized +15.7%
HBAN Huntington Bancshares 0.0%
Value ($000) $227 Shares 15,139 Est. Cost $9.77 Unrealized +23.3%
ALGN Align Technology Inc 0.0%
Value ($000) $213 Shares 320 Est. Cost $679.09 Unrealized 0.0%
Celsion Corp New 0.0%
Value ($000) $21 Shares 22,353 Est. Cost $1.57 Unrealized
Rockwell Medical Tech Inc 0.0%
Value ($000) $7 Shares 11,494 Est. Cost $2.96 Unrealized