DILLON & ASSOCIATES INC Diversified Active

CIK: 0001054425 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 6, 2023

Total Value ($000): $462 (100.0% shares, 0.0% debt)

Holdings (77)

AAPL Apple, Inc. 9.8%
Value ($000) $45 Shares 348,903 Est. Cost $83.04 Unrealized +69.4%
V Visa Inc. 5.5%
Value ($000) $25 Shares 121,562 Est. Cost $62.75 Unrealized +213.9%
ABT Abbott Labs 4.9%
Value ($000) $23 Shares 205,708 Est. Cost $31.36 Unrealized +211.3%
SYK Stryker 4.9%
Value ($000) $23 Shares 92,468 Est. Cost $66.21 Unrealized +231.9%
NVO Novo-Nordisk ADR 4.2%
Value ($000) $20 Shares 144,716 Est. Cost $61.01 Unrealized
NVDA NVIDIA Corp 3.9%
Value ($000) $18 Shares 123,229 Est. Cost $16.83 Unrealized -13.0%
GOOGL Alphabet, Inc. Cl A 3.9%
Value ($000) $18 Shares 203,920 Est. Cost $106.50 Unrealized -11.4%
ADP Automatic Data Processing 3.8%
Value ($000) $18 Shares 74,252 Est. Cost $49.31 Unrealized +364.4%
LOW Lowe's 3.8%
Value ($000) $18 Shares 88,107 Est. Cost $46.15 Unrealized +307.8%
APD Air Products 3.7%
Value ($000) $17 Shares 55,719 Est. Cost $88.85 Unrealized +192.1%
PAYC Paycom Software 3.3%
Value ($000) $15 Shares 48,651 Est. Cost $123.41 Unrealized +156.3%
PEP PepsiCo 3.2%
Value ($000) $15 Shares 80,973 Est. Cost $59.61 Unrealized +169.9%
DHR Danaher Corporation 2.8%
Value ($000) $13 Shares 49,375 Est. Cost $61.33 Unrealized +271.9%
SBUX Starbucks 2.7%
Value ($000) $12 Shares 124,876 Est. Cost $40.74 Unrealized +114.9%
NSC Norfolk Southern Corp. 2.6%
Value ($000) $12 Shares 48,514 Est. Cost $81.85 Unrealized +169.3%
ORLY O'Reilly Automotive Inc. 2.5%
Value ($000) $12 Shares 13,955 Est. Cost $19.97 Unrealized +169.2%
PYPL PayPal Holdings 2.2%
Value ($000) $10 Shares 141,988 Est. Cost $80.07 Unrealized -0.3%
CNI Canadian Natl. Railway 2.2%
Value ($000) $10 Shares 84,673 Est. Cost $46.57 Unrealized +141.0%
RTX Raytheon Technologies 2.1%
Value ($000) $9 Shares 93,940 Est. Cost $59.06 Unrealized +48.4%
STZ Constellation Brands Inc. 1.9%
Value ($000) $9 Shares 38,156 Est. Cost $180.02 Unrealized +25.6%
REGN Regeneron Pharmaceuticals 1.6%
Value ($000) $8 Shares 10,525 Est. Cost $543.28 Unrealized +35.1%
PAYX Paychex 1.6%
Value ($000) $8 Shares 65,126 Est. Cost $26.31 Unrealized +305.1%
GOOG Alphabet, Inc. Cl C 1.6%
Value ($000) $7 Shares 81,456 Est. Cost $107.05 Unrealized -11.5%
ECL Ecolab 1.5%
Value ($000) $7 Shares 48,081 Est. Cost $94.83 Unrealized +49.5%
ISRG Intuitive Surgical 1.4%
Value ($000) $6 Shares 24,240 Est. Cost $282.84 Unrealized -13.8%
AMZN Amazon.com Inc 1.3%
Value ($000) $6 Shares 69,018 Est. Cost $122.72 Unrealized -19.5%
JNJ Johnson and Johnson 1.2%
Value ($000) $5 Shares 30,704 Est. Cost $59.66 Unrealized +163.3%
CMCSA Comcast Corp Cl A 0.9%
Value ($000) $4 Shares 118,848 Est. Cost $35.99 Unrealized -16.5%
CL Colgate-Palmolive 0.9%
Value ($000) $4 Shares 51,532 Est. Cost $44.38 Unrealized +57.1%
HD Home Depot 0.8%
Value ($000) $4 Shares 11,937 Est. Cost $62.07 Unrealized +353.0%
MCD McDonald's 0.8%
Value ($000) $4 Shares 13,457 Est. Cost $71.84 Unrealized +241.4%
PANW Palo Alto Networks 0.7%
Value ($000) $3 Shares 24,179 Est. Cost $83.47 Unrealized -3.8%
MSFT Microsoft 0.7%
Value ($000) $3 Shares 13,840 Est. Cost $112.30 Unrealized +108.4%
DIS Disney Walt Co 0.7%
Value ($000) $3 Shares 37,740 Est. Cost $95.57 Unrealized -2.2%
PG Procter and Gamble 0.7%
Value ($000) $3 Shares 21,449 Est. Cost $56.42 Unrealized +130.0%
EEFT Euronet Worldwide Inc 0.6%
Value ($000) $3 Shares 29,364 Est. Cost $110.07 Unrealized -21.3%
CRM Salesforce Com 0.6%
Value ($000) $3 Shares 20,555 Est. Cost $170.54 Unrealized -15.5%
GNRC Generac Holdings Inc 0.6%
Value ($000) $3 Shares 25,644 Est. Cost $199.09 Unrealized -43.2%
JPM JP Morgan Chase & Co. 0.5%
Value ($000) $2 Shares 18,095 Est. Cost $82.13 Unrealized +43.2%
FISV Fiserv Inc 0.5%
Value ($000) $2 Shares 23,112 Est. Cost $101.61 Unrealized -2.0%
AMT American Tower Corp 0.5%
Value ($000) $2 Shares 10,941 Est. Cost $201.39 Unrealized -7.3%
HON Honeywell Int'l 0.5%
Value ($000) $2 Shares 10,624 Est. Cost $141.76 Unrealized +26.1%
CMG Chipotle Mexican Grill 0.5%
Value ($000) $2 Shares 1,612 Est. Cost $28.57 Unrealized +4.6%
SYY Sysco Corp. 0.4%
Value ($000) $2 Shares 26,053 Est. Cost $24.40 Unrealized +202.9%
MDLZ Mondelez Int'l 0.4%
Value ($000) $2 Shares 28,043 Est. Cost $39.81 Unrealized +45.7%
META Meta Platforms Inc 0.4%
Value ($000) $2 Shares 15,569 Est. Cost $179.98 Unrealized -35.2%
DEO Diageo PLC 0.4%
Value ($000) $2 Shares 9,395 Est. Cost $115.17 Unrealized
PCRX Pacira Biosciences Inc. 0.4%
Value ($000) $2 Shares 41,918 Est. Cost $62.95 Unrealized -22.7%
NEE NextEra Energy Inc. 0.3%
Value ($000) $2 Shares 19,050 Est. Cost $54.14 Unrealized +36.3%
MNST Monster Beverage Corp 0.3%
Value ($000) $1 Shares 14,524 Est. Cost $43.58 Unrealized +11.1%
ABBV AbbVie 0.3%
Value ($000) $1 Shares 8,719 Est. Cost $27.55 Unrealized +398.0%
AZN AstraZeneca PLC 0.2%
Value ($000) $1 Shares 16,347 Est. Cost $50.87 Unrealized
WMT Wal-Mart Stores 0.2%
Value ($000) $1 Shares 7,413 Est. Cost $20.29 Unrealized +125.0%
ADBE Adobe Inc 0.2%
Value ($000) $1 Shares 2,966 Est. Cost $360.56 Unrealized -11.3%
QCOM QUALCOMM 0.2%
Value ($000) $1 Shares 8,170 Est. Cost $45.19 Unrealized +140.9%
NVS Novartis AG ADS 0.2%
Value ($000) $1 Shares 8,369 Est. Cost $72.79 Unrealized
AMGN Amgen 0.2%
Value ($000) $1 Shares 2,774 Est. Cost $82.30 Unrealized +195.0%
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $1 Shares 1,172 Est. Cost $223.77 Unrealized +123.6%
Kellogg 0.1%
Value ($000) $1 Shares 8,420 Est. Cost $39.47 Unrealized +54.3%
ETN Eaton Corp. PLC 0.1%
Value ($000) $1 Shares 3,755 Est. Cost $52.00 Unrealized +182.6%
TGT Target Corp. 0.1%
Value ($000) $0 Shares 2,673 Est. Cost $60.69 Unrealized +132.2%
MRK Merck & Co. Inc. New 0.1%
Value ($000) $0 Shares 3,413 Est. Cost $62.40 Unrealized +48.7%
EMR Emerson Electric 0.1%
Value ($000) $0 Shares 3,857 Est. Cost $50.28 Unrealized +68.1%
ASML ASML Hldgs 0.1%
Value ($000) $0 Shares 604 Est. Cost $528.48 Unrealized
ADI Analog Devices 0.1%
Value ($000) $0 Shares 1,933 Est. Cost $150.08 Unrealized -1.6%
CSCO Cisco Systems 0.1%
Value ($000) $0 Shares 5,965 Est. Cost $16.38 Unrealized +153.1%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $0 Shares 3,805 Est. Cost $45.19 Unrealized +44.4%
KO Coca-Cola 0.1%
Value ($000) $0 Shares 4,259 Est. Cost $29.02 Unrealized +89.2%
BDX Becton, Dickinson and Company 0.1%
Value ($000) $0 Shares 986 Est. Cost $213.02 Unrealized +4.8%
MRSH Marsh & McLennan 0.1%
Value ($000) $0 Shares 1,517 Est. Cost $125.42 Unrealized +24.3%
HSY Hershey Company 0.1%
Value ($000) $0 Shares 1,050 Est. Cost $184.89 Unrealized +14.7%
AFL AFLAC Inc 0.1%
Value ($000) $0 Shares 3,300 Est. Cost $62.49 Unrealized 0.0%
UPS United Parcel Cl B 0.0%
Value ($000) $0 Shares 1,302 Est. Cost $64.09 Unrealized +131.0%
HBAN Huntington Bancshares 0.0%
Value ($000) $0 Shares 16,139 Est. Cost $9.98 Unrealized +25.2%
EOG EOG Resources Inc 0.0%
Value ($000) $0 Shares 1,740 Est. Cost $117.82 Unrealized 0.0%
COST Costco Wholesale Corp 0.0%
Value ($000) $0 Shares 477 Est. Cost $489.03 Unrealized -4.1%
XOM Exxon Mobil 0.0%
Value ($000) $0 Shares 1,883 Est. Cost $96.28 Unrealized 0.0%