DILLON & ASSOCIATES INC Diversified Active

Location: Jackson, MI

CIK: 0001054425 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 2, 2023

Total Value: $504M

Holdings (78)

AAPL Apple, Inc. 10.8%
Value $54.68M Shares 331,372 Est. Cost $83.04 Unrealized +75.2%
NVDA NVIDIA Corp 6.8%
Value $34.13M Shares 122,761 Est. Cost $16.83 Unrealized +28.5%
V Visa Inc. 5.3%
Value $26.96M Shares 119,813 Est. Cost $62.75 Unrealized +247.2%
SYK Stryker 5.1%
Value $25.71M Shares 90,222 Est. Cost $66.21 Unrealized +289.3%
NVO Novo-Nordisk ADR 4.4%
Value $22.24M Shares 139,857 Est. Cost $61.01 Unrealized
GOOGL Alphabet, Inc. Cl A 4.2%
Value $21.41M Shares 205,917 Est. Cost $106.50 Unrealized -10.6%
ABT Abbott Labs 4.1%
Value $20.5M Shares 203,016 Est. Cost $31.36 Unrealized +218.9%
LOW Lowe's 3.4%
Value $17.2M Shares 85,974 Est. Cost $46.15 Unrealized +316.5%
ADP Automatic Data Processing 3.2%
Value $16.13M Shares 72,331 Est. Cost $49.31 Unrealized +328.9%
APD Air Products 3.2%
Value $15.89M Shares 55,367 Est. Cost $88.85 Unrealized +204.1%
PAYC Paycom Software 3.0%
Value $15.34M Shares 50,460 Est. Cost $129.57 Unrealized +127.7%
PEP PepsiCo 2.9%
Value $14.42M Shares 79,226 Est. Cost $59.61 Unrealized +166.2%
SBUX Starbucks 2.6%
Value $12.99M Shares 124,873 Est. Cost $40.74 Unrealized +138.3%
DHR Danaher Corporation 2.4%
Value $12.14M Shares 48,166 Est. Cost $61.33 Unrealized +265.3%
ORLY O'Reilly Automotive Inc. 2.3%
Value $11.36M Shares 13,380 Est. Cost $19.97 Unrealized +174.3%
PYPL PayPal Holdings 2.2%
Value $10.92M Shares 143,740 Est. Cost $80.03 Unrealized -4.0%
NSC Norfolk Southern Corp. 2.0%
Value $10.33M Shares 48,724 Est. Cost $81.85 Unrealized +164.8%
CNI Canadian Natl. Railway 1.9%
Value $9.82M Shares 83,223 Est. Cost $46.57 Unrealized +139.4%
RTX Raytheon Technologies 1.8%
Value $9.307M Shares 94,972 Est. Cost $59.42 Unrealized +55.3%
REGN Regeneron Pharmaceuticals 1.8%
Value $8.938M Shares 10,874 Est. Cost $549.92 Unrealized +36.4%
STZ Constellation Brands Inc. 1.7%
Value $8.731M Shares 38,631 Est. Cost $180.41 Unrealized +16.9%
GOOG Alphabet, Inc. Cl C 1.6%
Value $8.087M Shares 77,760 Est. Cost $107.05 Unrealized -10.5%
ECL Ecolab 1.6%
Value $7.994M Shares 48,154 Est. Cost $94.83 Unrealized +59.2%
AMZN Amazon.com Inc 1.5%
Value $7.511M Shares 72,920 Est. Cost $121.33 Unrealized -20.4%
PAYX Paychex 1.4%
Value $7.214M Shares 62,734 Est. Cost $26.31 Unrealized +296.5%
PANW Palo Alto Networks 1.3%
Value $6.409M Shares 32,046 Est. Cost $83.78 Unrealized +1.1%
ISRG Intuitive Surgical 1.2%
Value $6.202M Shares 24,322 Est. Cost $282.84 Unrealized -12.9%
CMCSA Comcast Corp Cl A 0.9%
Value $4.618M Shares 121,533 Est. Cost $35.96 Unrealized -3.7%
JNJ Johnson and Johnson 0.9%
Value $4.464M Shares 28,798 Est. Cost $59.66 Unrealized +147.9%
CRM Salesforce Com 0.8%
Value $4.232M Shares 21,158 Est. Cost $170.44 Unrealized -2.1%
MSFT Microsoft 0.8%
Value $4.042M Shares 14,034 Est. Cost $114.19 Unrealized +118.5%
DIS Disney Walt Co 0.8%
Value $3.828M Shares 38,276 Est. Cost $95.61 Unrealized +3.0%
CL Colgate-Palmolive 0.7%
Value $3.722M Shares 49,622 Est. Cost $44.38 Unrealized +56.8%
CMG Chipotle Mexican Grill 0.7%
Value $3.618M Shares 2,118 Est. Cost $29.25 Unrealized +7.4%
HD Home Depot 0.7%
Value $3.484M Shares 11,809 Est. Cost $62.07 Unrealized +358.6%
MCD McDonald's 0.7%
Value $3.355M Shares 11,982 Est. Cost $71.84 Unrealized +248.7%
EEFT Euronet Worldwide Inc 0.6%
Value $3.235M Shares 28,884 Est. Cost $110.07 Unrealized -1.7%
PG Procter and Gamble 0.6%
Value $3.231M Shares 21,685 Est. Cost $57.25 Unrealized +132.6%
FISV Fiserv Inc 0.6%
Value $3.074M Shares 27,202 Est. Cost $102.87 Unrealized +6.9%
GNRC Generac Holdings Inc 0.6%
Value $2.964M Shares 27,449 Est. Cost $193.60 Unrealized -40.2%
META Meta Platforms Inc 0.6%
Value $2.896M Shares 13,661 Est. Cost $179.98 Unrealized -6.0%
HON Honeywell Int'l 0.4%
Value $2.224M Shares 11,646 Est. Cost $144.82 Unrealized +22.0%
JPM JP Morgan Chase & Co. 0.4%
Value $2.062M Shares 15,864 Est. Cost $82.13 Unrealized +56.0%
SYY Sysco Corp. 0.4%
Value $2.006M Shares 26,053 Est. Cost $24.40 Unrealized +189.6%
MDLZ Mondelez Int'l 0.4%
Value $1.979M Shares 28,268 Est. Cost $39.81 Unrealized +53.5%
PCRX Pacira Biosciences Inc. 0.3%
Value $1.709M Shares 41,688 Est. Cost $62.95 Unrealized -36.8%
DEO Diageo PLC 0.3%
Value $1.705M Shares 9,419 Est. Cost $115.17 Unrealized
MNST Monster Beverage Corp 0.3%
Value $1.568M Shares 29,028 Est. Cost $47.43 Unrealized +8.1%
AMT American Tower Corp 0.3%
Value $1.567M Shares 7,683 Est. Cost $201.39 Unrealized -5.9%
NEE NextEra Energy Inc. 0.3%
Value $1.371M Shares 17,808 Est. Cost $54.14 Unrealized +30.5%
AZN AstraZeneca PLC 0.2%
Value $1.255M Shares 18,193 Est. Cost $61.66 Unrealized
ADBE Adobe Inc 0.2%
Value $1.177M Shares 3,057 Est. Cost $360.40 Unrealized -1.4%
ABBV AbbVie 0.2%
Value $1.082M Shares 6,803 Est. Cost $27.55 Unrealized +401.3%
QCOM QUALCOMM 0.2%
Value $982K Shares 7,670 Est. Cost $45.19 Unrealized +157.6%
WMT Wal-Mart Stores 0.2%
Value $928K Shares 6,313 Est. Cost $20.29 Unrealized +125.7%
COST Costco Wholesale Corp 0.2%
Value $794K Shares 1,597 Est. Cost $476.58 Unrealized -1.1%
ETN Eaton Corp. PLC 0.1%
Value $642K Shares 3,755 Est. Cost $52.00 Unrealized +208.0%
AMGN Amgen 0.1%
Value $635K Shares 2,624 Est. Cost $82.30 Unrealized +172.2%
NVS Novartis AG ADS 0.1%
Value $598K Shares 6,504 Est. Cost $72.79 Unrealized
UNH UnitedHealth Group Inc. 0.1%
Value $562K Shares 1,188 Est. Cost $226.92 Unrealized +101.5%
Kellogg 0.1%
Value $537K Shares 8,020 Est. Cost $39.47 Unrealized +45.0%
ADI Analog Devices 0.1%
Value $476K Shares 2,416 Est. Cost $154.16 Unrealized +10.6%
TGT Target Corp. 0.1%
Value $444K Shares 2,673 Est. Cost $60.69 Unrealized +144.9%
ASML ASML Hldgs 0.1%
Value $427K Shares 627 Est. Cost $599.36 Unrealized
KO Coca-Cola 0.1%
Value $417K Shares 6,724 Est. Cost $38.69 Unrealized +43.2%
HSY Hershey Company 0.1%
Value $379K Shares 1,492 Est. Cost $194.45 Unrealized +11.7%
MRK Merck & Co. Inc. New 0.1%
Value $373K Shares 3,523 Est. Cost $63.54 Unrealized +55.3%
CSCO Cisco Systems 0.1%
Value $349K Shares 6,715 Est. Cost $19.56 Unrealized +129.3%
EOG EOG Resources Inc 0.1%
Value $314K Shares 2,734 Est. Cost $114.73 Unrealized -4.7%
EMR Emerson Electric 0.1%
Value $283K Shares 3,257 Est. Cost $50.28 Unrealized +64.3%
UPS United Parcel Cl B 0.1%
Value $269K Shares 1,388 Est. Cost $69.91 Unrealized +126.2%
BMY Bristol-Myers Squibb 0.1%
Value $263K Shares 3,805 Est. Cost $45.19 Unrealized +36.1%
MRSH Marsh & McLennan 0.1%
Value $253K Shares 1,517 Est. Cost $125.42 Unrealized +27.0%
BDX Becton, Dickinson and Company 0.0%
Value $245K Shares 986 Est. Cost $213.02 Unrealized +9.0%
AFL AFLAC Inc 0.0%
Value $215K Shares 3,300 Est. Cost $62.49 Unrealized +2.8%
TTC Toro Co 0.0%
Value $202K Shares 1,822 Est. Cost $111.33 Unrealized 0.0%
INTC Intel Corp 0.0%
Value $201K Shares 6,079 Est. Cost $27.52 Unrealized 0.0%
HBAN Huntington Bancshares 0.0%
Value $178K Shares 16,139 Est. Cost $9.98 Unrealized +21.8%