DILLON & ASSOCIATES INC Diversified Active

CIK: 0001054425 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $551 (100.0% shares, 0.0% debt)

Holdings (78)

AAPL Apple, Inc. 10.1%
Value ($000) $56 Shares 288,648 Est. Cost $83.04 Unrealized +120.2%
NVDA NVIDIA Corp 10.0%
Value ($000) $55 Shares 111,812 Est. Cost $16.83 Unrealized +175.2%
V Visa Inc. 5.4%
Value ($000) $30 Shares 114,846 Est. Cost $62.75 Unrealized +286.7%
NVO Novo-Nordisk ADR 5.1%
Value ($000) $28 Shares 274,008 Est. Cost $29.58 Unrealized
GOOGL Alphabet, Inc. Cl A 4.9%
Value ($000) $27 Shares 194,740 Est. Cost $106.50 Unrealized +25.2%
SYK Stryker 4.5%
Value ($000) $25 Shares 83,813 Est. Cost $66.21 Unrealized +315.1%
ABT Abbott Labs 3.8%
Value ($000) $21 Shares 192,406 Est. Cost $31.36 Unrealized +206.4%
LOW Lowe's 3.2%
Value ($000) $18 Shares 78,863 Est. Cost $46.15 Unrealized +322.0%
ADP Automatic Data Processing 2.9%
Value ($000) $16 Shares 68,604 Est. Cost $49.31 Unrealized +350.3%
APD Air Products 2.7%
Value ($000) $15 Shares 54,545 Est. Cost $96.43 Unrealized +168.8%
PAYC Paycom Software 2.4%
Value ($000) $13 Shares 63,647 Est. Cost $150.48 Unrealized +38.2%
SBUX Starbucks 2.3%
Value ($000) $13 Shares 131,371 Est. Cost $44.43 Unrealized +107.5%
PEP PepsiCo 2.3%
Value ($000) $12 Shares 73,436 Est. Cost $59.61 Unrealized +157.9%
ORLY O'Reilly Automotive Inc. 2.1%
Value ($000) $12 Shares 12,424 Est. Cost $19.97 Unrealized +216.4%
DHR Danaher Corporation 2.0%
Value ($000) $11 Shares 47,595 Est. Cost $66.17 Unrealized +217.9%
PANW Palo Alto Networks 2.0%
Value ($000) $11 Shares 37,092 Est. Cost $88.80 Unrealized +50.6%
REGN Regeneron Pharmaceuticals 1.9%
Value ($000) $10 Shares 11,795 Est. Cost $573.01 Unrealized +42.9%
NSC Norfolk Southern Corp. 1.9%
Value ($000) $10 Shares 43,616 Est. Cost $81.85 Unrealized +144.5%
AMZN Amazon.com Inc 1.9%
Value ($000) $10 Shares 67,511 Est. Cost $121.33 Unrealized +15.5%
CNI Canadian Natl. Railway 1.8%
Value ($000) $10 Shares 78,365 Est. Cost $46.57 Unrealized +133.0%
STZ Constellation Brands Inc. 1.7%
Value ($000) $10 Shares 39,353 Est. Cost $183.38 Unrealized +24.3%
GOOG Alphabet, Inc. Cl C 1.7%
Value ($000) $9 Shares 66,334 Est. Cost $107.05 Unrealized +25.8%
ECL Ecolab 1.6%
Value ($000) $9 Shares 43,688 Est. Cost $94.83 Unrealized +85.4%
CMG Chipotle Mexican Grill 1.5%
Value ($000) $9 Shares 3,733 Est. Cost $33.62 Unrealized +23.8%
ISRG Intuitive Surgical 1.4%
Value ($000) $8 Shares 23,562 Est. Cost $282.84 Unrealized +5.4%
PAYX Paychex 1.2%
Value ($000) $7 Shares 56,368 Est. Cost $26.31 Unrealized +322.3%
CRM Salesforce Com 1.2%
Value ($000) $6 Shares 24,421 Est. Cost $176.69 Unrealized +26.6%
FISV Fiserv Inc 1.1%
Value ($000) $6 Shares 46,996 Est. Cost $110.71 Unrealized +10.8%
MSFT Microsoft 1.1%
Value ($000) $6 Shares 15,619 Est. Cost $135.32 Unrealized +158.9%
CMCSA Comcast Corp Cl A 1.0%
Value ($000) $5 Shares 120,053 Est. Cost $35.96 Unrealized +11.5%
META Meta Platforms Inc 0.8%
Value ($000) $4 Shares 12,314 Est. Cost $179.98 Unrealized +79.7%
COST Costco Wholesale Corp 0.8%
Value ($000) $4 Shares 6,389 Est. Cost $490.90 Unrealized +16.8%
HD Home Depot 0.8%
Value ($000) $4 Shares 12,140 Est. Cost $72.61 Unrealized +304.5%
PYPL PayPal Holdings 0.7%
Value ($000) $4 Shares 66,915 Est. Cost $80.03 Unrealized -28.6%
RTX RTX Corp 0.7%
Value ($000) $4 Shares 48,291 Est. Cost $59.42 Unrealized +27.3%
JNJ Johnson and Johnson 0.7%
Value ($000) $4 Shares 25,739 Est. Cost $59.66 Unrealized +140.7%
MCD McDonald's 0.6%
Value ($000) $3 Shares 10,994 Est. Cost $71.84 Unrealized +260.1%
GNRC Generac Holdings Inc 0.6%
Value ($000) $3 Shares 25,171 Est. Cost $193.60 Unrealized -43.3%
CL Colgate-Palmolive 0.6%
Value ($000) $3 Shares 39,029 Est. Cost $44.38 Unrealized +61.6%
PG Procter and Gamble 0.6%
Value ($000) $3 Shares 20,949 Est. Cost $58.59 Unrealized +140.0%
JPM JP Morgan Chase & Co. 0.5%
Value ($000) $3 Shares 15,922 Est. Cost $82.94 Unrealized +74.7%
ROK Rockwell Automation inc 0.5%
Value ($000) $3 Shares 8,095 Est. Cost $270.11 Unrealized 0.0%
NEE NextEra Energy Inc. 0.5%
Value ($000) $3 Shares 41,114 Est. Cost $55.89 Unrealized -4.4%
MNST Monster Beverage Corp 0.4%
Value ($000) $2 Shares 42,252 Est. Cost $50.20 Unrealized +6.5%
MDLZ Mondelez Int'l 0.4%
Value ($000) $2 Shares 30,112 Est. Cost $41.56 Unrealized +54.7%
HON Honeywell Int'l 0.4%
Value ($000) $2 Shares 10,142 Est. Cost $147.16 Unrealized +17.1%
ADBE Adobe Inc 0.3%
Value ($000) $2 Shares 2,735 Est. Cost $364.72 Unrealized +58.1%
SYY Sysco Corp. 0.3%
Value ($000) $2 Shares 21,974 Est. Cost $24.88 Unrealized +160.8%
AZN AstraZeneca PLC 0.3%
Value ($000) $2 Shares 23,241 Est. Cost $35.80 Unrealized
DIS Disney Walt Co 0.3%
Value ($000) $1 Shares 16,005 Est. Cost $95.61 Unrealized -9.8%
DEO Diageo PLC 0.2%
Value ($000) $1 Shares 7,374 Est. Cost $115.17 Unrealized
QCOM QUALCOMM 0.2%
Value ($000) $1 Shares 7,267 Est. Cost $45.19 Unrealized +161.9%
ABBV AbbVie 0.2%
Value ($000) $1 Shares 6,661 Est. Cost $31.09 Unrealized +336.5%
ADI Analog Devices 0.2%
Value ($000) $1 Shares 4,653 Est. Cost $165.50 Unrealized +4.1%
ETN Eaton Corp. PLC 0.2%
Value ($000) $1 Shares 3,810 Est. Cost $54.36 Unrealized +296.5%
WMT Wal-Mart Stores 0.2%
Value ($000) $1 Shares 5,768 Est. Cost $20.29 Unrealized +154.5%
ASML ASML Hldgs 0.2%
Value ($000) $1 Shares 1,171 Est. Cost $272.91 Unrealized
AMGN Amgen 0.1%
Value ($000) $1 Shares 2,616 Est. Cost $82.30 Unrealized +210.0%
HSY Hershey Company 0.1%
Value ($000) $1 Shares 3,457 Est. Cost $194.72 Unrealized -8.8%
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $1 Shares 1,197 Est. Cost $226.92 Unrealized +125.3%
NVS Novartis AG ADS 0.1%
Value ($000) $1 Shares 5,523 Est. Cost $72.79 Unrealized
Kellanova 0.1%
Value ($000) $0 Shares 8,020 Est. Cost $39.47 Unrealized +23.6%
KO Coca-Cola 0.1%
Value ($000) $0 Shares 6,547 Est. Cost $38.88 Unrealized +37.0%
MRK Merck & Co. Inc. New 0.1%
Value ($000) $0 Shares 3,451 Est. Cost $64.27 Unrealized +50.6%
TGT Target Corp. 0.1%
Value ($000) $0 Shares 2,525 Est. Cost $60.69 Unrealized +86.2%
TTC Toro Co 0.1%
Value ($000) $0 Shares 3,460 Est. Cost $104.99 Unrealized -18.4%
CSCO Cisco Systems 0.1%
Value ($000) $0 Shares 6,480 Est. Cost $19.56 Unrealized +145.2%
EMR Emerson Electric 0.1%
Value ($000) $0 Shares 3,157 Est. Cost $50.28 Unrealized +75.2%
INTC Intel Corp 0.1%
Value ($000) $0 Shares 6,106 Est. Cost $27.52 Unrealized +45.5%
EOG EOG Resources Inc 0.1%
Value ($000) $0 Shares 2,426 Est. Cost $114.73 Unrealized +0.7%
MRSH Marsh & McLennan 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $125.42 Unrealized +49.1%
AFL AFLAC Inc 0.0%
Value ($000) $0 Shares 3,300 Est. Cost $62.49 Unrealized +23.2%
LLY Lilly (Eli) 0.0%
Value ($000) $0 Shares 452 Est. Cost $415.52 Unrealized +38.4%
VLTO Veralto Corporation 0.0%
Value ($000) $0 Shares 3,101 Est. Cost $73.75 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value ($000) $0 Shares 900 Est. Cost $209.24 Unrealized 0.0%
BDX Becton, Dickinson and Company 0.0%
Value ($000) $0 Shares 884 Est. Cost $213.02 Unrealized +11.0%
EEFT Euronet Worldwide Inc 0.0%
Value ($000) $0 Shares 2,050 Est. Cost $110.07 Unrealized -22.5%
HBAN Huntington Bancshares 0.0%
Value ($000) $0 Shares 14,951 Est. Cost $9.98 Unrealized -0.0%