Dillon & Associates Inc Top Holdings and 13F Report (2025) About Dillon & Associates IncInvestment ActivityDillon & Associates Inc has $673.07 thousand in total holdings as of March 31, 2025.Dillon & Associates Inc owns shares of 78 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.09% of the portfolio was purchased this quarter.About 3.04% of the portfolio was sold this quarter.This quarter, Dillon & Associates Inc has purchased 81 new stocks and bought additional shares in 23 stocks.Dillon & Associates Inc sold shares of 46 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $103,421Apple $59,189Visa $40,728Stryker $31,512Alphabet $29,959 Largest New Holdings this Quarter 88160R101 - Tesla $202 Holding Largest Purchases this Quarter Casey's General Stores 7,900 shares (about $3.43K)Costco Wholesale 1,826 shares (about $1.73K)Fiserv 5,256 shares (about $1.16K)Eli Lilly and Company 1,276 shares (about $1.05K)Eaton 3,326 shares (about $904.65) Largest Sales this Quarter Constellation Brands 23,013 shares (about $4.23K)Starbucks 24,115 shares (about $2.36K)Apple 8,585 shares (about $1.91K)Celsius 36,950 shares (about $1.33K)NVIDIA 9,466 shares (about $1.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDillon & Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$103,421$1,022 ▼-1.0%957,59815.4%Computer and TechnologyAAPLApple$59,189$1,906 ▼-3.1%266,6178.8%Computer and TechnologyVVisa$40,728$501 ▼-1.2%116,3666.1%Business ServicesSYKStryker$31,512$416 ▼-1.3%84,7114.7%MedicalGOOGLAlphabet$29,959$486 ▼-1.6%193,2844.5%Computer and TechnologyABTAbbott Laboratories$28,536$205 ▲0.7%214,5604.2%MedicalADPAutomatic Data Processing$21,151$58 ▲0.3%69,1203.1%Business ServicesNVONovo Nordisk A/S$20,363$527 ▲2.7%295,1143.0%MedicalORLYO'Reilly Automotive$18,408$53 ▲0.3%12,8462.7%Retail/WholesaleFIFiserv$17,934$1,162 ▲6.9%81,1512.7%Business ServicesPANWPalo Alto Networks$17,926$535 ▲3.1%104,8312.7%Computer and TechnologyLOWLowe's Companies$17,454$527 ▼-2.9%74,9092.6%Retail/WholesaleAMZNAmazon.com$17,154$18 ▼-0.1%90,2862.5%Retail/WholesaleAPDAir Products and Chemicals$17,010$32 ▼-0.2%57,6612.5%Basic MaterialsCMGChipotle Mexican Grill$13,670$796 ▲6.2%273,3962.0%Retail/WholesaleECLEcolab$13,219$860 ▲7.0%52,0422.0%Basic MaterialsISRGIntuitive Surgical$13,076$789 ▲6.4%26,4171.9%MedicalPAYCPaycom Software$12,958$7 ▲0.1%59,4411.9%Computer and TechnologyNSCNorfolk Southern$11,446$434 ▲3.9%48,2941.7%TransportationPEPPepsiCo$9,885$782 ▼-7.3%65,8981.5%Consumer StaplesDHRDanaher$9,860$290 ▼-2.9%48,0991.5%MedicalGOOGAlphabet$9,630$272 ▼-2.7%61,7281.4%Computer and TechnologyCOSTCostco Wholesale$9,403$1,727 ▲22.5%9,9401.4%Retail/WholesaleREGNRegeneron Pharmaceuticals$8,709$103 ▼-1.2%13,7361.3%MedicalSBUXStarbucks$8,632$2,363 ▼-21.5%88,0791.3%Retail/WholesaleCRMSalesforce$7,887$477 ▲6.4%29,4301.2%Computer and TechnologyPAYXPaychex$7,528$608 ▼-7.5%48,8811.1%Business ServicesCASYCasey's General Stores$7,457$3,428 ▲85.1%17,1831.1%Retail/WholesaleMETAMeta Platforms$7,211$72 ▼-1.0%12,5191.1%Computer and TechnologyCNICanadian National Railway$7,168$455 ▼-6.0%73,8981.1%TransportationMSFTMicrosoft$6,396$217 ▲3.5%17,0551.0%Computer and TechnologyRTXRTX$5,003$1 ▲0.0%37,9000.7%AerospaceNEENextEra Energy$4,472$179 ▲4.2%62,9850.7%UtilitiesHDHome Depot$4,266$121 ▼-2.8%11,6570.6%Retail/WholesaleJNJJohnson & Johnson$4,012$43 ▼-1.1%24,1690.6%MedicalJPMJPMorgan Chase & Co.$3,917$141 ▼-3.5%15,9880.6%FinanceSTZConstellation Brands$3,286$4,234 ▼-56.3%17,8590.5%Consumer StaplesETNEaton$3,231$905 ▲38.9%11,8790.5%IndustrialsPGProcter & Gamble$3,204$259 ▼-7.5%18,8480.5%Consumer StaplesMCDMcDonald's$2,987$190 ▼-6.0%9,5740.4%Retail/WholesaleCLColgate-Palmolive$2,854$69 ▼-2.4%30,3670.4%Consumer StaplesMNSTMonster Beverage$2,423$518 ▼-17.6%41,0760.4%Consumer StaplesGNRCGenerac$2,131$205 ▲10.7%16,7780.3%IndustrialsLLYEli Lilly and Company$2,083$1,054 ▲102.4%2,5220.3%MedicalAZNAstraZeneca$1,789$451 ▼-20.1%24,1820.3%MedicalADBEAdobe$1,609$84 ▲5.5%4,1890.2%Computer and TechnologyHONHoneywell International$1,579$27 ▼-1.7%7,4490.2%Multi-Sector ConglomeratesMDLZMondelez International$1,518$77 ▼-4.8%22,3300.2%Consumer StaplesWMTWalmart$1,461$53 ▲3.7%16,6030.2%Retail/WholesaleABBVAbbVie$1,431$27 ▼-1.9%6,8140.2%MedicalROKRockwell Automation$1,391$753 ▼-35.1%5,3920.2%Computer and TechnologySYYSysco$1,317$72 ▼-5.2%17,5590.2%Consumer StaplesCELHCelsius$1,158$1,330 ▼-53.5%32,1770.2%Consumer StaplesADIAnalog Devices$1,098$82 ▼-7.0%5,4340.2%Computer and TechnologyQCOMQUALCOMM$1,050$8 ▼-0.7%6,8170.2%Computer and TechnologyASMLASML$948$167 ▼-15.0%1,4300.1%Computer and TechnologyAMGNAmgen$774$56 ▼-6.8%2,4810.1%MedicalDISWalt Disney$642$1 ▼-0.1%6,4880.1%Consumer DiscretionaryUNHUnitedHealth Group$603$9 ▼-1.5%1,1500.1%MedicalHSYHershey$485$136 ▼-21.9%2,8350.1%Consumer StaplesMMCMarsh & McLennan Companies$4390.0%1,8000.1%FinanceMSTRStrategy$438$133 ▲43.5%1,5210.1%Computer and TechnologyAFLAflac$3900.0%3,5160.1%FinancePYPLPayPal$363$71 ▼-16.4%5,5870.1%Computer and TechnologyEMREmerson Electric$3470.0%3,1570.1%IndustrialsNVSNovartis$340$8 ▼-2.3%3,0610.1%MedicalKKellanova$3290.0%4,0100.0%Consumer DiscretionaryCSCOCisco Systems$324$71 ▼-18.0%5,2250.0%Computer and TechnologyKOCoca-Cola$295$176 ▼-37.4%4,1010.0%Consumer StaplesBRK.BBerkshire Hathaway$2770.0%5200.0%FinanceCMCSAComcast$276$514 ▼-65.1%7,4500.0%Consumer DiscretionaryCOFCapital One Financial$2690.0%1,5000.0%FinanceTGTTarget$2630.0%2,5250.0%Retail/WholesaleMRKMerck & Co., Inc.$248$26 ▼-9.4%2,7530.0%MedicalLinde PLC$231$1 ▼-0.4%4950.0%COMMENBEnbridge$225$9 ▼-3.8%5,1240.0%EnergyUSBU.S. Bancorp$2160.0%5,1500.0%FinanceTSLATesla$202$202 ▲New Holding7790.0%Auto/Tires/TrucksDEODiageo$0$306 ▼-100.0%00.0%Consumer StaplesIBMInternational Business Machines$0$226 ▼-100.0%00.0%Computer and TechnologyHBANHuntington Bancshares$0$223 ▼-100.0%00.0%FinanceUNPUnion Pacific$0$207 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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