Dillon & Associates Inc has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $721 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $130M, Apple Inc. with a value of $68.8M, Visa Inc. with a value of $37.2M, Alphabet Inc. with a value of $37.1M, and Stryker Corp with a value of $30.9M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $711M to 721M.

Below you can find more details about Dillon & Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $721 Million
Technology: $267 Million
Healthcare: $124 Million
Consumer Cyclical: $91 Million
Industrials: $60.8 Million
Communication Services: $58.1 Million
Consumer Defensive: $44.2 Million
Financial Services: $43.5 Million
Basic Materials: $28.1 Million
Other: $4.58 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $721 Million
  • Prior Value $711 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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