DILLON & ASSOCIATES INC: 13F holdings
CIK 10544252026Q2
| Positions | 80 |
|---|---|
| Reported value | $817.2m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA Corp | 848,222 | $169.6m | 20.8% |
| AAPL Apple Inc | 251,126 | $72.6m | 8.9% |
| GOOGL Alphabet Inc CL A | 192,561 | $68.7m | 8.4% |
| PANW Palo Alto Networks | 127,941 | $43.6m | 5.3% |
| V VISA Inc | 117,613 | $40.3m | 4.9% |
| SYK Stryker Corp | 94,225 | $29.7m | 3.6% |
| AMZN Amazon.com Inc | 102,422 | $24.4m | 3.0% |
| CASY Casey's General Stores | 30,585 | $24.3m | 3.0% |
| ABT Abbott Laboratories | 252,404 | $23.0m | 2.8% |
| GOOG Alphabet Inc CL C | 57,547 | $20.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1054425")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.