account_balance

Investment manager · 13F filer · SEC CIK 1054425

Dillon & Associates Inc

Reported value$849Mas of Sep 30, 2026
Positions79 2 new, 3 sold out
Top 10 weight64.5%NVDA alone is 22%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NVDA NVIDIA Corp 22.2% Trimmed −3%AAPL Apple Inc. 9.7% HeldGOOGL Alphabet Inc. 7.8% HeldPANW Palo Alto Networks Inc 5.9% HeldV Visa Inc. 5.0% HeldSYK Stryker Corp 3.1% Added +3%AMZN Amazon.com Inc 3.1% HeldABT Abbott Laboratories 3.0% HeldISRG Intuitive Surgical Inc 2.4% Added +25%GOOG Alphabet Inc. 2.3% HeldADP Automatic Data Processing Inc 2.3% HeldCASY Casey's General Stores Inc 2.3% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 5, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • TSLA $366K
  • CAT $262K
  • GE Aerospace $211K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist