DILLON & ASSOCIATES INC — 13F holdings

DILLON & ASSOCIATES INC reported 79 holdings worth $849M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $188M (22.2%)
2. AAPL APPLE INC — $82.7M (9.7%)
3. GOOGL ALPHABET INC — $66.0M (7.8%)
4. PANW PALO ALTO NETWORKS INC — $50.4M (5.9%)
5. V VISA INC — $42.2M (5.0%)
6. SYK STRYKER CORPORATION — $26.7M (3.1%)
7. AMZN AMAZON COM INC — $25.9M (3.1%)
8. ABT ABBOTT LABS — $25.3M (3.0%)
9. ISRG INTUITIVE SURGICAL INC — $20.6M (2.4%)
10. GOOG ALPHABET INC — $19.4M (2.3%)