Dillon & Associates Inc

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Dillon & Associates Inc ✚
CRD #	104662
SEC #	801-31572
CIK #	0001054425
AUM	$656.5 MM (2024-03-29)
Employees	7 (43% Investors, 0% Brokers)
Phone	517-796-7090
Address	2585 Spring Arbor Road Jackson, MI 49203
Source	[IAPD] [EDGAR] [Website]

Total AUM ($MM) Copy

CIK	Period
0001054425
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Nvidia Corp	399,550.0	0.1
	Apple Inc	2,382,844.0	0.1
	Novo Nordisk A S	245,328.6	0.0
	Alphabet Inc	1,475,138.5	0.0
	VISA Inc	419,260.5	0.0
	Stryker Corp	74,798.9	0.0
	Abbott Laboratories	187,298.3	0.0
	Lowes Companies Inc	111,668.6	0.0
	Automatic Data Processing Inc	89,423.0	0.0
	Palo Alto Networks Inc	49,011.6	0.0
	Amazon Com Inc	1,092,997.8	0.0
	Air Products & Chemicals Inc /DE/	53,782.2	0.0
	O Reilly Automotive Inc	41,441.2	0.0
	Regeneron Pharmaceuticals Inc	65,294.8	0.0
	Chipotle Mexican Grill Inc	36,040.0	0.0
	Danaher Corp /DE/	183,136.1	0.0
	PepsiCo Inc	226,773.9	0.0
	Alphabet Inc	1,482,566.4	0.0
	Starbucks Corp	87,554.3	0.0
	Constellation Brands Inc	45,234.3	0.0
	Intuitive Surgical Inc	72,505.6	0.0
	Ecolab Inc	43,790.9	0.0
	Norfolk Southern Corp	53,956.1	0.0
	Paycom Software Inc	17,271.2	0.0
	Canadian National Railway Co	76,730.1	0.0
	Fiserv Inc		0.0
	Microsoft Corp	1,918,222.4	0.0
	Salesforce Com Inc	170,602.7	0.0
	Paychex Inc	43,278.8	0.0
	Facebook Inc	434,852.0	0.0
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AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	285	259.5
(b) Individuals (high net worth individuals)	32	296.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	14	67.1
(h) Charitable organizations	8	33.6
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	810	656.5
By Discretionary
Discretionary	100	77.7
Non-Discretionary	710	578.8
Total	810	656.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		656.5
Total	810	656.5

EDGAR Form	CIK	2011 - 2024
13F-HR	[0001054425]

Comparable Firms	State	AUM ($BB)
CIC Wealth LLC ✚	MD	0.7
Chatham Capital Group Inc ✚	GA	0.7
Wall Capital Group Inc ✚	AZ	0.7
The L Warner Companies Inc ✚	MD	0.7
Stonebrook Private Inc ✚	MI	0.7
Torray Investment Partners LLC ✚	MD	0.7
Blue Edge Capital LLC ✚	VA	0.7
Alteri Wealth LLC ✚	CA	0.7
Lynch & Associates Inc ✚	IN	0.7
Barry Investment Advisors LLC ✚	MA	0.7

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Dillon & Associates Inc

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