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| Happy Holidays!! thanks for using AUM13F!! |
| Dillon & Associates Inc
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| CRD # | 104662 |
| SEC # | 801-31572 |
| CIK # | 0001054425 |
| AUM | $852.7 M (2025-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 517-796-7090 |
| Address | 2585 Spring Arbor Road Jackson, MI 49203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001054425 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Canadian National Railway Co | 7.8 | |
| Regeneron Pharmaceuticals Inc | 7.0 | |
| Paychex Inc | 6.9 | |
| Eaton Corp Ltd | 6.7 | |
| PepsiCo Inc | 6.2 | |
| United Technologies Corp /DE/ | 5.6 | |
| FPL Group Inc | 4.7 | |
| J P Morgan Chase & Co | 4.6 | |
| Home Depot Inc | 4.2 | |
| Johnson & Johnson | 3.7 | |
| Lilly Eli & Co | 3.3 | |
| Procter & Gamble Co | 2.9 | |
| McDonalds Corp | 2.8 | |
| Colgate Palmolive Co | 2.8 | |
| Hansen Natural Corp | 2.5 | |
| Generac Holdings Inc | 1.9 | |
| Adobe Systems Inc | 1.8 | |
| Astrazeneca PLC | 1.8 | |
| Wal Mart Stores Inc | 1.6 | |
| Honeywell International Inc | 1.6 | |
| Kraft Foods Inc | 1.3 | |
| AbbVie Inc | 1.3 | |
| Sysco Corp | 1.3 | |
| Celsius Holdings Inc | 1.1 | |
| Qualcomm Inc/DE | 1.1 | |
| ASML Holding NV | 1.1 | |
| Analog Devices Inc | 1.0 | |
| Constellation Brands Inc | 0.9 | |
| Amgen Inc | 0.7 | |
| Walt Disney Co | 0.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 303.7 |
| (b) Individuals (high net worth individuals) | 36 | 409.5 |
| (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 | 16 | 96.5 |
| (h) Charitable organizations | 8 | 43.0 |
| (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 | 905 | 852.7 |
| By Discretionary | ||
| Discretionary | 103 | 108.1 |
| Non-Discretionary | 802 | 744.6 |
| Total | 905 | 852.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 852.7 | |
| Total | 905 | 852.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001054425] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Auxier Asset Management LLC
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|
OR | 0.9 |
|
Verita Strategic Wealth Partners LLC
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|
0.9 | |
|
Blue Bell Private Wealth Management LLC
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PA | 0.9 |
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TSFG LLC
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IL | 0.9 |
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Hartline Investment Corp
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|
IL | 0.9 |
|
The Fairman Group LLC
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|
PA | 0.9 |
|
Sky Investment Group LLC
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|
CT | 0.9 |
|
Clearview Financial Partners LLC
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|
PA | 0.9 |
|
Olympus Wealth Management LLC
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|
UT | 0.9 |
|
BlueSky Wealth Advisors LLC
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|
NC | 0.8 |