Dillon & Associates Inc.
Dillon & Associates Inc is an independent investment advisory firm headquartered in Jackson, Michigan. Founded in 1988, the firm manages investment portfolios and provides financial advice for individuals, small businesses, pension plans, charitable organizations, and high net worth clients. The firm has approximately 3 financial advisors among a small staff, serving retail investors as their largest client base. Dillon & Associates offers personalized investment services, including portfolio management and pension consulting, with assets under management exceeding $650 million.
Investment Strategy
Dillon & Associates Inc provides personalized investment advice focused on individual equities, bonds, government securities, and other financial instruments. The firm tailors investment strategies to clients' specific needs and risk tolerances, offering both discretionary and non-discretionary portfolio management, and pension consulting services. Their approach emphasizes customization and individualized counsel for each client, whether an individual, business, or organization.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp | 20.13% | $148.3M | 938,494 | $6.33 | $157.99 | +$44.9M |
A AAPL | Apple Inc | 7.37% | $54.3M | 264,931 | $15.07 | $205.17 | -$4.9M |
V V | Visa Inc | 5.62% | $41.4M | 116,531 | $66.26 | $355.05 | +$641.0K |
G GOOGL | Alphabet Inc Cl A | 4.67% | $34.4M | 195,272 | $44.99 | $176.23 | +$4.4M |
S SYK | Stryker Corp | 4.54% | $33.5M | 84,487 | $84.67 | $395.63 | +$1.9M |