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Home > Institutional Investor > Taylor, Cottrill, Erickson & Associates, Inc. > Profile

Instuitional Investor - Taylor, Cottrill, Erickson & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Taylor, Cottrill, Erickson & Associates, Inc.
Portfolio Value $281,750,887
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 72,297 $38,503,936 13.67%
2.
Vanguard Growth
 51,728 $19,182,040 6.81%
3.
Ishares Trust
 IEF 49,356 $17,822,068 6.33%
4.
Vanguard Small Cap
 79,303 $17,585,647 6.24%
5.
Vanguard Div Appreciation
 89,266 $17,316,791 6.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)