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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 $294,519,117
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 71,406 $34,686,893 11.78%
2.
Vanguard Growth
 50,734 $22,241,720 7.55%
3.
Ishares Trust
 IEF 48,852 $20,741,760 7.04%
4.
Vanguard Small Cap
 80,275 $19,023,554 6.46%
5.
Vanguard Div Appreciation
 89,755 $18,370,181 6.24%
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)