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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 $314,501,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 68,470 $32,810,824 10.43%
2.
Vanguard Growth
 49,376 $21,566,971 6.86%
3.
Vanguard Small Cap
 78,768 $20,630,868 6.56%
4.
Ishares Trust
 IEF 46,377 $19,775,223 6.29%
5.
Vanguard Div Appreciation
 87,462 $18,809,596 5.98%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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