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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 $343,074,503
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 68,692 $34,205,182 9.97%
2.
Vanguard Growth
 298,177 $26,868,691 7.83%
3.
Ishares Trust
 IEF 185,843 $23,278,638 6.79%
4.
Vanguard Small Cap
 80,804 $22,988,047 6.7%
5.
Vanguard Div Appreciation
 89,519 $20,885,731 6.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.