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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 $320,046,981
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 69,625 $34,997,007 10.93%
2.
Vanguard Growth
 49,730 $24,261,281 7.58%
3.
Ishares Trust
 IEF 47,228 $22,352,959 6.98%
4.
Vanguard Small Cap
 80,010 $20,638,641 6.45%
5.
Vanguard Div Appreciation
 88,363 $19,420,389 6.07%
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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