Current Market Value 294,519,117
Current Holdings 68
Most Recent File Date 2025-08-08
Total Filings on Record 38
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Taylor, Cottrill, Erickson & Associates, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 68 294,519
2025-04-28 2025-03-31 13F-HR 66 281,751
2025-02-10 2024-12-31 13F-HR 66 291,696
2024-11-04 2024-09-30 13F-HR 66 376,884
2024-07-30 2024-06-30 13F-HR 65 352,328
2024-05-02 2024-03-31 13F-HR 62 355,037
2024-02-06 2023-12-31 13F-HR 61 327,913
2023-11-03 2023-09-30 13F-HR 60 298,690
2023-08-02 2023-06-30 13F-HR 61 304,666
2023-05-04 2023-03-31 13F-HR 61 309,685
2023-01-31 2022-12-31 13F-HR 61 293
2022-11-04 2022-09-30 13F-HR 59 264,016
2022-07-28 2022-06-30 13F-HR 60 273,330
2022-05-03 2022-03-31 13F-HR 65 323,629
2022-02-03 2021-12-31 13F-HR 64 339,829
2021-10-15 2021-09-30 13F-HR 226 704,832
2021-07-20 2021-06-30 13F-HR 224 706,034
2021-04-14 2021-03-31 13F-HR 214 655,810
2021-01-25 2020-12-31 13F-HR 211 617,589
2020-10-09 2020-09-30 13F-HR 200 548,350
2020-07-14 2020-06-30 13F-HR 194 500,165
2020-04-15 2020-03-31 13F-HR 180 412,247
2020-01-14 2019-12-31 13F-HR 204 551,086
2019-10-25 2019-09-30 13F-HR 198 509,543
2019-07-26 2019-06-30 13F-HR 198 497,442
2019-04-29 2019-03-31 13F-HR 198 483,067
2019-01-29 2018-12-31 13F-HR 194 432,494
2018-10-24 2018-09-30 13F-HR 174 490,105
2018-07-30 2018-06-30 13F-HR 197 489,382
2018-04-23 2018-03-31 13F-HR 195 469,032
2018-01-24 2017-12-31 13F-HR 179 478,993
2017-10-19 2017-09-30 13F-HR 179 453,232
2017-07-27 2017-06-30 13F-HR 175 442,431
2017-04-26 2017-03-31 13F-HR 173 416,287
2017-02-09 2016-12-31 13F-HR 160 373,742
2016-10-25 2016-09-30 13F-HR 156 367,879
2016-08-09 2016-06-30 13F-HR 153 360,104
2016-05-05 2014-03-31 13F-HR 149 364,857