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CIK: 0001598352
Total reported value
$130.2M
$130.2M
42 檔
43.8%
At the close of Q1 2025, R.H. Dinel Investment Counsel, Inc. disclosed equity holdings valued at approximately $130.2M, spread across 42 reported holdings.
In Q1 2025, R.H. Dinel Investment Counsel, Inc. displayed an active expansion posture, initiating 42 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.12% | -0.61% | — | |
| 2 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 6.90% | -0.23% | — | |
| 3 | ADBE | Adobe Inc | Stock-Tech | 6.52% | -0.81% | — | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.22% | -0.47% | — | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 6.16% | +1.58% | — | |
| 6 | QCOM | Qualcomm Inc | Stock-Tech | 6.02% | +1.92% | — | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 4.90% | -0.13% | — | |
| 8 | SBUX | Starbucks CORP | Stock-Consumer Disc | 4.40% | +0.36% | — | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 4.23% | -0.25% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 3.91% | -1.01% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.47% | -0.04% | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.89% | +0.05% | — | |
| 13 | TROW | T Rowe Price Group Inc | Stock-Financials | 2.84% | +0.54% | — | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.81% | +0.05% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 2.52% | -0.59% | — | |
| 16 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.82% | +0.04% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -2.81% | EXIT | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.74% | — | — | |
| 19 | OKE | Oneok Inc | Stock-Energy | 1.66% | -0.15% | — | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.38% | -0.23% | — | |
| 21 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.35% | -0.28% | — | |
| 22 | HUBB | Hubbell Inc | Stock-Industrials | 1.33% | +0.02% | — | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.23% | -0.28% | — | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.22% | -0.12% | — | |
| 25 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.20% | +0.04% | — | |
| 26 | SLB | Slb LTD | Stock-Energy | 1.14% | — | — | |
| 27 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 0.97% | -0.15% | — | |
| 28 | EXK | Exact Sciences CORP | Stock-Materials | 0.76% | — | — | |
| 29 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.71% | +0.18% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.01% | — | |
| 31 | A | Agilent Technologies Inc | Stock-Healthcare | 0.61% | +0.08% | — | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.15% | — | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.51% | +0.01% | — | |
| 34 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.46% | — | — | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 0.43% | -0.12% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.01% | — | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.32% | -0.12% | — | |
| 38 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.23% | -0.02% | — | |
| 39 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.22% | — | — | |
| 40 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.20% | -0.04% | — | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.15% | -0.02% | — | |
| 42 | GIS | General Mills Inc | Stock-Consumer Staples | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 3 | ADBE | Adobe Inc | — | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 5 | ADP | Automatic Data Processing | — | NEW | New buy |
| 6 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 7 | AMGN | Amgen Inc | — | NEW | New buy |
| 8 | SBUX | Starbucks CORP | — | NEW | New buy |
| 9 | ORCL | Oracle CORP | — | NEW | New buy |
| 10 | CVX | Chevron CORP | — | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 12 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 13 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 14 | KO | Coca-cola Co/the | — | NEW | New buy |
| 15 | WMT | Walmart Inc | — | NEW | New buy |
| 16 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | PEP | Pepsico Inc | — | NEW | New buy |
| 19 | OKE | Oneok Inc | — | NEW | New buy |
| 20 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 21 | HSY | Hershey Co/the | — | NEW | New buy |
| 22 | HUBB | Hubbell Inc | — | NEW | New buy |
| 23 | PFE | Pfizer Inc | — | NEW | New buy |
| 24 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 25 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 26 | SLB | Slb LTD | — | NEW | New buy |
| 27 | DLB | Dolby Laboratories Inc-cl A | — | NEW | New buy |
| 28 | EXK | Exact Sciences CORP | — | NEW | New buy |
| 29 | SIRI | Sirius Xm Holdings Inc | — | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 31 | A | Agilent Technologies Inc | — | NEW | New buy |
| 32 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 33 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 34 | LLYVA* | Liberty Media Corp-liberty-a | — | NEW | New buy |
| 35 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 36 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 37 | T | At&t Inc | — | NEW | New buy |
| 38 | PAA | Plains All Amer Pipeline LP | — | NEW | New buy |
| 39 | LLYVK* | Liberty Media Corp-liberty-c | — | NEW | New buy |
| 40 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 41 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 42 | GIS | General Mills Inc | — | NEW | New buy |
According to official SEC Form 13F filings, R.H. Dinel Investment Counsel, Inc. reported a total U.S. public equity portfolio value of $130.2M across 42 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TMO, ADBE) accounted for 43.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $19.2M
During Q1 2025, R.H. Dinel Investment Counsel, Inc.'s top holdings by market value included MSFT (13.1%)、TMO (6.9%)、ADBE (6.5%). The largest single position, MSFT, represented 13.1% of total portfolio value.
In Q1 2025, R.H. Dinel Investment Counsel, Inc. made 42 total portfolio adjustments, initiating 42 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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