StockDriftsStockDriftsTop 39 R.H. Dinel Investment Counsel, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 13.03% | 45.5K | $17.0M | -0.22%(-100) | $119.26(+307.57%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 7.2% | 50.7K | $9.4M | +0.00%(+0) | $64.72(+150.58%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 6.9% | 17.9K | $9.0M | +0.00%(+0) | $171.60(+243.94%) | 2026-06-30 | |
| META | META PLATFORMS INC CL A | 6.85% | 15.8K | $8.9M | +0.00%(+0) | $148.45(+290.90%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING INC | 5.62% | 32.6K | $7.3M | +32.72%(+8.05K) | $172.26(+55.40%) | 2026-06-30 | |
| AMGN | AMGEN INC | 5.37% | 19.3K | $7.0M | +0.00%(+0) | $210.88(+97.35%) | 2026-06-30 | |
| SBUX | STARBUCKS CORP | 5.12% | 65.2K | $6.7M | -0.76%(-500) | $38.27(+181.74%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 4.46% | 39.6K | $5.8M | +0.00%(+0) | $48.36(+202.95%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B | 3.87% | 10.1K | $5.0M | +0.00%(+0) | $246.58(+103.31%) | 2026-06-30 | |
| KO | COCA COLA CO | 3.4% | 54.5K | $4.4M | +0.00%(+0) | $30.71(+185.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.27% | +10.14% | +1.66% | +8.58% |
| Top 20 Holdings Unweighted | +6.55% | +20.96% | +4.46% | +24.36% |
R.H. Dinel Investment Counsel, Inc. reports $130.20M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (13.0%), QCOM (7.2%) and TMO (6.9%). The top 20 holdings account for 86.34% of reported assets. Its disclosed equity book has returned +10.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from R.H. Dinel Investment Counsel, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1598352). View R.H. Dinel Investment Counsel, Inc.’s 13F filings on SEC