StockDriftsStockDriftsTop 37 R H Dinel Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 15.73% | 43.4K | $22.3M | -4.56%(-2.08K) | $119.26(+347.35%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 8.5% | 17.8K | $12.0M | -0.56%(-100) | $171.60(+295.91%) | 2026-09-30 | |
| META | META PLATFORMS INC CL A | 8.11% | 15.8K | $11.5M | +0.00%(+0) | $148.45(+375.20%) | 2026-09-30 | |
| QCOM | QUALCOMM INC | 6.6% | 50.7K | $9.3M | +0.00%(+0) | $64.72(+168.12%) | 2026-09-30 | |
| ADP | AUTOMATIC DATA PROCESSING INC | 5.75% | 31.5K | $8.1M | -3.45%(-1.12K) | $172.26(+66.63%) | 2026-09-30 | |
| AMGN | AMGEN INC | 5.67% | 19.1K | $8.0M | -1.42%(-275) | $210.88(+101.51%) | 2026-09-30 | |
| SBUX | STARBUCKS CORP | 4.33% | 65.2K | $6.1M | +0.00%(+0) | $38.27(+155.73%) | 2026-09-30 | |
| ORCL | ORACLE CORP | 3.84% | 39.6K | $5.4M | +0.00%(+0) | $48.36(+168.00%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.55% | 10.1K | $5.0M | +0.00%(+0) | $246.58(+115.84%) | 2026-09-30 | |
| CVX | CHEVRON CORP | 3.52% | 24.4K | $5.0M | -3.18%(-800) | $130.24(+72.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.11% | +26.35% | +4.18% | +22.69% |
| Top 20 Holdings Unweighted | +8.98% | +29.43% | +6.14% | +34.73% |
R H Dinel Investment Counsel INC reports $141.52M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (15.7%), TMO (8.5%) and META (8.1%). The top 20 holdings account for 87.55% of reported assets. Its disclosed equity book has returned +26.35% on a three-year cumulative basis. Figures reflect the Q3 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