R.H. Dinel Investment Counsel, Inc. Portfolio Holdings by Sector
R.H. Dinel Investment Counsel, Inc.
- $148 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL 3 stocks |
$43,712
29.56% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$11,680
7.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK PFE 3 stocks |
$11,476
7.76% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO EXAS A 3 stocks |
$10,279
6.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$8,920
6.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM 1 stocks |
$8,078
5.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL 3 stocks |
$7,859
5.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$6,195
4.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$6,017
4.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,639
3.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL KMB PG 3 stocks |
$4,543
3.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE EPD PAA KMI 4 stocks |
$4,163
2.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW 1 stocks |
$4,057
2.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$3,989
2.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ T 3 stocks |
$3,167
2.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$2,409
1.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$1,807
1.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$1,353
0.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB 1 stocks |
$1,310
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,222
0.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$643
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WBD 1 stocks |
$283
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$55
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|