Rowland & CO Investment Counsel has filed its 13F form on October 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $496 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4M, Progressive Corp with a value of $26.3M, Microsoft Corp with a value of $24.9M, Alphabet Inc. with a value of $21.5M, and Walmart Inc. with a value of $18.6M.

Examining the 13F form we can see an increase of $22.9M in the current position value, from $473M to 496M.

Rowland & CO Investment Counsel is based out at Atlanta, GA

Below you can find more details about Rowland & CO Investment Counsel portfolio as well as his latest detailed transactions.

Portfolio value $496 Million
Technology: $99.4 Million
Financial Services: $76.1 Million
Industrials: $69.3 Million
Healthcare: $59.3 Million
Consumer Cyclical: $51 Million
Consumer Defensive: $49.9 Million
Communication Services: $41.1 Million
Energy: $25.4 Million
Other: $24.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $496 Million
  • Prior Value $473 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 01, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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