R.H. Dinel Investment Counsel, Inc. 13F 持仓 · 2026年Q2
R.H. Dinel Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 1.30 亿美元。前几大持仓：MSFT（13.03%）、QCOM（7.20%）、TMO（6.90%）。本季前 25 大持仓中：新建仓 2 只、增持 1 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $17.0M | 13.03% | 45,465 | 减持 |
| 2 | QCOM | QUALCOMM INC | $9.4M | 7.20% | 50,725 | 持平 |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | $9.0M | 6.90% | 17,921 | 持平 |
| 4 | META | META PLATFORMS INC CL A | $8.9M | 6.85% | 15,825 | 持平 |
| 5 | ADP | AUTOMATIC DATA PROCESSING INC | $7.3M | 5.62% | 32,650 | 增持 |
| 6 | AMGN | AMGEN INC | $7.0M | 5.37% | 19,325 | 持平 |
| 7 | SBUX | STARBUCKS CORP | $6.7M | 5.12% | 65,175 | 减持 |
| 8 | ORCL | ORACLE CORP | $5.8M | 4.46% | 39,600 | 持平 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B | $5.0M | 3.87% | 10,075 | 持平 |
| 10 | KO | COCA COLA CO | $4.4M | 3.40% | 54,450 | 持平 |
| 11 | WMT | WALMART INC | $4.4M | 3.35% | 38,475 | 减持 |
| 12 | TROW | PRICE T ROWE GROUP INC | $4.3M | 3.30% | 37,850 | 持平 |
| 13 | ADBE | ADOBE SYSTEMS INCORPORATED | $4.2M | 3.26% | 20,705 | 持平 |
| 14 | CVX | CHEVRON CORP | $4.2M | 3.21% | 25,191 | 持平 |
| 15 | MRK | MERCK & CO. INC | $4.0M | 3.10% | 31,365 | 持平 |
| 16 | XOM | EXXON MOBIL CORP | $2.8M | 2.15% | 20,442 | 新建仓 |
| 17 | CL | COLGATE PALMOLIVE CO | $2.5M | 1.94% | 27,575 | 持平 |
| 18 | RACE | FERRARI N V COM | $2.2M | 1.69% | 5,900 | 新建仓 |
| 19 | OKE | ONEOK INC NEW COM | $2.1M | 1.64% | 24,509 | 持平 |
| 20 | HUBB | HUBBELL INC | $2.0M | 1.55% | 3,850 | 持平 |
| 21 | EPD | ENTERPRISE PRODS PARTNERS LP | $1.9M | 1.48% | 52,350 | 持平 |
| 22 | PFE | PFIZER INC | $1.6M | 1.26% | 67,935 | 持平 |
| 23 | HSY | HERSHEY CO | $1.5M | 1.14% | 8,470 | 持平 |
| 24 | CMCSA | COMCAST CORP CL A | $1.3M | 1.01% | 53,424 | 持平 |
| 25 | SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1.3M | 1.01% | 44,593 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR