R.H. Dinel Investment Counsel, Inc.
•CIK: 1598352•Filing: Q4 2025
**R.H. Dinel Investment Counsel, Inc.** manages $136M across a diversified portfolio of 40 positions. The fund maintains significant exposure to technology and healthcare leaders, with Microsoft ($22.2M) and Meta ($10.4M) anchoring the top holdings. Notable allocations also include TMO ($10.4M), Qualcomm ($8.7M), and Oracle ($7.7M). This concentrated approach suggests a focus on established, market-leading growth and defensive sectors.
Total AUM
$136.5M
QoQ Performance
-12.0%
Positions
40
Top 10 Concentration
65.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
META
TMO
QCOM
ORCL
ADBE
MSFT16.3%
META7.7%
TMO7.6%
QCOM6.4%
ORCL5.7%
ADBE5.3%
ADP4.6%
AMGN4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.2%
Other23.0%
Healthcare15.9%
Consumer7.3%
Financial5.2%
Consumer Staples2.8%
Communication2.4%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023