R.H. Dinel Investment Counsel, Inc. Q2 2025 Filing

Filed July 14, 2025

Portfolio Value

$150.0B

Holdings

42

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (42 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
49,900$24.8B16.54%
2
METAMETA PLATFORMS INC CL A
15,825$11.7B7.79%
3
ADBEADOBE SYSTEMS INCORPORATED
24,705$9.6B6.37%
4
ORCLORACLE CORP
42,700$9.3B6.22%
5
ADPAUTOMATIC DATA PROCESSING INC
28,925$8.9B5.95%
6
QCOMQUALCOMM INC
50,725$8.1B5.38%
7
TMOTHERMO FISHER SCIENTIFIC INC
19,746$8.0B5.34%
8
AMGNAMGEN INC
22,525$6.3B4.19%
9
SBUXSTARBUCKS CORP
65,675$6.0B4.01%
10
CVXCHEVRON CORP
34,210$4.9B3.27%
11
BRK/BBERKSHIRE HATHAWAY INC DEL CL B
9,550$4.6B3.09%
12
TROWPRICE T ROWE GROUP INC
42,050$4.1B2.70%
13
WMTWALMART INC
40,800$4.0B2.66%
14
KOCOCA COLA CO
55,850$4.0B2.63%
15
MRKMERCK & CO. INC
44,742$3.5B2.36%
16
CLCOLGATE PALMOLIVE CO
27,575$2.5B1.67%
17
HUBBHUBBELL INC
5,900$2.4B1.61%
18
XOMEXXON MOBIL CORP
22,242$2.4B1.60%
19
PEPPEPSICO INC COM
16,998$2.2B1.50%
20
OKEONEOK INC NEW COM
24,509$2.0B1.33%
21
CMCSACOMCAST CORP CL A
53,424$1.9B1.27%
22
HSYHERSHEY CO
10,890$1.8B1.20%
23
PFEPFIZER INC
67,935$1.6B1.10%
24
EPDENTERPRISE PRODS PARTNERS LP
52,350$1.6B1.08%
25
KMBKIMBERLY-CLARK CORP
12,416$1.6B1.07%
26
EXASEXACT SCIENCES CORP
25,700$1.4B0.91%
27
SLBSCHLUMBERGER LTD COM STK
40,031$1.4B0.90%
28
FUODOLBY LABORATORIES INC CL A
17,650$1.3B0.87%
29
JPMJPMORGAN CHASE & CO
4,217$1.2B0.81%
30
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
44,593$1.0B0.68%
31
AG8AGILENT TECHNOLOGIES INC
7,700$908.7M0.61%
32
BACVERIZON COMMUNICATIONS INC
18,193$787.2M0.52%
33
FWONALIBERTY LIVE GROUP SERIES A
9,538$758.1M0.51%
34
UPSUNITED PARCEL SERVICE INC CL B
6,375$643.5M0.43%
35
SHELSHELL PLC
8,015$564.3M0.38%
36
TAT&T INC
16,393$474.4M0.32%
37
PGPROCTER AND GAMBLE CO
2,743$437.0M0.29%
38
FWONALIBERTY LIVE GROUP SERIES C
4,579$371.6M0.25%
39
PAAPLAINS ALL AMERN PIPELINE LP
17,000$311.4M0.21%
40
WBDWARNER BROS DISCOVERY INC SER A
24,700$283.1M0.19%
41
KMIKINDER MORGAN INC DEL
7,800$229.3M0.15%
42
GISGENERAL MLS INC
1,066$55.2M0.04%