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Portfolio (Quarterly) Guide ↗

R.H. Dinel Investment Counsel, Inc.

· CIK 0001598352
13F Portfolio $136M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFE PFIZER INC Healthcare 67,935.0 $1.7M 1.24% NEW $24.90 +1.7%
22 EPD ENTERPRISE PRODS PARTNERS LP Energy 52,350.0 $1.7M 1.23% NEW $32.06 +23.1%
23 CMCSA COMCAST CORP CL A Communication Services 53,424.0 $1.6M 1.17% NEW $29.89 -17.0%
24 HSY HERSHEY CO Consumer Defensive 8,470.0 $1.5M 1.13% NEW $181.98 +5.4%
25 JPM JPMORGAN CHASE & CO Financial Services 4,092.0 $1.3M 0.97% NEW $322.22 -6.7%
26 DLB DOLBY LABORATORIES INC CL A Technology 17,650.0 $1.1M 0.83% NEW $64.22 -15.3%
27 A AGILENT TECHNOLOGIES INC Healthcare 7,700.0 $1.0M 0.77% NEW $136.07 -18.7%
28 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 44,593.0 $892K 0.65% NEW $19.99 +30.5%
29 LLYVA LIBERTY LIVE GROUP SERIES A Communication Services 9,538.0 $777K 0.57% NEW $81.50 +18.2%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 18,193.0 $741K 0.54% NEW $40.73 +14.8%
31 WBD WARNER BROS DISCOVERY INC SER A Communication Services 24,700.0 $712K 0.52% NEW $28.82 -6.4%
32 SHEL SHELL PLC Energy 8,015.0 $589K 0.43% NEW $73.48 +20.6%
33 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,775.0 $583K 0.43% NEW $100.89 -4.3%
34 UPS UNITED PARCEL SERVICE INC CL B Industrials 4,775.0 $474K 0.35% NEW $99.19 -3.7%
35 T AT&T INC Communication Services 16,393.0 $407K 0.30% NEW $24.84 -1.7%
36 PG PROCTER AND GAMBLE CO Consumer Defensive 2,743.0 $393K 0.29% NEW $143.31 -0.6%
37 LIBERTY LIVE GROUP SERIES C 4,579.0 $381K 0.28% NEW $83.16
38 PAA PLAINS ALL AMERN PIPELINE LP Energy 17,000.0 $305K 0.22% NEW $17.96 +29.0%
39 KMI KINDER MORGAN INC DEL Energy 7,800.0 $214K 0.16% NEW $27.49 +22.9%
40 GIS GENERAL MLS INC Consumer Defensive 1,066.0 $50K 0.04% NEW $46.50 -28.1%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Healthcare 17.7%
Communication Services 12.1%
Consumer Defensive 10.1%
Energy 8.5%
Industrials 6.6%
Consumer Cyclical 4.3%
Financial Services 4.0%