R.H. Dinel Investment Counsel: Portfolio Shifts Analysis
This analysis details observable changes in holdings by R.H. Dinel Investment Counsel, Inc., focusing on significant additions and reductions across various sectors.
As of June 30th, 2026, R.H. Dinel Investment Counsel, Inc. has shown activity in its portfolio during the current quarter. The firm's holdings have experienced changes, including adjustments to existing positions and additions of new stocks.
The most notable purchase appears to be RACE, Ferrari N.V. Common Stock (RACE). This stock was added with a 100% increase in shares, indicating a significant new investment interest from the firm.
Conversely, several holdings saw reductions or exits. MSFT, Microsoft Corp (MSFT) experienced a slight decrease of 0.22% in its portfolio allocation. Similarly, SBUX, Starbucks Corp (SBUX) saw a minor reduction of just 0.76%, while the more substantial change was WMT, Walmart Inc. (WMT) which decreased by 1.79%.
The firm also made a small adjustment to its position in ADP, Automatic Data Processing, Inc. (ADP). The number of shares increased by 32.72%, representing a modest but observable increase in this Technology stock.
In the Financial Services sector, JPM, JPMorgan Chase & Co. (JPM) saw its allocation reduced by 4.89%. Other sectors also experienced changes: Technology's overall portfolio percentage decreased slightly due to the exit of MSFT, while Consumer Defensive and Healthcare allocations were adjusted through other holdings.
Overall, R.H. Dinel Investment Counsel demonstrated selective buying and selling during this quarter, adding a new position in Ferrari (RACE) and making minor adjustments elsewhere, including exits from Technology stocks like Microsoft (MSFT). For detailed data on all holdings, please refer to the investor's profile.