Joyce K. Dinel

@R.h. Dinel Investment Counsel, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$149.798M

Total holdings42

Assets growth rate-6.42%

Assets growth rate (2-Q avg)-1.97%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in R.h. Dinel Investment Counsel, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of R.h. Dinel Investment Counsel, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 149.798M in assets, with a quarterly growth rate of -6.42% and a 2-quarter average growth rate of -1.97%. The portfolio is managed by Joyce K. Dinel, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSFTMicrosoft Corp Recent Activity Decreased -1.72%	14.42%	$21.591M 51,225 shares@ $421.51 avg price	Decreased -1.72%
ADBEAdobe Systems Incorporated Recent Activity Decreased -0.39%	7.41%	$11.086M 24,930 shares@ $444.68 avg price	Decreased -0.39%
ORCLOracle Corp Recent Activity Decreased -4.52%	4.93%	$7.382M 44,300 shares@ $166.64 avg price	Decreased -4.52%
MRKMerck & Co. Inc Recent Activity Decreased -10.37%	3.14%	$4.69M 47,142 shares@ $99.48 avg price	Decreased -10.37%
SIRISiriusxm Holdings Inc Common Stock Recent Activity Decreased -29.43%	0.71%	$1.051M 46,108 shares@ $22.8 avg price	Decreased -29.43%