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Joyce K. Dinel

@R.h. Dinel Investment Counsel, Inc.

Latest period2024 - Q4ReportedManaged Assets$149.798MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CVXChevron Corp
Recent Activity
3.31%
$4.955M
34,210 shares@ $144.84 avg price
MRKMerck & Co. Inc
Recent Activity
Decreased -10.37%
3.14%
$4.69M
47,142 shares@ $99.48 avg price
BRK.BBerkshire Hathaway Inc Del Cl B
Recent Activity
2.89%
$4.329M
9,550 shares@ $453.28 avg price
WMTWalmart Inc
Recent Activity
2.55%
$3.808M
42,150 shares@ $90.36 avg price
KOCoca Cola Co
Recent Activity
2.4%
$3.582M
57,525 shares@ $62.27 avg price
PEPPepsico Inc Com
Recent Activity
1.73%
$2.585M
16,998 shares@ $152.07 avg price
CLColgate Palmolive Co
Recent Activity
1.73%
$2.584M
28,425 shares@ $90.92 avg price
HUBBHubbell Inc
Recent Activity
1.65%
$2.471M
5,900 shares@ $418.89 avg price
OKEOneok Inc New Com
Recent Activity
1.65%
$2.461M
24,509 shares@ $100.41 avg price
XOMExxon Mobil Corp
Recent Activity
1.6%
$2.393M
22,242 shares@ $107.58 avg price