R.H. Dinel Investment Counsel, Inc.
RIA/Wealth
R.H. Dinel Investment Counsel, Inc. is a RIA/Wealth based in Los Angeles, CA led by Joyce Korsmeyer Dinel, reporting $169.5M in AUM as of Q3 2025 with 36% Technology concentration, 65% concentrated in top 10 holdings, and 17% allocation to MSFT.
PresidentJoyce Korsmeyer Dinel
- Portfolio Value
- $155.0M
- Positions
- 42
- Top Holding
- MSFT at 16.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in R.H. Dinel Investment Counsel, Inc.'s portfolio (65.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $25.7M | 16.61% | -$108.8K Sold | 0.00% 49.7K shares | |
Internet Content & Information Communication Services | $11.6M | 7.50% | — | 0.00% 15.8K shares | |
Software - Infrastructure Technology | $11.2M | 7.22% | -$815.6K Sold | 0.00% 39.8K shares | |
Medical - Diagnostics & Research Healthcare | $9.6M | 6.18% | — | 0.01% 19.7K shares | |
Software - Infrastructure Technology | $8.7M | 5.62% | — | 0.01% 24.7K shares | |
Staffing & Employment Services Industrials | $8.5M | 5.45% | -$36.7K Sold | 0.01% 28.8K shares | |
Semiconductors Technology | $8.4M | 5.44% | — | 0.00% 50.7K shares | |
Drug Manufacturers - General Healthcare | $6.4M | 4.10% | — | 0.00% 22.5K shares | |
Insurance - Diversified Financial Services | $5.6M | 3.61% | +$791.8K Bought | 0.00% 11.1K shares | |
Restaurants Consumer Cyclical | $5.6M | 3.59% | — | 0.01% 65.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in R.H. Dinel Investment Counsel, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+16.49% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-6.79% | |
-3.14% | |
-2.96% | |
-2.51% | |
-1.29% |
Analytics
Portfolio insights and performance metrics for R.H. Dinel Investment Counsel, Inc.
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