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ROWLAND & CO INVESTMENT COUNSEL/ADV 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ROWLAND & CO INVESTMENT COUNSEL/ADV
报告期 2026-03-31 · CIK 0000225816
持仓数
189
前50大市值合计
$406.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 144 项
建仓 9
增持 53
减持 73
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$4.4M
136,268
-1%
减持
PGR
PROGRESSIVE CORP COM
+$4.1M
112,871
-3%
减持
MSFT
MICROSOFT CORP COM
-$2.5M
50,871
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GOOG
ALPHABET INC CAP STK CL C
-$2.4M
85,350
+3%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$1.9M
16,239
-3%
清仓
MMS
MAXIMUS INC COM
-$1.9M
0
-100%
减持
KO
COCA COLA CO COM
+$1.7M
211,273
-2%
减持
JNJ
JOHNSON & JOHNSON COM
+$1.4M
69,525
-1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$1.3M
176,021
+5%
增持
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$1.2M
85,525
+52%
减持
TROW
PRICE T ROWE GROUP INC COM
-$1.2M
38,201
-7%
减持
ABBV
ABBVIE INC COM
+$1.1M
45,564
-4%
减持
CVX
CHEVRON
+$1.0M
47,906
-1%
增持
—
EXXON MOBIL CORP COM
+$965.8K
84,125
+0%
增持
NVDA
NVIDIA CORPORATION COM
-$959.9K
42,540
+3%
减持
CMI
CUMMINS INC COM
-$957.6K
23,665
-1%
增持
AMGN
AMGEN INC COM
+$905.8K
17,588
+0%
减持
HD
HOME DEPOT INC COM
-$834.0K
31,407
-1%
建仓
BLK
BLACKROCK INC COM
+$810.2K
856
减持
WERN
WERNER ENTERPRISES INC COM
-$782.1K
106,623
-2%
减持
WMT
WALMART INC COM
-$720.9K
189,030
-1%
增持
GILD
GILEAD SCIENCES INC COM
+$668.7K
33,976
+0%
减持
LULU
LULULEMON ATHLETICA INC COM
-$649.3K
5,169
-6%
减持
MCD
MCDONALDS CORP COM
+$609.3K
38,741
-2%
减持
TFC
TRUIST FINL CORP COM
-$595.8K
194,678
-2%
减持
TGT
TARGET CORP COM
-$594.1K
10,001
-17%
减持
MRK
MERCK & CO INC COM
-$579.6K
40,698
-4%
减持
TECH
BIO-TECHNE CORP COM
-$578.3K
39,880
-2%
减持
CFR
CULLEN FROST BANKERS INC COM
-$540.3K
52,074
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$522.7K
61,530
-1%
减持
—
CHUBB LIMITED COM
+$510.7K
35,796
-4%
减持
LLY
ELI LILLY & CO COM
+$502.9K
19,136
-3%
减持
CTAS
CINTAS CORP COM
+$497.2K
23,139
-1%
减持
TFX
TELEFLEX INCORPORATED COM
-$488.4K
7,449
-13%
减持
EMR
EMERSON ELEC CO COM
-$418.2K
25,589
-2%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$414.4K
26,555
+1%
减持
WM
WASTE MGMT INC DEL COM
+$396.3K
14,863
-1%
减持
PKG
PACKAGING CORP AMER COM
-$393.0K
14,231
-0%
增持
—
MEDTRONIC PLC SHS
+$388.9K
15,836
+22%
减持
PAYX
PAYCHEX INC COM
+$369.4K
30,194
-1%
增持
META
META PLATFORMS INC CL A
+$361.8K
3,149
+27%
减持
CSX
CSX CORP COM
-$358.5K
89,683
-3%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$339.1K
44,588
+7%
减持
INTC
INTEL CORP COM
+$324.8K
200,686
-5%
减持
DIS
DISNEY WALT CO COM
-$270.9K
17,855
-2%
增持
VRT
VERTIV HOLDINGS CO COM CL A
-$257.5K
35,558
+43%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$240.6K
3,083
+29%
减持
KMB
KIMBERLY-CLARK CORP COM
+$235.7K
21,538
-0%
减持
CPRT
COPART INC COM
-$230.2K
108,794
-2%
减持
GNTX
GENTEX CORP COM
-$225.8K
34,837
-4%
增持
JPM
JPMORGAN CHASE & CO. COM
+$224.5K
25,101
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$222.3K
2,700
+1%
减持
COP
CONOCOPHILLIPS COM
+$219.8K
41,365
-1%
减持
—
PATTERSON COS INC COM
-$213.2K
61,563
-11%
增持
QCOM
QUALCOMM INC COM
+$198.4K
68,211
+2%
减持
ROST
ROSS STORES INC COM
-$193.8K
7,546
-1%
减持
AFL
AFLAC INC COM
+$189.6K
28,960
-1%
增持
ORCL
ORACLE CORP COM
+$171.4K
6,190
+49%
减持
PFE
PFIZER INC COM
-$160.7K
80,394
-3%
清仓
HUMA
HUMACYTE INC COM
-$159.1K
0
-100%
增持
GE
GE AEROSPACE COM NEW
+$155.9K
4,670
+0%
减持
DVN
DEVON ENERGY CORP NEW COM
+$151.3K
34,841
-1%
清仓
VGHAX
VANGUARD HEALTH CARE ADM
-$147.5K
0
-100%
增持
PSX
PHILLIPS 66 COM
+$147.2K
12,283
+2%
清仓
IONQ
IONQ INC COM
-$131.6K
0
-100%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$128.0K
273
建仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$125.9K
243
增持
AMZN
AMAZON COM INC COM
-$124.6K
10,077
+8%
增持
SO
SOUTHERN CO COM
+$123.4K
12,519
+0%
减持
WEC
WEC ENERGY GROUP INC COM
+$120.6K
10,591
-4%
减持
BIO
BIO RAD LABS INC CL A
-$117.5K
668
-22%
建仓
MPLX
MPLX LP COM UNIT REP LTD
+$116.7K
2,180
增持
SWKS
SKYWORKS SOLUTIONS INC COM
-$114.5K
30,478
+30%
增持
SBUX
STARBUCKS CORP COM
+$113.6K
14,804
+1%
建仓
SCHW
SCHWAB CHARLES CORP COM
+$112.3K
1,435
建仓
—
WALGREENS BOOTS ALLIANCE INC COM
+$109.8K
9,826
建仓
EOG
EOG RES INC COM
+$108.4K
845
增持
ULTA
ULTA BEAUTY INC COM
+$108.2K
1,375
+51%
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$107.5K
210
清仓
CCEL
CRYO-CELL INTL INC COM
-$106.9K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$105.9K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC COM
-$103.3K
0
-100%
建仓
DE
DEERE & CO COM
+$103.2K
219
清仓
AVNT
AVIENT CORPORATION COM
-$101.1K
0
-100%
清仓
JBL
JABIL INC COM
-$100.7K
0
-100%
减持
EXPD
EXPEDITORS INTL WASH INC COM
+$90.0K
12,651
-2%
减持
SYY
SYSCO CORP COM
-$89.7K
60,553
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$87.3K
9,250
+1%
减持
BA
BOEING CO COM
-$72.9K
10,340
-0%
减持
T
AT&T INC COM
+$70.2K
13,768
-2%
减持
WHR
WHIRLPOOL CORP COM
-$68.9K
2,170
-6%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$66.6K
140,773
-2%
减持
—
DISCOVER FINL SVCS COM
-$66.2K
9,381
-3%
减持
VUG
VANGUARD GROWTH ETF
-$64.5K
1,459
-1%
增持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
+$59.5K
4,360
+17%
增持
HON
HONEYWELL INTL INC COM
-$57.8K
4,180
+0%
减持
—
RENAISSANCERE HLDGS LTD COM
-$57.3K
4,525
-2%
减持
COST
COSTCO WHSL CORP NEW COM
+$54.5K
5,015
-2%
减持
GPC
GENUINE PARTS CO COM
+$51.8K
55,038
-1%
增持
SJM
SMUCKER J M CO COM NEW
+$51.7K
4,653
+3%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$45.4K
2,155
+8%
增持
ENVA
ENOVA INTL INC COM
+$42.8K
22,062
+1%
减持
SNA
SNAP ON INC COM
-$40.7K
5,471
-1%
增持
ZTS
ZOETIS INC CL A
+$39.5K
2,578
+9%
增持
DLR
DIGITAL RLTY TR INC COM
+$38.4K
7,110
+29%
增持
CHD
CHURCH & DWIGHT CO INC COM
+$37.0K
6,488
+0%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$35.2K
5,719
+0%
减持
WTRG
ESSENTIAL UTILS INC COM
+$34.4K
13,617
-2%
减持
NEE
NEXTERA ENERGY INC COM
-$34.1K
20,381
-1%
减持
IDCC
INTERDIGITAL INC COM
+$33.9K
12,023
-5%
增持
D
DOMINION ENERGY INC COM
+$32.9K
8,810
+3%
增持
SON
SONOCO PRODS CO COM
-$31.4K
64,066
+2%
增持
RTX
RTX CORPORATION COM
+$30.6K
1,797
+0%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$29.5K
2,572
+8%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$29.3K
3,284
+2%
增持
PG
PROCTER AND GAMBLE CO COM
+$26.3K
9,397
+0%
减持
WU
WESTERN UN CO COM
-$26.3K
80,621
-3%
增持
TXN
TEXAS INSTRS INC COM
+$24.3K
12,851
+5%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$22.6K
4,388
+0%
增持
TSLA
TESLA INC COM
-$20.8K
540
+36%
增持
MAS
MASCO CORP COM
-$20.5K
6,923
+0%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$19.3K
4,358
-1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$18.7K
977
+8%
减持
SWPPX
SCHWAB S&P 500 INDEX
-$18.0K
2,410
-4%
减持
V
VISA INC COM CL A
+$15.0K
664
-4%
减持
ROP
ROPER TECHNOLOGIES INC COM
+$14.5K
260
-3%
增持
CF
CF INDS HLDGS INC COM
-$13.9K
3,195
+3%
增持
LMT
LOCKHEED MARTIN CORP COM
-$12.6K
382
+1%
增持
BF/B
BROWN FORMAN CORP CL B
+$11.4K
29,479
+13%
增持
RPM
RPM INTL INC COM
-$11.2K
1,627
+0%
减持
—
NORDSTROM INC COM
-$10.4K
5,600
-8%
增持
AVGO
BROADCOM INC COM
+$10.4K
685
+52%
减持
—
EVEREST GROUP LTD COM
-$9.8K
1,265
-2%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$8.5K
6,676
-0%
增持
GPGI
COMPOSECURE INC COM CL A
-$8.3K
18,025
+35%
减持
VTV
VANGUARD VALUE ETF
-$7.6K
1,833
-4%
减持
BAX
BAXTER INTL INC COM
-$4.8K
3,323
-18%
增持
VOO
VANGUARD S&P 500 ETF
-$4.2K
238
+1%
减持
SWYMX
SCHWAB TARGET 2050 INDEX
-$4.2K
21,035
-0%
减持
CSCO
CISCO SYS INC COM
-$2.1K
2,924
-5%
减持
FFIV
F5 INC COM
-$1.9K
890
-6%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.8K
3,000
-7%
减持
NUE
NUCOR CORP COM
+$1.1K
2,238
-3%
增持
MLI
MUELLER INDS INC COM
+$548
5,375
+4%
