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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 118 项
建仓 7
增持 63
减持 43
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$6.2M
50,955
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$2.3M
88,405
+4%
增持
AAPL
APPLE INC COM
-$2.3M
136,395
+0%
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
NVDA
NVIDIA CORPORATION COM
+$2.1M
42,630
+0%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$2.0M
35,825
+1%
减持
PGR
PROGRESSIVE CORP COM
-$1.9M
112,415
-0%
减持
—
PATTERSON COS INC COM
-$1.8M
3,260
-95%
建仓
COF
CAPITAL ONE FINL CORP COM
+$1.8M
8,438
减持
WMT
WALMART INC COM
+$1.7M
186,819
-1%
清仓
—
DISCOVER FINL SVCS COM
-$1.6M
0
-100%
增持
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$1.5M
91,213
+7%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.1M
25,116
+0%
减持
ABBV
ABBVIE INC COM
-$1.1M
45,500
-0%
减持
—
EXXON MOBIL CORP COM
-$965.0K
83,859
-0%
减持
LLY
ELI LILLY & CO COM
-$937.9K
19,071
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$936.9K
69,350
-0%
增持
CVX
CHEVRON
-$876.3K
49,850
+4%
减持
MCD
MCDONALDS CORP COM
-$820.9K
38,610
-0%
减持
COP
CONOCOPHILLIPS COM
-$650.3K
41,161
-0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$611.5K
2,363
+885%
增持
EMR
EMERSON ELEC CO COM
+$606.4K
25,591
+0%
减持
AMGN
AMGEN INC COM
-$600.9K
17,473
-1%
增持
META
META PLATFORMS INC CL A
+$543.3K
3,195
+1%
清仓
FCPGX
FIDELITY SMALL CAP GROWTH
-$536.7K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$532.4K
139,722
-1%
增持
BLK
BLACKROCK INC COM
+$511.5K
1,266
+48%
增持
ORCL
ORACLE CORP COM
+$492.3K
6,210
+0%
减持
—
CHUBB LIMITED COM
-$467.6K
35,702
-0%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
+$439.7K
32,333
+6%
增持
MRK
MERCK & CO INC COM
-$415.6K
40,898
+0%
增持
QCOM
QUALCOMM INC COM
+$414.7K
68,395
+0%
增持
AMZN
AMAZON COM INC COM
+$414.2K
10,627
+5%
减持
BA
BOEING CO COM
+$401.0K
10,330
-0%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
+$399.5K
16,176
-0%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$371.3K
193,103
+10%
增持
TXN
TEXAS INSTRS INC COM
+$359.8K
12,855
+0%
减持
CTAS
CINTAS CORP COM
+$355.5K
22,934
-1%
减持
AFL
AFLAC INC COM
-$327.7K
27,426
-5%
减持
ENVA
ENOVA INTL INC COM
+$323.4K
22,002
-0%
减持
NFLX
NETFLIX INC COM
+$305.6K
786
-2%
减持
KMB
KIMBERLY-CLARK CORP COM
-$301.9K
21,419
-1%
增持
NEE
NEXTERA ENERGY INC COM
+$292.8K
25,031
+23%
增持
DLR
DIGITAL RLTY TR INC COM
+$285.3K
7,480
+5%
减持
WERN
WERNER ENTERPRISES INC COM
-$277.7K
104,035
-2%
减持
CMI
CUMMINS INC COM
+$267.2K
23,465
-1%
减持
TFC
TRUIST FINL CORP COM
+$265.9K
192,531
-1%
增持
GEV
GE VERNOVA INC COM
+$265.0K
1,170
+1%
增持
PAYX
PAYCHEX INC COM
-$262.9K
30,218
+0%
增持
CFR
CULLEN FROST BANKERS INC COM
+$257.4K
52,723
+1%
增持
TECH
BIO-TECHNE CORP COM
-$255.5K
40,480
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$255.1K
5,049
+1%
增持
TROW
PRICE T ROWE GROUP INC COM
+$253.4K
38,995
+2%
减持
CSX
CSX CORP COM
+$251.9K
88,608
-1%
减持
LULU
LULULEMON ATHLETICA INC COM
-$243.2K
5,135
-1%
增持
IDCC
INTERDIGITAL INC COM
+$232.9K
12,125
+1%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$231.4K
2,770
+8%
减持
KO
COCA COLA CO COM
-$224.2K
210,702
-0%
减持
TGT
TARGET CORP COM
-$220.4K
8,346
-17%
增持
SON
SONOCO PRODS CO COM
-$203.5K
64,807
+1%
减持
INTC
INTEL CORP COM
-$184.6K
195,221
-3%
增持
WU
WESTERN UN CO COM
-$174.0K
80,637
+0%
减持
SNA
SNAP ON INC COM
-$171.2K
5,375
-2%
增持
ULTA
ULTA BEAUTY INC COM
+$167.3K
1,435
+4%
建仓
JBL
JABIL INC COM
+$152.7K
700
增持
BF/B
BROWN FORMAN CORP CL B
-$148.0K
31,681
+7%
清仓
—
NORDSTROM INC COM
-$136.9K
0
-100%
增持
PKG
PACKAGING CORP AMER COM
-$134.3K
14,242
+0%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$121.6K
47,381
+6%
建仓
IONQ
IONQ INC COM
+$113.9K
2,650
建仓
MLM
MARTIN MARIETTA MATLS INC COM
+$109.8K
200
建仓
MU
MICRON TECHNOLOGY INC COM
+$107.8K
875
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$106.0K
26,550
-0%
清仓
CLX
CLOROX CO DEL COM
-$105.5K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$104.5K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
-$104.0K
9,398
+0%
建仓
HUMA
HUMACYTE INC COM
+$103.0K
49,300
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$100.9K
2,943
-5%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$100.0K
285
增持
ZTS
ZOETIS INC CL A
+$94.5K
3,328
+29%
减持
PFE
PFIZER INC COM
-$92.7K
80,217
-0%
增持
HON
HONEYWELL INTL INC COM
+$89.6K
4,185
+0%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$76.5K
60,709
-1%
增持
SBUX
STARBUCKS CORP COM
-$76.4K
15,014
+1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$75.8K
3,219
-2%
增持
—
MEDTRONIC PLC SHS
+$69.4K
17,121
+8%
增持
RTX
RTX CORPORATION COM
+$64.4K
2,071
+15%
增持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
+$62.4K
4,361
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$61.6K
984
+1%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$58.9K
6,609
-1%
增持
CF
CF INDS HLDGS INC COM
+$56.2K
3,325
+4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$56.1K
9,270
+0%
减持
GILD
GILEAD SCIENCES INC COM
-$55.0K
33,841
-0%
增持
FAST
FASTENAL CO COM
+$46.6K
14,454
+100%
减持
WM
WASTE MGMT INC DEL COM
-$43.4K
14,848
-0%
减持
GPC
GENUINE PARTS CO COM
+$39.6K
54,379
-1%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$36.7K
5,725
+0%
增持
CSCO
CISCO SYS INC COM
+$36.3K
3,124
+7%
增持
MAS
MASCO CORP COM
-$35.4K
6,931
+0%
增持
MLI
MUELLER INDS INC COM
+$32.6K
5,560
+3%
增持
EOG
EOG RES INC COM
+$31.0K
1,165
+38%
增持
WHR
WHIRLPOOL CORP COM
+$28.0K
2,205
+2%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$25.3K
278
+2%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$18.0K
3,632
-5%
减持
HRL
HORMEL FOODS CORP COM
-$14.3K
16,253
-1%
增持
BAX
BAXTER INTL INC COM
-$13.1K
3,324
+0%
增持
—
EVEREST GROUP LTD COM
-$12.7K
1,315
+4%
增持
—
METLIFE INC PFD A FLT RATE
+$12.6K
10,800
+8%
增持
GNTX
GENTEX CORP COM
-$12.6K
36,338
+4%
增持
HD
HOME DEPOT INC COM
+$9.0K
31,418
+0%
增持
MPLX
MPLX LP COM UNIT REP LTD
+$8.7K
2,434
+12%
增持
RPM
RPM INTL INC COM
-$8.6K
1,635
+0%
减持
—
RENAISSANCERE HLDGS LTD COM
-$6.3K
4,446
-2%
减持
BIO
BIO RAD LABS INC CL A
-$3.4K
660
-1%
减持
SYY
SYSCO CORP COM
+$2.3K
60,024
-1%
增持
PSX
PHILLIPS 66 COM
-$1.8K
12,698
+3%
增持
SO
SOUTHERN CO COM
+$1.7K
12,554
+0%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$1.5K
4,395
+0%
减持
D
DOMINION ENERGY INC COM
+$8
8,740
-1%
