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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 134 项
建仓 7
增持 51
减持 69
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$6.4M
135,049
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$5.8M
88,207
-0%
减持
PGR
PROGRESSIVE CORP COM
-$3.7M
106,362
-5%
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。
减持
CMI
CUMMINS INC COM
+$2.1M
23,052
-2%
减持
ABBV
ABBVIE INC COM
+$1.9M
44,864
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$1.7M
66,264
-4%
减持
INTC
INTEL CORP COM
+$1.7M
180,801
-7%
减持
LLY
ELI LILLY & CO COM
-$1.6M
17,397
-9%
减持
IDCC
INTERDIGITAL INC COM
+$1.5M
12,113
-0%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$1.3M
59,362
-2%
增持
NVDA
NVIDIA CORPORATION COM
+$1.3M
42,940
+1%
减持
HD
HOME DEPOT INC COM
+$1.1M
31,063
-1%
增持
CVX
CHEVRON
+$1.0M
52,504
+5%
减持
KO
COCA COLA CO COM
-$991.3K
209,830
-0%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$987.4K
212,581
+10%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$878.7K
46,737
-1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$841.9K
4,573
+94%
减持
GPC
GENUINE PARTS CO COM
+$817.0K
53,490
-2%
减持
CPRT
COPART INC COM
-$775.2K
101,474
-7%
增持
JPM
JPMORGAN CHASE & CO. COM
+$737.0K
25,421
+1%
减持
VRT
VERTIV HOLDINGS CO COM CL A
+$719.9K
35,266
-2%
减持
CTAS
CINTAS CORP COM
-$716.7K
21,410
-7%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
+$677.5K
40,101
+24%
增持
—
MEDTRONIC PLC SHS
+$663.1K
22,633
+32%
减持
PAYX
PAYCHEX INC COM
-$621.7K
29,771
-1%
增持
NEE
NEXTERA ENERGY INC COM
+$559.7K
30,432
+22%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$547.1K
4,589
+66%
增持
BLK
BLACKROCK INC COM
+$511.7K
1,574
+24%
增持
AMZN
AMAZON COM INC COM
+$502.5K
12,907
+21%
增持
QCOM
QUALCOMM INC COM
+$488.4K
68,411
+0%
减持
MSFT
MICROSOFT CORP COM
-$460.6K
48,045
-6%
建仓
TMUS
T-MOBILE US INC COM
+$453.6K
1,895
减持
DIS
DISNEY WALT CO COM
-$437.2K
15,520
-13%
减持
TFC
TRUIST FINL CORP COM
+$431.2K
190,467
-1%
减持
WERN
WERNER ENTERPRISES INC COM
-$426.5K
91,942
-12%
增持
PKG
PACKAGING CORP AMER COM
+$422.7K
14,255
+0%
减持
AMGN
AMGEN INC COM
-$421.9K
15,793
-10%
减持
—
CHUBB LIMITED COM
-$411.6K
35,187
-1%
增持
COST
COSTCO WHSL CORP NEW COM
+$403.8K
5,836
+16%
清仓
RF
REGIONS FINANCIAL CORP NEW COM
-$384.0K
0
-100%
减持
MCD
MCDONALDS CORP COM
+$374.3K
38,352
-1%
减持
LULU
LULULEMON ATHLETICA INC COM
-$370.4K
4,775
-7%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$347.6K
15,616
-3%
减持
META
META PLATFORMS INC CL A
-$334.2K
2,756
-14%
减持
—
EXXON MOBIL CORP COM
+$328.4K
83,090
-1%
减持
SYY
SYSCO CORP COM
+$323.4K
59,140
-1%
减持
WMT
WALMART INC COM
+$315.4K
180,308
-3%
减持
ORCL
ORACLE CORP COM
+$309.2K
5,927
-5%
增持
TXN
TEXAS INSTRS INC COM
-$303.3K
12,876
+0%
减持
KMB
KIMBERLY-CLARK CORP COM
-$271.1K
20,028
-6%
增持
EOG
EOG RES INC COM
+$250.8K
3,480
+199%
增持
PSX
PHILLIPS 66 COM
+$221.8K
12,768
+1%
减持
CSX
CSX CORP COM
+$216.3K
87,514
-1%
减持
GNTX
GENTEX CORP COM
+$213.7K
35,788
-2%
增持
GE
GE AEROSPACE COM NEW
+$203.3K
4,672
+0%
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$199.0K
1,230
减持
ENVA
ENOVA INTL INC COM
-$195.9K
19,617
-11%
增持
SNA
SNAP ON INC COM
+$191.4K
5,379
+0%
增持
ULTA
ULTA BEAUTY INC COM
+$185.4K
1,567
+9%
减持
WTRG
ESSENTIAL UTILS INC COM
-$172.7K
8,345
-39%
增持
RTX
RTX CORPORATION COM
+$170.8K
2,828
+37%
减持
ROST
ROSS STORES INC COM
+$165.9K
7,406
-2%
减持
ED
CONSOLIDATED EDISON INC COM
-$165.4K
3,792
-30%
增持
MLI
MUELLER INDS INC COM
+$163.8K
5,990
+8%
增持
PFE
PFIZER INC COM
+$148.0K
82,120
+2%
减持
MRK
MERCK & CO INC COM
+$147.7K
40,333
-1%
建仓
TTNDY
TECHTRONIC INDS LTD SPONSORED ADR
+$140.5K
2,200
减持
TGT
TARGET CORP COM
-$128.5K
7,746
-7%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$127.9K
10,019
+8%
增持
DLR
DIGITAL RLTY TR INC COM
+$125.8K
8,271
+11%
减持
AFL
AFLAC INC COM
+$125.3K
27,015
-1%
建仓
BWXT
BWX TECHNOLOGIES INC COM
+$123.5K
670
减持
SBUX
STARBUCKS CORP COM
-$117.4K
14,874
-1%
增持
FAST
FASTENAL CO COM
+$114.0K
14,704
+2%
增持
BF/B
BROWN FORMAN CORP CL B
+$114.0K
35,691
+13%
清仓
—
WALGREENS BOOTS ALLIANCE INC COM
-$112.8K
0
-100%
清仓
FISV
FISERV INC COM
-$112.8K
0
-100%
减持
NFLX
NETFLIX INC COM
-$111.4K
785
-0%
建仓
CLS
CELESTICA INC COM
+$110.9K
450
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$109.0K
1,043
清仓
TSCO
TRACTOR SUPPLY CO COM
-$106.9K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$106.2K
3,305
+3%
减持
HON
HONEYWELL INTL INC COM
-$105.5K
4,129
-1%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$105.3K
26,167
-1%
减持
WEC
WEC ENERGY GROUP INC COM
+$104.7K
10,544
-0%
减持
WU
WESTERN UN CO COM
-$104.0K
71,955
-11%
减持
GILD
GILEAD SCIENCES INC COM
-$103.2K
32,871
-3%
清仓
HUMA
HUMACYTE INC COM
-$103.0K
0
-100%
建仓
RHLD
RESOLUTE HLDGS MGMT INC COM
+$102.2K
1,417
清仓
—
PATTERSON COS INC COM
-$102.1K
0
-100%
清仓
BAX
BAXTER INTL INC COM
-$100.7K
0
-100%
增持
MPLX
MPLX LP COM UNIT REP LTD
+$99.1K
4,494
+85%
减持
EXPD
EXPEDITORS INTL WASH INC COM
+$93.3K
12,551
-1%
减持
HRL
HORMEL FOODS CORP COM
-$91.2K
16,187
-0%
增持
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$89.8K
95,123
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$79.7K
2,792
-5%
减持
COP
CONOCOPHILLIPS COM
+$77.2K
39,867
-3%
减持
—
PENTAIR PLC SHS
+$75.2K
12,654
-2%
增持
AVGO
BROADCOM INC COM
+$70.2K
785
+15%
增持
D
DOMINION ENERGY INC COM
+$66.6K
9,165
+5%
减持
WHR
WHIRLPOOL CORP COM
-$66.0K
2,005
-9%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$66.0K
5,501
-4%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$61.1K
4,402
+0%
减持
TROW
PRICE T ROWE GROUP INC COM
-$59.6K
36,081
-7%
增持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$57.6K
147,118
+5%
增持
EMR
EMERSON ELEC CO COM
+$57.2K
26,446
+3%
增持
SO
SOUTHERN CO COM
+$54.0K
12,734
+1%
增持
PG
PROCTER AND GAMBLE CO COM
-$53.0K
9,400
+0%
增持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
+$51.5K
4,363
+0%
增持
IONQ
IONQ INC COM
+$49.5K
2,656
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$47.7K
985
+0%
增持
MU
MICRON TECHNOLOGY INC COM
+$43.6K
905
+3%
增持
MAS
MASCO CORP COM
+$42.3K
6,938
+0%
增持
CF
CF INDS HLDGS INC COM
+$37.7K
3,830
+15%
减持
SON
SONOCO PRODS CO COM
-$33.6K
64,734
-0%
增持
CFR
CULLEN FROST BANKERS INC COM
+$31.0K
53,704
+2%
减持
COF
CAPITAL ONE FINL CORP COM
-$29.6K
8,306
-2%
减持
SJM
SMUCKER J M CO COM NEW
-$26.0K
3,968
-15%
减持
FFIV
F5 INC COM
+$22.5K
880
-1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$19.6K
288
+4%
减持
RY
ROYAL BK CDA COM
-$18.2K
807
-23%
增持
SWPPX
SCHWAB S&P 500 INDEX
+$17.2K
14,376
+497%
减持
GLW
CORNING INC COM
+$15.8K
2,860
-31%
减持
BA
BOEING CO COM
-$14.8K
9,960
-4%
增持
RPM
RPM INTL INC COM
+$14.0K
1,642
+0%
减持
CSCO
CISCO SYS INC COM
-$11.6K
2,999
-4%
增持
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$11.3K
244
+0%
增持
ZTS
ZOETIS INC CL A
-$7.9K
3,493
+5%
增持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$7.6K
1,265
+4%
增持
PSA
PUBLIC STORAGE OPER CO COM
+$7.1K
6,738
+2%
减持
AEP
AMERICAN ELEC PWR CO INC COM
+$6.9K
1,208
-3%
减持
TFX
TELEFLEX INCORPORATED COM
-$4.5K
7,169
-4%
减持
TECH
BIO-TECHNE CORP COM
-$3.2K
37,380
-8%
减持
BIO
BIO RAD LABS INC CL A
-$851
565
-14%
