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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 149 项
建仓 2
增持 36
减持 102
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$4.5M
53,021
-10%
增持
MSFT
MICROSOFT CORP COM
-$4.3M
51,462
+7%
减持
PGR
PROGRESSIVE CORP COM
-$4.0M
102,284
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。
-4%
减持
LLY
ELI LILLY & CO COM
-$3.6M
15,230
-7%
减持
—
EXXON MOBIL CORP COM
+$3.6M
79,683
-3%
减持
AAPL
APPLE INC COM
-$3.5M
129,559
-3%
增持
QCOM
QUALCOMM INC COM
-$2.8M
68,450
+1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.7M
223,292
+7%
减持
CVX
CHEVRON
+$2.4M
50,709
-4%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$2.2M
13,882
-61%
减持
JNJ
JOHNSON & JOHNSON COM
+$2.2M
64,646
-2%
增持
GOOG
ALPHABET INC CAP STK CL C
-$1.9M
91,067
+2%
减持
GPC
GENUINE PARTS CO COM
-$1.4M
47,445
-9%
减持
COP
CONOCOPHILLIPS COM
+$1.4M
38,513
-2%
减持
PAYX
PAYCHEX INC COM
-$1.3M
20,958
-27%
增持
NFLX
NETFLIX INC. COM
+$1.2M
20,540
+163%
减持
HD
HOME DEPOT INC COM
-$1.1M
28,959
-6%
减持
KO
COCA COLA CO COM
+$1.0M
206,055
-2%
减持
CTAS
CINTAS CORP COM
-$932.2K
18,295
-15%
减持
INTC
INTEL CORP COM
+$923.1K
169,251
-5%
减持
SMCI
SUPER MICRO COMPUTER INC COM NEW
-$826.3K
89,215
-9%
减持
TFC
TRUIST FINL CORP COM
-$811.5K
184,285
-2%
减持
ABBV
ABBVIE INC COM
-$785.9K
43,066
-3%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$762.5K
3,990
-13%
增持
BLK
BLACKROCK INC COM
+$732.2K
2,556
+58%
减持
WERN
WERNER ENTERPRISES INC COM
-$729.7K
61,611
-27%
减持
ENVA
ENOVA INTL INC COM
-$701.8K
17,317
-11%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$688.7K
14,296
-6%
减持
ORCL
ORACLE CORP COM
-$681.5K
2,560
-53%
减持
DIS
DISNEY WALT CO COM
-$664.7K
10,745
-28%
增持
JPM
JPMORGAN CHASE & CO COM
-$655.5K
25,807
+1%
减持
PSX
PHILLIPS 66 COM
+$646.8K
12,675
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$622.1K
5,942
+115%
减持
COF
CAPITAL ONE FINL CORP COM
-$614.0K
7,669
-8%
清仓
BMO
BANK MONTREAL MEDIUM COM
-$580.9K
0
-100%
减持
SON
SONOCO PRODS CO COM
+$555.2K
59,956
-3%
增持
AMZN
AMAZON COM INC COM
+$549.4K
17,962
+30%
减持
TROW
PRICE T ROWE GROUP INC COM
-$533.6K
34,580
-3%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$504.0K
32,152
-8%
增持
NVDA
NVIDIA CORPORATION COM
-$454.8K
43,397
+1%
减持
IDCC
INTERDIGITAL INC COM
-$440.2K
10,839
-7%
减持
GILD
GILEAD SCIENCES INC COM
+$418.2K
31,950
-3%
减持
CSX
CSX CORP COM
+$379.6K
85,329
-1%
减持
NEE
NEXTERA ENERGY INC COM
+$369.6K
30,054
-0%
减持
—
MEDTRONIC PLC SHS
-$345.7K
20,558
-7%
减持
LULU
LULULEMON ATHLETICA INC COM
-$318.5K
3,512
-15%
增持
TXN
TEXAS INSTRS INC COM
+$317.3K
13,143
+2%
减持
MRK
MERCK & CO INC COM
+$312.6K
37,032
-6%
减持
SYY
SYSCO CORP COM
-$300.8K
55,291
-4%
减持
TECH
BIO-TECHNE CORP COM
-$300.2K
36,320
-3%
清仓
CF
CF INDUSTRIES HOLD COM
-$297.1K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$283.6K
25,248
-2%
减持
CFR
CULLEN FROST BANKERS INC COM
+$280.8K
51,588
-4%
增持
MU
MICRON TECHNOLOGY INC COM
+$263.1K
1,915
+42%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$255.2K
5,376
-9%
减持
ROST
ROSS STORES INC COM
+$246.4K
7,296
-1%
减持
MCD
MCDONALDS CORP COM
-$243.4K
36,862
-4%
减持
RTX
RTX CORPORATION COM
-$236.1K
1,657
-45%
增持
CPRT
COPART INC COM
-$232.6K
112,654
+11%
增持
META
META PLATFORMS INC CL A
-$230.3K
2,886
+1%
清仓
RHLD
RESOLUTE HLDGS MGMT INC COM
-$222.5K
0
-100%
减持
—
PENTAIR PLC SHS
-$221.1K
12,590
-1%
减持
GE
GE AEROSPACE COM NEW
-$218.3K
4,508
-7%
减持
KMB
KIMBERLY-CLARK CORP COM
-$215.7K
18,093
-7%
减持
BA
BOEING CO COM
-$213.7K
9,399
-2%
减持
AFL
AFLAC INC COM
-$197.6K
23,823
-7%
清仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$191.3K
0
-100%
减持
GEV
GE VERNOVA INC COM
+$180.0K
1,100
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$177.8K
2,773
+21%
增持
ZTS
ZOETIS INC CL A
+$170.8K
5,163
+48%
清仓
FDS
FACTSET RESH SYS INC COM
-$158.2K
0
-100%
减持
BF/B
BROWN FORMAN CORP CL B
-$153.4K
28,616
-18%
减持
EOG
EOG RES INC COM
-$152.4K
2,249
-51%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$152.0K
2,285
-12%
减持
TGT
TARGET CORP COM
+$147.8K
6,768
-2%
减持
PFE
PFIZER INC COM
+$146.4K
77,695
-5%
清仓
WHR
WHIRLPOOL CORP COM
-$144.6K
0
-100%
减持
WMT
WALMART INC COM
-$144.6K
157,467
-11%
清仓
SCHW
SCHWAB CHARLES CORP COM
-$144.4K
0
-100%
减持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
-$138.0K
3,856
-15%
减持
MPC
MARATHON PETE CORP COM
+$137.3K
2,042
-8%
减持
EMR
EMERSON ELEC CO COM
-$135.6K
25,644
-3%
减持
CMI
CUMMINS INC COM
-$133.1K
21,424
-6%
增持
WY
WEYERHAEUSER CO COM NEW
+$132.6K
132,576
+1%
减持
SNA
SNAP ON INC COM
-$131.8K
4,744
-12%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$127.8K
13,700
+28%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$127.7K
12,031
-3%
清仓
ROP
ROPER TECHNOLOGIES INC COM
-$115.7K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$114.0K
5,677
+14%
建仓
KMI
KINDER MORGAN INC DEL COM
+$112.9K
3,367
减持
GPGI
GPGI INC COM CL A
-$108.3K
22,250
-12%
建仓
ADI
ANALOG DEVICES INC COM
+$108.1K
339
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$106.3K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$103.6K
9,500
-14%
减持
MO
ALTRIA GROUP INC COM
-$98.8K
4,752
-34%
增持
MKC
MCCORMICK & CO INC COM NON VTG
-$97.0K
5,516
+0%
减持
GNTX
GENTEX CORP COM
-$96.4K
32,052
-6%
减持
SO
SOUTHERN CO COM
+$91.6K
12,403
-2%
减持
PKG
PACKAGING CORP AMER COM
-$87.8K
13,229
-6%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$82.3K
5,293
+10%
减持
PG
PROCTER & GAMBLE CO COM
-$80.1K
8,774
-7%
减持
SBUX
STARBUCKS CORP COM
-$76.3K
11,682
-12%
减持
MPLX
MPLX LP COM UNIT REP LTD
-$75.3K
3,114
-34%
增持
MLI
MUELLER INDS INC COM
+$74.0K
6,875
+15%
减持
WU
WESTERN UN CO COM
-$72.5K
67,488
-5%
增持
CINF
CINCINNATI FINL CORP COM
+$68.2K
1,453
+48%
减持
DLR
DIGITAL RLTY TR INC COM
+$65.5K
7,356
-10%
减持
—
RENAISSANCERE HLDGS LTD COM
+$64.5K
4,394
-0%
减持
PSA
PUBLIC STORAGE OPER CO COM
+$56.2K
6,336
-1%
减持
APD
AIR PRODUCTS AND CHEMICALS INC COM
+$55.0K
1,493
-3%
减持
HON
HONEYWELL INTL INC COM
-$52.7K
3,337
-19%
增持
LMT
LOCKHEED MARTIN CORP COM
+$46.6K
383
+0%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$45.5K
1,498
+15%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$45.3K
3,976
-9%
减持
V
VISA INC COM CL A
-$43.1K
628
-5%
减持
HRL
HORMEL FOODS CORP COM
-$41.7K
14,291
-7%
减持
—
CHUBB LTD SWITZ COM
-$38.7K
33,347
-5%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$37.1K
374
+29%
减持
WM
WASTE MGMT INC DEL COM
+$34.8K
14,368
-3%
减持
—
AMCOR PLC COM NEW
+$33.8K
4,477
-74%
减持
TFX
TELEFLEX INCORPORATED COM
-$33.3K
6,924
-2%
减持
NSC
NORFOLK SOUTHN CORP COM
-$32.7K
566
-16%
增持
NEM
NEWMONT CORP COM
+$32.4K
1,475
+16%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$31.3K
1,378
-18%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$29.7K
5,188
-15%
减持
ED
CONSOLIDATED EDISON INC COM
-$27.2K
2,517
-20%
减持
MAS
MASCO CORP COM
-$27.0K
6,854
-1%
减持
SHW
SHERWIN WILLIAMS CO COM
-$26.7K
1,188
-6%
增持
TSLA
TESLA INC COM
-$25.9K
736
+11%
增持
ULTA
ULTA BEAUTY INC COM
-$25.3K
1,800
+13%
减持
AMGN
AMGEN INC COM
+$24.3K
14,746
-7%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$24.2K
1,460
-3%
减持
FAST
FASTENAL CO COM
+$20.2K
11,540
-10%
减持
SJM
SMUCKER J M CO COM NEW
-$20.2K
3,301
-5%
增持
SPY
STATE STREET SPDR S&P 500 ETF
+$19.6K
1,068
+8%
减持
D
DOMINION ENERGY INC COM
+$19.3K
8,145
-1%
增持
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$18.2K
287
+17%
减持
CSCO
CISCO SYS INC COM
-$17.7K
2,749
-8%
增持
WTRG
ESSENTIAL UTILS INC COM
+$16.3K
8,363
+0%
减持
WEC
WEC ENERGY GROUP INC COM
+$14.2K
9,728
-8%
减持
—
METLIFE INC PFD A FLT RATE
-$13.9K
10,600
-2%
减持
NUE
NUCOR CORP COM
-$9.4K
2,238
-6%
减持
VOO
VANGUARD S&P 500 ETF
-$8.8K
236
-1%
增持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$7.3K
1,311
+4%
减持
CAT
CATERPILLAR INC COM
+$6.9K
473
-17%
增持
RPM
RPM INTL INC COM
-$6.8K
1,659
+1%
减持
PH
PARKER-HANNIFIN CORP COM
-$6.3K
155
-6%
增持
UPS
UNITED PARCEL SVCS INC CL B
-$4.5K
48,736
+1%
增持
VEXAX
VANGUARD EXTENDED MARKET INDEX ADMIRAL
-$3.3K
1,511
+0%
