Rice Partnership, LLC
CIK: 0001736736Latest portfolio: $739.6M · Q4 2025
Holdings
175
Total Value
$739.6M
New Positions
16
Closed Positions
29
Top Holdings
View All 175 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JPIBJ P MORGAN EXCHANGE TRADED F | 1,428,266 | $69.6M | 9.40% | +115K | |
| 2 | GQ9SPDR GOLD TR | 137,329 | $54.4M | 7.36% | -5,545 | |
| 3 | AAPLAPPLE INC | 186,558 | $50.7M | 6.86% | +6K | |
| 4 | MSFTMICROSOFT CORP | 69,026 | $33.4M | 4.51% | +963 | |
| 5 | INDAISHARES TR | 604,901 | $32.7M | 4.42% | +32K | |
| 6 | JPMJPMORGAN CHASE & CO. | 99,524 | $32.1M | 4.34% | -9,720 | |
| 7 | EWGISHARES INC | 718,167 | $30.5M | 4.13% | +64K | |
| 8 | GOOGLALPHABET INC | 90,475 | $28.3M | 3.83% | +40K | |
| 9 | NVDANVIDIA CORPORATION | 150,756 | $28.1M | 3.80% | +2K | |
| 10 | DXJWISDOMTREE TR | 182,916 | $26.4M | 3.57% | +76K | |
| 11 | AMZNAMAZON COM INC | 110,048 | $25.4M | 3.43% | +17K | |
| 12 | LLYELI LILLY & CO | 19,966 | $21.5M | 2.90% | +2K | |
| 13 | AXPAMERICAN EXPRESS CO | 50,623 | $18.7M | 2.53% | +3K | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 35,215 | $17.7M | 2.39% | -3,088 | |
| 15 | IWBISHARES TR | 44,992 | $16.8M | 2.27% | -1,018 | |
| 16 | MUMICRON TECHNOLOGY INC | 55,678 | $15.9M | 2.15% | +194 | |
| 17 | RTXRTX CORPORATION | 80,179 | $14.7M | 1.99% | -10,849 | |
| 18 | IJHISHARES TR | 165,621 | $10.9M | 1.48% | +14K | |
| 19 | COSTCOSTCO WHSL CORP NEW | 12,023 | $10.4M | 1.40% | +188 | |
| 20 | ETNEATON CORP PLC | 32,489 | $10.3M | 1.40% | -4,575 | |
| 21 | AVGOBROADCOM INC | 27,651 | $9.6M | 1.29% | +9K | |
| 22 | DHRDANAHER CORPORATION | 38,210 | $8.7M | 1.18% | +11K | |
| 23 | GEVGE VERNOVA INC | 11,776 | $7.7M | 1.04% | -3,715 | |
| 24 | EWLISHARES INC | 126,466 | $7.6M | 1.03% | +5K | |
| 25 | LINLINDE PLC | 17,725 | $7.6M | 1.02% | -454 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($6.955632694320684e+247T)
Technology0.0% ($5.071733382281161e+58T)
Industrials0.0% ($1.470410348222815e+37T)
Healthcare0.0% ($2.1456874742552097e+29T)
Unknown0.0% ($544241770014617239552.0T)
Consumer Cyclical0.0% ($2540166323621282.5T)
Utilities0.0% ($76965274486126.4T)
Communication Services0.0% ($28318620660775.9T)
Consumer Defensive0.0% ($10367603220.2T)
Energy0.0% ($1.7T)
Basic Materials0.0% ($75.6B)
Real Estate0.0% ($745K)
Filing History
Fund Information
Rice Partnership, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $739.6M across 175 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JPIB), representing 9.4% of the portfolio. Compared to the previous quarter, the fund opened 16 new positions and closed 29 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.