Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dale Q Rice Investment Management Ltd (CIK 2041427) reported $184.4M across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: USD ($47.8M, 25.91%), AAPL ($29.8M, 16.13%), QLD ($24.9M, 13.51%), QQQ ($9.9M, 5.36%), SPY ($7.3M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USD | PROSHARES TR | $47.8M | 25.91% | 458,314 | Added |
| 2 | AAPL | APPLE INC | $29.8M | 16.13% | 102,840 | Trimmed |
| 3 | QLD | PROSHARES TR | $24.9M | 13.51% | 257,513 | Added |
| 4 | QQQ | INVESCO QQQ TR | $9.9M | 5.36% | 13,420 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $7.3M | 3.96% | 9,772 | Trimmed |
| 6 | XSD | SPDR SERIES TRUST | $5.5M | 2.98% | 8,803 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $5.3M | 2.86% | 14,746 | Trimmed |
| 8 | TSLA | TESLA INC | $3.8M | 2.08% | 9,121 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $3.5M | 1.88% | 17,298 | Added |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.69% | 6,212 | Trimmed |
| 11 | LRCX | LAM RESEARCH CORP | $3.0M | 1.64% | 7,001 | Added |
| 12 | IYW | ISHARES TR | $2.8M | 1.52% | 11,143 | Trimmed |
| 13 | IJH | ISHARES TR | $2.3M | 1.25% | 29,934 | Trimmed |
| 14 | ROM | PROSHARES TR | $2.3M | 1.22% | 14,500 | Hold |
| 15 | TMFC | RBB FD INC | $1.8M | 0.98% | 23,788 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $1.5M | 0.82% | 6,310 | Added |
| 17 | MSFT | MICROSOFT CORP | $1.5M | 0.82% | 4,042 | Added |
| 18 | RKLB | ROCKET LAB CORP | $1.5M | 0.81% | 14,644 | Added |
| 19 | MA | MASTERCARD INCORPORATED | $1.5M | 0.79% | 2,851 | Hold |
| 20 | XLK | SELECT SECTOR SPDR TR | $1.2M | 0.67% | 6,521 | Trimmed |
| 21 | IHI | ISHARES TR | $1.2M | 0.66% | 24,502 | Trimmed |
| 22 | GOOG | ALPHABET INC | $1.2M | 0.65% | 3,385 | Trimmed |
| 23 | CAT | CATERPILLAR INC | $1.2M | 0.65% | 1,122 | Trimmed |
| 24 | DVY | ISHARES TR | $967,966 | 0.52% | 6,193 | Trimmed |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $784,696 | 0.43% | 3,688 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30