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 $132.0M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($26.8M, 20.27%), USD ($21.4M, 16.25%), QLD ($15.1M, 11.46%), QQQ ($8.0M, 6.07%), SPY ($6.6M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $26.8M | 20.27% | 105,421 | Trimmed |
| 2 | USD | PROSHARES ULTRA SEMICONDUCTORS | $21.4M | 16.25% | 447,279 | Added |
| 3 | QLD | PROSHARES ULTRA QQQ | $15.1M | 11.46% | 247,938 | Added |
| 4 | QQQ | INVESCO QQQ TR | $8.0M | 6.07% | 13,878 | Trimmed |
| 5 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $6.6M | 5.01% | 10,159 | Trimmed |
| 6 | GOOGL | ALPHABET INC CLASS CLASS A | $4.3M | 3.24% | 14,892 | Trimmed |
| 7 | TSLA | TESLA INC | $3.2M | 2.43% | 8,635 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $3.1M | 2.34% | 6,452 | Added |
| 9 | XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $3.0M | 2.25% | 9,086 | Trimmed |
| 10 | NVDA | NVIDIA CORP | $2.9M | 2.16% | 16,381 | Added |
| 11 | IJH | ISHARES CORE S&P MID-CAPETF | $2.1M | 1.59% | 31,002 | Added |
| 12 | IYW | ISHARES U.S. TECHNOLOGY ETF | $2.0M | 1.54% | 11,195 | Trimmed |
| 13 | TMFC | MOTLEY FOOL 100 INDEX ETF | $1.6M | 1.20% | 24,022 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $1.5M | 1.12% | 3,994 | Trimmed |
| 15 | LRCX | LAM RESH CORP | $1.5M | 1.12% | 6,888 | Added |
| 16 | IHI | ISHARES U.S. MEDICAL DEVICES ETF | $1.5M | 1.10% | 27,324 | Trimmed |
| 17 | MA | MASTERCARD INC CLASS CLASS A | $1.4M | 1.08% | 2,851 | Trimmed |
| 18 | AMZN | AMAZON.COM INC | $1.3M | 0.97% | 6,123 | Trimmed |
| 19 | ROM | PROSHARES ULTRA TECHNOLOGY | $1.1M | 0.86% | 14,500 | Hold |
| 20 | DIG | PROSHARES ULTRA ENERGY | $1.0M | 0.79% | 15,536 | Hold |
| 21 | GOOG | ALPHABET INC CLASS CLASS C | $977,807 | 0.74% | 3,409 | Added |
| 22 | DVY | ISHARES SELECT DIVIDEND ETF | $947,372 | 0.72% | 6,257 | Trimmed |
| 23 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $875,917 | 0.66% | 6,591 | Trimmed |
| 24 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $845,937 | 0.64% | 5,783 | Added |
| 25 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $823,787 | 0.62% | 823,787 | Added |
Source: SEC Form 13F filings · as of 2026-03-31