Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Rice Partnership, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Rice Partnership, LLC (CIK 1736736) reported $731.8M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPIB ($71.3M, 9.74%), GLD ($61.5M, 8.40%), AAPL ($47.4M, 6.48%), DXJ ($30.6M, 4.17%), GOOGL ($27.3M, 3.73%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JPIBJ P MORGAN EXCHANGE TRADED F$71.3M9.74%1.5MAdded
2GLDSPDR GOLD TR$61.5M8.40%142,922Added
3AAPLAPPLE INC$47.4M6.48%186,833Added
4DXJWISDOMTREE TR$30.6M4.17%192,665Added
5GOOGLALPHABET INC$27.3M3.73%94,824Added
6NVDANVIDIA CORPORATION$26.8M3.66%153,715Added
7MSFTMICROSOFT CORP$26.3M3.59%70,954Added
8INDAISHARES TR$25.0M3.42%534,624Trimmed
9EWGISHARES INC$24.5M3.35%618,221Trimmed
10JPMJPMORGAN CHASE & CO$24.0M3.27%81,428Trimmed
11LLYELI LILLY & CO$19.0M2.60%20,667Added
12AMZNAMAZON COM INC$17.9M2.44%85,793Trimmed
13MUMICRON TECHNOLOGY INC$17.1M2.33%50,508Trimmed
14BRK/BBERKSHIRE HATHAWAY INC DEL$16.8M2.30%35,063Trimmed
15IWBISHARES TR$16.3M2.23%45,746Added
16AXPAMERICAN EXPRESS CO$13.4M1.84%44,450Trimmed
17RTXRTX CORPORATION$12.8M1.74%66,168Trimmed
18IJHISHARES TR$12.2M1.66%180,142Added
19COSTCOSTCO WHOLESALE CORPORATION$11.8M1.62%11,877Trimmed
20AVGOBROADCOM INC$9.9M1.35%32,023Added
21SPIBSPDR SERIES TRUST$9.6M1.31%286,277Added
22LINLINDE PLC$9.0M1.23%18,133Added
23VLOVALERO ENERGY CORP$8.1M1.10%32,644New
24EWLISHARES INC$7.7M1.06%131,595Added
25BBCAJ P MORGAN EXCHANGE TRADED F$7.7M1.06%82,196Added

Source: SEC Form 13F filings · as of 2026-03-31