Rice Partnership, LLC
179 holdingsFiling period: 2026-03-31Current AUM: $825.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPIB | J P MORGAN EXCHANGE TRADED F | 1.49M | $71.3M | $71.4M | 8.64% | +62.7K | 2026-03-31 |
| 2 | GLD | SPDR GOLD TR | 142.9K | $61.5M | $53.1M | 6.43% | +5.6K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 186.8K | $47.4M | $57.7M | 6.99% | +275 | 2026-03-31 |
| 4 | DXJ | WISDOMTREE TR | 192.7K | $30.6M | $33.5M | 4.05% | +9.7K | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 94.8K | $27.3M | $33.8M | 4.09% | +4.3K | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 153.7K | $26.8M | $30.9M | 3.74% | +3.0K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 71.0K | $26.3M | $33.0M | 3.99% | +1.9K | 2026-03-31 |
| 8 | INDA | ISHARES TR | 534.6K | $25.0M | $26.6M | 3.22% | -70,277 | 2026-03-31 |
| 9 | EWG | ISHARES INC | 618.2K | $24.5M | $26.5M | 3.21% | -99,946 | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 81.4K | $24.0M | $28.6M | 3.47% | -18,096 | 2026-03-31 |
| 11 | LLY | ELI LILLY & CO | 20.7K | $19.0M | $23.7M | 2.88% | +701 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 85.8K | $17.9M | $23.3M | 2.82% | -24,255 | 2026-03-31 |
| 13 | MU | MICRON TECHNOLOGY INC | 50.5K | $17.1M | $41.6M | 5.03% | -5,170 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 35.1K | $16.8M | $16.8M | 2.03% | -152 | 2026-03-31 |
| 15 | IWB | ISHARES TR | 45.7K | $16.3M | $18.7M | 2.26% | +754 | 2026-03-31 |
| 16 | AXP | AMERICAN EXPRESS CO | 44.5K | $13.4M | $14.9M | 1.81% | -6,173 | 2026-03-31 |
| 17 | RTX | RTX CORPORATION | 66.2K | $12.8M | $14.2M | 1.72% | -14,011 | 2026-03-31 |
| 18 | IJH | ISHARES TR | 180.1K | $12.2M | $13.6M | 1.64% | +14.5K | 2026-03-31 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 11.9K | $11.8M | $11.3M | 1.37% | -146 | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 32.0K | $9.9M | $12.5M | 1.51% | +4.4K | 2026-03-31 |
| 21 | SPIB | SPDR SERIES TRUST | 286.3K | $9.6M | $9.5M | 1.15% | +86.8K | 2026-03-31 |
| 22 | — | LINDE PLC | 18.1K | $9.0M | $9.0M | 1.09% | +408 | 2026-03-31 |
| 23 | VLO | VALERO ENERGY CORP | 32.6K | $8.1M | $10.2M | 1.24% | -- | 2026-03-31 |
| 24 | EWL | ISHARES INC | 131.6K | $7.7M | $8.3M | 1.01% | +5.1K | 2026-03-31 |
| 25 | BBCA | J P MORGAN EXCHANGE TRADED F | 82.2K | $7.7M | $8.4M | 1.02% | +8.3K | 2026-03-31 |
← Scroll →
Page 1 of 8