Dale Q Rice Investment Management Ltd
69 holdingsFiling period: 2026-03-31Current AUM: $168.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 105.4K | $26.8M | $32.6M | 19.29% | -100 | 2026-03-31 |
| 2 | USD | PROSHARES ULTRA SEMICONDUCTORS | 447.3K | $21.4M | $35.2M | 20.85% | +8.7K | 2026-03-31 |
| 3 | QLD | PROSHARES ULTRA QQQ | 247.9K | $15.1M | $20.7M | 12.29% | +8.5K | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 13.9K | $8.0M | $9.5M | 5.65% | -258 | 2026-03-31 |
| 5 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 10.2K | $6.6M | $7.6M | 4.49% | -101 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC CLASS CLASS A | 14.9K | $4.3M | $5.3M | 3.14% | -27 | 2026-03-31 |
| 7 | TSLA | TESLA INC | 8.6K | $3.2M | $2.7M | 1.59% | +420 | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 6.5K | $3.1M | $3.1M | 1.83% | +260 | 2026-03-31 |
| 9 | XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | 9.1K | $3.0M | $4.4M | 2.62% | -383 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORP | 16.4K | $2.9M | $3.3M | 1.95% | +543 | 2026-03-31 |
| 11 | IJH | ISHARES CORE S&P MID-CAPETF | 31.0K | $2.1M | $2.3M | 1.38% | +835 | 2026-03-31 |
| 12 | IYW | ISHARES U.S. TECHNOLOGY ETF | 11.2K | $2.0M | $2.7M | 1.58% | -4 | 2026-03-31 |
| 13 | TMFC | MOTLEY FOOL 100 INDEX ETF | 24.0K | $1.6M | $1.9M | 1.10% | -4 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 4.0K | $1.5M | $1.9M | 1.10% | -4 | 2026-03-31 |
| 15 | LRCX | LAM RESH CORP | 6.9K | $1.5M | $2.0M | 1.19% | +261 | 2026-03-31 |
| 16 | IHI | ISHARES U.S. MEDICAL DEVICES ETF | 27.3K | $1.5M | $1.4M | 0.85% | -663 | 2026-03-31 |
| 17 | MA | MASTERCARD INC CLASS CLASS A | 2.9K | $1.4M | $1.6M | 0.97% | -11 | 2026-03-31 |
| 18 | AMZN | AMAZON.COM INC | 6.1K | $1.3M | $1.7M | 0.98% | -152 | 2026-03-31 |
| 19 | ROM | PROSHARES ULTRA TECHNOLOGY | 14.5K | $1.1M | $1.9M | 1.11% | -- | 2026-03-31 |
| 20 | DIG | PROSHARES ULTRA ENERGY | 15.5K | $1.0M | $951K | 0.56% | -- | 2026-03-31 |
| 21 | GOOG | ALPHABET INC CLASS CLASS C | 3.4K | $977K | $1.2M | 0.72% | +67 | 2026-03-31 |
| 22 | DVY | ISHARES SELECT DIVIDEND ETF | 6.3K | $947K | $1.0M | 0.60% | -27 | 2026-03-31 |
| 23 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 6.6K | $875K | $1.2M | 0.68% | -25 | 2026-03-31 |
| 24 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 5.8K | $845K | $711K | 0.42% | +789 | 2026-03-31 |
| 25 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | 823.8K | $823K | $823K | 0.49% | +7.0K | 2026-03-31 |
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