13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001736736
Total reported value
$823.9M
$823.9M
172 檔
19.6%
During the Q3 2024 filing period, Rice Partnership, LLC (CIK: 0001736736) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $823.9M across 172 reported positions.
During Q3 2024, Rice Partnership, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.06% | -0.13% | -1.05% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.71% | -0.99% | -4.38% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 6.44% | -1.94% | +1.98% | |
| 4 | INDA | Ishares Msci India ETF | ETF-Other | 5.83% | -0.46% | +1.35% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | +0.11% | -2.20% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.25% | +0.45% | +1.70% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.88% | -0.09% | +2.67% | |
| 8 | AXP | American Express Co | Stock-Financials | 3.26% | -0.03% | +1.66% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.02% | +0.04% | +3.61% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | -0.10% | +4.72% | |
| 11 | ETN | Eaton Corporation plc | Stock-Industrials | 2.96% | — | +1.42% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.79% | +1.45% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.71% | -0.72% | +3.78% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.25% | -0.29% | +1.70% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 2.12% | -0.04% | +5.86% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.76% | +2.38% | +6.60% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.61% | -0.04% | +1.94% | |
| 18 | LIN | Linde plc | Stock-Materials | 1.59% | -0.06% | +3.11% | |
| 19 | USB | US Bancorp | Stock-Financials | 1.52% | +0.03% | +0.04% | |
| 20 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.52% | — | -2.04% | |
| 21 | COP | Conocophillips | Stock-Energy | 1.39% | — | +0.68% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.39% | -0.04% | +5.42% | |
| 23 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.38% | +0.01% | +4.64% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.33% | -0.32% | +28.02% | |
| 25 | EWA | Ishares Msci Australia ETF | ETF-Other | 1.31% | -0.01% | -0.87% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.25% | -0.20% | +22.98% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.08% | -1.73% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.12% | -0.06% | +0.83% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.05% | — | +15.15% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | -0.01% | +18.07% | |
| 31 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.97% | — | +4.23% | |
| 32 | EQIX | Equinix Inc | Stock-Real Estate | 0.89% | — | +7.67% | |
| 33 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.80% | — | +1.75% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.76% | — | -31.55% | |
| 35 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 0.74% | — | +39.76% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.04% | +0.17% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | — | +14.83% | |
| 38 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.67% | — | — | |
| 39 | SRE | Sempra | Stock-Utilities | 0.64% | -0.02% | +11.22% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.04% | -10.99% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.01% | -4.05% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.01% | -0.16% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | -0.06% | -0.03% | |
| 44 | RVTY | Revvity Inc | Stock-Healthcare | 0.39% | +0.02% | — | |
| 45 | MATX | Matson Inc | Stock-Industrials | 0.39% | +0.01% | -0.18% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.35% | -0.04% | +0.03% | |
| 47 | AFL | Aflac Inc | Stock-Financials | 0.34% | -0.01% | — | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.06% | -0.22% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.02% | -22.25% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.27% | -0.01% | -16.13% |
According to official SEC Form 13F filings, Rice Partnership, LLC reported a total U.S. public equity portfolio value of $823.9M across 172 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GLD) accounted for 19.6% of total reported equity market value during Q3 2024.
During Q3 2024, Rice Partnership, LLC's top holdings by market value included AAPL (9.1%)、MSFT (6.7%)、GLD (6.4%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q3 2024, Rice Partnership, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.