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CIK: 0001736736
Total reported value
$823.9M
$823.9M
168 檔
20.3%
According to the latest 13F quarterly dataset, Rice Partnership, LLC managed an equity portfolio of $823.9M at the end of Q4 2024, spanning 168 distinct U.S. exchange-listed positions.
During Q4 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 | 9.21% | -0.13% | +0.02% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 6.62% | -1.94% | +9.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.35% | -0.99% | +2.07% | |
| 4 | INDA | Ishares Msci India ETF | ETF-Other | 5.13% | -0.46% | +3.34% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.55% | +0.11% | -3.31% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.29% | -0.09% | +2.81% | |
| 7 | AXP | American Express Co | Stock-Financials | 3.45% | -0.03% | +2.10% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | -0.10% | -0.85% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.07% | -2.30% | EXIT | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 2.99% | — | +6.54% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | +0.79% | +1.19% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.98% | +0.45% | -15.04% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.85% | +0.04% | -2.84% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.31% | -0.29% | +5.03% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 2.15% | -0.04% | +4.33% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.09% | -0.72% | -1.09% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 2.00% | -0.32% | +26.08% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.69% | -0.20% | +49.18% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.04% | +2.69% | |
| 20 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.47% | -0.04% | — | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.47% | -0.01% | -2.71% | |
| 22 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.46% | — | — | |
| 23 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.46% | +0.01% | +4.42% | |
| 24 | LIN | Linde plc | Stock-Materials | 1.36% | -0.06% | +2.96% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.32% | — | +6.13% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.22% | -0.04% | +7.08% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.21% | +0.12% | — | |
| 28 | EWA | Ishares Msci Australia ETF | ETF-Other | 1.09% | -0.01% | +0.37% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.07% | -0.08% | +2.02% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 1.05% | +2.38% | -22.40% | |
| 31 | EQIX | Equinix Inc | Stock-Real Estate | 0.99% | — | +10.46% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.94% | -0.06% | +4.67% | |
| 33 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.92% | -0.07% | — | |
| 34 | USB | US Bancorp | Stock-Financials | 0.89% | +0.03% | -40.91% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.04% | -0.52% | |
| 36 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.73% | +0.80% | — | |
| 37 | SRE | Sempra | Stock-Utilities | 0.67% | -0.02% | +6.20% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | — | +3.30% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.04% | -1.34% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.01% | -4.11% | |
| 41 | GEN | Gen Digital Inc | Stock-Tech | 0.41% | — | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.01% | -2.62% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.06% | -1.68% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.36% | -0.01% | +651.95% | |
| 45 | MATX | Matson Inc | Stock-Industrials | 0.35% | +0.01% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.06% | -1.72% | |
| 47 | RVTY | Revvity Inc | Stock-Healthcare | 0.32% | +0.02% | — | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.30% | -0.01% | -0.73% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.27% | -0.04% | -2.05% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.02% | -0.27% |
According to official SEC Form 13F filings, Rice Partnership, LLC reported a total U.S. public equity portfolio value of $823.9M across 168 disclosed positions in Q4 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, GLD, MSFT) accounted for 20.3% of total reported equity market value during Q4 2024.
During Q4 2024, Rice Partnership, LLC's top holdings by market value included AAPL (9.2%)、GLD (6.6%)、MSFT (6.3%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q4 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.
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