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CIK: 0001736736
Total reported value
$823.9M
$823.9M
152 檔
19.7%
As reported in its official Q1 2025 Form 13F filing, Rice Partnership, LLC's tracked investment portfolio stood at $823.9M with 152 total positions.
In Q1 2025, Rice Partnership, LLC displayed an active expansion posture, initiating 152 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.83% | -0.13% | +0.29% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 8.56% | -1.94% | +0.76% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.67% | -0.99% | -7.00% | |
| 4 | INDA | Ishares Msci India ETF | ETF-Other | 5.37% | -0.46% | -0.59% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.90% | -0.09% | +3.41% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.11% | -13.57% | |
| 7 | AXP | American Express Co | Stock-Financials | 3.24% | -0.03% | -3.87% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.18% | +0.45% | -7.38% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | -0.10% | -1.91% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.98% | +0.04% | +1.97% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.56% | -0.32% | +13.71% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.52% | -0.29% | -1.66% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 2.38% | -0.20% | +14.43% | |
| 14 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.34% | — | +22.87% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 2.25% | -0.04% | +2.51% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 2.14% | — | -18.69% | |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 2.00% | -0.04% | +26.03% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.79% | -33.34% | |
| 19 | LIN | Linde plc | Stock-Materials | 1.69% | -0.06% | +3.62% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | +0.12% | +36.49% | |
| 21 | COP | Conocophillips | Stock-Energy | 1.59% | — | +6.04% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.57% | -0.04% | +4.00% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | -0.04% | +2.88% | |
| 24 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.45% | +0.01% | -0.15% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.62% | +589.02% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.25% | -0.08% | +0.65% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 1.22% | -0.72% | -39.34% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 1.09% | +2.38% | -6.83% | |
| 29 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 1.03% | +0.80% | +15.61% | |
| 30 | EQIX | Equinix Inc | Stock-Real Estate | 1.00% | — | +8.67% | |
| 31 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.98% | -0.07% | +9.88% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.85% | +0.03% | -0.18% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | — | — | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.64% | — | — | |
| 35 | GEN | Gen Digital Inc | Stock-Tech | 0.64% | — | +51.20% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.04% | -8.42% | |
| 37 | EWQ | Ishares Msci France ETF | ETF-Other | 0.60% | -0.04% | — | |
| 38 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.54% | -0.50% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.01% | -47.35% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.53% | -0.07% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.04% | -8.21% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.01% | -1.71% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.06% | -1.07% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.44% | — | — | |
| 45 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.41% | -0.01% | -64.41% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.01% | -3.17% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.06% | -2.18% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.34% | -0.01% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.09% | +19.44% | |
| 50 | RVTY | Revvity Inc | Stock-Healthcare | 0.33% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | INDA | Ishares Msci India ETF | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | AXP | American Express Co | — | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 11 | NFLX | Netflix Inc | — | NEW | New buy |
| 12 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 13 | RTX | Rtx CORP | — | NEW | New buy |
| 14 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 15 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 16 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | LIN | Linde plc | — | NEW | New buy |
| 20 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 21 | COP | Conocophillips | — | NEW | New buy |
| 22 | KO | Coca-cola Co/the | — | NEW | New buy |
| 23 | HD | Home Depot Inc | — | NEW | New buy |
| 24 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 26 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 27 | DHR | Danaher CORP | — | NEW | New buy |
| 28 | MU | Micron Technology Inc | — | NEW | New buy |
| 29 | EWL | Ishares Msci Switzerland ETF | — | NEW | New buy |
| 30 | EQIX | Equinix Inc | — | NEW | New buy |
| 31 | BIPC | Brookfield Infrastructure-a | — | NEW | New buy |
| 32 | USB | US Bancorp | — | NEW | New buy |
| 33 | SYK | Stryker CORP | — | NEW | New buy |
| 34 | ACN | Accenture plc | — | NEW | New buy |
| 35 | GEN | Gen Digital Inc | — | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | EWQ | Ishares Msci France ETF | — | NEW | New buy |
| 38 | EWG | Ishares Msci Germany ETF | — | NEW | New buy |
| 39 | TSLA | Tesla Inc | — | NEW | New buy |
| 40 | DUK | Duke Energy CORP | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 43 | ABT | Abbott Laboratories | — | NEW | New buy |
| 44 | CRM | Salesforce Inc | — | NEW | New buy |
| 45 | EWA | Ishares Msci Australia ETF | — | NEW | New buy |
| 46 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 47 | WMT | Walmart Inc | — | NEW | New buy |
| 48 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 49 | CVX | Chevron CORP | — | NEW | New buy |
| 50 | RVTY | Revvity Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Rice Partnership, LLC reported a total U.S. public equity portfolio value of $823.9M across 152 disclosed positions in Q1 2025.
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 19.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $43.0M
During Q1 2025, Rice Partnership, LLC's top holdings by market value included AAPL (8.8%)、GLD (8.6%)、MSFT (5.7%). The largest single position, AAPL, represented 8.8% of total portfolio value.
In Q1 2025, Rice Partnership, LLC made 152 total portfolio adjustments, initiating 152 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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