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CIK: 0001736736
Total reported value
$823.9M
$823.9M
175 檔
29.2%
During the Q4 2025 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 175 reported positions.
Rice Partnership, LLC executed strategic sector rebalancing during Q4 2025, establishing 16 new positions while fully exiting 29 holdings and trimming 54 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 9.40% | -0.20% | +8.78% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 7.36% | -1.94% | -3.88% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.86% | -0.13% | +3.30% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.99% | +1.41% | |
| 5 | INDA | Ishares Msci India ETF | ETF-Other | 4.42% | -0.46% | +5.56% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.34% | -0.09% | -8.90% | |
| 7 | EWG | Ishares Msci Germany ETF | ETF-Other | 4.13% | -0.50% | +9.81% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | +0.79% | +79.40% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.80% | +0.11% | +1.34% | |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 3.57% | -0.04% | +70.56% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | -0.10% | +18.15% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.90% | +0.45% | +12.16% | |
| 13 | AXP | American Express Co | Stock-Financials | 2.53% | -0.03% | +6.13% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | -2.30% | EXIT | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.27% | +0.04% | -2.21% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 2.15% | +2.38% | +0.35% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.99% | -0.20% | -11.92% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.48% | +0.12% | +9.55% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.29% | +1.59% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.40% | — | -12.34% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.20% | +46.57% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.18% | -0.72% | +42.73% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 1.04% | +0.22% | -23.98% | |
| 24 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 1.03% | +0.80% | +3.86% | |
| 25 | LIN | Linde plc | Stock-Materials | 1.02% | -0.06% | -2.50% | |
| 26 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.93% | +0.71% | — | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.91% | -0.14% | +36.39% | |
| 28 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.90% | +0.01% | +13.47% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.62% | -36.30% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 0.84% | -0.22% | -39.15% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.04% | -1.86% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | -0.04% | -20.28% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.32% | +419.16% | |
| 34 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.71% | -0.07% | -1.80% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.70% | +0.03% | — | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.66% | -0.07% | +35.34% | |
| 37 | APP | Applovin Corp-class A | Stock-Tech | 0.62% | — | — | |
| 38 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.58% | -0.02% | +12.29% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.01% | +9.14% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.04% | -50.21% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | +0.38% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.08% | -55.44% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.01% | — | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.36% | -0.30% | +671.03% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | +0.33% | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.50% | +3.24% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.06% | +0.47% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.06% | +2.03% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.04% | -0.16% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.1% | +79.40% | Add |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | +1.6% | +70.56% | Add |
| 3 | LLY | Eli Lilly & Co | +1% | +12.16% | Add |
| 4 | MU | Micron Technology Inc | +0.8% | +0.35% | Add |
| 5 | AMZN | Amazon.com Inc | +0.5% | +18.15% | Add |
| 6 | DHR | Danaher CORP | +0.4% | +42.73% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +46.57% | Add |
| 8 | AAPL | Apple Inc | +0.3% | +3.30% | Add |
| 9 | CEG | Constellation Energy | +0.3% | +671.03% | Add |
| 10 | AXP | American Express Co | +0.3% | +6.13% | Add |
| 11 | EWG | Ishares Msci Germany ETF | +0.3% | +9.81% | Add |
| 12 | JPIB | Jpmorgan Intl Bnd ETF | +0.3% | +8.78% | Add |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +36.39% | Add |
| 14 | INDA | Ishares Msci India ETF | +0.2% | +5.56% | Add |
| 15 | GLD | Spdr Gold Shares | +0.2% | -3.88% | Trim |
| 16 | HLT | Hilton Worldwide Holdings In | +0.2% | +13.47% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.86% | Trim |
| 18 | DUK | Duke Energy CORP | +0.1% | +35.34% | Add |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +9.55% | Add |
| 20 | EWL | Ishares Msci Switzerland ETF | +0.1% | +3.86% | Add |
| 21 | CAT | Caterpillar Inc | 0% | +3.24% | Add |
| 22 | BAC | Bank Of America CORP | 0% | +72.18% | Add |
| 23 | USB | US Bancorp | 0% | — | Unchanged |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +9.14% | Add |
| 25 | MATX | Matson Inc | 0% | — | Unchanged |
| 26 | BIPC | Brookfield Infrastructure-a | 0% | -1.80% | Trim |
| 27 | JNJ | Johnson & Johnson | 0% | -0.11% | Trim |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | +14.30% | Add |
| 29 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 30 | WMT | Walmart Inc | 0% | +2.03% | Add |
| 31 | IWD | Ishares Russell 1000 Value E | 0% | +20.96% | Add |
| 32 | RVTY | Revvity Inc | 0% | — | Unchanged |
| 33 | CSCO | Cisco Systems Inc | 0% | -1.27% | Trim |
| 34 | PLD | Prologis Inc | 0% | +1.69% | Add |
| 35 | IMTB | Ishares Core 5-10 Year Usd | 0% | +18.39% | Add |
| 36 | BBJP | Jpmorgan Betabuilders Japan | 0% | +752.00% | Add |
| 37 | XOM | Exxon Mobil CORP | 0% | +2.19% | Add |
| 38 | WAT | Waters CORP | 0% | — | Unchanged |
| 39 | XLC | Ss Comm Select Sector Spdr | 0% | +242.06% | Add |
| 40 | FTV | Fortive CORP | 0% | — | Unchanged |
| 41 | MTD | Mettler-toledo International | 0% | — | Unchanged |
| 42 | XLK | Ss Technology Select Sector | 0% | +120.53% | Add |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +39.23% | Add |
| 44 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 45 | NEE | Nextera Energy Inc | — | +0.36% | Add |
| 46 | INTC | Intel CORP | — | — | Unchanged |
| 47 | PHYS | Sprott Physical Gold Trust | — | — | Unchanged |
| 48 | AMGN | Amgen Inc | — | +2.16% | Add |
| 49 | SDY | Ss Spdr S&p Dividend ETF | — | +34.68% | Add |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | — | +21.51% | Add |
According to official SEC Form 13F filings, Rice Partnership, LLC reported a total U.S. public equity portfolio value of $823.9M across 175 disclosed positions in Q4 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 JPIB, GLD, AAPL) accounted for 29.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BBCA
市值: $6.9M
Top Position Liquidated / Trimmed
GEN
前期市值: $5.9M
During Q4 2025, Rice Partnership, LLC's top holdings by market value included JPIB (9.4%)、GLD (7.4%)、AAPL (6.9%). The largest single position, JPIB, represented 9.4% of total portfolio value.
In Q4 2025, Rice Partnership, LLC made 152 total portfolio adjustments, initiating 16 new buys, adding to 53 positions, trimming 54 holdings, and fully liquidating 29 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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