Rice Partnership, LLC
CIK: 0001736736SEC EDGAR →
Portfolio Value
$740K
Holdings
175
As of
Q4 2025
New Positions
31
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 1,428,266 | $70K | 9.41% |
| 2 | SPDR GOLD TR | 137,329 | $54K | 7.36% |
| 3 | APPLE INC | 186,558 | $51K | 6.86% |
| 4 | MICROSOFT CORP | 69,026 | $33K | 4.51% |
| 5 | ISHARES TR | 604,901 | $33K | 4.42% |
| 6 | JPMORGAN CHASE & CO. | 99,524 | $32K | 4.34% |
| 7 | ISHARES INC | 718,167 | $31K | 4.13% |
| 8 | ALPHABET INC | 90,475 | $28K | 3.83% |
| 9 | NVIDIA CORPORATION | 150,756 | $28K | 3.80% |
| 10 | WISDOMTREE TR | 182,916 | $26K | 3.57% |
Quarterly Changes
Top Buys
New Positions (16)
$7K · 74K shares
$5K · 7K shares
$3K · 11K shares
$3K · 17K shares
$2K · 32K shares
$247 · 962 shares
$207 · 366 shares
$206 · 965 shares
$206 · 460 shares
$205 · 756 shares
$81 · 3K shares
$31 · 200 shares
$24 · 400 shares
$17 · 400 shares
$13 · 300 shares
$5 · 55 shares
Closed Positions (29)
$6K · 207K shares
$5K · 14K shares
$4K · 45K shares
$3K · 32K shares
$690 · 23K shares
$554 · 1K shares
$223 · 932 shares
$217 · 8K shares
$209 · 2K shares
$200 · 2K shares
$88 · 833 shares
$50 · 494 shares
$46 · 448 shares
$41 · 402 shares
$27 · 138 shares
$26 · 976 shares
$26 · 105 shares
$23 · 243 shares
$17 · 320 shares
$11 · 229 shares
$10 · 72 shares
$9 · 28 shares
$5 · 31 shares
$3 · 37 shares
$3 · 35 shares
$2 · 80 shares
$2 · 36 shares
$0 · 5 shares
$0 · 12 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $286K | 38.6% |
| Technology | 18 | $157K | 21.3% |
| Unknown | 10 | $75K | 10.2% |
| Communication Services | 6 | $48K | 6.5% |
| Consumer Cyclical | 6 | $44K | 5.9% |
| Healthcare | 11 | $40K | 5.5% |
| Industrials | 13 | $33K | 4.5% |
| Utilities | 6 | $23K | 3.1% |
| Consumer Defensive | 5 | $21K | 2.8% |
| Basic Materials | 2 | $9K | 1.2% |
| Energy | 3 | $3K | 0.4% |
| Real Estate | 1 | $745 | 0.1% |