AI Portfolio Summary
In 2025 Q4, Rice Partnership, LLC maintained a portfolio of 204 distinct positions. They heavily accumulated shares in J P MORGAN EXCHANGE , increasing their position by 8.8%. Conversely, Rice Partnership, LLC completely exited their position in GEN DIGITAL INC.
Total Positions
204
Quarter
2025 Q4
Top Holding
JPIB (9.4%)
Top 10 Concentration
52.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 204
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 9.40% | 9.14% |
#1
Prev: #1
|
5.8 | 115,270 | 8.8% |
P
S
|
1,428,266 | $69,556,554 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 7.36% | 7.21% |
#2
Prev: #2
|
3.0 | -5,545 | -3.9% |
P
S
|
137,329 | $54,424,856 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 6.86% | 6.53% |
#3
Prev: #3
|
4.8 | 5,956 | 3.3% |
P
S
|
186,558 | $50,717,730 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.51% | 5.01% |
#4
Prev: #4
|
3.8 | 963 | 1.4% |
P
S
|
69,026 | $33,382,261 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INDA
ISHARES TR
|
ETF | 4.42% | 4.24% |
#5
1
Prev: #6
|
3.8 | 31,868 | 5.6% |
P
S
|
604,901 | $32,694,899 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 4.34% | 4.89% |
#6
1
Prev: #5
|
1.8 | -9,720 | -8.9% |
P
S
|
99,524 | $32,068,784 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWG
ISHARES INC
|
ETF | 4.13% | 3.86% |
#7
1
Prev: #8
|
3.7 | 64,166 | 9.8% |
P
S
|
718,167 | $30,522,098 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.83% | 1.74% |
#8
10
Prev: #18
|
3.8 | 40,044 | 79.4% |
P
S
|
90,475 | $28,318,619 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.80% | 3.94% |
#9
2
Prev: #7
|
3.5 | 1,987 | 1.3% |
P
S
|
150,756 | $28,116,038 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 3.57% | 1.95% |
#10
6
Prev: #16
|
3.6 | 75,670 | 70.6% |
P
S
|
182,916 | $26,369,171 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.43% | 2.90% |
#11
2
Prev: #9
|
3.4 | 16,902 | 18.1% |
P
S
|
110,048 | $25,401,279 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 2.90% | 1.93% |
#12
5
Prev: #17
|
3.2 | 2,164 | 12.2% |
P
S
|
19,966 | $21,456,831 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 2.53% | 2.25% |
#13
1
Prev: #12
|
3.0 | 2,926 | 6.1% |
P
S
|
50,623 | $18,727,958 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.39% | 2.73% |
#14
4
Prev: #10
|
1.0 | -3,088 | -8.1% |
P
S
|
35,215 | $17,700,820 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWB
ISHARES TR
|
ETF | 2.27% | 2.39% |
#15
4
Prev: #11
|
0.9 | -1,018 | -2.2% |
P
S
|
44,992 | $16,801,783 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.15% | 1.32% |
#16
8
Prev: #24
|
2.9 | 194 | 0.3% |
P
S
|
55,678 | $15,891,058 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.99% | 2.16% |
#17
4
Prev: #13
|
0.8 | -10,849 | -11.9% |
P
S
|
80,179 | $14,704,829 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 1.48% | 1.40% |
#18
4
Prev: #22
|
2.6 | 14,442 | 9.6% |
P
S
|
165,621 | $10,930,986 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.40% | 1.56% |
#19
1
Prev: #20
|
2.6 | 188 | 1.6% |
P
S
|
12,023 | $10,367,746 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.40% | 1.97% |
#20
5
Prev: #15
|
0.6 | -4,575 | -12.3% |
P
S
|
32,489 | $10,348,184 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.29% | 0.88% |
#21
10
Prev: #31
|
2.7 | 8,785 | 46.6% |
P
S
|
27,651 | $9,570,011 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 1.18% | 0.75% |
#22
12
Prev: #34
|
2.6 | 11,439 | 42.7% |
P
S
|
38,210 | $8,747,033 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEV
GE VERNOVA INC
|
Industrials | 1.04% | 1.35% |
#23
Prev: #23
|
0.5 | -3,715 | -24.0% |
P
S
|
11,776 | $7,696,440 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWL
ISHARES INC
|
ETF | 1.03% | 0.96% |
#24
5
Prev: #29
|
2.4 | 4,702 | 3.9% |
P
S
|
126,466 | $7,582,901 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC
|
Basic Materials | 1.02% | 1.23% |
#25
Prev: #25
|
0.4 | -454 | -2.5% |
P
S
|
17,725 | $7,557,763 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEN
GEN DIGITAL INC
|
Technology | 0.00% | 0.83% |
Sold All 😨
(Was: #33) |
0.3 | -206,695 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.00% | 0.75% |
Sold All 😨
(Was: #35) |
0.3 | -14,299 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.00% | 0.61% |
Sold All 😨
(Was: #41) |
0.3 | -45,226 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 0.00% | 0.49% |
Sold All 😨
(Was: #44) |
0.3 | -31,728 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #69) |
0.3 | -23,292 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.00% | 0.08% |
Sold All 😨
(Was: #74) |
0.3 | -1,130 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 0.00% | 0.03% |
Sold All 😨
(Was: #106) |
0.3 | -932 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GME
GAMESTOP CORP N...
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #108) |
0.3 | -7,978 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RPM
RPM INTL INC
|
Basic Materials | 0.00% | 0.03% |
Sold All 😨
(Was: #110) |
0.3 | -1,780 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ENTG
ENTEGRIS INC
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #112) |
0.3 | -2,172 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUB
ISHARES TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #133) |
0.3 | -833 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IXN
ISHARES TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #145) |
0.3 | -494 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TLH
ISHARES TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #147) |
0.3 | -448 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STIP
ISHARES TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #150) |
0.3 | -402 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYW
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #158) |
0.3 | -138 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #159) |
0.3 | -105 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #160) |
0.3 | -976 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USMV
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #162) |
0.3 | -243 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #164) |
0.3 | -320 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #168) |
0.3 | -229 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWS
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #173) |
0.3 | -72 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OEF
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #175) |
0.3 | -28 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSG
ISHARES TR
|
Warrant | 0.00% | 0.00% |
Sold All 😨
(Was: #178) |
0.3 | -31 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSV
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #179) |
0.3 | -35 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFAV
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #180) |
0.3 | -37 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCZ
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #181) |
0.3 | -36 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #182) |
0.3 | -80 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #187) |
0.3 | -5 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEMV
ISHARES INC
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #188) |
0.3 | -12 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 204 holdings