Institutional Fund
Rice Partnership, LLC
Honolulu, HICIK 17367365 filings on record
Portfolio Value
$731.81M
Q1 2026
Holdings
178
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-1.1%
from $739.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F9.7%
- Spdr Gold Tr8.4%
- Apple Inc6.5%
- Wisdomtree Tr4.2%
- Alphabet Inc3.7%
- Nvidia Corporation3.7%
- Other63.8%
Portfolio Holdings
178 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 1.49M | $71.30M | 9.7% | +62.7K | Added |
| 2 | Spdr Gold Tr | 142.9K | $61.50M | 8.4% | +5.6K | Added |
| 3 | Apple Inc | 186.8K | $47.42M | 6.5% | +275 | Added |
| 4 | Wisdomtree Tr | 192.7K | $30.55M | 4.2% | +9.7K | Added |
| 5 | Alphabet Inc | 94.8K | $27.27M | 3.7% | +4.3K | Added |
| 6 | Nvidia Corporation | 153.7K | $26.81M | 3.7% | +3.0K | Added |
| 7 | Microsoft Corp | 71.0K | $26.26M | 3.6% | +1.9K | Added |
| 8 | Ishares Tr | 534.6K | $25.04M | 3.4% | −70.3K | Reduced |
| 9 | Ishares Inc | 618.2K | $24.52M | 3.4% | −99.9K | Reduced |
| 10 | Jpmorgan Chase & Co. | 81.4K | $23.95M | 3.3% | −18.1K | Reduced |
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