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Dale Q Rice Investment Management

Latest statistics and disclosures from Dale Q Rice Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, USD, QLD, QQQ, SPY, and represent 60.34% of Dale Q Rice Investment Management's stock portfolio.
Added to shares of these 10 stocks: USD (+$11M), QLD (+$8.2M), XLK, TQQQ, SSO, SCDGX, VWNDX, RKLB, PLTR, SWPPX.
Reduced shares in these 10 stocks: AAPL, IHI, , QBTS, SPY, QQQ, IJH, FBT, BRK.B, BOOT.
Sold out of its positions in QBTS, ORCL.
Dale Q Rice Investment Management was a net buyer of stock by $17M.
Dale Q Rice Investment Management has $140M in assets under management (AUM), dropping by -1.47%.
Central Index Key (CIK): 0002041427

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Portfolio Holdings for Dale Q Rice Investment Management

Dale Q Rice Investment Management holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	20.5	$29M	-2%	106k	271.86	View chart
Proshares Ultra Semiconductors Etf Uie (USD)	16.5	$23M	+89%	439k	52.47	View chart
Proshares Ultra Qqq Etf Uie (QLD)	12.1	$17M	+94%	240k	70.37	View chart
Invsc Qqq Trust Srs 1 Etf Uie (QQQ)	6.2	$8.7M		14k	614.30	View chart
Spdr S&p 500 Etf Uie (SPY)	5.0	$7.0M	-2%	10k	681.94	View chart
Alphabet Inc Class A cs (GOOGL)	3.3	$4.7M		15k	313.01	View chart
Tesla Motors (TSLA)	2.6	$3.7M		8.2k	449.72	View chart
Berkshire Hathaway (BRK.B)	2.2	$3.1M	-2%	6.2k	502.65	View chart
State Srt Spdr S&p Smcndctr Etf Uie (XSD)	2.2	$3.0M		9.5k	321.60	View chart
NVIDIA Corporation (NVDA)	2.1	$3.0M		16k	186.50	View chart
Ishares Us Technology Etf Uie (IYW)	1.6	$2.2M		11k	199.68	View chart
Ishares Core S&p Mid Capetf Uie (IJH)	1.4	$2.0M	-6%	30k	66.00	View chart
Microsoft Corporation (MSFT)	1.4	$1.9M		4.0k	483.62	View chart
Ishares Us Medical Devices Etf Uie (IHI)	1.2	$1.7M	-13%	28k	62.15	View chart
Motley Fool 100 Index Etf Uie (TMFC)	1.2	$1.7M	-2%	24k	71.77	View chart
MasterCard Incorporated (MA)	1.2	$1.6M		2.9k	570.83	View chart
Amazon (AMZN)	1.0	$1.4M		6.3k	230.82	View chart
Proshares Ultra Technology Etf Uie (ROM)	1.0	$1.4M		15k	94.30	View chart
Lam Research (LRCX)	0.8	$1.1M		6.6k	171.18	View chart
Alphabet Inc Class C cs (GOOG)	0.8	$1.0M		3.3k	313.82	View chart
State Stret Tec Select Sec Spdr Etf Uie (XLK)	0.7	$953k	+77%	6.6k	143.97	View chart
Palantir Technologies (PLTR)	0.6	$888k		5.0k	177.75	View chart
Ishares Select Dividend Etf Uie (DVY)	0.6	$887k		6.3k	141.14	View chart
Schwab Prime Advantage Money Investor MMN (SWVXX)	0.6	$817k	-2%	817k	1.00	View chart
Invsc S P 500 Equal Weight Etf Uie (RSP)	0.6	$777k	-9%	4.1k	191.56	View chart
St Srt Spdr S&p Sftwr And Srvcs Etf Uie (XSW)	0.6	$768k	-8%	4.1k	187.15	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$738k		4.8k	154.14	View chart
Schwab Us Treasury Money Investor MMN (SNSXX)	0.5	$684k	-3%	684k	1.00	View chart
Rocket Lab Corp (RKLB)	0.5	$683k	+3%	9.8k	69.76	View chart
First Trust Nyse Arca Biotech Id Etf Uie (FBT)	0.5	$655k	-16%	3.2k	206.52	View chart
Schwab Us Dividend Equity Etf Uie (SCHD)	0.5	$630k		23k	27.43	View chart
Boot Barn Hldgs (BOOT)	0.4	$623k	-11%	3.5k	176.47	View chart
Proshares Ultra Energy Etf Uie (DIG)	0.4	$561k		16k	36.09	View chart
Caterpillar (CAT)	0.4	$541k		944.00	572.87	View chart
Invsc S P Midcap 400 Pure Growth Etf Uie (RFG)	0.4	$520k		9.9k	52.43	View chart
Vanguard Windsor Investor Shares MFC (VWNDX)	0.4	$501k	+6%	23k	22.00	View chart
Ishares Core S&p Small Cap Etf Uie (IJR)	0.4	$499k	-12%	4.1k	120.18	View chart
Dws Core Equity S Mfa (SCDGX)	0.4	$498k	+10%	14k	35.98	View chart
Ishares Core Us Aggregate Bond Etf Uie (AGG)	0.3	$472k		4.7k	99.88	View chart
Costco Wholesale Corporation (COST)	0.3	$463k		537.00	862.34	View chart
First Trust Technology Alphadex Etf Uie (FXL)	0.3	$459k	-9%	2.7k	168.28	View chart
Deere & Company (DE)	0.3	$435k		934.00	465.57	View chart
Merck & Co (MRK)	0.3	$434k		4.1k	105.26	View chart
Spdr Dow Jones Industrial Avrg Etf Uie (DIA)	0.3	$432k	-13%	898.00	480.57	View chart
Proshares Ultrapro Qqq Etf Uie (TQQQ)	0.3	$428k	+96%	8.1k	52.72	View chart
Schwab S&p 500 Index MFS (SWPPX)	0.3	$424k		24k	17.54	View chart
Boeing Company (BA)	0.3	$413k		1.9k	217.12	View chart
Ishares Biotechnology Etf Uie (IBB)	0.3	$400k	-3%	2.4k	168.77	View chart
Palo Alto Networks (PANW)	0.3	$383k		2.1k	184.20	View chart
Invsc S P Midcap 400 Pure Value Etf Uie (RFV)	0.3	$368k	-11%	2.9k	127.78	View chart
Hilton Worldwide Holdings (HLT)	0.2	$321k		1.1k	287.25	View chart
JPMorgan Chase & Co. (JPM)	0.2	$320k		993.00	322.22	View chart
Invsc S P 500 Pure Valueetf Uie (RPV)	0.2	$320k		3.1k	103.36	View chart
Chevron Corporation (CVX)	0.2	$311k		2.0k	152.41	View chart
Hartford Financial Services (HIG)	0.2	$303k		2.2k	137.80	View chart
First Trst Dorsey Wrightfocus 5 Etf Uie (FV)	0.2	$302k		4.8k	62.92	View chart
Ishares Semiconductor Etf Uie (SOXX)	0.2	$302k		1.0k	301.15	View chart
Ishares Us Industrials Etf Uie (IYJ)	0.2	$298k		2.0k	148.17	View chart
MGM Resorts International. (MGM)	0.2	$296k		8.1k	36.49	View chart
Stryker Corporation (SYK)	0.2	$286k		815.00	351.47	View chart
Cisco Systems (CSCO)	0.2	$280k		3.6k	77.03	View chart
Broadcom (AVGO)	0.2	$279k		807.00	346.10	View chart
Proshares Ultra S&p 500 Etf Uie (SSO)	0.2	$271k	+100%	4.7k	57.92	View chart
First Trust Internet Index Cf Etf Uie (FDN)	0.2	$212k		786.00	269.18	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.1	$207k		442.00	468.76	View chart

Past Filings by Dale Q Rice Investment Management

SEC 13F filings are viewable for Dale Q Rice Investment Management going back to 2024

Dale Q Rice Investment Management 2025 Q4 filed Jan. 30, 2026
Dale Q Rice Investment Management 2025 Q3 filed Oct. 15, 2025
Dale Q Rice Investment Management 2025 Q2 filed July 29, 2025
Dale Q Rice Investment Management 2025 Q1 filed April 22, 2025
Dale Q Rice Investment Management 2024 Q4 filed Jan. 13, 2025

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