Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 60.74% of Dale Q Rice Investment Management's stock portfolio.
Added to shares of these 10 stocks: QLD, USD, SWPPX, ORCL, QBTS, PLTR, TSLA, SPY, LRCX, AAPL.
Started 2 new stock positions in ORCL, QBTS.
Reduced shares in these 10 stocks: QQQ, XSD, , VWAGY, IHI, IJH, IJR, SOXX, FBT, XSW.
Sold out of its positions in VWAGY, RCL.
Dale Q Rice Investment Management was a net buyer of stock by $1.3M.
Dale Q Rice Investment Management has $142M in assets under management (AUM), dropping by 17.53%.
Central Index Key (CIK): 0002041427

Tip: Access up to 7 years of quarterly data

Positions held by Dale Q Rice Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Dale Q Rice Investment Management

Dale Q Rice Investment Management holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	19.5	$28M		109k	254.04	View chart
Proshares Ultra Semiconductors Etf Uit Exchange Traded (USD)	17.8	$25M	+3%	231k	109.04	View chart
Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)	12.3	$18M	+5%	123k	141.75	View chart
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)	6.2	$8.8M	-6%	14k	610.69	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	5.0	$7.1M		11k	671.19	View chart
Alphabet Inc Class A Common Stock (GOOGL)	2.6	$3.6M		15k	241.53	View chart
Tesla Common Stock (TSLA)	2.5	$3.6M		8.2k	435.54	View chart
Spdr S&p Semiconductor Etf Uit Exchange Traded (XSD)	2.3	$3.3M	-9%	9.7k	339.05	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	2.2	$3.2M		6.4k	496.74	View chart
Nvidia Corp Common Stock (NVDA)	2.2	$3.0M		16k	192.57	View chart
Ishares Us Technology Etf Uit Exchange Traded (IYW)	1.6	$2.3M		11k	200.61	View chart
Ishares Core S&p Mid Capetf Uit Exchange Traded (IJH)	1.5	$2.1M	-2%	32k	65.09	View chart
Microsoft Corp Common Stock (MSFT)	1.5	$2.1M		4.0k	522.37	View chart
Ishares Us Medical Devices Etf Uit Exchange Traded (IHI)	1.4	$1.9M	-4%	32k	60.05	View chart
Motley Fool 100 Index Etf Uit Exchange Traded (TMFC)	1.2	$1.8M		25k	71.08	View chart
Mastercard Inc Class A Common Stock (MA)	1.1	$1.6M		2.9k	564.47	View chart
Proshares Ultra Technology Etf Uit Exchange Traded (ROM)	1.0	$1.4M		15k	97.96	View chart
Amazon.com Common Stock (AMZN)	1.0	$1.4M		6.3k	227.74	View chart
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)	0.8	$1.1M		3.7k	290.18	View chart
Lam Resh Corp Common Stock (LRCX)	0.7	$934k	+2%	6.6k	141.00	View chart
Palantir Technologies Inclass A Common Stock (PLTR)	0.6	$919k	+9%	5.0k	185.47	View chart
Spdr S&p Software Services Etf Uit Exchange Traded (XSW)	0.6	$905k	-2%	4.5k	201.88	View chart
Ishares Select Dividend Etf Uit Exchange Traded (DVY)	0.6	$887k		6.3k	140.68	View chart
Invsc S P 500 Equal Weight Etf Uit Exchange Traded (RSP)	0.6	$848k		4.5k	189.39	View chart
Schwab Prime Advantage Money Investor Schwab Non-sweep Mmf (SWVXX)	0.6	$841k		841k	1.00	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.6	$814k		3.4k	242.20	View chart
Blackstone Common Stock (BX)	0.5	$769k		4.8k	160.65	View chart
First Trust Nyse Arca Biotech Id Etf Uit Exchange Traded (FBT)	0.5	$707k	-3%	3.8k	186.70	View chart
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)	0.5	$705k	-2%	705k	1.00	View chart
Boot Barn Hldgs Common Stock (BOOT)	0.5	$671k		4.0k	168.00	View chart
Rocket Lab Corp Common Stock (RKLB)	0.4	$630k		9.5k	66.42	View chart
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)	0.4	$621k		23k	27.00	View chart
Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR)	0.4	$557k	-6%	4.7k	117.95	View chart
Proshares Ultra Energy Etf Uit Exchange Traded (DIG)	0.4	$545k		16k	35.10	View chart
First Trust Technology Alphadex Etf Uit Exchange Traded (FXL)	0.4	$520k		3.0k	171.83	View chart
Costco Whsl Corp Common Stock (COST)	0.4	$506k		537.00	942.89	View chart
Invsc S P Midcap 400 Pure Growth Etf Uit Exchange Traded (RFG)	0.4	$504k		9.9k	50.89	View chart
Dws Core Equity S Ntf Equity Funds (SCDGX)	0.3	$488k		13k	38.85	View chart
Spdr Dow Jones Industrial Avrg Etf Uit Exchange Traded (DIA)	0.3	$480k		1.0k	463.50	View chart
Vanguard Windsor Investor Shares Equity Funds (VWNDX)	0.3	$475k		21k	22.31	View chart
Ishares Core Us Aggregate Bond Etf Uit Exchange Traded (AGG)	0.3	$473k	-2%	4.7k	100.02	View chart
Caterpillar Common Stock (CAT)	0.3	$472k		944.00	500.36	View chart
Palo Alto Networks Common Stock (PANW)	0.3	$452k		2.1k	215.17	View chart
Proshares Ultrapro Qqq Etf Uit Exchange Traded (TQQQ)	0.3	$448k		4.1k	108.45	View chart
Deere & Co Common Stock (DE)	0.3	$426k		934.00	456.22	View chart
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)	0.3	$416k	+500%	24k	17.40	View chart
Invsc S P Midcap 400 Pure Value Etf Uit Exchange Traded (RFV)	0.3	$414k	-3%	3.3k	126.84	View chart
Boeing Common Stock (BA)	0.3	$414k		1.9k	216.00	View chart
Ishares Biotechnology Etf Uit Exchange Traded (IBB)	0.3	$374k		2.5k	152.05	View chart
Merck & Co Common Stock (MRK)	0.3	$360k		4.1k	87.50	View chart
Chevron Corp Common Stock (CVX)	0.2	$311k		2.1k	151.64	View chart
Invsc S P 500 Pure Valueetf Uit Exchange Traded (RPV)	0.2	$306k		3.1k	98.23	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.2	$303k		993.00	305.53	View chart
Stryker Corp Common Stock (SYK)	0.2	$302k		815.00	370.20	View chart
First Trst Dorsey Wrightfocus 5 Etf Uit Exchange Traded (FV)	0.2	$299k		4.8k	62.33	View chart
Hilton Worldwide Hldgs I Common Stock (HLT)	0.2	$294k		1.1k	260.10	View chart
Ishares Us Industrials Etf Uit Exchange Traded (IYJ)	0.2	$293k		2.0k	145.83	View chart
Ishares Semiconductor Etf Uit Exchange Traded (SOXX)	0.2	$291k	-9%	1.0k	290.19	View chart
Hartford Ins Group Common Stock (HIG)	0.2	$286k		2.2k	130.13	View chart
Broadcom Common Stock (AVGO)	0.2	$278k		807.00	345.02	View chart
Proshares Ultra S&p 500 Etf Uit Exchange Traded (SSO)	0.2	$266k		2.3k	113.67	View chart
Mgm Resorts Intl Common Stock (MGM)	0.2	$265k	-4%	8.2k	32.45	View chart
Cisco Sys Common Stock (CSCO)	0.2	$254k		3.6k	69.96	View chart
Crowdstrike Hldgs Inc Class A Common Stock (CRWD)	0.2	$226k	-2%	443.00	509.13	View chart
Oracle Corp Common Stock (ORCL)	0.2	$224k	NEW	755.00	296.96	View chart
First Trust Internet Index Cf Etf Uit Exchange Traded (FDN)	0.2	$224k		786.00	284.30	View chart
D-wave Quantum Common Stock (QBTS)	0.2	$219k	NEW	6.2k	35.07	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z