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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 59.06% of Dale Q Rice Investment Management's stock portfolio.
Added to shares of these 10 stocks: QLD, USD, XOM, EOG, SMH, INTC, TSLA, CAT, BRK.B, PLTR.
Started 4 new stock positions in XOM, SMH, EOG, INTC.
Reduced shares in these 10 stocks: , QQQ, XSD, XSW, SPY, IHI, AMZN, AAPL, RSP, MRK.
Sold out of its position in FDN.
Dale Q Rice Investment Management was a net buyer of stock by $2.1M.
Dale Q Rice Investment Management has $132M in assets under management (AUM), dropping by -5.45%.
Central Index Key (CIK): 0002041427

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

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Portfolio Holdings for Dale Q Rice Investment Management

Dale Q Rice Investment Management holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	20.3	$27M		105k	253.79	View chart
Proshares Ultra Semiconductors Uie (USD)	16.2	$21M		447k	47.95	View chart
Proshares Ultra Qqq Uie (QLD)	11.5	$15M	+3%	248k	61.00	View chart
Invesco Qqq Tr Uie (QQQ)	6.1	$8.0M		14k	577.20	View chart
State Street Spdr S&p 500 Etf Trust Uie (SPY)	5.0	$6.6M		10k	650.36	View chart
Alphabet Inc Class A cs (GOOGL)	3.2	$4.3M		15k	287.55	View chart
Tesla Motors (TSLA)	2.4	$3.2M	+5%	8.6k	371.75	View chart
Berkshire Hathaway (BRK.B)	2.3	$3.1M	+4%	6.5k	479.20	View chart
State Street Spdr S&p Semiconductor Etf Uie (XSD)	2.2	$3.0M	-4%	9.1k	326.12	View chart
NVIDIA Corporation (NVDA)	2.2	$2.9M	+3%	16k	174.40	View chart
Ishares Core S&p Mid-capetf Uie (IJH)	1.6	$2.1M	+2%	31k	67.53	View chart
Ishares U.s. Technology Etf Uie (IYW)	1.5	$2.0M		11k	181.42	View chart
Motley Fool 100 Index Etf Uie (TMFC)	1.2	$1.6M		24k	65.97	View chart
Microsoft Corporation (MSFT)	1.1	$1.5M		4.0k	370.21	View chart
Lam Research (LRCX)	1.1	$1.5M	+3%	6.9k	213.66	View chart
Ishares U.s. Medical Devices Etf Uie (IHI)	1.1	$1.5M	-2%	27k	53.35	View chart
MasterCard Incorporated (MA)	1.1	$1.4M		2.9k	499.65	View chart
Amazon (AMZN)	1.0	$1.3M	-2%	6.1k	208.27	View chart
Proshares Ultra Technology Uie (ROM)	0.9	$1.1M		15k	78.40	View chart
Proshares Ultra Energy Uie (DIG)	0.8	$1.0M		16k	66.76	View chart
Alphabet Inc Class C cs (GOOG)	0.7	$978k	+2%	3.4k	286.83	View chart
Ishares Select Dividend Etf Uie (DVY)	0.7	$947k		6.3k	151.41	View chart
State Street Technology Select Sector Spdr Etf Uie (XLK)	0.7	$876k		6.6k	132.90	View chart
Palantir Technologies (PLTR)	0.6	$846k	+15%	5.8k	146.28	View chart
Schwab Prime Advantage Money Investor MMN (SWVXX)	0.6	$824k		824k	1.00	View chart
Caterpillar (CAT)	0.6	$811k	+21%	1.1k	708.46	View chart
Invesco S&p 500 Equal Weight Etf Uie (RSP)	0.6	$754k	-3%	3.9k	191.92	View chart
Schwab Us Treasury Money Investor MMN (SNSXX)	0.6	$740k	+8%	740k	1.00	View chart
Rocket Lab Corp (RKLB)	0.5	$713k	+13%	11k	64.22	View chart
Schwab U.s. Dividend Equity Etf Uie (SCHD)	0.5	$700k		23k	30.68	View chart
Deere & Company (DE)	0.5	$639k	+21%	1.1k	563.30	View chart
First Trust Nyse Arca Biotechnology Index Fund Uie (FBT)	0.5	$622k	-2%	3.1k	200.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$551k		4.8k	114.99	View chart
Invesco S&p Midcap 400 Pure Growth Etf Uie (RFG)	0.4	$543k		9.9k	54.81	View chart
Ishares Core S&p Small-cap Etf Uie (IJR)	0.4	$543k	+5%	4.4k	124.31	View chart
Costco Wholesale Corporation (COST)	0.4	$535k		537.00	996.43	View chart
Boot Barn Hldgs (BOOT)	0.4	$517k		3.5k	146.36	View chart
State Street Spdr S&p Software & Services Etf Uie (XSW)	0.4	$512k	-12%	3.6k	142.30	View chart
Vanguard Windsor Investor Shares MFC (VWNDX)	0.4	$492k		23k	21.62	View chart
Merck & Co (MRK)	0.4	$477k	-3%	4.0k	120.29	View chart
Dws Core Equity S Mfa (SCDGX)	0.4	$474k		14k	34.24	View chart
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)	0.4	$469k		4.7k	99.27	View chart
First Trust Technology Alphadex Fund Uie (FXL)	0.3	$432k		2.7k	158.87	View chart
Chevron Corporation (CVX)	0.3	$422k		2.0k	206.90	View chart
Schwab S&p 500 Index MFS (SWPPX)	0.3	$405k		24k	16.77	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Uie (DIA)	0.3	$402k	-3%	868.00	463.19	View chart
Ishares Biotechnology Etf Uie (IBB)	0.3	$395k		2.3k	168.85	View chart
Boeing Company (BA)	0.3	$379k		1.9k	199.03	View chart
Invesco S&p Midcap 400 Pure Value Etf Uie (RFV)	0.3	$372k		2.9k	129.97	View chart
Hilton Worldwide Holdings (HLT)	0.3	$340k		1.1k	304.08	View chart
Proshares Ultrapro Qqq Uie (TQQQ)	0.3	$338k		8.1k	41.68	View chart
Invesco S&p 500 Pure Value Etf Uie (RPV)	0.3	$332k		3.1k	107.39	View chart
Palo Alto Networks (PANW)	0.2	$317k	-4%	2.0k	160.32	View chart
Ishares Semiconductor Etf Uie (SOXX)	0.2	$315k	-4%	959.00	328.66	View chart
Hartford Financial Services (HIG)	0.2	$298k		2.2k	135.23	View chart
Ishares U.s. Industrialsetf Uie (IYJ)	0.2	$296k		2.0k	147.54	View chart
MGM Resorts International. (MGM)	0.2	$294k	-2%	7.9k	37.01	View chart
JPMorgan Chase & Co. (JPM)	0.2	$292k		993.00	294.16	View chart
First Trust Dorsey Wright Focus 5 Etf Uie (FV)	0.2	$290k		4.8k	60.44	View chart
Exxon Mobil Corporation (XOM)	0.2	$290k	NEW	1.7k	169.66	View chart
Cisco Systems (CSCO)	0.2	$282k		3.6k	77.59	View chart
Stryker Corporation (SYK)	0.2	$268k		815.00	328.59	View chart
Broadcom (AVGO)	0.2	$250k		807.00	309.51	View chart
Proshares Ultra S&p500 Uie (SSO)	0.2	$243k		4.7k	51.88	View chart
EOG Resources (EOG)	0.2	$215k	NEW	1.5k	144.57	View chart
Vaneck Semiconductor Etf Uie (SMH)	0.2	$209k	NEW	545.00	383.40	View chart
Intel Corporation (INTC)	0.2	$205k	NEW	4.7k	44.13	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$203k	+17%	521.00	390.41	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 2026 Q1 filed May 8, 2026
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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