Dale Q Rice Investment Management

Dale Q Rice Investment Management as of March 31, 2026

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