Rice Partnership, LLC Portfolio Holdings

Rice Partnership, LLC

  • $667 Million
  • Q3 2025

Rice Partnership, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $667 Million distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan International Bond Op with a value of $64.4M, Spdr Gold Trust with a value of $50.8M, Apple Inc. with a value of $46M, Microsoft Corp with a value of $35.3M, and Jpmorgan Chase & CO with a value of $34.5M.

Examining the 13F form we can see an increase of $115M in the current position value, from $552M to 667M.

Below you can find more details about Rice Partnership, LLC portfolio as well as his latest detailed transactions.

Portfolio value $667 Million
ETFs: $249 Million
Technology: $142 Million
Financial Services: $78.8 Million
Consumer Cyclical: $47.2 Million
Communication Services: $44 Million
Industrials: $35.5 Million
Healthcare: $34.4 Million
Consumer Defensive: $22.6 Million
Other: $14.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.9B
$508,000 0.08% of portfolio
5,651
Q2 2025 New
$18.3B
$514,000 0.08% of portfolio
10,500
Q3 2025 Reduced 4.55%
$204B
$564,000 0.08% of portfolio
4,017
Q2 2025 Added 22.62%
$115B
$554,000 0.08% of portfolio
1,130
Q2 2025 New
$0
$549,000 0.08% of portfolio
18,548
Q1 2025 Reduced 13.72%
$31.6B
$441,000 0.07% of portfolio
360
Q1 2025 Reduced 10.89%
$593B
$402,000 0.06% of portfolio
1,432
Q3 2025 Added 1.13%
$414B
$429,000 0.06% of portfolio
1,856
Q3 2025 Added 0.98%
$132B
$416,000 0.06% of portfolio
1,978
Q2 2025 Reduced 6.26%
$39.4B
$430,000 0.06% of portfolio
600
Q1 2025 Reduced 0.33%
$413B
$413,000 0.06% of portfolio
8,019
Q3 2025 Reduced 0.56%
$111B
$319,000 0.05% of portfolio
970
Q2 2025 New
$39.8B
$305,000 0.05% of portfolio
6,473
Q2 2025 New
$26.1B
$303,000 0.05% of portfolio
1,604
Q2 2025 Reduced 49.98%
$183B
$325,000 0.05% of portfolio
1,155
Q3 2025 Reduced 24.26%
$89.3B
$348,000 0.05% of portfolio
3,200
Q2 2025 New
$144B
$295,000 0.04% of portfolio
647
Q3 2025 Reduced 0.31%
$43.5B
$248,000 0.04% of portfolio
1,934
Q2 2025 Reduced 3.73%
$64.9B
$281,000 0.04% of portfolio
3,345
Q2 2025 Reduced 4.92%
$22.7B
$264,000 0.04% of portfolio
882
Q2 2024 Reduced 39.05%
$9.78B
$293,000 0.04% of portfolio
6,520
Q1 2025 Reduced 6.46%
$269B
$223,000 0.03% of portfolio
932
Q3 2025 Reduced 94.36%
$193B
$220,000 0.03% of portfolio
1,930
Q2 2025 Reduced 9.81%
$11.7B
$200,000 0.03% of portfolio
2,172
Q3 2025 New
$13.8B
$209,000 0.03% of portfolio
1,780
Q3 2025 New
$6.29B
$217,000 0.03% of portfolio
7,978
Q3 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $667 Million
  • Prior Value $552 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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