Rice Partnership, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $512 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $48.4M, Spdr Gold Trust with a value of $34.8M, Microsoft Corp with a value of $33.3M, Ishares Msci India Index Fund with a value of $26.9M, and Nvidia Corp with a value of $23.9M.

Examining the 13F form we can see an increase of $27M in the current position value, from $485M to 512M.

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

Portfolio value $512 Million
Technology: $128 Million
ETFs: $114 Million
Financial Services: $65.6 Million
Consumer Cyclical: $46.9 Million
Communication Services: $40.5 Million
Healthcare: $38 Million
Industrials: $31.1 Million
Consumer Defensive: $24.2 Million
Other: $24.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $512 Million
  • Prior Value $485 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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