Rice Partnership, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $552 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $43.7M, Apple Inc. with a value of $39.7M, Microsoft Corp with a value of $35.6M, Jpmorgan Chase & CO with a value of $31.3M, and Ishares Msci India Index Fund with a value of $28.4M.

Examining the 13F form we can see an increase of $78.8M in the current position value, from $473M to 552M.

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

Portfolio value $552 Million
ETFs: $151 Million
Technology: $128 Million
Financial Services: $74.4 Million
Communication Services: $45.1 Million
Consumer Cyclical: $44.7 Million
Healthcare: $35 Million
Industrials: $33.4 Million
Consumer Defensive: $25.8 Million
Other: $14.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $552 Million
  • Prior Value $473 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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