StockDriftsStockDriftsTop 50 Dale Q Rice Investment Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USD | PROSHARES TR | 24.11% | 459.5K | $44.2M | +0.27%(+1.23K) | $33.26(+131.38%) | 2026-09-30 | |
| AAPL | APPLE INC | 18.62% | 102.6K | $34.2M | -0.23%(-235) | $232.36(+47.59%) | 2026-09-30 | |
| QLD | PROSHARES TR | 13.46% | 258.2K | $24.7M | +0.26%(+682) | $54.30(+65.36%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.38% | 13.3K | $9.9M | -0.54%(-72) | $499.65(+43.77%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.05% | 9.7K | $7.4M | -0.39%(-38) | $580.04(+32.14%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.76% | 14.7K | $5.1M | -0.25%(-37) | $177.58(+93.82%) | 2026-09-30 | |
| XSD | SPDR SERIES TRUST | 2.53% | 8.8K | $4.6M | -0.51%(-45) | $244.35(+92.45%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.16% | 17.3K | $4.0M | +0.23%(+39) | $132.61(+63.71%) | 2026-09-30 | |
| TSLA | TESLA INC | 1.79% | 9.3K | $3.3M | +1.61%(+147) | $340.12(+8.21%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.66% | 6.1K | $3.0M | -1.59%(-99) | $458.15(+16.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +65.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.84% |
Dale Q Rice Investment Management LTD reports $183.52M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are USD (24.1%), AAPL (18.6%) and QLD (13.5%). The top 20 holdings account for 87.04% of reported assets. Its disclosed equity book has returned +65.28% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dale Q Rice Investment Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041427). View Dale Q Rice Investment Management LTD’s 13F filings on SEC