StockDriftsStockDriftsTop 50 Dale Q Rice Investment Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USD | PROSHARES TR | 25.91% | 458.3K | $47.8M | +2.47%(+11.04K) | $33.08(+173.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 16.13% | 102.8K | $29.8M | -2.45%(-2.58K) | $232.36(+31.98%) | 2026-06-30 | |
| QLD | PROSHARES TR | 13.51% | 257.5K | $24.9M | +3.86%(+9.57K) | $54.19(+69.32%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.36% | 13.4K | $9.9M | -3.30%(-458) | $499.65(+44.26%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.96% | 9.8K | $7.3M | -3.81%(-387) | $580.04(+33.36%) | 2026-06-30 | |
| XSD | SPDR SERIES TRUST | 2.98% | 8.8K | $5.5M | -3.11%(-283) | $244.35(+117.59%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.86% | 14.7K | $5.3M | -0.98%(-146) | $177.58(+97.92%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.08% | 9.1K | $3.8M | +5.63%(+486) | $339.36(-2.22%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.88% | 17.3K | $3.5M | +5.60%(+917) | $132.43(+66.48%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.69% | 6.2K | $3.1M | -3.72%(-240) | $458.15(+14.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +66.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.54% |
Dale Q Rice Investment Management Ltd reports $184.45M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are USD (25.9%), AAPL (16.1%) and QLD (13.5%). The top 20 holdings account for 86.88% of reported assets. Its disclosed equity book has returned +66.00% cumulatively over 6 quarters. Figures reflect the Q2 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