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Dale Q Rice Investment Management Ltd

Portfolio Manager
Dale Q Rice Investment Management Ltd
Performance
-8.22% (2026 Q1)
AUM (13F)
$131.98M
# of Holdings
68
Performance Rank
Allocation (Top 20)
82.85%

Dale Q Rice Investment Management Ltd Holdings Map

Top 50 Dale Q Rice Investment Management Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
20.27%105.4K$26.8M
-0.09%(-100)
2025-Q1: 186.6K shares2025-Q2: 108.5K shares2025-Q3: 108.6K shares2025-Q4: 105.5K shares2026-Q1: 105.4K shares
$232.36(+32.83%)
2026-03-31
USD
PROSHARES ULTRA SEMICONDUCTORS
16.25%447.3K$21.4M
+1.99%(+8.72K)
2025-Q1: 387.7K shares2025-Q2: 222.3K shares2025-Q3: 230.8K shares2025-Q4: 438.6K shares2026-Q1: 447.3K shares
$32.08(+172.79%)
2026-03-31
QLD
PROSHARES ULTRA QQQ
11.46%247.9K$15.1M
+3.54%(+8.48K)
2025-Q1: 204.4K shares2025-Q2: 116.4K shares2025-Q3: 123.2K shares2025-Q4: 239.5K shares2026-Q1: 247.9K shares
$53.31(+69.97%)
2026-03-31
QQQ
INVESCO QQQ TR
6.07%13.9K$8.0M
-1.83%(-258)
2025-Q1: 29.7K shares2025-Q2: 15.4K shares2025-Q3: 14.4K shares2025-Q4: 14.1K shares2026-Q1: 13.9K shares
$499.65(+42.62%)
2026-03-31
SPY
STATE STREET SPDR S&P 500 ETF TRUST
5.01%10.2K$6.6M
-0.98%(-101)
2025-Q1: 19.7K shares2025-Q2: 10.5K shares2025-Q3: 10.5K shares2025-Q4: 10.3K shares2026-Q1: 10.2K shares
$580.04(+28.40%)
2026-03-31
GOOGL
ALPHABET INC CLASS CLASS A
3.24%14.9K$4.3M
-0.18%(-27)
2025-Q1: 29.2K shares2025-Q2: 15.0K shares2025-Q3: 15.0K shares2025-Q4: 14.9K shares2026-Q1: 14.9K shares
$177.58(+102.68%)
2026-03-31
TSLA
TESLA INC
2.43%8.6K$3.2M
+5.11%(+420)
2025-Q1: 12.9K shares2025-Q2: 8.1K shares2025-Q3: 8.2K shares2025-Q4: 8.2K shares2026-Q1: 8.6K shares
$336.62(+16.88%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY CLASS B
2.34%6.5K$3.1M
+4.20%(+260)
2025-Q1: 12.8K shares2025-Q2: 6.4K shares2025-Q3: 6.4K shares2025-Q4: 6.2K shares2026-Q1: 6.5K shares
$458.15(+10.83%)
2026-03-31
XSD
STATE STREET SPDR S&P SEMICONDUCTOR ETF
2.25%9.1K$3.0M
-4.04%(-383)
2025-Q1: 22.1K shares2025-Q2: 10.6K shares2025-Q3: 9.7K shares2025-Q4: 9.5K shares2026-Q1: 9.1K shares
$244.35(+127.49%)
2026-03-31
NVDA
NVIDIA CORP
2.16%16.4K$2.9M
+3.43%(+543)
2025-Q1: 26.1K shares2025-Q2: 15.8K shares2025-Q3: 15.8K shares2025-Q4: 15.8K shares2026-Q1: 16.4K shares
$129.62(+50.31%)
2026-03-31

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