StockDriftsStockDriftsTop 50 Rice Partnership, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | 9.54% | 1.63M | $78.6M | +9.03%(+134.63K) | $48.73(-1.67%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 6.46% | 144.5K | $53.2M | +1.07%(+1.53K) | $169.87(+137.94%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.35% | 180.9K | $52.3M | -3.18%(-5.95K) | $68.24(+347.50%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.71% | 33.6K | $38.8M | -33.42%(-16.88K) | $72.22(+1305.10%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.52% | 104.2K | $37.2M | +9.90%(+9.39K) | $188.13(+83.23%) | 2026-06-30 | |
| DXJ | WISDOMTREE TR | 4.14% | 196.8K | $34.1M | +2.14%(+4.12K) | $123.19(+47.21%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.77% | 155.2K | $31.1M | +0.97%(+1.50K) | $28.97(+680.27%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.18% | 80.2K | $26.2M | -1.56%(-1.27K) | $138.80(+162.76%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.05% | 20.9K | $25.1M | +1.25%(+258) | $352.21(+234.86%) | 2026-06-30 | |
| INDA | ISHARES TR | 2.96% | 493.3K | $24.4M | -7.73%(-41.34K) | $40.09(+24.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.94% | +90.40% | +13.97% | +92.29% |
| Top 20 Holdings Unweighted | +26.21% | +101.06% | +14.97% | +100.86% |
Rice Partnership, LLC reports $823.95M in US-listed equity holdings across 171 positions in its most recent 13F filing. Its largest disclosed positions are JPIB (9.5%), GLD (6.5%) and AAPL (6.3%). The top 20 holdings account for 69.05% of reported assets. Its disclosed equity book has returned +90.40% on a three-year cumulative basis. 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.
Sign up free to track Rice Partnership, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Rice Partnership, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736736). View Rice Partnership, LLC’s 13F filings on SEC