R

Rice Partnership, LLC

Rice Partnership, LLC is an institution, managing $704.1M across 188 long positions as of Q3 2025 with 50% concentrated in top 10 holdings.

Portfolio Value
$704.1M
Positions
188
Top Holding
JPIB at 9.14%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Rice Partnership, LLC's portfolio (50.5% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$64.4M
9.14%
+$64.4M
New
1.3M shares
Unknown
Unknown
$50.8M
7.21%
-$190.9K
Sold
142.9K shares
3
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$46.0M
6.53%
-$3.3M
Sold
0.00%
180.6K shares
Software - Infrastructure
Technology
$35.3M
5.01%
-$1.8M
Sold
0.00%
68.1K shares
Banks - Diversified
Financial Services
$34.5M
4.89%
+$414.5K
Bought
0.00%
109.2K shares
ETF
ETF
$29.8M
4.24%
+$3.3M
Bought
573.0K shares
7
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$27.8M
3.94%
-$592.0K
Sold
0.00%
148.8K shares
ETF
ETF
$27.2M
3.86%
+$10.5M
Bought
654.0K shares
9
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$20.5M
2.90%
+$654.8K
Bought
0.00%
93.1K shares
Insurance - Diversified
Financial Services
$19.3M
2.73%
-$398.2K
Sold
0.00%
38.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Rice Partnership, LLC's latest filing

See all changes
Market Value
$704.1M
Prior: $575.6M
Q/Q Change
+22.33%
+$128.5M
Net Flows % of MV
+11.38%
Turnover Ratio
9.75%
New Purchases
17 stocks
$71.5M
Added To
61 stocks
+$35.9M
Sold Out Of
11 stocks
$8.7M
Reduced Holdings
44 stocks
-$18.7M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Rice Partnership, LLC

View analytics

Sector Allocation

ETF: 28.10%ETFTechnology: 21.90%TechnologyFinancial Services: 11.10%Financial ServicesConsumer Cyclical: 6.70%Communication Services: 6.20%Industrials: 5.10%Healthcare: 5.00%Consumer Defensive: 3.20%Utilities: 2.90%Basic Materials: 1.30%Energy: 1.00%Real Estate: 0.10%
ETF
28.10%
Technology
21.90%
Financial Services
11.10%
Consumer Cyclical
6.70%
Communication Services
6.20%
Industrials
5.10%
Healthcare
5.00%
Consumer Defensive
3.20%
Utilities
2.90%
Basic Materials
1.30%
Energy
1.00%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 47.92%Mega Cap (> $200B)Large Cap ($10B - $200B): 15.82%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.86%N/A (ETF or Unknown): 35.40%N/A (ETF or Unknown)
Mega Cap (> $200B)
47.92%
Large Cap ($10B - $200B)
15.82%
Mid Cap ($2B - $10B)
0.86%
N/A (ETF or Unknown)
35.40%

Portfolio Concentration

Top 10 Holdings %
50.47%
Top 20 Holdings %
70.11%
Top 50 Holdings %
94.03%
Top 100 Holdings %
98.95%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.