1y return+15.5%S&P 500 +20.9%
3y return+62.1%S&P 500 +68.5%
5y return+65.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $267 against $280 in the S&P 500.2
Rice Partnership, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JPIBJ P Morgan Exchange Traded F | $78.6M | 9.5% | +9.0% |
| GLDSpdr Gold Tr | $53.2M | 6.5% | +1.1% |
| AAPLApple Inc | $52.3M | 6.4% | −3.2% |
| MUMicron Technology Inc | $38.8M | 4.7% | −33.4% |
| GOOGLAlphabet Inc | $37.2M | 4.5% | +9.9% |
| DXJWisdomtree Tr | $34.1M | 4.1% | +2.1% |
| NVDANvidia Corporation | $31.1M | 3.8% | |
| JPMJpmorgan Chase & Co | $26.2M | 3.2% | −1.6% |
| LLYEli Lilly & Co | $25.1M | 3.0% | +1.2% |
| INDAIshares Tr | $24.4M | 3.0% | −7.7% |
| EWGIshares Inc | $23.5M | 2.8% | −8.3% |
| MSFTMicrosoft Corp | $21.4M | 2.6% | −19.2% |
| AMZNAmazon Com Inc | $19.3M | 2.3% | −5.8% |
| IWBIshares Tr | $18.7M | 2.3% | |
| EWLIshares Inc | $15.3M | 1.9% | +85.0% |
| AXPAmerican Express Co | $14.9M | 1.8% | |
| IJHIshares Tr | $14.6M | 1.8% | +5.4% |
| BBCAJ P Morgan Exchange Traded F | $14.5M | 1.8% | +78.0% |
| AVGOBroadcom Inc | $12.7M | 1.5% | +5.4% |
| RTXRtx Corporation | $12.7M | 1.5% | +1.2% |
| CATCaterpillar Inc | $12.5M | 1.5% | +11.9% |
| PANWPalo Alto Networks Inc | $11.5M | 1.4% | New |
| COSTCostco Wholesale Corporation | $11.0M | 1.3% | −1.2% |
| GSGoldman Sachs Group Inc | $10.9M | 1.3% | +21.5% |
| GEVGe Vernova Inc | $10.2M | 1.2% | +1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $31.1M |
| LLYEli Lilly & Co | December 31, 2020 | +610.4% | $25.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $37.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $6.5M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $7.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $26.2M |
| AXPAmerican Express Co | September 30, 2020 | +237.4% | $14.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $52.3M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $11.0M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $12.7M |
Sold off last quarter
- BRK/BBerkshire Hathaway Inc Del was $16.8M
- IMTBIshares Tr was $502K
- Honeywell Intl IncCUSIP 438516106 was $447K
- COLBColumbia Bkg Sys Inc was $362K
- ISTBIshares Tr was $253K
- LDOSLeidos Holdings Inc was $249K
- ORCLOracle Corp was $204K
- ESGDIshares Tr was $114K
- IEFIshares Tr was $90K
- IEFAIshares Tr was $78K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.4% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +3.5% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +5.5% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +8.1% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −16.3% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +9.8% | +10.7% |
| September 30, 2021 | +2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rice Partnership, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1736736&type=13F-HR&dateb=&owner=include&count=40CIK 1736736
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1736736/000139834426013053/Filed July 29, 2026 · accession 0001398344-26-013053