Rice Partnership, LLC

CIK

1736736

Location

HONOLULU, HI

Portfolio Value

Micro $23,057,423

Diversification

Diversified

Filing Date

Global Rank

#2,607 / 8,588 ▲ 30

Top Industry

Semiconductors 12.6%

3Y Alpha vs SPY

+1.6%

Period ended 3 months ago

Filed May 7, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+83.9%

SPY

+76.8%

Annualised alpha

+1.6%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.3%

+1.7 pts

Top 5

37.8%

−1.1 pts

Top 10

56.7%

−3.9 pts

HHI

456

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$141,898,496	17
Financial Services	14.3%	$71,804,288	12
Unclassified	13.1%	$65,686,912	3
Industrials	8.0%	$40,128,773	13
Communication Services	7.9%	$39,651,093	4
Healthcare	7.6%	$38,209,008	12
Consumer Cyclical	6.9%	$34,659,746	6
Consumer Defensive	4.6%	$23,057,423	5
Utilities	3.1%	$15,641,002	5
Energy	2.8%	$14,153,394	5
Basic Materials	2.3%	$11,447,795	2
Real Estate	0.9%	$4,286,586	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	+9,561	41,820	$2,458,179
BIPC	Brookfield Infrastructure Corp	+7,039	123,223	$4,869,772
CAT	Caterpillar Inc	+6,638	10,528	$7,458,666
GLD	Spdr Gold Trust	+5,593	142,922	$61,497,907
AVGO	Broadcom Inc.	+4,372	32,023	$9,911,438
GOOGL	Alphabet Inc.	+4,349	94,824	$27,267,589
TJX	Tjx Companies Inc /De/	+4,020	20,609	$3,291,257
DUK	Duke Energy CORP	+3,913	45,386	$5,942,842
BAC	Bank Of America Corp /De/	+3,076	16,883	$823,046
NVDA	Nvidia Corp	+2,959	153,715	$26,807,896
ANET	Arista Networks, Inc.	+2,696	49,950	$6,132,861
MSFT	Microsoft Corp	+1,928	70,954	$26,265,042
IBM	International Business Machines Corp	+1,879	13,076	$3,169,491
CEG	Constellation Energy Corp	+1,235	8,714	$2,433,384
DHR	Danaher Corp /De/	+1,193	39,403	$7,470,808
KO	Coca Cola Co	+1,149	87,443	$6,650,040
HLT	Hilton Worldwide Holdings Inc.	+914	24,002	$7,298,528
LLY	ELI LILLY & Co	+701	20,667	$19,008,886
LIN	Linde PLC	+408	18,133	$8,989,616
AAPL	Apple Inc.	+275	186,833	$47,416,347
META	Meta Platforms, Inc.	+272	9,675	$5,535,357
DGX	Quest Diagnostics Inc	+234	24,758	$4,852,072
OMC	Omnicom Group Inc.	+76	12,076	$909,443
CSCO	Cisco Systems, Inc.	+75	17,482	$1,356,428
JNJ	Johnson & Johnson	+38	8,168	$1,996,585
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−24,255	85,793	$17,868,108
JPM	Jpmorgan Chase & Co	−18,096	81,428	$23,952,860
ETN	Eaton Corp plc	−14,486	18,003	$6,439,133
RTX	RTX Corp	−14,011	66,168	$12,763,807
AXP	American Express Co	−6,173	44,450	$13,445,236
MU	Micron Technology Inc	−5,170	50,508	$17,063,622
HD	Home Depot, Inc.	−4,531	5,992	$1,970,708
GEV	GE Vernova Inc.	−3,277	8,499	$7,418,777
MCD	Mcdonalds Corp	−2,117	7,149	$2,221,837
MSI	Motorola Solutions, Inc.	−1,950	1,859	$806,750
NFLX	Netflix Inc	−1,666	61,765	$5,938,704
NEE	Nextera Energy Inc	−1,609	19,874	$1,845,897
PG	PROCTER & GAMBLE Co	−1,561	12,227	$1,766,067
ABT	Abbott Laboratories	−1,169	15,574	$1,598,982
TSLA	Tesla, Inc.	−608	5,405	$2,009,308
MATX	Matson, Inc.	−590	11,560	$1,895,146
WMT	Walmart Inc.	−485	17,617	$2,189,440
PLD	Prologis, Inc.	−443	5,394	$712,978
XOM	Exxon Mobil Corp	−413	6,819	$1,156,911
V	Visa Inc.	−399	1,899	$573,953
FTNT	Fortinet, Inc.	−244	3,101	$253,413
CVX	Chevron Corp	−217	11,124	$2,301,555
ABBV	AbbVie Inc.	−180	1,825	$396,919
BRK-B	Berkshire Hathaway Inc	−152	35,063	$16,802,189
A	Agilent Technologies, Inc.	−151	1,783	$203,226
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp/Tx	32,644	$8,065,679
GS	Goldman Sachs Group Inc	8,848	$7,485,319
WELL	Welltower Inc.	18,075	$3,573,608
LNG	Cheniere Energy, Inc.	7,783	$2,208,504
COLB	Columbia Banking System, Inc.	13,194	$361,911
ENTG	Entegris Inc	2,172	$254,645
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
APP	AppLovin Corp	6,845	$4,612,297
CPRT	Copart Inc	6,520	$255,258
DIS	Walt Disney Co	1,930	$219,576
ISRG	Intuitive Surgical Inc	366	$207,287
AMD	Advanced Micro Devices Inc	965	$206,664
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $23,057,423 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	11,877	-146	$11,834,599	+14.1%	51.33%
KO	Coca Cola Co Consumer Defensive	Added	87,443	+1,149	$6,650,040	+10.2%	28.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	17,617	-485	$2,189,440	+8.6%	9.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,227	-1,561	$1,766,067	−10.6%	7.66%
PEP	Pepsico Inc Consumer Defensive	Held	3,975	0	$617,277	+8.2%	2.68%