Sponsored

The Analysis of Dale Q Rice Investment Management Ltd's Holdings & P&L

Currently, Dale Q Rice Investment Management Ltd holds 68 types of securities in its portfolio with a total value $132.0M. In the most recent quarter, they have increased their positions in QLD (+8.5K shares, valued at $517.5K), USD (+8.7K shares, valued at $417.9K), XOM (+1.7K shares, valued at $290.1K); decreased their positions in N/A (-258 shares, valued at $148.9K), XSD (-383 shares, valued at $124.9K), XSW (-508 shares, valued at $72.3K); initiated new positions in XOM (+1.7K shares, valued at $290.1K), EOG (+1.5K shares, valued at $215.4K), SMH (+545 shares, valued at $209.0K).

1M P&L

+21.9M+16.72%

3M P&L

+34.2M+28.83%

HY P&L

+37.8M+32.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A64.3M

59.3%

2Consumer Electronics26.8M

24.7%

3Auto Manufacturers3.2M

3.0%

Top Industries by Stock Count

1N/A29 stocks

54.7%

2Software - Infrastructure4 stocks

7.5%

3Semiconductors2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC105.4K shares-0.09%2026-03-312026-05-08

USD PROSHARES ULTRA SEMICONDUCTORS447.3K shares1.99%2026-03-312026-05-08

QLD PROSHARES ULTRA QQQ247.9K shares3.54%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR13.9K shares-1.83%2026-03-312026-05-08

SPY STATE STREET SPDR S&P 500 ETF TRUST10.2K shares-0.98%2026-03-312026-05-08

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A14.9K shares-0.18%2026-03-312026-05-08

TSLA TESLA INC8.6K shares5.11%2026-03-312026-05-08

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B6.5K shares4.20%2026-03-312026-05-08

Sponsored

XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF9.1K shares-4.04%2026-03-312026-05-08

NVDA NVIDIA CORP16.4K shares3.43%2026-03-312026-05-08

IJH ISHARES CORE S&P MID-CAPETF31.0K shares2.77%2026-03-312026-05-08

IYW ISHARES U.S. TECHNOLOGY ETF11.2K shares-0.04%2026-03-312026-05-08

TMFC MOTLEY FOOL 100 INDEX ETF24.0K shares-0.02%2026-03-312026-05-08

MSFT MICROSOFT CORP4.0K shares-0.10%2026-03-312026-05-08

LAM RESH CORP LAM RESH CORP6.9K shares3.94%2026-03-312026-05-08

IHI ISHARES U.S. MEDICAL DEVICES ETF27.3K shares-2.37%2026-03-312026-05-08

Sponsored

MA MASTERCARD INC CLASS CLASS A2.9K shares-0.38%2026-03-312026-05-08

AMZN AMAZON.COM INC6.1K shares-2.42%2026-03-312026-05-08

ROM PROSHARES ULTRA TECHNOLOGY14.5K shares0.00%2026-03-312026-05-08

DIG PROSHARES ULTRA ENERGY15.5K shares0.00%2026-03-312026-05-08

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C3.4K shares2.00%2026-03-312026-05-08

DVY ISHARES SELECT DIVIDEND ETF6.3K shares-0.43%2026-03-312026-05-08

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF6.6K shares-0.38%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A5.8K shares15.80%2026-03-312026-05-08

Sponsored

SCHWAB PRIME ADVANTAGE MONEY INVESTOR SCHWAB PRIME ADVANTAGE MONEY INVESTOR823.8K shares0.85%2026-03-312026-05-08

CAT CATERPILLAR INC1.1K shares21.19%2026-03-312026-05-08

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF3.9K shares-3.13%2026-03-312026-05-08

SCHWAB US TREASURY MONEY INVESTOR SCHWAB US TREASURY MONEY INVESTOR739.7K shares8.23%2026-03-312026-05-08

ROCKET LAB CORP CLASS CLASS A ROCKET LAB CORP CLASS CLASS A11.1K shares13.33%2026-03-312026-05-08

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF22.8K shares-0.78%2026-03-312026-05-08

DE DEERE & CO1.1K shares21.41%2026-03-312026-05-08

FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND3.1K shares-2.27%2026-03-312026-05-08

Sponsored

BLACKSTONE INC BLACKSTONE INC4.8K shares0.00%2026-03-312026-05-08

RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF9.9K shares0.00%2026-03-312026-05-08

IJR ISHARES CORE S&P SMALL-CAP ETF4.4K shares5.26%2026-03-312026-05-08

COST COSTCO WHSL CORP NEW537 shares0.00%2026-03-312026-05-08

BOOT BOOT BARN HLDGS INC3.5K shares0.00%2026-03-312026-05-08

XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF3.6K shares-12.38%2026-03-312026-05-08

VANGUARD WINDSOR INVESTOR SHARES VANGUARD WINDSOR INVESTOR SHARES22.7K shares0.00%2026-03-312026-05-08

MERCK & CO. INC. MERCK & CO. INC.4.0K shares-3.67%2026-03-312026-05-08

Sponsored

DWS CORE EQUITY S DWS CORE EQUITY S13.8K shares0.12%2026-03-312026-05-08

AGG ISHARES CORE U.S. AGGREGATE BOND ETF4.7K shares0.00%2026-03-312026-05-08

FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND2.7K shares-0.18%2026-03-312026-05-08

CVX CHEVRON CORP NEW2.0K shares0.00%2026-03-312026-05-08

SCHWAB S&P 500 INDEX SCHWAB S&P 500 INDEX24.2K shares0.00%2026-03-312026-05-08

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST868 shares-3.34%2026-03-312026-05-08

IBB ISHARES BIOTECHNOLOGY ETF2.3K shares-1.39%2026-03-312026-05-08

BA BOEING CO1.9K shares0.00%2026-03-312026-05-08

Sponsored

RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF2.9K shares-0.59%2026-03-312026-05-08

HLT HILTON WORLDWIDE HLDGS I1.1K shares-0.18%2026-03-312026-05-08

TQQQ PROSHARES ULTRAPRO QQQ8.1K shares-0.14%2026-03-312026-05-08

RPV INVESCO S&P 500 PURE VALUE ETF3.1K shares0.00%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC2.0K shares-4.95%2026-03-312026-05-08

SOXX ISHARES SEMICONDUCTOR ETF959 shares-4.39%2026-03-312026-05-08

HIG HARTFORD INS GROUP INC2.2K shares0.00%2026-03-312026-05-08

IYJ ISHARES U.S. INDUSTRIALSETF2.0K shares0.00%2026-03-312026-05-08

Sponsored

MGM MGM RESORTS INTL7.9K shares-2.30%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO993 shares0.00%2026-03-312026-05-08

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF4.8K shares-0.06%2026-03-312026-05-08

XOM EXXON MOBIL CORP1.7K sharesnew addition2026-03-312026-05-08

CSCO CISCO SYS INC3.6K shares0.00%2026-03-312026-05-08

SYK STRYKER CORP815 shares0.00%2026-03-312026-05-08

BROADCOM INC BROADCOM INC807 shares0.00%2026-03-312026-05-08

SSO PROSHARES ULTRA S&P5004.7K shares-0.09%2026-03-312026-05-08

Sponsored

EOG EOG RES INC1.5K sharesnew addition2026-03-312026-05-08

SMH VANECK SEMICONDUCTOR ETF545 sharesnew addition2026-03-312026-05-08

INTC INTEL CORP4.7K sharesnew addition2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC CLASS A521 shares17.87%2026-03-312026-05-08

AAPL

APPLE INC

-0.09%

Shares105.4K

Event2026-03-31

Filed2026-05-08

USD

PROSHARES ULTRA SEMICONDUCTORS

1.99%

Shares447.3K

Event2026-03-31

Filed2026-05-08

QLD

PROSHARES ULTRA QQQ

3.54%

Shares247.9K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-1.83%

Shares13.9K

Event2026-03-31

Filed2026-05-08

SPY

STATE STREET SPDR S&P 500 ETF TRUST

-0.98%

Shares10.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC CLASS CLASS A

-0.18%

Shares14.9K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

5.11%

Shares8.6K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY CLASS B

4.20%

Shares6.5K

Event2026-03-31

Filed2026-05-08

XSD

STATE STREET SPDR S&P SEMICONDUCTOR ETF

-4.04%

Shares9.1K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORP

3.43%

Shares16.4K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES CORE S&P MID-CAPETF

2.77%

Shares31.0K

Event2026-03-31

Filed2026-05-08

IYW

ISHARES U.S. TECHNOLOGY ETF

-0.04%

Shares11.2K

Event2026-03-31

Filed2026-05-08

TMFC

MOTLEY FOOL 100 INDEX ETF

-0.02%

Shares24.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-0.10%

Shares4.0K

Event2026-03-31

Filed2026-05-08

LAM RESH CORP

3.94%

Shares6.9K

Event2026-03-31

Filed2026-05-08

IHI

ISHARES U.S. MEDICAL DEVICES ETF

-2.37%

Shares27.3K

Event2026-03-31

Filed2026-05-08

MASTERCARD INC CLASS CLASS A

-0.38%

Shares2.9K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON.COM INC

-2.42%

Shares6.1K

Event2026-03-31

Filed2026-05-08

ROM

PROSHARES ULTRA TECHNOLOGY

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-08

DIG

PROSHARES ULTRA ENERGY

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC CLASS CLASS C

2.00%

Shares3.4K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES SELECT DIVIDEND ETF

-0.43%

Shares6.3K

Event2026-03-31

Filed2026-05-08

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-0.38%

Shares6.6K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INCLASS CLASS A

15.80%

Shares5.8K

Event2026-03-31

Filed2026-05-08

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

0.85%

Shares823.8K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

21.19%

Shares1.1K

Event2026-03-31

Filed2026-05-08

INVESCO S&P 500 EQUAL WEIGHT ETF

-3.13%

Shares3.9K

Event2026-03-31

Filed2026-05-08

SCHWAB US TREASURY MONEY INVESTOR

8.23%

Shares739.7K

Event2026-03-31

Filed2026-05-08

ROCKET LAB CORP CLASS CLASS A

13.33%

Shares11.1K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

-0.78%

Shares22.8K

Event2026-03-31

Filed2026-05-08

DEERE & CO

21.41%

Shares1.1K

Event2026-03-31

Filed2026-05-08

FBT

FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND

-2.27%

Shares3.1K

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-08

RFG

INVESCO S&P MIDCAP 400 PURE GROWTH ETF

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES CORE S&P SMALL-CAP ETF

5.26%

Shares4.4K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHSL CORP NEW

0.00%

Shares537

Event2026-03-31

Filed2026-05-08

BOOT

BOOT BARN HLDGS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

XSW

STATE STREET SPDR S&P SOFTWARE & SERVICES ETF

-12.38%

Shares3.6K

Event2026-03-31

Filed2026-05-08

VANGUARD WINDSOR INVESTOR SHARES

0.00%

Shares22.7K

Event2026-03-31

Filed2026-05-08

MERCK & CO. INC.

-3.67%

Shares4.0K

Event2026-03-31

Filed2026-05-08

DWS CORE EQUITY S

0.12%

Shares13.8K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

FXL

FIRST TRUST TECHNOLOGY ALPHADEX FUND

-0.18%

Shares2.7K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORP NEW

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

SCHWAB S&P 500 INDEX

0.00%

Shares24.2K

Event2026-03-31

Filed2026-05-08

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST

-3.34%

Shares868

Event2026-03-31

Filed2026-05-08

IBB

ISHARES BIOTECHNOLOGY ETF

-1.39%

Shares2.3K

Event2026-03-31

Filed2026-05-08

BOEING CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

RFV

INVESCO S&P MIDCAP 400 PURE VALUE ETF

-0.59%

Shares2.9K

Event2026-03-31

Filed2026-05-08

HLT

HILTON WORLDWIDE HLDGS I

-0.18%

Shares1.1K

Event2026-03-31

Filed2026-05-08

TQQQ

PROSHARES ULTRAPRO QQQ

-0.14%

Shares8.1K

Event2026-03-31

Filed2026-05-08

RPV

INVESCO S&P 500 PURE VALUE ETF

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC

-4.95%

Shares2.0K

Event2026-03-31

Filed2026-05-08

SOXX

ISHARES SEMICONDUCTOR ETF

-4.39%

Shares959

Event2026-03-31

Filed2026-05-08

HIG

HARTFORD INS GROUP INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

IYJ

ISHARES U.S. INDUSTRIALSETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

MGM

MGM RESORTS INTL

-2.30%

Shares7.9K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.00%

Shares993

Event2026-03-31

Filed2026-05-08

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

-0.06%

Shares4.8K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORP

0.00%

Shares815

Event2026-03-31

Filed2026-05-08

BROADCOM INC

0.00%

Shares807

Event2026-03-31

Filed2026-05-08

SSO

PROSHARES ULTRA S&P500

-0.09%

Shares4.7K

Event2026-03-31

Filed2026-05-08

EOG

EOG RES INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-08

SMH

VANECK SEMICONDUCTOR ETF

New

Shares545

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

New

Shares4.7K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC CLASS A

17.87%

Shares521

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available