Sponsored

The Analysis of Rice Partnership, LLC's Holdings & P&L

Currently, Rice Partnership, LLC holds 178 types of securities in its portfolio with a total value $731.8M. In the most recent quarter, they have increased their positions in VLO (+32.6K shares, valued at $8.1M), GS (+8.8K shares, valued at $7.5M), EWS (+217.3K shares, valued at $6.1M); decreased their positions in JPM (-18.1K shares, valued at $5.3M), N/A (-14.5K shares, valued at $5.2M), AMZN (-24.3K shares, valued at $5.1M); initiated new positions in VLO (+32.6K shares, valued at $8.1M), GS (+8.8K shares, valued at $7.5M), EWS (+217.3K shares, valued at $6.1M).

1M P&L

+27.0M+4.42%

3M P&L

+28.7M+4.72%

HY P&L

+58.8M+10.15%

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/A283.5M

44.9%

2Consumer Electronics47.4M

7.5%

3Semiconductors45.0M

7.1%

Top Industries by Stock Count

1N/A91 stocks

55.2%

2Diagnostics & Research7 stocks

4.2%

3Drug Manufacturers - General4 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPIB J P MORGAN EXCHANGE TRADED F1.5M shares4.39%2026-03-312026-05-07

GLD SPDR GOLD TR142.9K shares4.07%2026-03-312026-05-07

AAPL APPLE INC186.8K shares0.15%2026-03-312026-05-07

DXJ WISDOMTREE TR192.7K shares5.33%2026-03-312026-05-07

ALPHABET INC ALPHABET INC94.8K shares4.81%2026-03-312026-05-07

NVDA NVIDIA CORPORATION153.7K shares1.96%2026-03-312026-05-07

MSFT MICROSOFT CORP71.0K shares2.79%2026-03-312026-05-07

INDA ISHARES TR534.6K shares-11.62%2026-03-312026-05-07

Sponsored

EWG ISHARES INC618.2K shares-13.92%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO81.4K shares-18.18%2026-03-312026-05-07

LLY ELI LILLY & CO20.7K shares3.51%2026-03-312026-05-07

AMZN AMAZON COM INC85.8K shares-22.04%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC50.5K shares-9.29%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL35.1K shares-0.43%2026-03-312026-05-07

IWB ISHARES TR45.7K shares1.68%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO44.5K shares-12.19%2026-03-312026-05-07

Sponsored

RTX RTX CORPORATION66.2K shares-17.47%2026-03-312026-05-07

IJH ISHARES TR180.1K shares8.77%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION11.9K shares-1.21%2026-03-312026-05-07

BROADCOM INC BROADCOM INC32.0K shares15.81%2026-03-312026-05-07

SPIB SPDR SERIES TRUST286.3K shares43.48%2026-03-312026-05-07

LINDE PLC LINDE PLC18.1K shares2.30%2026-03-312026-05-07

VLO VALERO ENERGY CORP32.6K sharesnew addition2026-03-312026-05-07

EWL ISHARES INC131.6K shares4.06%2026-03-312026-05-07

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F82.2K shares11.19%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC8.8K sharesnew addition2026-03-312026-05-07

DHR DANAHER CORP DEL39.4K shares3.12%2026-03-312026-05-07

CAT CATERPILLAR INC10.5K shares170.64%2026-03-312026-05-07

GEV GE VERNOVA INC8.5K shares-27.83%2026-03-312026-05-07

HLT HILTON WORLDWIDE HLDGS INC24.0K shares3.96%2026-03-312026-05-07

KO COCA COLA CO87.4K shares1.33%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC18.0K shares-44.59%2026-03-312026-05-07

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC50.0K shares5.71%2026-03-312026-05-07

EWS ISHARES INC217.3K sharesnew addition2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW45.4K shares9.44%2026-03-312026-05-07

NFLX NETFLIX INC.61.8K shares-2.63%2026-03-312026-05-07

META META PLATFORMS INC9.7K shares2.89%2026-03-312026-05-07

ALPHABET INC ALPHABET INC19.1K shares-1.36%2026-03-312026-05-07

USB US BANCORP97.6K shares0.00%2026-03-312026-05-07

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO123.2K shares6.06%2026-03-312026-05-07

Sponsored

DGX QUEST DIAGNOSTICS INC24.8K shares0.95%2026-03-312026-05-07

WELL WELLTOWER INC18.1K sharesnew addition2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T5.4K shares-1.82%2026-03-312026-05-07

TJX TJX COS INC NEW20.6K shares24.23%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS13.1K shares16.78%2026-03-312026-05-07

FCX FREEPORT MCMORAN INC41.8K shares29.64%2026-03-312026-05-07

CEG CONSTELLATION ENERGY CORP8.7K shares16.51%2026-03-312026-05-07

CVX CHEVRON CORPORATION11.1K shares-1.91%2026-03-312026-05-07

Sponsored

MCD MCDONALDS CORP7.1K shares-22.85%2026-03-312026-05-07

LNG CHENIERE ENERGY INC7.8K sharesnew addition2026-03-312026-05-07

WMT WALMART INC17.6K shares-2.68%2026-03-312026-05-07

TSLA TESLA INC5.4K shares-10.11%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON8.2K shares0.47%2026-03-312026-05-07

HD HOME DEPOT INC6.0K shares-43.06%2026-03-312026-05-07

MATX MATSON INC11.6K shares-4.86%2026-03-312026-05-07

NEE NEXTERA ENERGY INC19.9K shares-7.49%2026-03-312026-05-07

Sponsored

PG PROCTER & GAMBLE CO12.2K shares-11.32%2026-03-312026-05-07

VTI VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-05-07

ABT ABBOTT LABORATORIES15.6K shares-6.98%2026-03-312026-05-07

JMUB J P MORGAN EXCHANGE TRADED F32.0K sharesnew addition2026-03-312026-05-07

AFL AFLAC INC14.2K shares0.00%2026-03-312026-05-07

CSCO CISCO SYS INC17.5K shares0.43%2026-03-312026-05-07

RVTY REVVITY INC15.1K shares0.00%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP2.1K shares-0.38%2026-03-312026-05-07

Sponsored

XOM EXXON MOBIL CORP6.8K shares-5.71%2026-03-312026-05-07

IWF ISHARES TR2.7K shares0.00%2026-03-312026-05-07

UPS UNITED PARCEL SVCS INC10.4K shares0.00%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS15.4K shares0.00%2026-03-312026-05-07

OMC OMNICOM GROUP INC12.1K shares0.63%2026-03-312026-05-07

INTC INTEL CORP19.9K shares0.00%2026-03-312026-05-07

IWD ISHARES TR4.0K shares-1.61%2026-03-312026-05-07

BAC BANK AMERICA CORP16.9K shares22.28%2026-03-312026-05-07

Sponsored

MSI MOTOROLA SOLUTIONS INC1.9K shares-51.19%2026-03-312026-05-07

PLD PROLOGIS INC.5.4K shares-7.59%2026-03-312026-05-07

MA MASTERCARD INCORPORATED1.4K shares0.00%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR1.2K shares0.00%2026-03-312026-05-07

EWQ ISHARES INC15.4K shares-23.32%2026-03-312026-05-07

PHYS SPROTT ASSET MANAGEMENT LP18.5K shares0.00%2026-03-312026-05-07

PEP PEPSICO INC4.0K shares0.00%2026-03-312026-05-07

FTV FORTIVE CORP10.5K shares0.00%2026-03-312026-05-07

Sponsored

V VISA INC1.9K shares-17.36%2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR4.2K shares20.18%2026-03-312026-05-07

SRE SEMPRA5.7K shares0.00%2026-03-312026-05-07

IMTB ISHARES TR11.5K shares4.68%2026-03-312026-05-07

HON HONEYWELL INTL INC2.0K shares0.00%2026-03-312026-05-07

MTD METTLER TOLEDO INTERNATIONAL335 shares-6.94%2026-03-312026-05-07

OXY OCCIDENTAL PETE CORP6.5K shares-1.52%2026-03-312026-05-07

AMGN AMGEN INC1.2K shares-2.12%2026-03-312026-05-07

Sponsored

ABBV ABBVIE INC1.8K shares-8.98%2026-03-312026-05-07

ESGV VANGUARD WORLD FD3.5K shares0.77%2026-03-312026-05-07

SPBO SPDR SERIES TRUST13.4K shares0.00%2026-03-312026-05-07

BK BANK NEW YORK MELLON CORP3.2K shares0.00%2026-03-312026-05-07

COLB COLUMBIA BKG SYS INC13.2K sharesnew addition2026-03-312026-05-07

DE DEERE & CO630 shares-2.33%2026-03-312026-05-07

AMAT APPLIED MATLS INC894 shares-7.07%2026-03-312026-05-07

SOXX ISHARES TR917 shares1.66%2026-03-312026-05-07

Sponsored

CSL CARLISLE COS INC876 shares-9.13%2026-03-312026-05-07

LH LABCORP HOLDINGS INC1.0K shares0.00%2026-03-312026-05-07

SCHG SCHWAB STRATEGIC TR9.1K shares0.00%2026-03-312026-05-07

WAT WATERS CORP882 shares0.00%2026-03-312026-05-07

VLTO VERALTO CORP2.9K shares0.00%2026-03-312026-05-07

AXON AXON ENTERPRISE INC600 shares0.00%2026-03-312026-05-07

ENTG ENTEGRIS INC2.2K sharesnew addition2026-03-312026-05-07

FTNT FORTINET INC3.1K shares-7.29%2026-03-312026-05-07

Sponsored

ISTB ISHARES TR5.2K shares7.55%2026-03-312026-05-07

RBC RBC BEARINGS INC460 shares0.00%2026-03-312026-05-07

LDOS LEIDOS HOLDINGS INC1.6K shares0.00%2026-03-312026-05-07

ADI ANALOG DEVICES INC756 shares0.00%2026-03-312026-05-07

TLT ISHARES TR2.7K shares0.71%2026-03-312026-05-07

ORCL ORACLE CORP1.4K shares-1.91%2026-03-312026-05-07

A AGILENT TECHNOLOGIES INC1.8K shares-7.81%2026-03-312026-05-07

MBB ISHARES TR1.9K shares0.00%2026-03-312026-05-07

Sponsored

EFA ISHARES TR1.9K shares0.00%2026-03-312026-05-07

VCR VANGUARD WORLD FD500 shares0.00%2026-03-312026-05-07

IWN ISHARES TR938 shares0.00%2026-03-312026-05-07

AGG ISHARES TR1.8K shares0.00%2026-03-312026-05-07

VO VANGUARD INDEX FDS581 shares0.35%2026-03-312026-05-07

IWM ISHARES TR641 shares-11.95%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR5.2K shares0.00%2026-03-312026-05-07

VHT VANGUARD WORLD FD548 shares0.00%2026-03-312026-05-07

Sponsored

IWO ISHARES TR456 shares0.00%2026-03-312026-05-07

IJK ISHARES TR1.4K shares0.00%2026-03-312026-05-07

SDY SPDR SERIES TRUST894 shares-25.75%2026-03-312026-05-07

EWA ISHARES INC4.3K shares-36.16%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR2.4K shares-27.27%2026-03-312026-05-07

ITB ISHARES TR1.3K shares0.00%2026-03-312026-05-07

ESGD ISHARES TR1.2K shares-0.33%2026-03-312026-05-07

IJJ ISHARES TR807 shares0.00%2026-03-312026-05-07

Sponsored

IVW ISHARES TR940 shares30.19%2026-03-312026-05-07

XLY SELECT SECTOR SPDR TR929 shares-21.07%2026-03-312026-05-07

IVV ISHARES TR146 shares30.36%2026-03-312026-05-07

IVE ISHARES TR440 shares17.33%2026-03-312026-05-07

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F1.3K shares3.68%2026-03-312026-05-07

EFV ISHARES TR1.2K shares30.62%2026-03-312026-05-07

XLC SELECT SECTOR SPDR TR816 shares2.38%2026-03-312026-05-07

IEF ISHARES TR942 shares189.85%2026-03-312026-05-07

Sponsored

SCHX SCHWAB STRATEGIC TR3.5K shares0.00%2026-03-312026-05-07

IEMG ISHARES INC1.2K sharesnew addition2026-03-312026-05-07

VUG VANGUARD INDEX FDS192 shares-7.69%2026-03-312026-05-07

ITOT ISHARES TR587 shares0.00%2026-03-312026-05-07

IEFA ISHARES TR857 shares0.00%2026-03-312026-05-07

VV VANGUARD INDEX FDS223 shares0.00%2026-03-312026-05-07

IJR ISHARES TR468 shares-9.65%2026-03-312026-05-07

EMXC ISHARES INC709 sharesnew addition2026-03-312026-05-07

Sponsored

IGSB ISHARES TR979 shares0.00%2026-03-312026-05-07

MUB ISHARES TR470 shares-25.63%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS551 shares0.00%2026-03-312026-05-07

JMST J P MORGAN EXCHANGE TRADED F944 shares-3.87%2026-03-312026-05-07

MGK VANGUARD WORLD FD129 shares0.00%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F855 shares327.50%2026-03-312026-05-07

VGT VANGUARD WORLD FD60 shares0.00%2026-03-312026-05-07

IDU ISHARES TR358 shares0.00%2026-03-312026-05-07

Sponsored

VTV VANGUARD INDEX FDS206 shares0.00%2026-03-312026-05-07

XLU SELECT SECTOR SPDR TR770 shares92.50%2026-03-312026-05-07

IJS ISHARES TR267 shares-43.19%2026-03-312026-05-07

EWC ISHARES INC571 shares0.00%2026-03-312026-05-07

JPIE J P MORGAN EXCHANGE TRADED F658 sharesnew addition2026-03-312026-05-07

XSD SPDR SERIES TRUST90 shares0.00%2026-03-312026-05-07

ESGU ISHARES TR204 shares0.00%2026-03-312026-05-07

EFG ISHARES TR250 shares0.00%2026-03-312026-05-07

Sponsored

DVY ISHARES TR175 shares0.00%2026-03-312026-05-07

XLP SELECT SECTOR SPDR TR302 shares-29.60%2026-03-312026-05-07

ESGE ISHARES INC528 sharesnew addition2026-03-312026-05-07

FNDX SCHWAB STRATEGIC TR618 shares0.00%2026-03-312026-05-07

IGM ISHARES TR128 shares0.00%2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR81 shares0.00%2026-03-312026-05-07

VSGX VANGUARD WORLD FD162 shares0.00%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS19 shares35.71%2026-03-312026-05-07

Sponsored

XLRE SELECT SECTOR SPDR TR278 shares0.00%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F200 shares-55.46%2026-03-312026-05-07

QUAL ISHARES TR58 shares0.00%2026-03-312026-05-07

VDE VANGUARD WORLD FD53 shares0.00%2026-03-312026-05-07

ITA ISHARES TR35 sharesnew addition2026-03-312026-05-07

SPYG SPDR SERIES TRUST55 shares0.00%2026-03-312026-05-07

OEF ISHARES TR16 sharesnew addition2026-03-312026-05-07

OXY.WS OCCIDENTAL PETE CORP43 shares-21.82%2026-03-312026-05-07

Sponsored

IWP ISHARES TR13 shares0.00%2026-03-312026-05-07

VB VANGUARD INDEX FDS5 shares0.00%2026-03-312026-05-07

JPIB

J P MORGAN EXCHANGE TRADED F

4.39%

Shares1.5M

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

4.07%

Shares142.9K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

0.15%

Shares186.8K

Event2026-03-31

Filed2026-05-07

DXJ

WISDOMTREE TR

5.33%

Shares192.7K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

4.81%

Shares94.8K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

1.96%

Shares153.7K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

2.79%

Shares71.0K

Event2026-03-31

Filed2026-05-07

INDA

ISHARES TR

-11.62%

Shares534.6K

Event2026-03-31

Filed2026-05-07

EWG

ISHARES INC

-13.92%

Shares618.2K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

-18.18%

Shares81.4K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

3.51%

Shares20.7K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-22.04%

Shares85.8K

Event2026-03-31

Filed2026-05-07

MICRON TECHNOLOGY INC

-9.29%

Shares50.5K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

-0.43%

Shares35.1K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

1.68%

Shares45.7K

Event2026-03-31

Filed2026-05-07

AXP

AMERICAN EXPRESS CO

-12.19%

Shares44.5K

Event2026-03-31

Filed2026-05-07

RTX

RTX CORPORATION

-17.47%

Shares66.2K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

8.77%

Shares180.1K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

-1.21%

Shares11.9K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

15.81%

Shares32.0K

Event2026-03-31

Filed2026-05-07

SPIB

SPDR SERIES TRUST

43.48%

Shares286.3K

Event2026-03-31

Filed2026-05-07

LINDE PLC

2.30%

Shares18.1K

Event2026-03-31

Filed2026-05-07

VLO

VALERO ENERGY CORP

New

Shares32.6K

Event2026-03-31

Filed2026-05-07

EWL

ISHARES INC

4.06%

Shares131.6K

Event2026-03-31

Filed2026-05-07

J P MORGAN EXCHANGE TRADED F

11.19%

Shares82.2K

Event2026-03-31

Filed2026-05-07

GOLDMAN SACHS GROUP INC

New

Shares8.8K

Event2026-03-31

Filed2026-05-07

DHR

DANAHER CORP DEL

3.12%

Shares39.4K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

170.64%

Shares10.5K

Event2026-03-31

Filed2026-05-07

GEV

GE VERNOVA INC

-27.83%

Shares8.5K

Event2026-03-31

Filed2026-05-07

HLT

HILTON WORLDWIDE HLDGS INC

3.96%

Shares24.0K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

1.33%

Shares87.4K

Event2026-03-31

Filed2026-05-07

EATON CORP PLC

-44.59%

Shares18.0K

Event2026-03-31

Filed2026-05-07

ARISTA NETWORKS INC

5.71%

Shares50.0K

Event2026-03-31

Filed2026-05-07

EWS

ISHARES INC

New

Shares217.3K

Event2026-03-31

Filed2026-05-07

DUKE ENERGY CORP NEW

9.44%

Shares45.4K

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

-2.63%

Shares61.8K

Event2026-03-31

Filed2026-05-07