Dale Q Rice Investment Management Ltd Top Holdings and 13F Report (2026) About Dale Q Rice Investment Management LtdInvestment ActivityDale Q Rice Investment Management Ltd has $131.98 million in total holdings as of March 31, 2026.Dale Q Rice Investment Management Ltd owns shares of 68 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.23% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Dale Q Rice Investment Management Ltd has purchased 65 new stocks and bought additional shares in 17 stocks.Dale Q Rice Investment Management Ltd sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $26,754,743ProShares Ultra Semiconductors $21,447,038ProShares Ultra QQQ $15,124,218Invesco QQQ $8,010,349SPDR S&P 500 ETF Trust $6,606,997 Largest New Holdings this Quarter 30231G102 - ExxonMobil $290,119 Holding26875P101 - EOG Resources $215,409 Holding92189F676 - VanEck Semiconductor ETF $208,953 Holding458140100 - Intel $205,337 Holding Largest Purchases this Quarter ProShares Ultra QQQ 8,484 shares (about $517.52K)ProShares Ultra Semiconductors 8,716 shares (about $417.93K)ExxonMobil 1,710 shares (about $290.12K)EOG Resources 1,490 shares (about $215.41K)VanEck Semiconductor ETF 545 shares (about $208.95K) Largest Sales this Quarter Invesco QQQ 258 shares (about $148.92K)SPDR S&P Semiconductor ETF 383 shares (about $124.90K)SPDR S&P Software & Services ETF 508 shares (about $72.29K)SPDR S&P 500 ETF Trust 101 shares (about $65.69K)iShares U.S. Medical Devices ETF 663 shares (about $35.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDale Q Rice Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,754,743$25,379 ▼-0.1%105,42120.3%Computer and TechnologyUSDProShares Ultra Semiconductors$21,447,038$417,932 ▲2.0%447,27916.2%ETFQLDProShares Ultra QQQ$15,124,218$517,524 ▲3.5%247,93811.5%ETFQQQInvesco QQQ$8,010,349$148,917 ▼-1.8%13,8786.1%FinanceSPYSPDR S&P 500 ETF Trust$6,606,997$65,686 ▼-1.0%10,1595.0%FinanceGOOGLAlphabet$4,282,253$7,764 ▼-0.2%14,8923.2%Computer and TechnologyTSLATesla$3,210,061$156,135 ▲5.1%8,6352.4%Auto/Tires/TrucksBRK.BBerkshire Hathaway$3,091,798$124,592 ▲4.2%6,4522.3%FinanceXSDSPDR S&P Semiconductor ETF$2,963,123$124,904 ▼-4.0%9,0862.2%ETFNVDANVIDIA$2,856,846$94,699 ▲3.4%16,3812.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,093,554$56,387 ▲2.8%31,0021.6%ETFIYWiShares U.S. Technology ETF$2,030,997$726 ▼0.0%11,1951.5%ManufacturingTMFCMotley Fool 100 Index ETF$1,584,704$264 ▼0.0%24,0221.2%ETFMSFTMicrosoft$1,478,616$1,481 ▼-0.1%3,9941.1%Computer and TechnologyLAM RESH CORP$1,471,690$55,765 ▲3.9%6,8881.1%COMIHIiShares U.S. Medical Devices ETF$1,457,757$35,372 ▼-2.4%27,3241.1%ETFMAMastercard$1,424,510$5,496 ▼-0.4%2,8511.1%Business ServicesAMZNAmazon.com$1,275,237$31,657 ▼-2.4%6,1231.0%Retail/WholesaleROMProShares Ultra Technology$1,136,8000.0%14,5000.9%ETFDIGProShares Ultra Energy$1,037,1830.0%15,5360.8%ETFGOOGAlphabet$977,807$19,218 ▲2.0%3,4090.7%Computer and TechnologyDVYiShares Select Dividend ETF$947,372$4,088 ▼-0.4%6,2570.7%ETFXLKTechnology Select Sector SPDR Fund$875,917$3,322 ▼-0.4%6,5910.7%ETFPALANTIR TECHNOLOGIES INCLASS CLASS A$845,937$115,415 ▲15.8%5,7830.6%COMSCHWAB PRIME ADVANTAGE MONEY INVESTOR$823,787$6,953 ▲0.9%823,7870.6%MMNCATCaterpillar$810,478$141,692 ▲21.2%1,1440.6%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$753,862$24,374 ▼-3.1%3,9280.6%ETFSCHWAB US TREASURY MONEY INVESTOR$739,744$56,267 ▲8.2%739,7440.6%MMNROCKET LAB CORP CLASS CLASS A$712,585$83,807 ▲13.3%11,0960.5%COMSCHDSchwab US Dividend Equity ETF$699,627$5,492 ▼-0.8%22,8040.5%ETFDEDeere & Company$638,782$112,660 ▲21.4%1,1340.5%IndustrialsFBTFirst Trust NYSE Arca Biotechnology Index Fund$622,140$14,459 ▼-2.3%3,0980.5%ETFBXBlackstone$550,4570.0%4,7870.4%FinanceRFGInvesco S&P MidCap 400 Pure Growth ETF$543,1310.0%9,9090.4%ETFIJRiShares Core S&P Small-Cap ETF$542,756$27,101 ▲5.3%4,3660.4%ETFCOSTCostco Wholesale$535,0830.0%5370.4%Retail/WholesaleBOOTBoot Barn$516,7970.0%3,5310.4%Retail/WholesaleXSWSPDR S&P Software & Services ETF$511,718$72,289 ▼-12.4%3,5960.4%ETFVANGUARD WINDSOR INVESTOR SHARES$491,8190.0%22,7480.4%MFCMRKMerck & Co., Inc.$477,190$18,164 ▼-3.7%3,9670.4%MedicalDWS CORE EQUITY S$474,236$582 ▲0.1%13,8500.4%MFAAGGiShares Core U.S. Aggregate Bond ETF$469,3490.0%4,7280.4%FinanceFXLFirst Trust Technology AlphaDEX Fund$432,126$794 ▼-0.2%2,7200.3%ETFCVXChevron$421,6620.0%2,0380.3%EnergySCHWAB S&P 500 INDEX$405,2480.0%24,1650.3%MFSDIASPDR Dow Jones Industrial Average ETF Trust$402,049$13,896 ▼-3.3%8680.3%FinanceIBBiShares Biotechnology ETF$394,602$5,572 ▼-1.4%2,3370.3%FinanceBABoeing$378,9530.0%1,9040.3%AerospaceRFVInvesco S&P MidCap 400 Pure Value ETF$372,360$2,209 ▼-0.6%2,8650.3%ETFHLTHilton Worldwide$339,657$608 ▼-0.2%1,1170.3%Consumer DiscretionaryTQQQProShares UltraPro QQQ$337,900$458 ▼-0.1%8,1070.3%ETFRPVInvesco S&P 500 Pure Value ETF$332,1570.0%3,0930.3%ETFPANWPalo Alto Networks$316,953$16,513 ▼-5.0%1,9770.2%Computer and TechnologySOXXiShares Semiconductor ETF$315,185$14,461 ▼-4.4%9590.2%ETFHIGThe Hartford Insurance Group$297,5060.0%2,2000.2%FinanceIYJiShares U.S. Industrials ETF$296,2600.0%2,0080.2%ETFMGMMGM Resorts International$293,683$6,921 ▼-2.3%7,9350.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$292,1010.0%9930.2%FinanceFVFirst Trust Dorsey Wright Focus 5 ETF$290,160$181 ▼-0.1%4,8010.2%ManufacturingXOMExxonMobil$290,119$290,119 ▲New Holding1,7100.2%EnergyCSCOCisco Systems$281,5740.0%3,6290.2%Computer and TechnologySYKStryker$267,8010.0%8150.2%MedicalAVGOBroadcom$249,7750.0%8070.2%Computer and TechnologySSOProShares Ultra S&P500$242,695$208 ▼-0.1%4,6780.2%ETFEOGEOG Resources$215,409$215,409 ▲New Holding1,4900.2%EnergySMHVanEck Semiconductor ETF$208,953$208,953 ▲New Holding5450.2%ManufacturingINTCIntel$205,337$205,337 ▲New Holding4,6530.2%Computer and TechnologyCRWDCrowdStrike$203,404$30,842 ▲17.9%5210.2%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$0$211,575 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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