Rice Partnership, LLC Top Holdings and 13F Report (2025)

About Rice Partnership, LLC

Investment Activity

Rice Partnership, LLC has $575.59 million in total holdings as of June 30, 2025.
Rice Partnership, LLC owns shares of 168 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 12.25% of the portfolio was purchased this quarter.
About 4.91% of the portfolio was sold this quarter.
This quarter, Rice Partnership, LLC has purchased 152 new stocks and bought additional shares in 48 stocks.
Rice Partnership, LLC sold shares of 43 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

SPDR Gold Shares: $43,715,975
Apple: $39,689,182
Microsoft: $35,561,686
JPMorgan Chase & Co.: $31,289,869
iShares MSCI India ETF: $28,415,341

Largest New Holdings this Quarter

084670702 - Berkshire Hathaway: $18,991,178 Holding
36828A101 - GE VERNOVA INC: $4,399,375 Holding
74834L100 - Quest Diagnostics: $3,332,496 Holding
040413205 - ARISTA NETWORKS INC: $3,244,659 Holding
67103H107 - O'Reilly Automotive: $2,846,486 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 39,095 shares (about $18.99M)
iShares MSCI Germany ETF: 329,951 shares (about $13.96M)
GE VERNOVA INC: 8,314 shares (about $4.40M)
Quest Diagnostics: 18,552 shares (about $3.33M)
ARISTA NETWORKS INC: 31,714 shares (about $3.24M)

Largest Sales this Quarter

T-Mobile US: 26,216 shares (about $6.25M)
Equinix: 4,617 shares (about $3.67M)
American Express: 9,995 shares (about $3.19M)
Hilton Worldwide: 10,120 shares (about $2.70M)
ConocoPhillips: 28,342 shares (about $2.54M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GLD SPDR Gold Shares	$43,715,975	$378,904 ▼	-0.9%	143,411	7.6%	Finance
AAPL Apple	$39,689,182	$57,858 ▼	-0.1%	193,445	6.9%	Computer and Technology
MSFT Microsoft	$35,561,686	$1,039,085 ▼	-2.8%	71,494	6.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$31,289,869	$3,095,068 ▲	11.0%	107,930	5.4%	Finance
INDA iShares MSCI India ETF	$28,415,341	$95,324 ▲	0.3%	510,333	4.9%	ETF
NVDA NVIDIA	$24,005,296	$272,848 ▼	-1.1%	151,942	4.2%	Computer and Technology
AMZN Amazon.com	$19,781,080	$2,791,738 ▲	16.4%	90,164	3.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$18,991,178	$18,991,178 ▲	New Holding	39,095	3.3%	Finance
EWG iShares MSCI Germany ETF	$16,982,811	$13,960,227 ▲	461.9%	401,390	3.0%	ETF
NFLX Netflix	$16,828,847	$1,088,713 ▼	-6.1%	12,567	2.9%	Consumer Discretionary
IWB iShares Russell 1000 ETF	$16,536,410	$473,701 ▲	2.9%	48,698	2.9%	ETF
AXP American Express	$15,525,679	$3,188,198 ▼	-17.0%	48,673	2.7%	Finance
LLY Eli Lilly and Company	$14,509,991	$111,471 ▼	-0.8%	18,614	2.5%	Medical
ETN Eaton	$13,518,508	$203,127 ▼	-1.5%	37,868	2.3%	Industrials
RTX RTX	$13,134,937	$358,917 ▲	2.8%	89,953	2.3%	Aerospace
COST Costco Wholesale	$13,106,360	$233,618 ▲	1.8%	13,240	2.3%	Retail/Wholesale
DXJ WisdomTree Japan Hedged Equity Fund	$11,261,766	$1,172,525 ▲	11.6%	98,554	2.0%	Finance
META Meta Platforms	$10,613,332	$1,906,547 ▲	21.9%	14,379	1.8%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$9,317,203	$718,688 ▲	8.4%	150,229	1.6%	ETF
GOOGL Alphabet	$9,152,225	$564,117 ▼	-5.8%	51,933	1.6%	Computer and Technology
MSI Motorola Solutions	$9,121,880	$1,402,655 ▼	-13.3%	21,695	1.6%	Computer and Technology
LINDE PLC	$8,402,545	$104,627 ▲	1.3%	17,909	1.5%	SHS
HD Home Depot	$7,819,733	$167,922 ▲	2.2%	21,328	1.4%	Retail/Wholesale
KO CocaCola	$7,679,140	$118,719 ▲	1.6%	108,539	1.3%	Consumer Staples
MU Micron Technology	$7,288,142	$228,136 ▼	-3.0%	59,133	1.3%	Computer and Technology
MCD McDonald's	$5,986,267	$272,594 ▲	4.8%	20,489	1.0%	Retail/Wholesale
EWL iShares MSCI Switzerland ETF	$5,829,920	$534,617 ▲	10.1%	106,366	1.0%	ETF
HLT Hilton Worldwide	$5,551,058	$2,695,361 ▼	-32.7%	20,842	1.0%	Consumer Discretionary
DHR Danaher	$5,398,768	$343,325 ▼	-6.0%	27,330	0.9%	Medical
BROOKFIELD INFRASTRUCTURE CO	$5,281,619	$231,421 ▼	-4.2%	126,962	0.9%	COM SUB VTG A
SYK Stryker	$4,883,657	$662,285 ▲	15.7%	12,344	0.8%	Medical
EWQ iShares MSCI France ETF	$4,843,419	$1,673,951 ▲	52.8%	113,164	0.8%	ETF
USB U.S. Bancorp	$4,414,183		0.0%	97,551	0.8%	Finance
GE VERNOVA INC	$4,399,375	$4,399,375 ▲	New Holding	8,314	0.8%	COM
COP ConocoPhillips	$4,082,630	$2,543,410 ▼	-38.4%	45,494	0.7%	Energy
TMUS T-Mobile US	$3,936,770	$6,246,224 ▼	-61.3%	16,523	0.7%	Computer and Technology
ACN Accenture	$3,839,541	$840,479 ▲	28.0%	12,846	0.7%	Computer and Technology
GEN Genesis Healthcare	$3,805,360	$344,186 ▲	9.9%	129,434	0.7%	Business Services
GOOG Alphabet	$3,503,275	$39,735 ▼	-1.1%	19,749	0.6%	Computer and Technology
DUK Duke Energy	$3,489,153	$990,377 ▲	39.6%	29,569	0.6%	Utilities
DGX Quest Diagnostics	$3,332,496	$3,332,496 ▲	New Holding	18,552	0.6%	Medical
ARISTA NETWORKS INC	$3,244,659	$3,244,659 ▲	New Holding	31,714	0.6%	COM SHS
ORLY O'Reilly Automotive	$2,846,486	$2,846,486 ▲	New Holding	31,582	0.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$2,504,764	$45,721 ▼	-1.8%	4,054	0.4%	Finance
CRM Salesforce	$2,455,846	$290,142 ▲	13.4%	9,006	0.4%	Computer and Technology
TSLA Tesla	$2,408,498	$782,714 ▼	-24.5%	7,582	0.4%	Auto/Tires/Trucks
PG Procter & Gamble	$2,274,930	$39,830 ▲	1.8%	14,279	0.4%	Consumer Staples
ABT Abbott Laboratories	$2,245,525	$37,811 ▼	-1.7%	16,510	0.4%	Medical
WMT Walmart	$1,876,884	$4,596 ▼	-0.2%	19,195	0.3%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$1,670,163	$322,787 ▼	-16.2%	5,495	0.3%	ETF
CVX Chevron	$1,625,682	$248,155 ▲	18.0%	11,353	0.3%	Energy
CAT Caterpillar	$1,519,066	$1,519,066 ▲	New Holding	3,913	0.3%	Industrials
AFL Aflac	$1,501,539		0.0%	14,238	0.3%	Finance
NEE NextEra Energy	$1,483,796	$539,120 ▲	57.1%	21,374	0.3%	Utilities
RVTY Revvity	$1,460,800		0.0%	15,103	0.3%	Medical
MATX Matson	$1,352,903		0.0%	12,150	0.2%	Transportation
UPS United Parcel Service	$1,255,593	$262,444 ▼	-17.3%	12,439	0.2%	Transportation
JNJ Johnson & Johnson	$1,207,445	$50,100 ▲	4.3%	7,905	0.2%	Medical
CSCO Cisco Systems	$1,197,291	$207,863 ▲	21.0%	17,257	0.2%	Computer and Technology
EQIX Equinix	$1,072,294	$3,672,686 ▼	-77.4%	1,348	0.2%	Finance
LMT Lockheed Martin	$980,669		0.0%	2,117	0.2%	Aerospace
EWA iShares MSCI Australia ETF	$950,935	$1,304,331 ▼	-57.8%	36,130	0.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$885,080	$135,399 ▲	18.1%	15,525	0.2%	ETF
OMC Omnicom Group	$863,280		0.0%	12,000	0.1%	Business Services
V Visa	$810,224	$2,485 ▼	-0.3%	2,282	0.1%	Business Services
XOM Exxon Mobil	$759,058	$191,462 ▲	33.7%	7,041	0.1%	Energy
MA Mastercard	$750,190		0.0%	1,335	0.1%	Business Services
PLD Prologis	$708,982	$25,963 ▼	-3.5%	6,745	0.1%	Finance
QQQ Invesco QQQ	$650,968	$84,957 ▲	15.0%	1,180	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$615,641	$72,179 ▲	13.3%	1,450	0.1%	ETF
CRWD CrowdStrike	$575,520	$575,520 ▲	New Holding	1,130	0.1%	Computer and Technology
FTV Fortive	$573,430		0.0%	11,000	0.1%	Computer and Technology
PEP PepsiCo	$530,426	$97,846 ▲	22.6%	4,017	0.1%	Consumer Staples
AXON Axon Enterprise	$496,764		0.0%	600	0.1%	Aerospace
SPROTT PHYSICAL GOLD TR	$470,192		0.0%	18,548	0.1%	UNIT
HON Honeywell International	$460,536	$30,733 ▼	-6.3%	1,978	0.1%	Multi-Sector Conglomerates
INTC Intel	$446,818	$67,201 ▼	-13.1%	19,947	0.1%	Computer and Technology
SRE Sempra Energy	$428,176	$428,176 ▲	New Holding	5,651	0.1%	Utilities
AMGN Amgen	$425,841	$108,066 ▲	34.0%	1,525	0.1%	Medical
MTD Mettler-Toledo International	$422,899		0.0%	360	0.1%	Medical
IWD iShares Russell 1000 Value ETF	$404,581	$62,542 ▲	18.3%	2,083	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$398,419	$50,657 ▲	14.6%	1,573	0.1%	ETF
SPBO SPDR Portfolio Corporate Bond ETF	$390,262		0.0%	13,356	0.1%	ETF
IMTB iShares Core 5-10 Year USD Bond ETF	$389,965	$14,136 ▲	3.8%	8,938	0.1%	ETF
BAC Bank of America	$381,572	$10,126 ▼	-2.6%	8,064	0.1%	Finance
ESGV Vanguard ESG U.S. Stock ETF	$374,421	$6,907 ▲	1.9%	3,415	0.1%	ETF
CL Colgate-Palmolive	$368,690		0.0%	4,056	0.1%	Consumer Staples
CSL Carlisle Companies	$360,049		0.0%	964	0.1%	Multi-Sector Conglomerates
FTNT Fortinet	$353,633	$18,290 ▼	-4.9%	3,345	0.1%	Computer and Technology
ABBV AbbVie	$341,106	$23,755 ▼	-6.5%	1,838	0.1%	Medical
BDX Becton, Dickinson and Company	$330,892		0.0%	1,921	0.1%	Medical
DE Deere & Company	$330,010	$330,010 ▲	New Holding	649	0.1%	Industrials
CPRT Copart	$319,936		0.0%	6,520	0.1%	Business Services
CEG Constellation Energy	$313,089	$313,089 ▲	New Holding	970	0.1%	Energy
ORCL Oracle	$309,500	$309,500 ▲	New Holding	1,416	0.1%	Computer and Technology
WAT Waters	$307,853		0.0%	882	0.1%	Medical
ISRG Intuitive Surgical	$298,332		0.0%	549	0.1%	Medical
VERALTO CORP	$294,067		0.0%	2,913	0.1%	COM SHS
BK Bank of New York Mellon	$291,552	$291,552 ▲	New Holding	3,200	0.1%	Finance
SCHD Schwab US Dividend Equity ETF	$273,713	$20,590 ▼	-7.0%	10,329	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Rice Partnership, LLC Top Holdings and 13F Report (2025)

About Rice Partnership, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Rice Partnership, LLC Top Holdings and 13F Report (2025)

About Rice Partnership, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRice Partnership, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools