Rice Partnership, LLC Top Holdings and 13F Report (2026) About Rice Partnership, LLCInvestment ActivityRice Partnership, LLC has $823.95 million in total holdings as of June 30, 2026.Rice Partnership, LLC owns shares of 171 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 8.34% of the portfolio was purchased this quarter.About 8.60% of the portfolio was sold this quarter.This quarter, Rice Partnership, LLC has purchased 178 new stocks and bought additional shares in 38 stocks.Rice Partnership, LLC sold shares of 59 stocks and completely divested from 20 stocks this quarter.Largest Holdings JPMorgan International Bond Opportunities ETF $78,597,760SPDR Gold Shares $53,212,859Apple $52,341,595Micron Technology $38,815,316Alphabet $37,242,876 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $11,464,069 Holding92189H805 - VanEck Rare Earth and Strategic Metals ETF $5,186,808 Holding032095101 - Amphenol $3,265,799 Holding007903107 - Advanced Micro Devices $514,105 Holding92206C680 - Vanguard Russell 1000 Growth ETF $312,495 Holding Largest Purchases this Quarter Palo Alto Networks 33,617 shares (about $11.46M)iShares MSCI Switzerland ETF 111,908 shares (about $7.03M)JPMorgan International Bond Opportunities ETF 134,632 shares (about $6.51M)JPMorgan BetaBuilders Canada ETF 64,134 shares (about $6.37M)VanEck Rare Earth and Strategic Metals ETF 58,608 shares (about $5.19M) Largest Sales this Quarter Micron Technology 16,881 shares (about $19.49M)Microsoft 13,625 shares (about $5.08M)Danaher 26,450 shares (about $5.04M)Meta Platforms 7,614 shares (about $4.29M)ARISTA NETWORKS INC 19,840 shares (about $3.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRice Partnership, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPIBJPMorgan International Bond Opportunities ETF$78,597,760$6,509,457 â–²9.0%1,625,6009.5%ETFGLDSPDR Gold Shares$53,212,859$563,253 â–²1.1%144,4516.5%FinanceAAPLApple$52,341,595$1,720,539 â–¼-3.2%180,8876.4%Computer and TechnologyMUMicron Technology$38,815,316$19,485,573 â–¼-33.4%33,6274.7%Computer and TechnologyGOOGLAlphabet$37,242,876$3,355,697 â–²9.9%104,2144.5%Computer and TechnologyDXJWisdomTree Japan Hedged Equity Fund$34,145,266$714,035 â–²2.1%196,7804.1%FinanceNVDANVIDIA$31,056,291$299,534 â–²1.0%155,2123.8%Computer and TechnologyJPMJPMorgan Chase & Co.$26,238,936$415,057 â–¼-1.6%80,1603.2%FinanceLLYEli Lilly and Company$25,097,835$309,450 â–²1.2%20,9253.0%MedicalINDAiShares MSCI India ETF$24,363,346$2,041,733 â–¼-7.7%493,2853.0%ETFEWGiShares MSCI Germany ETF$23,464,361$2,111,442 â–¼-8.3%567,1832.8%ETFMSFTMicrosoft$21,384,838$5,082,391 â–¼-19.2%57,3292.6%Computer and TechnologyAMZNAmazon.com$19,271,219$1,176,685 â–¼-5.8%80,8562.3%Retail/WholesaleIWBiShares Russell 1000 ETF$18,668,253$64,701 â–¼-0.3%45,5882.3%ETFEWLiShares MSCI Switzerland ETF$15,304,164$7,033,418 â–²85.0%243,5031.9%ETFAXPAmerican Express$14,888,882$146,464 â–¼-1.0%44,0171.8%FinanceIJHiShares Core S&P Mid-Cap ETF$14,641,415$750,666 â–²5.4%189,8771.8%ETFBBCAJPMorgan BetaBuilders Canada ETF$14,545,202$6,374,920 â–²78.0%146,3301.8%ETFAVGOBroadcom$12,744,907$648,219 â–²5.4%33,7391.5%Computer and TechnologyRTXRTX$12,708,305$154,250 â–²1.2%66,9811.5%AerospaceCATCaterpillar$12,540,262$1,328,995 â–²11.9%11,7761.5%IndustrialsPANWPalo Alto Networks$11,464,069$11,464,069 â–²New Holding33,6171.4%Computer and TechnologyCOSTCostco Wholesale$10,980,395$130,029 â–¼-1.2%11,7381.3%Retail/WholesaleGSThe Goldman Sachs Group$10,876,273$1,927,671 â–²21.5%10,7541.3%FinanceGE VERNOVA INC$10,157,840$172,704 â–²1.7%8,6461.2%COMLINDE PLC$9,647,614$237,675 â–²2.5%18,5911.2%SHSSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,609,879$31,051 â–²0.3%287,2051.2%ETFHLTHilton Worldwide$8,287,937$356,236 â–²4.5%25,0801.0%Consumer DiscretionaryVLOValero Energy$7,510,829$990,974 â–¼-11.7%28,8390.9%EnergyETNEaton$7,269,607$401,831 â–¼-5.2%17,0600.9%IndustrialsKOCocaCola$7,138,192$31,695 â–²0.4%87,8330.9%Consumer StaplesEWSiShares MSCI Singapore ETF$7,047,979$614,940 â–²9.6%238,0270.9%ETFIBMInternational Business Machines$6,655,397$2,978,295 â–²81.0%23,6670.8%Computer and TechnologyJMUBJPMorgan Municipal ETF$6,578,565$4,959,277 â–²306.3%129,8700.8%ETFGOOGAlphabet$6,511,872$238,498 â–¼-3.5%18,4300.8%Computer and TechnologyTJXTJX Companies$6,407,238$3,284,975 â–²105.2%42,2920.8%Retail/WholesaleDUKDuke Energy$6,097,541$352,529 â–²6.1%48,1710.7%UtilitiesUSBU.S. Bancorp$5,892,0800.0%97,5510.7%FinanceDGXQuest Diagnostics$5,307,228$59,770 â–²1.1%25,0400.6%MedicalREMXVanEck Rare Earth and Strategic Metals ETF$5,186,808$5,186,808 â–²New Holding58,6080.6%ETFARISTA NETWORKS INC$5,115,087$3,370,419 â–¼-39.7%30,1100.6%COM SHSWELLWelltower$5,086,625$984,142 â–²24.0%22,4110.6%FinanceBROOKFIELD INFRASTRUCTURE CO$4,944,055$199,969 â–²4.2%128,4170.6%COM SUB VTG ANFLXNetflix$4,062,160$347,861 â–¼-7.9%56,8930.5%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$3,854,827$173,251 â–¼-4.3%5,1620.5%FinanceAPHAmphenol$3,265,799$3,265,799 â–²New Holding18,5220.4%Computer and TechnologyFCXFreeport-McMoRan$2,780,367$150,307 â–²5.7%44,2100.3%Basic MaterialsINTCIntel$2,757,305$27,926 â–¼-1.0%19,7470.3%Computer and TechnologyCHENIERE ENERGY INC$2,486,899$626,684 â–²33.7%10,4050.3%COM NEWDHRDanaher$2,467,287$5,038,195 â–¼-67.1%12,9530.3%MedicalMATXMatson$2,222,1790.0%11,5600.3%TransportationTSLATesla$2,136,648$136,695 â–¼-6.0%5,0800.3%Auto/Tires/TrucksJNJJohnson & Johnson$2,074,3540.0%8,1680.3%MedicalCSCOCisco Systems$2,053,4360.0%17,4820.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,033,4800.0%5,4950.2%ETFWALMART INC$1,995,3270.0%17,6170.2%COMHDHome Depot$1,917,521$195,737 â–¼-9.3%5,4370.2%Retail/WholesaleCVXChevron$1,843,9670.0%11,1240.2%EnergyMCDMcDonald's$1,803,774$128,667 â–¼-6.7%6,6730.2%Retail/WholesaleRVTYRevvity$1,680,4030.0%15,1030.2%MedicalAFLAflac$1,659,9080.0%14,1570.2%FinancePGProcter & Gamble$1,623,598$169,369 â–¼-9.4%11,0720.2%Consumer StaplesNEENextEra Energy$1,543,627$200,732 â–¼-11.5%17,5870.2%UtilitiesABTAbbott Laboratories$1,325,530$87,655 â–¼-6.2%14,6080.2%MedicalIWFiShares Russell 1000 Growth ETF$1,322,162$991,622 â–²300.0%10,6480.2%ETFMETAMeta Platforms$1,160,941$4,288,891 â–¼-78.7%2,0610.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,091,336$5,486 â–¼-0.5%15,3170.1%ETFUPSUnited Parcel Service$1,086,180$36,013 â–¼-3.2%10,1040.1%TransportationLMTLockheed Martin$1,062,955$7,643 â–¼-0.7%2,0860.1%AerospaceXOMExxonMobil$932,3420.0%6,8190.1%EnergyIWDiShares Russell 1000 Value ETF$904,506$56,244 â–¼-5.9%3,7310.1%ETFOMCOmnicom Group$873,960$5,535 â–¼-0.6%12,0000.1%Business ServicesXLKTechnology Select Sector SPDR Fund$794,2160.0%4,1690.1%ETFQQQInvesco QQQ$755,590$113,412 â–¼-13.1%1,0260.1%FinancePLDPrologis$730,6570.0%5,3940.1%FinanceMAMastercard$715,4450.0%1,3930.1%Business ServicesVVisa$648,097$3,431 â–¼-0.5%1,8890.1%Business ServicesAMATApplied Materials$646,3620.0%8940.1%Computer and TechnologyFTVFortive$635,336$6,109 â–¼-1.0%10,4000.1%Computer and TechnologyBACBank of America$632,914$329,049 â–¼-34.2%11,1080.1%FinanceMSIMotorola Solutions$590,127$181,897 â–¼-23.6%1,4210.1%Computer and TechnologySOXXiShares Semiconductor ETF$577,696$9,607 â–¼-1.6%9020.1%ETFSPROTT ASSET MANAGEMENT LP$559,5930.0%18,5480.1%PHYSICAL GOLD TRPEPPepsiCo$538,2370.0%3,9750.1%Consumer StaplesAMDAdvanced Micro Devices$514,105$514,105 â–²New Holding8850.1%Computer and TechnologySRESempra Energy$512,594$11,311 â–¼-2.2%5,5290.1%UtilitiesFTNTFortinet$476,3760.0%3,1010.1%Computer and TechnologyBANK OF NY MELLON CORP$462,7520.0%3,2000.1%COMESGVVanguard ESG U.S. Stock ETF$462,311$3,042 â–¼-0.7%3,4960.1%ETFEWQiShares MSCI France ETF$445,123$252,772 â–¼-36.2%9,7980.1%ETFABBVAbbVie$430,973$28,178 â–¼-6.1%1,7130.1%MedicalMTDMettler-Toledo International$427,9660.0%3350.1%MedicalAMGNAmgen$418,3080.0%1,1550.1%MedicalDEDeere & Company$399,6280.0%6300.0%IndustrialsENTGEntegris$390,6560.0%2,1720.0%Computer and TechnologySPBOSPDR Portfolio Corporate Bond ETF$387,8580.0%13,3560.0%ETFAXONAxon Enterprise$336,3660.0%6000.0%AerospaceWATWaters$330,7850.0%8820.0%MedicalCSLCarlisle Companies$317,8580.0%8760.0%Multi-Sector ConglomeratesOXYOccidental Petroleum$314,4000.0%6,4730.0%EnergyShowing largest 100 holdings. 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