Rice Partnership, LLC Top Holdings and 13F Report (2026) About Rice Partnership, LLCInvestment ActivityRice Partnership, LLC has $731.81 million in total holdings as of March 31, 2026.Rice Partnership, LLC owns shares of 178 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 7.65% of the portfolio was purchased this quarter.About 5.91% of the portfolio was sold this quarter.This quarter, Rice Partnership, LLC has purchased 175 new stocks and bought additional shares in 49 stocks.Rice Partnership, LLC sold shares of 54 stocks and completely divested from 11 stocks this quarter.Largest Holdings JPMorgan International Bond Opportunities ETF $71,298,090SPDR Gold Shares $61,497,907Apple $47,416,222WisdomTree Japan Hedged Equity Fund $30,552,816Alphabet $27,267,494 Largest New Holdings this Quarter 91913Y100 - Valero Energy $8,065,680 Holding38141G104 - The Goldman Sachs Group $7,485,320 Holding46434G780 - iShares MSCI Singapore ETF $6,131,049 Holding95040Q104 - Welltower $3,573,608 Holding16411R208 - CHENIERE ENERGY INC $2,208,504 Holding Largest Purchases this Quarter Valero Energy 32,644 shares (about $8.07M)The Goldman Sachs Group 8,848 shares (about $7.49M)iShares MSCI Singapore ETF 217,259 shares (about $6.13M)Caterpillar 6,638 shares (about $4.70M)Welltower 18,075 shares (about $3.57M) Largest Sales this Quarter JPMorgan Chase & Co. 18,096 shares (about $5.32M)Eaton 14,486 shares (about $5.18M)Amazon.com 24,255 shares (about $5.05M)iShares MSCI Germany ETF 99,946 shares (about $3.96M)iShares MSCI India ETF 70,277 shares (about $3.29M) 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$71,298,090$2,998,410 ▲4.4%1,490,9689.7%ETFGLDSPDR Gold Shares$61,497,907$2,406,612 ▲4.1%142,9228.4%FinanceAAPLApple$47,416,222$69,792 ▲0.1%186,8336.5%Computer and TechnologyDXJWisdomTree Japan Hedged Equity Fund$30,552,816$1,545,996 ▲5.3%192,6654.2%FinanceGOOGLAlphabet$27,267,494$1,250,594 ▲4.8%94,8243.7%Computer and TechnologyNVDANVIDIA$26,807,945$516,051 ▲2.0%153,7153.7%Computer and TechnologyMSFTMicrosoft$26,264,994$713,686 ▲2.8%70,9543.6%Computer and TechnologyINDAiShares MSCI India ETF$25,041,788$3,291,775 ▼-11.6%534,6243.4%ETFEWGiShares MSCI Germany ETF$24,524,827$3,964,858 ▼-13.9%618,2213.4%ETFJPMJPMorgan Chase & Co.$23,953,007$5,323,152 ▼-18.2%81,4283.3%FinanceLLYEli Lilly and Company$19,008,698$644,752 ▲3.5%20,6672.6%MedicalAMZNAmazon.com$17,868,108$5,051,589 ▼-22.0%85,7932.4%Retail/WholesaleMUMicron Technology$17,063,624$1,746,633 ▼-9.3%50,5082.3%Computer and TechnologyBRK.BBerkshire Hathaway$16,802,190$72,838 ▼-0.4%35,0632.3%FinanceIWBiShares Russell 1000 ETF$16,311,165$268,846 ▲1.7%45,7462.2%ETFAXPAmerican Express$13,445,344$1,867,224 ▼-12.2%44,4501.8%FinanceRTXRTX$12,763,807$2,702,722 ▼-17.5%66,1681.7%AerospaceIJHiShares Core S&P Mid-Cap ETF$12,164,989$980,603 ▲8.8%180,1421.7%ETFCOSTCostco Wholesale$11,834,420$145,477 ▼-1.2%11,8771.6%Retail/WholesaleAVGOBroadcom$9,911,439$1,353,178 ▲15.8%32,0231.4%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,601,731$2,909,696 ▲43.5%286,2771.3%ETFLINDE PLC$8,989,616$202,270 ▲2.3%18,1331.2%SHSVLOValero Energy$8,065,680$8,065,680 ▲New Holding32,6441.1%EnergyEWLiShares MSCI Switzerland ETF$7,739,102$301,636 ▲4.1%131,5951.1%ETFBBCAJPMorgan BetaBuilders Canada ETF$7,731,356$777,782 ▲11.2%82,1961.1%ETFGSThe Goldman Sachs Group$7,485,320$7,485,320 ▲New Holding8,8481.0%FinanceDHRDanaher$7,470,809$226,193 ▲3.1%39,4031.0%MedicalCATCaterpillar$7,458,667$4,702,758 ▲170.6%10,5281.0%IndustrialsGE VERNOVA INC$7,418,777$2,860,493 ▼-27.8%8,4991.0%COMHLTHilton Worldwide$7,298,528$277,929 ▲4.0%24,0021.0%Consumer DiscretionaryKOCocaCola$6,650,044$87,382 ▲1.3%87,4430.9%Consumer StaplesETNEaton$6,439,133$5,181,208 ▼-44.6%18,0030.9%IndustrialsARISTA NETWORKS INC$6,132,861$331,015 ▲5.7%49,9500.8%COM SHSEWSiShares MSCI Singapore ETF$6,131,049$6,131,049 ▲New Holding217,2590.8%ETFDUKDuke Energy$5,942,889$512,372 ▲9.4%45,3860.8%UtilitiesNFLXNetflix$5,938,705$160,186 ▼-2.6%61,7650.8%Consumer DiscretionaryMETAMeta Platforms$5,535,358$155,619 ▲2.9%9,6750.8%Computer and TechnologyGOOGAlphabet$5,480,460$75,731 ▼-1.4%19,1050.7%Computer and TechnologyUSBU.S. Bancorp$5,073,6280.0%97,5510.7%FinanceBROOKFIELD INFRASTRUCTURE CO$4,869,773$278,181 ▲6.1%123,2230.7%COM SUB VTG ADGXQuest Diagnostics$4,852,073$45,859 ▲1.0%24,7580.7%MedicalWELLWelltower$3,573,608$3,573,608 ▲New Holding18,0750.5%FinanceSPYSPDR S&P 500 ETF Trust$3,507,934$65,034 ▼-1.8%5,3940.5%FinanceTJXTJX Companies$3,291,257$641,994 ▲24.2%20,6090.4%Retail/WholesaleIBMInternational Business Machines$3,169,492$455,451 ▲16.8%13,0760.4%Computer and TechnologyFCXFreeport-McMoRan$2,458,180$561,996 ▲29.6%41,8200.3%Basic MaterialsCEGConstellation Energy$2,433,394$344,875 ▲16.5%8,7140.3%EnergyCVXChevron$2,301,621$44,899 ▼-1.9%11,1240.3%EnergyMCDMcDonald's$2,221,833$657,941 ▼-22.8%7,1490.3%Retail/WholesaleCHENIERE ENERGY INC$2,208,504$2,208,504 ▲New Holding7,7830.3%COM NEWWALMART INC$2,189,454$60,276 ▼-2.7%17,6170.3%COMTSLATesla$2,009,309$226,024 ▼-10.1%5,4050.3%Auto/Tires/TrucksJNJJohnson & Johnson$1,996,515$9,288 ▲0.5%8,1680.3%MedicalHDHome Depot$1,970,709$1,490,201 ▼-43.1%5,9920.3%Retail/WholesaleMATXMatson$1,895,146$96,725 ▼-4.9%11,5600.3%TransportationNEENextEra Energy$1,845,914$149,445 ▼-7.5%19,8740.3%UtilitiesPGProcter & Gamble$1,766,068$225,471 ▼-11.3%12,2270.2%Consumer StaplesVTIVanguard Total Stock Market ETF$1,762,9410.0%5,4950.2%ETFABTAbbott Laboratories$1,598,983$120,021 ▼-7.0%15,5740.2%MedicalJMUBJPMorgan Municipal ETF$1,598,030$1,598,030 ▲New Holding31,9670.2%ETFAFLAflac$1,553,1640.0%14,1570.2%FinanceCSCOCisco Systems$1,356,428$5,819 ▲0.4%17,4820.2%Computer and TechnologyRVTYRevvity$1,323,2080.0%15,1030.2%MedicalLMTLockheed Martin$1,270,086$4,836 ▼-0.4%2,1010.2%AerospaceXOMExxonMobil$1,156,971$70,073 ▼-5.7%6,8190.2%EnergyIWFiShares Russell 1000 Growth ETF$1,135,0770.0%2,6620.2%ETFUPSUnited Parcel Service$1,026,9890.0%10,4390.1%TransportationVEAVanguard FTSE Developed Markets ETF$986,4480.0%15,3940.1%ETFOMCOmnicom Group$909,444$5,724 ▲0.6%12,0760.1%Business ServicesINTCIntel$880,2710.0%19,9470.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$846,774$13,889 ▼-1.6%3,9630.1%ETFBACBank of America$823,029$149,952 ▲22.3%16,8830.1%FinanceMSIMotorola Solutions$806,750$846,241 ▼-51.2%1,8590.1%Computer and TechnologyPLDPrologis$712,913$58,550 ▼-7.6%5,3940.1%FinanceMAMastercard$696,0260.0%1,3930.1%Business ServicesQQQInvesco QQQ$681,1060.0%1,1800.1%FinanceEWQiShares MSCI France ETF$666,404$202,715 ▼-23.3%15,3620.1%ETFSPROTT ASSET MANAGEMENT LP$657,3410.0%18,5480.1%PHYSICAL GOLD TRPEPPepsiCo$617,3030.0%3,9750.1%Consumer StaplesFTVFortive$580,4400.0%10,5000.1%Computer and TechnologyVVisa$573,954$120,594 ▼-17.4%1,8990.1%Business ServicesXLKTechnology Select Sector SPDR Fund$554,017$93,023 ▲20.2%4,1690.1%ETFSRESempra Energy$549,1080.0%5,6510.1%UtilitiesIMTBiShares Core 5-10 Year USD Bond ETF$502,090$22,436 ▲4.7%11,4580.1%ETFHONHoneywell International$446,9900.0%1,9780.1%Multi-Sector ConglomeratesMTDMettler-Toledo International$422,502$31,530 ▼-6.9%3350.1%MedicalOXYOccidental Petroleum$420,753$6,500 ▼-1.5%6,4730.1%EnergyAMGNAmgen$406,445$8,798 ▼-2.1%1,1550.1%MedicalABBVAbbVie$396,844$39,141 ▼-9.0%1,8250.1%MedicalESGVVanguard ESG U.S. Stock ETF$395,078$3,031 ▲0.8%3,5190.1%ETFSPBOSPDR Portfolio Corporate Bond ETF$387,7250.0%13,3560.1%ETFBKBNY$379,6160.0%3,2000.1%FinanceCOLBColumbia Banking System$361,911$361,911 ▲New Holding13,1940.0%FinanceDEDeere & Company$354,879$8,450 ▼-2.3%6300.0%IndustrialsAMATApplied Materials$305,560$23,242 ▼-7.1%8940.0%Computer and TechnologySOXXiShares Semiconductor ETF$301,243$4,928 ▲1.7%9170.0%ETFCSLCarlisle Companies$292,333$29,367 ▼-9.1%8760.0%Multi-Sector ConglomeratesLABCORP HOLDINGS INC$266,8100.0%1,0000.0%COM SHSSCHGSchwab U.S. Large-Cap Growth ETF$266,1740.0%9,1370.0%ETFWATWaters$262,6600.0%8820.0%MedicalShowing 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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