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Bonnie F. Rice

Rice Partnership, Llc

Assets Managed
$731.812M
Holdings
178
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-1.05%(2Q avg: 2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rice Partnership, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Rice Partnership, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 731.812M in assets, with a quarterly growth rate of -1.05% and a 2-quarter average growth rate of 2%. The portfolio is managed by Bonnie F. Rice, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 4.4%
9.75%
$71.298M
1.491M shares@ $47.83 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 4.08%
8.41%
$61.498M
142,922 shares@ $430.29 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.15%
6.48%
$47.416M
186,833 shares@ $253.79 avg price
DXJ
Wisdomtree Japan Hedged Eq
Recent Activity
Increased 5.33%
4.18%
$30.553M
192,665 shares@ $158.59 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.81%
3.73%
$27.267M
94,824 shares@ $287.56 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.97%
3.67%
$26.808M
153,715 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.8%
3.59%
$26.265M
70,954 shares@ $370.17 avg price
INDA
Ishares Msci India Etf
Recent Activity
Decreased -11.61%
3.43%
$25.042M
534,624 shares@ $46.84 avg price
EWG
Ishares Msci Germany Etf
Recent Activity
Decreased -13.91%
3.36%
$24.525M
618,221 shares@ $39.67 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -18.18%
3.28%
$23.953M
81,428 shares@ $294.17 avg price

1-10 of 178