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Dale Q. Rice

Dale Q Rice Investment Management Ltd

Assets Managed
$131.983M
Holdings
68
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-5.45%(2Q avg: -3.46%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dale Q Rice Investment Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Dale Q Rice Investment Management Ltd 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 131.983M in assets, with a quarterly growth rate of -5.45% and a 2-quarter average growth rate of -3.46%. The portfolio is managed by Dale Q. Rice, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.09%
20.28%
$26.755M
105,421 shares@ $253.79 avg price
USD
Proshares Ultra Semiconduct
Recent Activity
Increased 1.99%
16.25%
$21.447M
447,279 shares@ $47.96 avg price
QLD
Proshares Ultra Qqq
Recent Activity
Increased 3.55%
11.46%
$15.124M
247,938 shares@ $61.0 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.82%
6.07%
$8.01M
13,878 shares@ $577.2 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.98%
5.01%
$6.607M
10,159 shares@ $650.36 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.18%
3.25%
$4.282M
14,892 shares@ $287.56 avg price
TSLA
Tesla Inc
Recent Activity
Increased 5.12%
2.44%
$3.21M
8,635 shares@ $371.75 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 4.2%
2.35%
$3.092M
6,452 shares@ $479.2 avg price
XSD
Spdr S&p Semiconductor Etf
Recent Activity
Decreased -4.04%
2.25%
$2.963M
9,086 shares@ $326.12 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.43%
2.17%
$2.857M
16,381 shares@ $174.4 avg price

1-10 of 68