Dale Q Rice Investment Management Ltd
•CIK: 2041427•Filing: Q4 2025
**Dale Q Rice Investment Management Ltd** manages $140M across a diversified portfolio of 65 positions. The fund exhibits significant allocations to technology and cash equivalents, highlighted by a $28.7M position in AAPL and a $23.0M holding in USD. Key sector exposure is further evidenced by substantial allocations to QLD ($16.9M) and NDQ ($8.7M). Top holdings also include major tech names such as GOOGL ($4.7M) and NVDA ($3.0M).
Total AUM
$139.6M
QoQ Performance
-1.5%
Positions
65
Top 10 Concentration
72.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
USD
QLD
NDQ
SPY
AAPL20.5%
USD16.5%
QLD12.1%
NDQ6.2%
SPY5.0%
GOOGL3.3%
TSLA2.6%
BRK/B2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.4%
Technology29.4%
ETF5.0%
Consumer4.2%
Financial3.6%
Industrial1.0%
Healthcare0.3%
Changes from Q3 2025
↑11 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024