Rice Partnership, LLC
•CIK: 1736736•Filing: Q4 2025
**Rice Partnership, LLC** manages $740M across a diversified portfolio of 175 positions. The fund exhibits significant concentration in technology and real estate, with top holdings including JPIB at $69.6M and GQ9 at $54.4M. Further notable allocations include AAPL ($50.7M), MSFT ($33.4M), and INDA ($32.7M). This structure suggests a tactical approach balancing income-generating assets with large-cap growth technology exposure.
Total AUM
$739.6M
QoQ Performance
+5.0%
Positions
95
Top 10 Concentration
52.2%
Latest Filing
Q4 2025
Top Holdings Allocation
JPIB
GQ9
AAPL
JPIB9.4%
GQ97.4%
AAPL6.9%
MSFT4.5%
INDA4.4%
JPM4.3%
EWG4.1%
GOOGL3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.4%
Technology22.7%
Financial9.6%
Consumer7.2%
Healthcare4.7%
Industrial2.7%
Materials1.2%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+24 more exited positions
Changes from Q3 2025
NEW16 new positions
↑55 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023