Dale Q Rice Investment Management Ltd

Est. AUM

$132.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$26.8M	105421	20.27%	SOLE
2	PROSHARES ULTRA SEMICONDUCTORS	UIE	$21.4M	447279	16.25%	SOLE
3	PROSHARES ULTRA QQQ	UIE	$15.1M	247938	11.46%	SOLE
4	INVESCO QQQ TR	UIE	$8.0M	13878	6.07%	SOLE
5	STATE STREET SPDR S&P 500 ETF TRUST	UIE	$6.6M	10159	5.01%	SOLE
6	ALPHABET INC CLASS CLASS A	COM	$4.3M	14892	3.24%	SOLE
7	TESLA INC	COM	$3.2M	8635	2.43%	SOLE
8	BERKSHIRE HATHAWAY CLASS B	COM	$3.1M	6452	2.34%	SOLE
9	STATE STREET SPDR S&P SEMICONDUCTOR ETF	UIE	$3.0M	9086	2.24%	SOLE
10	NVIDIA CORP	COM	$2.9M	16381	2.16%	SOLE
11	ISHARES CORE S&P MID-CAPETF	UIE	$2.1M	31002	1.59%	SOLE
12	ISHARES U.S. TECHNOLOGY ETF	UIE	$2.0M	11195	1.54%	SOLE
13	MOTLEY FOOL 100 INDEX ETF	UIE	$1.6M	24022	1.20%	SOLE
14	MICROSOFT CORP	COM	$1.5M	3994	1.12%	SOLE
15	LAM RESH CORP	COM	$1.5M	6888	1.12%	SOLE
16	ISHARES U.S. MEDICAL DEVICES ETF	UIE	$1.5M	27324	1.10%	SOLE
17	MASTERCARD INC CLASS CLASS A	COM	$1.4M	2851	1.08%	SOLE
18	AMAZON.COM INC	COM	$1.3M	6123	0.97%	SOLE
19	PROSHARES ULTRA TECHNOLOGY	UIE	$1.1M	14500	0.86%	SOLE
20	PROSHARES ULTRA ENERGY	UIE	$1.0M	15536	0.79%	SOLE
21	ALPHABET INC CLASS CLASS C	COM	$978K	3409	0.74%	SOLE
22	ISHARES SELECT DIVIDEND ETF	UIE	$947K	6257	0.72%	SOLE
23	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	UIE	$876K	6591	0.66%	SOLE
24	PALANTIR TECHNOLOGIES INCLASS CLASS A	COM	$846K	5783	0.64%	SOLE
25	SCHWAB PRIME ADVANTAGE MONEY INVESTOR	MMN	$824K	823787	0.62%	SOLE
26	CATERPILLAR INC	COM	$810K	1144	0.61%	SOLE
27	INVESCO S&P 500 EQUAL WEIGHT ETF	UIE	$754K	3928	0.57%	SOLE
28	SCHWAB US TREASURY MONEY INVESTOR	MMN	$740K	739744	0.56%	SOLE
29	ROCKET LAB CORP CLASS CLASS A	COM	$713K	11096	0.54%	SOLE
30	SCHWAB U.S. DIVIDEND EQUITY ETF	UIE	$700K	22804	0.53%	SOLE
31	DEERE & CO	COM	$639K	1134	0.48%	SOLE
32	FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND	UIE	$622K	3098	0.47%	SOLE
33	BLACKSTONE INC	COM	$550K	4787	0.42%	SOLE
34	ISHARES CORE S&P SMALL-CAP ETF	UIE	$543K	4366	0.41%	SOLE
35	INVESCO S&P MIDCAP 400 PURE GROWTH ETF	UIE	$543K	9909	0.41%	SOLE
36	COSTCO WHSL CORP NEW	COM	$535K	537	0.41%	SOLE
37	BOOT BARN HLDGS INC	COM	$517K	3531	0.39%	SOLE
38	STATE STREET SPDR S&P SOFTWARE & SERVICES ETF	UIE	$512K	3596	0.39%	SOLE
39	VANGUARD WINDSOR INVESTOR SHARES	MFC	$492K	22748	0.37%	SOLE
40	MERCK & CO. INC.	COM	$477K	3967	0.36%	SOLE
41	DWS CORE EQUITY S	MFA	$474K	13850	0.36%	SOLE
42	ISHARES CORE U.S. AGGREGATE BOND ETF	UIE	$469K	4728	0.36%	SOLE
43	FIRST TRUST TECHNOLOGY ALPHADEX FUND	UIE	$432K	2720	0.33%	SOLE
44	CHEVRON CORP NEW	COM	$422K	2038	0.32%	SOLE
45	SCHWAB S&P 500 INDEX	MFS	$405K	24165	0.31%	SOLE
46	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST	UIE	$402K	868	0.30%	SOLE
47	ISHARES BIOTECHNOLOGY ETF	UIE	$395K	2337	0.30%	SOLE
48	BOEING CO	COM	$379K	1904	0.29%	SOLE
49	INVESCO S&P MIDCAP 400 PURE VALUE ETF	UIE	$372K	2865	0.28%	SOLE
50	HILTON WORLDWIDE HLDGS I	COM	$340K	1117	0.26%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.