Rice Partnership, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$1.1B
Holdings
178
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JPIB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 1.43M shares)
9.7%
02
$GQ9
SPDR GOLD TR
Q1 2026: Sold 98.2% (137.3k → 2.4k shares)
8.4%
03
$AAPL
APPLE INC
Q1 2026: Sold 80.1% (186.6k → 37.1k shares)
6.5%
04
$DXJ
WISDOMTREE TR
Q1 2026: Exited (was 182.9k shares)
4.2%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 82.7% (90.5k → 15.6k shares)
3.7%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 74.7% (150.8k → 38.2k shares)
3.7%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 55.6% (69.0k → 30.6k shares)
3.6%
08
$INDA
ISHARES TR
Q1 2026: Exited (was 604.9k shares)
3.4%
09
$EWG
ISHARES INC
Q1 2026: Exited (was 718.2k shares)
3.4%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 74.6% (99.5k → 25.3k shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.