Dale Q Rice Investment Management Ltd
Annual return '25
+24.9%
SPY '25
+17.7%
Alpha
+7.2ptsvs SPY
Invested
$132M
Holdings
68
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (23.3k shares)
20.3%
02
$USD
PROSHARES ULTRA SEMICONDUCTORS
Held since at least Q1 2024
16.2%
03
$QLD
PROSHARES ULTRA QQQ
Held since at least Q1 2024
11.5%
04
$NDQ
INVESCO QQQ TR
Q1 2026: New position (2.3k shares)
6.1%
05
$SPY
STATE STREET SPDR S&P 500 ETF TRUST
Q1 2026: New position (1.6k shares)
5.0%
06
$GOOGL
ALPHABET INC CLASS CLASS A
Q1 2026: New position (17.3k shares)
3.2%
07
$TSLA
TESLA INC
Q1 2026: New position (5.2k shares)
2.4%
08
$BRK/B
BERKSHIRE HATHAWAY CLASS B
Q1 2026: New position (3.1k shares)
2.3%
09
$XSD
STATE STREET SPDR S&P SEMICONDUCTOR ETF
Held since at least Q1 2024
2.2%
10
$NVDA
NVIDIA CORP
Q1 2026: New position (34.6k shares)
2.2%
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.