Rice Partnership, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Rice Partnership, LLC reported 152 stock positions worth $487.2 million. Its top holding was Apple (AAPL) at 8.8% of the portfolio, followed by SPDR Gold Shares (GLD, 8.6%) and Microsoft (MSFT, 5.7%). Compared with Q4 2024, it opened 12 new positions, sold out of 28, added to 32 and reduced 68. The biggest buy was SPDR Gold Shares (GLD, shares +1%) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- HONOLULU, HI
- CIK
- 0001736736
- Portfolio Value
- $487.2M (Q1 2025)
- SEC Filing
- 0001398344-25-008043 ↗ filed Apr 29, 2025
Holdings Value
Holdings 152 stocks · $487.2M
| AAPL Apple Inc. | 8.83% | 193,727 | $43.0M | Add +0.3% |
| GLD SPDR Gold Shares | 8.56% | 144,654 | $41.7M | Add +0.8% |
| MSFT Microsoft Corp. | 5.67% | 73,583 | $27.6M | Reduce -7.0% |
| INDA iShares MSCI India ETF | 5.37% | 508,621 | $26.2M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 4.90% | 97,254 | $23.9M | Add +3.4% |
| NVDA Nvidia Corp. | 3.42% | 153,669 | $16.7M | Reduce -13.6% |
| AXP American Express Co. | 3.24% | 58,668 | $15.8M | Reduce -3.9% |
| LLY Eli Lilly & Co. | 3.18% | 18,757 | $15.5M | Reduce -7.4% |
| AMZN Amazon.com Inc. | 3.02% | 77,439 | $14.7M | Reduce -1.9% |
| IWB iShares Russell 1000 ETF | 2.98% | 47,303 | $14.5M | Add +2.0% |
| NFLX Netflix Inc. | 2.56% | 13,380 | $12.5M | Add +13.7% |
| COST Costco Wholesale Corp. | 2.52% | 13,004 | $12.3M | Reduce -1.7% |
| RTX RTX Corp. | 2.38% | 87,495 | $11.6M | Add +14.4% |
| TMUS T-Mobile US Inc. | 2.34% | 42,739 | $11.4M | Add +22.9% |
| MSI Motorola Solutions Inc. | 2.25% | 25,031 | $11.0M | Add +2.5% |
| ETN Eaton Corp. PLC | 2.14% | 38,437 | $10.4M | Reduce -18.7% |
| DXJ Wisdomtree Japan Hedged Eq | 2.00% | 88,293 | $9.7M | Add +26.0% |
| GOOGL Alphabet Inc. Class A | 1.75% | 55,134 | $8.5M | Reduce -33.3% |
| LIN Linde PLC | 1.69% | 17,686 | $8.2M | Add +3.6% |
| IJH iShares Core S&P Midcap ETF | 1.66% | 138,641 | $8.1M | Add +36.5% |
| COP Conocophillips | 1.59% | 73,836 | $7.8M | Add +6.0% |
| KO The Coca-Cola Co. | 1.57% | 106,861 | $7.7M | Add +4.0% |
| HD Home Depot Inc. | 1.57% | 20,870 | $7.6M | Add +2.9% |
| HLT Hilton Worldwide Holdings Inc. | 1.45% | 30,962 | $7.0M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.40% | 11,796 | $6.8M | Add +589.0% |
| MCD McDonald's Corp. | 1.25% | 19,556 | $6.1M | Add +0.7% |
| DHR Danaher Corp. | 1.22% | 29,068 | $6.0M | Reduce -39.3% |
| MU Micron Technology Inc. | 1.09% | 60,984 | $5.3M | Reduce -6.8% |
| EWL iShares MSCI Switzerland ETF | 1.03% | 96,612 | $5.0M | Add +15.6% |
| EQIX Equinix Inc. | 1.00% | 5,965 | $4.9M | Add +8.7% |
| BIPC Brookfield Infrastructure-A | 0.98% | 132,525 | $4.8M | Add +9.9% |
| USB US Bancorp | 0.85% | 97,551 | $4.1M | Reduce -0.2% |
| SYK Stryker Corp. | 0.82% | 10,670 | $4.0M | New |
| ACN Accenture PLC Class A | 0.64% | 10,034 | $3.1M | New |
| GEN Gen Digital Inc. | 0.64% | 117,727 | $3.1M | Add +51.2% |
| GOOG Alphabet Inc. Class C | 0.64% | 19,973 | $3.1M | Reduce -8.4% |
| EWQ iShares MSCI France ETF | 0.60% | 74,053 | $2.9M | New |
| EWG iShares MSCI Germany ETF | 0.54% | 71,439 | $2.6M | New |
| TSLA Tesla Inc. | 0.53% | 10,046 | $2.6M | Reduce -47.4% |
| DUK Duke Energy Corp. | 0.53% | 21,176 | $2.6M | New |
| PG The Procter & Gamble Co. | 0.49% | 14,029 | $2.4M | Reduce -8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 4,128 | $2.3M | Reduce -1.7% |
| ABT Abbott Laboratories | 0.46% | 16,788 | $2.2M | Reduce -1.1% |
| CRM Salesforce Inc. | 0.44% | 7,942 | $2.1M | New |
| EWA iShares MSCI Australia ETF | 0.41% | 85,687 | $2.0M | Reduce -64.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 6,557 | $1.8M | Reduce -3.2% |
| WMT Walmart Inc. | 0.35% | 19,242 | $1.7M | Reduce -2.2% |
| UPS United Parcel Service Class B | 0.34% | 15,039 | $1.7M | No change |
| CVX Chevron Corp. | 0.33% | 9,620 | $1.6M | Add +19.4% |
| RVTY Revvity Inc. | 0.33% | 15,103 | $1.6M | No change |
| AFL Aflac Inc. | 0.32% | 14,238 | $1.6M | Reduce -5.3% |
| MATX Matson Inc. | 0.32% | 12,150 | $1.6M | Reduce -9.7% |
| JNJ Johnson & Johnson | 0.26% | 7,577 | $1.3M | Reduce -10.1% |
| OMC Omnicom Group | 0.20% | 12,000 | $995K | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.20% | 13,608 | $965K | Reduce -80.3% |
| LMT Lockheed Martin Corp. | 0.19% | 2,117 | $946K | Reduce -27.5% |
| CSCO Cisco Systems Inc. | 0.18% | 14,261 | $880K | Reduce -5.2% |
| FTV Fortive Corp. | 0.17% | 11,000 | $805K | Reduce -0.2% |
| V Visa Inc. Class A | 0.16% | 2,289 | $802K | Reduce -1.9% |
| PLD Prologis Inc. | 0.16% | 6,992 | $782K | Reduce -27.1% |
| MA Mastercard Inc. Class A | 0.15% | 1,335 | $732K | No change |
| VEA Vanguard Ftse Developed ETF | 0.14% | 13,150 | $668K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 5,265 | $626K | Reduce -40.0% |
| INTC Intel Corp. | 0.11% | 22,947 | $521K | Add +1.6% |
| PEP Pepsico Inc. | 0.10% | 3,276 | $491K | Reduce -9.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,026 | $481K | Add +6.8% |
| IWF iShares Russell 1000 Growth | 0.09% | 1,280 | $462K | Reduce -23.0% |
| HON Honeywell International Inc. | 0.09% | 2,110 | $447K | Add +5.5% |
| PHYS Sprott Physical Gold Trust | 0.09% | 18,548 | $446K | Reduce -13.7% |
| BDX Becton Dickinson and Co. | 0.09% | 1,921 | $440K | No change |
| LDOS Leidos Holdings Inc. | 0.09% | 3,207 | $433K | New |
| MTD Mettler-Toledo International | 0.09% | 360 | $425K | Reduce -10.9% |
| ABBV Abbvie Inc. | 0.08% | 1,966 | $412K | Reduce -55.6% |
| SPBO SS SPDR P Corp. Bond ETF | 0.08% | 13,356 | $388K | No change |
| CL Colgate-Palmolive Co. | 0.08% | 4,056 | $380K | Reduce -33.8% |
| IMTB iShares Core 5-10 Year Usd | 0.08% | 8,614 | $374K | Add +2.6% |
| CPRT Copart Inc. | 0.08% | 6,520 | $369K | Reduce -6.5% |
| AMGN Amgen Inc. | 0.07% | 1,138 | $354K | Reduce -2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 8,278 | $345K | Reduce -26.8% |
| FTNT Fortinet Inc. | 0.07% | 3,518 | $339K | Reduce -2.7% |
| IWD iShares Russell 1000 Value E | 0.07% | 1,761 | $331K | Reduce -16.9% |
| ESGV Vanguard ESG US Stock ETF | 0.07% | 3,352 | $328K | Reduce -2.9% |
| CSL Carlisle Cos Inc. | 0.07% | 964 | $328K | Reduce -5.1% |
| WAT Waters Corp. | 0.07% | 882 | $325K | No change |
| AXON Axon Enterprise Inc. | 0.06% | 600 | $316K | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 11,106 | $311K | Reduce -8.8% |
| VLTO Veralto Corp. | 0.06% | 2,913 | $284K | Reduce -9.6% |
| XLK SS Technology Select Sector | 0.06% | 1,373 | $283K | No change |
| ISRG Intuitive Surgical Inc. | 0.06% | 549 | $272K | Reduce -1.8% |
| A Agilent Technologies Inc. | 0.05% | 2,009 | $235K | Reduce -1.9% |
| LH Labcorp Holdings Inc. | 0.05% | 1,000 | $233K | Reduce -0.6% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 9,137 | $229K | No change |
| EXC Exelon Corp. | 0.05% | 4,933 | $227K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.04% | 705 | $218K | No change |
| SAIC Science Applications Inte | 0.04% | 1,932 | $217K | New |
| TLT iShares 20+ Year Treasury BD | 0.04% | 2,376 | $216K | Add +17.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,140 | $211K | Reduce -47.0% |
| RPM RPM International Inc. | 0.04% | 1,780 | $206K | Reduce -2.0% |
| MBB iShares MBS ETF | 0.04% | 1,950 | $183K | Reduce -16.6% |
| SOXX iShares Semiconductor ETF | 0.03% | 902 | $170K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −3.07 |
| GOOGL Alphabet Inc. Class A | Reduce -33.3% | 1.75% | −1.23 |
| NVDA Nvidia Corp. | Reduce -13.6% | 3.42% | −1.13 |
| TSLA Tesla Inc. | Reduce -47.4% | 0.53% | −0.93 |
| DHR Danaher Corp. | Reduce -39.3% | 1.22% | −0.87 |
| ETN Eaton Corp. PLC | Reduce -18.7% | 2.14% | −0.84 |
| NEE Nextera Energy Inc. | Reduce -80.3% | 0.20% | −0.74 |
| EWA iShares MSCI Australia ETF | Reduce -64.4% | 0.41% | −0.68 |
| MSFT Microsoft Corp. | Reduce -7.0% | 5.67% | −0.68 |
| SRE Sempra | Sold out | 0.00% | −0.67 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.62 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 3.02% | −0.27 |
| AXP American Express Co. | Reduce -3.9% | 3.24% | −0.21 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -8.4% | 0.64% | −0.15 |
| LMT Lockheed Martin Corp. | Reduce -27.5% | 0.19% | −0.08 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -55.6% | 0.08% | −0.07 |
| DE Deere & Co. | Sold out | 0.00% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -61.9% | 0.03% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -40.0% | 0.13% | −0.05 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.05 |
| GME Gamestop Corp. Class A | Sold out | 0.00% | −0.05 |
| USB US Bancorp | Reduce -0.2% | 0.85% | −0.04 |
| DIS The Walt Disney Co. | Reduce -47.0% | 0.04% | −0.04 |
| CEG Constellation Energy | Sold out | 0.00% | −0.04 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.04 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.04 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.04 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.03 |
| PLD Prologis Inc. | Reduce -27.1% | 0.16% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -23.0% | 0.09% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -33.8% | 0.08% | −0.03 |
| MATX Matson Inc. | Reduce -9.7% | 0.32% | −0.03 |
| BAC Bank of America Corp. | Reduce -26.8% | 0.07% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -90.7% | 0.00% | −0.02 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.1% | 1.45% | −0.01 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -81.2% | 0.00% | −0.01 |
| EIDO iShares MSCI Indonesia ETF | Reduce -85.2% | 0.00% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Sold out | 0.00% | −0.01 |
| MTD Mettler-Toledo International | Reduce -10.9% | 0.09% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -16.9% | 0.07% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -35.2% | 0.01% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| GLD SPDR Gold Shares | Add +0.8% | 8.56% | +1.94 |
| META Meta Platforms Inc. Class A | Add +589.0% | 1.40% | +1.20 |
| TMUS T-Mobile US Inc. | Add +22.9% | 2.34% | +0.88 |
| SYK Stryker Corp. | New | 0.82% | +0.82 |
| RTX RTX Corp. | Add +14.4% | 2.38% | +0.69 |
| ACN Accenture PLC Class A | New | 0.64% | +0.64 |
| EWQ iShares MSCI France ETF | New | 0.60% | +0.60 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 4.90% | +0.60 |
| NFLX Netflix Inc. | Add +13.7% | 2.56% | +0.56 |
| EWG iShares MSCI Germany ETF | New | 0.54% | +0.54 |
| DUK Duke Energy Corp. | New | 0.53% | +0.53 |
| DXJ Wisdomtree Japan Hedged Eq | Add +26.0% | 2.00% | +0.53 |
| IJH iShares Core S&P Midcap ETF | Add +36.5% | 1.66% | +0.46 |
| CRM Salesforce Inc. | New | 0.44% | +0.44 |
| KO The Coca-Cola Co. | Add +4.0% | 1.57% | +0.35 |
| LIN Linde PLC | Add +3.6% | 1.69% | +0.33 |
| EWL iShares MSCI Switzerland ETF | Add +15.6% | 1.03% | +0.30 |
| COP Conocophillips | Add +6.0% | 1.59% | +0.28 |
| GEN Gen Digital Inc. | Add +51.2% | 0.64% | +0.24 |
| MCD McDonald's Corp. | Add +0.7% | 1.25% | +0.18 |
| IWB iShares Russell 1000 ETF | Add +2.0% | 2.98% | +0.13 |
| CVX Chevron Corp. | Add +19.4% | 0.33% | +0.11 |
| MSI Motorola Solutions Inc. | Add +2.5% | 2.25% | +0.10 |
| LDOS Leidos Holdings Inc. | New | 0.09% | +0.09 |
| HD Home Depot Inc. | Add +2.9% | 1.57% | +0.07 |
| BIPC Brookfield Infrastructure-A | Add +9.9% | 0.98% | +0.07 |
| EXC Exelon Corp. | New | 0.05% | +0.05 |
| SAIC Science Applications Inte | New | 0.04% | +0.04 |
| INTC Intel Corp. | Add +1.6% | 0.11% | +0.02 |
| IWN iShares Russell 2000 Value E | Add +150.1% | 0.03% | +0.02 |
| EQIX Equinix Inc. | Add +8.7% | 1.00% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +17.7% | 0.04% | +0.01 |
| IMTB iShares Core 5-10 Year Usd | Add +2.6% | 0.08% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +103.9% | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +5.5% | 0.09% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.8% | 0.10% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.8% | 0.01% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +15.4% | 0.01% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +29.9% | 0.01% | +0.00 |
| OEF iShares S&P 100 ETF | New | 0.00% | +0.00 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.00% | +0.00 |
| VDE Vanguard Energy ETF | Add +2.0% | 0.00% | +0.00 |
| AAPL Apple Inc. | Add +0.3% | 8.83% | −0.38 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 170 | $823.9M | JPIB, GLD, AAPL, MU, GOOGL |
| Q1 2026 | 177 | $731.8M | JPIB, GLD, AAPL, DXJ, GOOGL |
| Q4 2025 | 174 | $739.6M | JPIB, GLD, AAPL, MSFT, INDA |
| Q3 2025 | 187 | $704.1M | JPIB, GLD, AAPL, MSFT, JPM |
| Q2 2025 | 167 | $575.6M | GLD, AAPL, MSFT, JPM, INDA |
| Q1 2025 | 152 | $487.2M | AAPL, GLD, MSFT, INDA, JPM |
| Q4 2024 | 168 | $525.1M | AAPL, GLD, MSFT, INDA, NVDA |
| Q3 2024 | 172 | $496.8M | AAPL, MSFT, GLD, INDA, NVDA |
| Q2 2024 | 154 | $460.3M | AAPL, MSFT, GLD, INDA, NVDA |
| Q1 2024 | 158 | $424.2M | MSFT, AAPL, GLD, INDA, LLY |