Rice Partnership, LLC

13F filer · CIK 0001736736

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$824MU.S. long equity reported on 13F

Positions916 new · 4 closed

Net flow last quarter-$25.2MBuys minus sells

Top 10 positions weight38.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202691 positions
GLDSPDR Gold Trust	$53.2M	6.46%	0.04%	+1.1%	Q4 2017
AAPLApple Inc.	$52.3M	6.35%	0.00%	-3.2%	Q4 2017
MUMicron Technology Inc	$38.8M	4.71%	0.00%	-33.4%	Q1 2022
GOOGLAlphabet Inc.	$37.2M	4.52%	0.00%	+9.9%	Q4 2017
NVDANvidia Corp	$31.1M	3.77%	0.00%	+1.0%	Q3 2020
JPMJPMorgan Chase & Co	$26.2M	3.18%	0.00%	-1.6%	Q4 2017
LLYELI LILLY & Co	$25.1M	3.05%	0.00%	+1.3%	Q3 2018
MSFTMicrosoft Corp	$21.4M	2.60%	0.00%	-19.2%	Q4 2017
AMZNAmazon Com Inc	$19.3M	2.34%	0.00%	-5.8%	Q4 2017
AXPAmerican Express Co	$14.9M	1.81%	0.01%	-1.0%	Q3 2020
AVGOBroadcom Inc.	$12.7M	1.55%	0.00%	+5.4%	Q3 2025
RTXRTX Corp	$12.7M	1.54%	0.01%	+1.2%	Q2 2020
CATCaterpillar Inc	$12.5M	1.52%	0.00%	+11.9%	Q4 2019
PANWPalo Alto Networks Inc	$11.5M	1.39%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$11M	1.33%	0.00%	-1.2%	Q4 2017
GSGoldman Sachs Group Inc	$10.9M	1.32%	0.00%	+21.5%	Q4 2017
GEVGE Vernova Inc.	$10.2M	1.23%	0.00%	+1.7%	Q2 2025
LINLinde PLC	$9.65M	1.17%	0.00%	+2.5%	Q4 2018
HLTHilton Worldwide Holdings Inc.	$8.29M	1.01%	0.01%	+4.5%	Q1 2021
VLOValero Energy Corp	$7.51M	0.91%	0.01%	-11.7%	Q1 2026
ETNEaton Corp plc	$7.27M	0.88%	0.00%	-5.2%	Q4 2017
KOCoca Cola Co	$7.14M	0.87%	0.00%	+0.5%	Q2 2019
IBMInternational Business Machines Corp	$6.66M	0.81%	0.00%	+81.0%	Q1 2022
GOOGAlphabet Inc.	$6.51M	0.79%	Not reported	-3.5%	Q4 2017
TJXTJX Companies Inc	$6.41M	0.78%	0.00%	+105.2%	Q4 2025
DUKDuke Energy CORP	$6.1M	0.74%	0.01%	+6.1%	Q1 2025
USBUS Bancorp \de\	$5.89M	0.72%	0.01%	Not reported	Q3 2022
DGXQuest Diagnostics Inc	$5.31M	0.64%	0.02%	+1.1%	Q2 2025
REMXRemedytemp Inc	$5.19M	0.63%	Not reported	New	Q2 2026
ANETArista Networks, Inc.	$5.12M	0.62%	0.00%	-39.7%	Q2 2025
WELLWelltower Inc.	$5.09M	0.62%	0.00%	+24.0%	Q1 2026
BIPCBrookfield Infrastructure Corp	$4.94M	0.60%	0.19%	+4.2%	Q3 2024
NFLXNetflix Inc	$4.06M	0.49%	0.00%	-7.9%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$3.85M	0.47%	Not reported	-4.3%	Q4 2017
APHAmphenol Corp	$3.27M	0.40%	0.00%	New	Q2 2026
FCXFreeport-Mcmoran Inc	$2.78M	0.34%	0.00%	+5.7%	Q2 2021
INTCIntel Corp	$2.76M	0.33%	0.00%	-1.0%	Q4 2017
LNGCheniere Energy, Inc.	$2.49M	0.30%	0.01%	+33.7%	Q1 2026
DHRDanaher Corp	$2.47M	0.30%	0.00%	-67.1%	Q4 2017
MATXMatson, Inc.	$2.22M	0.27%	0.04%	Not reported	Q4 2017
TSLATesla, Inc.	$2.14M	0.26%	0.00%	-6.0%	Q2 2020
JNJJohnson & Johnson	$2.07M	0.25%	0.00%	Not reported	Q4 2017
CSCOCisco Systems, Inc.	$2.05M	0.25%	0.00%	Not reported	Q4 2017
WMTWalmart Inc.	$2M	0.24%	0.00%	Not reported	Q2 2019
HDHome Depot, Inc.	$1.92M	0.23%	0.00%	-9.3%	Q4 2017
CVXChevron Corp	$1.84M	0.22%	0.00%	Not reported	Q4 2017
MCDMcdonalds Corp	$1.8M	0.22%	0.00%	-6.7%	Q4 2017
RVTYRevvity, Inc.	$1.68M	0.20%	0.01%	Not reported	Q4 2017
AFLAflac Inc	$1.66M	0.20%	0.00%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$1.62M	0.20%	0.00%	-9.5%	Q4 2017

Q1 2026Reported May 7, 202688 positions
GLDSPDR Gold Trust	$61.5M	8.40%	0.04%	+4.1%	Q4 2017
AAPLApple Inc.	$47.4M	6.48%	0.00%	+0.2%	Q4 2017
GOOGLAlphabet Inc.	$27.3M	3.73%	0.00%	+4.8%	Q4 2017
NVDANvidia Corp	$26.8M	3.66%	0.00%	+2.0%	Q3 2020
MSFTMicrosoft Corp	$26.3M	3.59%	0.00%	+2.8%	Q4 2017
JPMJPMorgan Chase & Co	$24M	3.27%	0.00%	-18.2%	Q4 2017
LLYELI LILLY & Co	$19M	2.60%	0.00%	+3.5%	Q3 2018
AMZNAmazon Com Inc	$17.9M	2.44%	0.00%	-22.0%	Q4 2017
MUMicron Technology Inc	$17.1M	2.33%	0.00%	-9.3%	Q1 2022
BRK.BBerkshire Hathaway Inc	$16.8M	2.30%	Not reported	-0.4%	Q4 2017
AXPAmerican Express Co	$13.4M	1.84%	0.01%	-12.2%	Q3 2020
RTXRTX Corp	$12.8M	1.74%	0.00%	-17.5%	Q2 2020
COSTCostco Wholesale Corp	$11.8M	1.62%	0.00%	-1.2%	Q4 2017
AVGOBroadcom Inc.	$9.91M	1.35%	0.00%	+15.8%	Q3 2025
LINLinde PLC	$8.99M	1.23%	0.00%	+2.3%	Q4 2018
VLOValero Energy Corp	$8.07M	1.10%	0.01%	New	Q1 2026
GSGoldman Sachs Group Inc	$7.49M	1.02%	0.00%	Not reported	Q4 2017
DHRDanaher Corp	$7.47M	1.02%	0.01%	+3.1%	Q4 2017
CATCaterpillar Inc	$7.46M	1.02%	0.00%	+170.6%	Q4 2019
GEVGE Vernova Inc.	$7.42M	1.01%	0.00%	-27.8%	Q2 2025
HLTHilton Worldwide Holdings Inc.	$7.3M	1.00%	0.01%	+4.0%	Q1 2021
KOCoca Cola Co	$6.65M	0.91%	0.00%	+1.3%	Q2 2019
ETNEaton Corp plc	$6.44M	0.88%	0.00%	-44.6%	Q4 2017
ANETArista Networks, Inc.	$6.13M	0.84%	0.00%	+5.7%	Q2 2025
DUKDuke Energy CORP	$5.94M	0.81%	0.01%	+9.4%	Q1 2025
NFLXNetflix Inc	$5.94M	0.81%	0.00%	-2.6%	Q2 2018
METAMeta Platforms, Inc.	$5.54M	0.76%	Not reported	+2.9%	Q4 2017
GOOGAlphabet Inc.	$5.48M	0.75%	Not reported	-1.4%	Q4 2017
USBUS Bancorp \de\	$5.07M	0.69%	0.01%	Not reported	Q3 2022
BIPCBrookfield Infrastructure Corp	$4.87M	0.67%	0.18%	+6.1%	Q3 2024
DGXQuest Diagnostics Inc	$4.85M	0.66%	0.02%	+1.0%	Q2 2025
WELLWelltower Inc.	$3.57M	0.49%	0.00%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$3.51M	0.48%	Not reported	-1.8%	Q4 2017
TJXTJX Companies Inc	$3.29M	0.45%	0.00%	+24.2%	Q4 2025
IBMInternational Business Machines Corp	$3.17M	0.43%	0.00%	+16.8%	Q1 2022
FCXFreeport-Mcmoran Inc	$2.46M	0.34%	0.00%	+29.6%	Q2 2021
CEGConstellation Energy Corp	$2.43M	0.33%	0.00%	+16.5%	Q2 2024
CVXChevron Corp	$2.3M	0.31%	0.00%	-1.9%	Q4 2017
MCDMcdonalds Corp	$2.22M	0.30%	0.00%	-22.9%	Q4 2017
LNGCheniere Energy, Inc.	$2.21M	0.30%	0.00%	New	Q1 2026
WMTWalmart Inc.	$2.19M	0.30%	0.00%	-2.7%	Q2 2019
TSLATesla, Inc.	$2.01M	0.27%	0.00%	-10.1%	Q2 2020
JNJJohnson & Johnson	$2M	0.27%	0.00%	+0.5%	Q4 2017
HDHome Depot, Inc.	$1.97M	0.27%	0.00%	-43.1%	Q4 2017
MATXMatson, Inc.	$1.9M	0.26%	0.04%	-4.9%	Q4 2017
NEENextera Energy Inc	$1.85M	0.25%	0.00%	-7.5%	Q1 2019
PGPROCTER & GAMBLE Co	$1.77M	0.24%	0.00%	-11.3%	Q4 2017
ABTAbbott Laboratories	$1.6M	0.22%	0.00%	-7.0%	Q4 2017
AFLAflac Inc	$1.55M	0.21%	0.00%	Not reported	Q4 2017
CSCOCisco Systems, Inc.	$1.36M	0.19%	0.00%	+0.4%	Q4 2017

Q4 2025Reported Feb 10, 202686 positions
GLDSPDR Gold Trust	$54.4M	7.36%	0.04%	-3.9%	Q4 2017
AAPLApple Inc.	$50.7M	6.86%	0.00%	+3.3%	Q4 2017
MSFTMicrosoft Corp	$33.4M	4.51%	0.00%	+1.4%	Q4 2017
JPMJPMorgan Chase & Co	$32.1M	4.34%	0.00%	-8.9%	Q4 2017
GOOGLAlphabet Inc.	$28.3M	3.83%	0.00%	+79.4%	Q4 2017
NVDANvidia Corp	$28.1M	3.80%	0.00%	+1.3%	Q3 2020
AMZNAmazon Com Inc	$25.4M	3.43%	0.00%	+18.2%	Q4 2017
LLYELI LILLY & Co	$21.5M	2.90%	0.00%	+12.2%	Q3 2018
AXPAmerican Express Co	$18.7M	2.53%	0.01%	+6.1%	Q3 2020
BRK.BBerkshire Hathaway Inc	$17.7M	2.39%	Not reported	-8.1%	Q4 2017
MUMicron Technology Inc	$15.9M	2.15%	0.00%	+0.4%	Q1 2022
RTXRTX Corp	$14.7M	1.99%	0.01%	-11.9%	Q2 2020
COSTCostco Wholesale Corp	$10.4M	1.40%	0.00%	+1.6%	Q4 2017
ETNEaton Corp plc	$10.3M	1.40%	0.01%	-12.3%	Q4 2017
AVGOBroadcom Inc.	$9.57M	1.29%	0.00%	+46.6%	Q3 2025
DHRDanaher Corp	$8.75M	1.18%	0.01%	+42.7%	Q4 2017
GEVGE Vernova Inc.	$7.7M	1.04%	0.00%	-24.0%	Q2 2025
LINLinde PLC	$7.56M	1.02%	0.00%	-2.5%	Q4 2018
HLTHilton Worldwide Holdings Inc.	$6.63M	0.90%	0.01%	+13.5%	Q1 2021
METAMeta Platforms, Inc.	$6.21M	0.84%	Not reported	-36.3%	Q4 2017
ANETArista Networks, Inc.	$6.19M	0.84%	0.00%	-39.2%	Q2 2025
GOOGAlphabet Inc.	$6.08M	0.82%	Not reported	-1.9%	Q4 2017
KOCoca Cola Co	$6.03M	0.82%	0.00%	-20.3%	Q2 2019
NFLXNetflix Inc	$5.95M	0.80%	0.00%	-48.1%	Q2 2018
BIPCBrookfield Infrastructure Corp	$5.27M	0.71%	0.17%	-1.8%	Q3 2024
USBUS Bancorp \de\	$5.21M	0.70%	0.01%	Not reported	Q3 2022
DUKDuke Energy CORP	$4.86M	0.66%	0.01%	+35.3%	Q1 2025
APPAppLovin Corp	$4.61M	0.62%	0.00%	New	Q4 2025
DGXQuest Diagnostics Inc	$4.26M	0.58%	0.02%	+12.3%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$3.75M	0.51%	Not reported	+9.1%	Q4 2017
HDHome Depot, Inc.	$3.62M	0.49%	0.00%	-50.2%	Q4 2017
IBMInternational Business Machines Corp	$3.32M	0.45%	0.00%	Not reported	Q1 2022
MCDMcdonalds Corp	$2.83M	0.38%	0.00%	-55.4%	Q4 2017
TSLATesla, Inc.	$2.7M	0.37%	0.00%	Not reported	Q2 2020
CEGConstellation Energy Corp	$2.64M	0.36%	0.00%	+671.0%	Q2 2024
TJXTJX Companies Inc	$2.55M	0.34%	0.00%	New	Q4 2025
CATCaterpillar Inc	$2.23M	0.30%	0.00%	+3.2%	Q4 2019
ABTAbbott Laboratories	$2.1M	0.28%	0.00%	+0.5%	Q4 2017
WMTWalmart Inc.	$2.02M	0.27%	0.00%	+2.0%	Q2 2019
PGPROCTER & GAMBLE Co	$1.98M	0.27%	0.00%	-0.2%	Q4 2017
CVXChevron Corp	$1.73M	0.23%	0.00%	+0.6%	Q4 2017
NEENextera Energy Inc	$1.72M	0.23%	0.00%	+0.4%	Q1 2019
JNJJohnson & Johnson	$1.68M	0.23%	0.00%	-0.1%	Q4 2017
FCXFreeport-Mcmoran Inc	$1.64M	0.22%	0.00%	Not reported	Q2 2021
AFLAflac Inc	$1.56M	0.21%	0.00%	-1.7%	Q4 2017
MATXMatson, Inc.	$1.5M	0.20%	0.04%	Not reported	Q4 2017
RVTYRevvity, Inc.	$1.46M	0.20%	0.01%	Not reported	Q4 2017
MSIMotorola Solutions, Inc.	$1.46M	0.20%	0.00%	-79.5%	Q2 2023
CSCOCisco Systems, Inc.	$1.34M	0.18%	0.00%	-1.3%	Q4 2017
UPSUnited Parcel Service Inc	$1.04M	0.14%	0.00%	Not reported	Q4 2017

Q3 2025Reported Nov 10, 202588 positions
GLDSPDR Gold Trust	$50.8M	7.21%	0.04%	-0.4%	Q4 2017
AAPLApple Inc.	$46M	6.53%	0.00%	-6.6%	Q4 2017
MSFTMicrosoft Corp	$35.3M	5.01%	0.00%	-4.8%	Q4 2017
JPMJPMorgan Chase & Co	$34.5M	4.89%	0.00%	+1.2%	Q4 2017
NVDANvidia Corp	$27.8M	3.94%	0.00%	-2.1%	Q3 2020
AMZNAmazon Com Inc	$20.5M	2.90%	0.00%	+3.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$19.3M	2.73%	Not reported	-2.0%	Q4 2017
AXPAmerican Express Co	$15.8M	2.25%	0.01%	-2.0%	Q3 2020
RTXRTX Corp	$15.2M	2.16%	0.01%	+1.2%	Q2 2020
NFLXNetflix Inc	$14.6M	2.08%	0.00%	-2.8%	Q2 2018
ETNEaton Corp plc	$13.9M	1.97%	0.01%	-2.1%	Q4 2017
LLYELI LILLY & Co	$13.6M	1.93%	0.00%	-4.4%	Q3 2018
GOOGLAlphabet Inc.	$12.3M	1.74%	0.00%	-2.9%	Q4 2017
ANETArista Networks, Inc.	$11.3M	1.61%	0.01%	+144.9%	Q2 2025
COSTCostco Wholesale Corp	$11M	1.56%	0.00%	-10.6%	Q4 2017
METAMeta Platforms, Inc.	$10.8M	1.54%	Not reported	+2.7%	Q4 2017
GEVGE Vernova Inc.	$9.53M	1.35%	0.01%	+86.3%	Q2 2025
MUMicron Technology Inc	$9.28M	1.32%	0.00%	-6.2%	Q1 2022
LINLinde PLC	$8.64M	1.23%	0.00%	+1.5%	Q4 2018
HDHome Depot, Inc.	$8.56M	1.22%	0.00%	-0.9%	Q4 2017
MSIMotorola Solutions, Inc.	$8.51M	1.21%	0.01%	-14.3%	Q2 2023
KOCoca Cola Co	$7.18M	1.02%	0.00%	-0.3%	Q2 2019
MCDMcdonalds Corp	$6.32M	0.90%	0.00%	+1.5%	Q4 2017
AVGOBroadcom Inc.	$6.22M	0.88%	0.00%	New	Q3 2025
GENGen Digital Inc.	$5.87M	0.83%	0.03%	+59.7%	Q4 2024
DHRDanaher Corp	$5.31M	0.75%	0.00%	-2.1%	Q4 2017
SYKStryker Corp	$5.29M	0.75%	0.00%	+15.8%	Q1 2025
HLTHilton Worldwide Holdings Inc.	$5.28M	0.75%	0.01%	-2.4%	Q1 2021
BIPCBrookfield Infrastructure Corp	$4.86M	0.69%	0.18%	-6.8%	Q3 2024
GOOGAlphabet Inc.	$4.81M	0.68%	Not reported	-0.1%	Q4 2017
USBUS Bancorp \de\	$4.71M	0.67%	0.01%	Not reported	Q3 2022
COPConocophillips	$4.28M	0.61%	0.00%	-0.6%	Q1 2022
DGXQuest Diagnostics Inc	$4.16M	0.59%	0.02%	+17.7%	Q2 2025
DUKDuke Energy CORP	$3.79M	0.54%	0.00%	+3.6%	Q1 2025
ORLYO Reilly Automotive Inc	$3.42M	0.49%	0.00%	+0.5%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$3.35M	0.48%	Not reported	+24.2%	Q4 2017
TSLATesla, Inc.	$2.67M	0.38%	0.00%	-20.7%	Q2 2020
ABTAbbott Laboratories	$2.23M	0.32%	0.00%	+0.9%	Q4 2017
PGPROCTER & GAMBLE Co	$2.12M	0.30%	0.00%	-3.3%	Q4 2017
WMTWalmart Inc.	$1.83M	0.26%	0.00%	-7.6%	Q2 2019
CATCaterpillar Inc	$1.8M	0.26%	0.00%	-3.7%	Q4 2019
CVXChevron Corp	$1.75M	0.25%	0.00%	-0.7%	Q4 2017
NEENextera Energy Inc	$1.62M	0.23%	0.00%	+0.2%	Q1 2019
AFLAflac Inc	$1.61M	0.23%	0.00%	+1.1%	Q4 2017
JNJJohnson & Johnson	$1.51M	0.21%	0.00%	+3.0%	Q4 2017
RVTYRevvity, Inc.	$1.32M	0.19%	0.01%	Not reported	Q4 2017
CSCOCisco Systems, Inc.	$1.21M	0.17%	0.00%	+2.2%	Q4 2017
MATXMatson, Inc.	$1.2M	0.17%	0.04%	Not reported	Q4 2017
LMTLockheed Martin Corp	$1.06M	0.15%	0.00%	+0.1%	Q1 2020
OMCOmnicom Group Inc.	$981K	0.14%	0.01%	+0.2%	Q4 2017

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