Rice Partnership, LLC - Portfolio overview

Rice Partnership, LLC has 209 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JPIB - J P MORGAN EXCHANGE TRADED F, 9.46%
2. GLD - SPDR GOLD TR, 8.16%
3. AAPL - APPLE INC, 6.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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