Dale Q Rice Investment Management Ltd - Portfolio Stock Holdings
Dale Q Rice Investment Management Ltd disclosed 70 stock positions in a recent SEC 13F filing. $183,518,210 of stock holdings were filed, with the largest holdings including USD, AAPL, and QLD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $156,591,623 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
70Est. Stock Holding Value:
$183,518,210Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dale Q Rice Investment Management Ltd
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