Skip to main content
Livermore
Livermore
ZHEN

Rice Partnership, LLC

SEC CIK
0001736736
Latest filing
Jul 29, 2026

The latest 13F from Rice Partnership, LLC covers Q2 2026 (filed Jul 29, 2026): 171 long positions worth $823.9M. The top 10 holdings make up 48.7% of the portfolio, and the largest is J P Morgan Exchange Traded F at 9.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
13
Est. +$22.2M
Added
33
Est. +$45.2M
Reduced
60
Est. −$51.5M
Sold out
20
Est. −$19.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. J P Morgan Exchange Traded F46641Q852
    9.5%$78.6M
  2. GLDSPDR Gold Trust
    6.5%$53.2MHistory
  3. AAPLApple Inc.
    6.4%$52.3MHistory
  4. MUMicron Technology Inc
    4.7%$38.8MHistory
  5. GOOGLAlphabet Inc.
    4.5%$37.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. PANWPalo Alto Networks Inc
    +$11.5MNewHistory
  2. iShares Inc464286749
    +$7.03MAdded
  3. J P Morgan Exchange Traded F46641Q852
    +$6.51MAdded
  4. J P Morgan Exchange Traded F46641Q225
    +$6.37MAdded
  5. VanEck ETF Trust92189H805
    +$5.19MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PANWPalo Alto Networks Inc
    +1.39 pp0.0% → 1.4%History
  2. iShares Inc464286749
    +0.80 pp1.1% → 1.9%
  3. GOOGLAlphabet Inc.
    +0.79 pp3.7% → 4.5%History
  4. J P Morgan Exchange Traded F46641Q225
    +0.71 pp1.1% → 1.8%
  5. VanEck ETF Trust92189H805
    +0.63 pp0.0% → 0.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MUMicron Technology Inc
    −$19.5MReducedHistory
  2. BRK.BBerkshire Hathaway Inc
    −$16.8MSold outHistory
  3. MSFTMicrosoft Corp
    −$5.08MReducedHistory
  4. DHRDanaher Corp
    −$5.04MReducedHistory
  5. METAMeta Platforms, Inc.
    −$4.29MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BRK.BBerkshire Hathaway Inc
    −2.30 pp2.3% → 0.0%History
  2. MSFTMicrosoft Corp
    −0.99 pp3.6% → 2.6%History
  3. DHRDanaher Corp
    −0.72 pp1.0% → 0.3%History
  4. METAMeta Platforms, Inc.
    −0.62 pp0.8% → 0.1%History
  5. iShares Inc464286806
    −0.50 pp3.4% → 2.8%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$823.9M
+$92.1M (+12.6%) vs. prior quarter
Positions
171
−7 vs. prior quarter
Top 10 concentration
48.7%
Top 10 as share of value
Turnover
8.7%
Q2 2026, one quarter
Average holding period
14.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $823.9M (Q2 2026)

Q1 2021: $281.8MQ2 2021: $317.6MQ3 2021: $316.4MQ4 2021: $351.4MQ1 2022: $346.5MQ2 2022: $284.9MQ3 2022: $311.5MQ4 2022: $316.9MQ1 2023: $333.2MQ2 2023: $365.1MQ3 2023: $353.3MQ4 2023: $383.0MQ1 2024: $424.2MQ2 2024: $460.3MQ3 2024: $496.8MQ4 2024: $525.1MQ1 2025: $487.2MQ2 2025: $575.6MQ3 2025: $704.1MQ4 2025: $739.6MQ1 2026: $731.8MQ2 2026: $823.9M
Q1 2021Q2 2026
13F filings of Rice Partnership, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 2026171$823.9MJ P Morgan Exchange Traded FGLDAAPLvs. Q1 2026SEC
Q1 2026May 7, 2026178$731.8MJ P Morgan Exchange Traded FGLDAAPLvs. Q4 2025SEC
Q4 2025Feb 10, 2026175$739.6MJ P Morgan Exchange Traded FGLDAAPLvs. Q3 2025SEC
Q3 2025Nov 10, 2025188$704.1MJ P Morgan Exchange Traded FGLDAAPLvs. Q2 2025SEC
Q2 2025Jul 24, 2025168$575.6MGLDAAPLMSFTvs. Q1 2025SEC
Q1 2025Apr 29, 2025152$487.2MAAPLGLDMSFTvs. Q4 2024SEC
Q4 2024Jan 24, 2025168$525.1MAAPLGLDMSFTvs. Q3 2024SEC
Q3 2024Nov 13, 2024172$496.8MAAPLMSFTGLDvs. Q2 2024SEC
Q2 2024Aug 1, 2024154$460.3MAAPLMSFTGLDvs. Q1 2024SEC
Q1 2024May 15, 2024158$424.2MMSFTAAPLGLDvs. Q4 2023SEC
Q4 2023Feb 12, 2024127$383.0MAAPLMSFTiShares MSCI India ETFvs. Q3 2023SEC
Q3 2023Nov 13, 2023135$353.3MAAPLMSFTiShares MSCI India ETFvs. Q2 2023SEC
Q2 2023Aug 8, 2023139$365.1MAAPLMSFTiShares MSCI India ETFvs. Q1 2023SEC
Q1 2023Apr 27, 2023129$333.2MAAPLGLDMSFTvs. Q4 2022SEC
Q4 2022Jan 26, 2023113$316.9MAAPLGLDiShares MSCI India ETFvs. Q3 2022SEC
Q3 2022Nov 2, 2022123$311.5MAAPLGLDiShares MSCI India ETFvs. Q2 2022SEC
Q2 2022Jul 22, 2022118$284.9MAAPLGLDMSFTvs. Q1 2022SEC
Q1 2022May 13, 2022131$346.5MAAPLMSFTGLDvs. Q4 2021SEC
Q4 2021Feb 11, 2022145$351.4MAAPLMSFTiShares MSCI India ETFvs. Q3 2021SEC
Q3 2021Nov 10, 2021130$316.4MAAPLMSFTiShares MSCI India ETFvs. Q2 2021SEC
Q2 2021Aug 4, 2021130$317.6MAAPLMSFTiShares MSCI India ETFvs. Q1 2021SEC
Q1 2021May 11, 2021110$281.8MAAPLMSFTiShares MSCI India ETF–SEC