Dale Q Rice Investment Management
Dale Q Rice Investment Management reported 68 stocks worth $184M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are USD (24.1%), AAPL (18.6%) and QLD (13.5%). Compared with Q2 2026, the fund opened new positions in SPCX and EOG, added to USD, QLD and NVDA, trimmed AAPL, QQQ and SPY and sold out of ASTS and PDP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  USD Proshares Ultra Semiconductors | $44.2M | 24.1% | 460K | +1,230 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $34.2M | 18.6% | 103K | −235 (−0%) | 8 of 8 | |
| 3 |  QLD Proshares TR | $24.7M | 13.5% | 258K | +682 (+0%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $9.9M | 5.4% | 13K | −72 (−1%) | 8 of 8 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $7.4M | 4.0% | 9,734 | −38 (−0%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $5.1M | 2.8% | 15K | −37 (−0%) | 8 of 8 | |
| 7 |  XSD Spdr Series Trust | $4.6M | 2.5% | 8,758 | −45 (−1%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $4M | 2.2% | 17K | +39 (+0%) | 8 of 8 | |
| 9 |  TSLA Tesla Inc | $3.3M | 1.8% | 9,268 | +147 (+2%) | 8 of 8 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $3M | 1.7% | 6,113 | −99 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Dale Q Rice Investment Management 13F FAQ
What does Dale Q Rice Investment Management own?
Dale Q Rice Investment Management reported 68 stocks worth $184M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are USD (24.1%), AAPL (18.6%) and QLD (13.5%). The table above lists every position in the filing (the top 10 without an account).
What did Dale Q Rice Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 9 added to, 34 trimmed and 2 sold out. New positions include SPCX and EOG. It sold all of ASTS and PDP.
When will Dale Q Rice Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Dale Q Rice Investment Management's portfolio worth?
The Q3 2026 filing reports $184M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.