Fund Holdings — Dale Q Rice Investment Management Ltd

Total Portfolio Value
$184.45M
Total Bought
$42.86M
Total Sold
$17.09M
Net Transaction
+$25.77M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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PROSHARES TR
PSHS ULT SEMICDT
447,279458,314+11,03521,44747,78425.91%+26,337
PROSHARES TR
PSHS ULTRA QQQ
247,938257,513+9,57515,12424,91713.51%+9,793
APPLE INC(AAPL)105,421102,840-2,58126,75529,75816.13%+3,003
SPDR SERIES TRUST
ST STR SP SEMI
9,0868,803-2832,9635,4902.98%+2,527
INVESCO QQQ TR13,87813,420-4588,0109,8835.36%+1,872
LAM RESEARCH CORP(LRCX)6,8887,001+1131,4723,0341.64%+1,562
PROSHARES TR
PSHS ULTRA TECH
14,50014,50001,1372,2501.22%+1,114
ALPHABET INC(GOOG)14,89214,746-1464,2825,2702.86%+988
ISHARES TR11,19511,143-522,0312,8111.52%+780
ROCKET LAB CORP(RKLB)11,09614,644+3,5487131,4890.81%+776
STATE STR SPDR S&P 500 ETF T(SPY)10,1599,772-3876,6077,2983.96%+691
TESLA INC(TSLA)8,6359,121+4863,2103,8362.08%+626
NVIDIA CORPORATION(NVDA)16,38117,298+9172,8573,4611.88%+604
MICRON TECHNOLOGY INC(MU)0464+46405360.29%+536
INTEL CORP(INTC)4,6534,65302056500.35%+444
CATERPILLAR INC(CAT)1,1441,122-228101,1950.65%+384
PROSHARES TR
ULTRAPRO QQQ
8,1078,896+7893387210.39%+383
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,5916,521-708761,2420.67%+366
PALO ALTO NETWORKS INC(PANW)1,9771,971-63176720.36%+355
ISHARES TR95995903156140.33%+299
ADVANCED MICRO DEVICES INC(AMD)0515+51502990.16%+299
AST SPACEMOBILE INC(ASTS)03,285+3,28502920.16%+292
ORACLE CORP(ORCL)01,979+1,97902900.16%+290
EXXON MOBIL CORP01,710+1,71002340.13%+234
AMAZON COM INC(AMZN)6,1236,310+1871,2751,5040.82%+229
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
02,193+2,19302280.12%+228
RBB FD INC
MOTLEY FOL ETF
24,02223,788-2341,5851,8120.98%+227
ALPHABET INC(GOOG)3,4093,385-249781,1960.65%+218
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
01,422+1,42202160.12%+216
ISHARES TR31,00229,934-1,0682,0942,3081.25%+215
VANGUARD INDEX FDS02,387+2,38702060.11%+206
CROWDSTRIKE HLDGS INC(CRWD)52152102033980.22%+194
VANECK ETF TRUST
SEMICONDUCTR ETF
54554502093570.19%+149
CISCO SYS INC(CSCO)3,6293,62902824260.23%+145
FIRST TR EXCHANGE-TRADED FD3,0983,031-676227510.41%+129
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
2,7202,509-2114325450.30%+113
DEERE & CO(DE)1,1341,13406397190.39%+81
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
4,8014,80102903640.20%+74
PROSHARES TR
PSHS ULT S&P 500
4,6784,675-32433150.17%+72
BROADCOM INC(AVGO)807837+302503160.17%+66
MGM RESORTS INTERNATIONAL(MGM)7,9357,345-5902943510.19%+57
BOOT BARN HLDGS INC3,5313,435-965175640.31%+47
ISHARES TR4,3663,966-4005435880.32%+45
MASTERCARD INCORPORATED(MA)2,8512,85101,4251,4640.79%+40
JPMORGAN CHASE & CO(JPM)99399302923250.18%+33
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,9283,688-2407547850.43%+31
MICROSOFT CORP(MSFT)3,9944,042+481,4791,5080.82%+29
HILTON WORLDWIDE HLDGS INC(HLT)1,1171,102-153403640.20%+25
MERCK & CO INC(MRK)3,9673,904-634775020.27%+24
ISHARES TR6,2576,193-649479680.52%+21
BERKSHIRE HATHAWAY INC DEL6,4526,212-2403,0923,1081.69%+17
STATE STR SPDR DOW JONES IND(DIA)868800-684024180.23%+16
SCHWAB STRATEGIC TR22,80422,557-2477007150.39%+16
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
3,0933,031-623323450.19%+13
BLACKSTONE INC(BX)4,7874,78705505630.31%+13
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
9,9098,601-1,3085435550.30%+12
BOEING CO(BA)1,9041,777-1273793850.21%+6
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
2,8652,642-2233723780.20%+5
HARTFORD INSURANCE GROUP INC(HIG)2,2002,20002982920.16%-6
STRYKER CORPORATION(SYK)81581502682570.14%-11
ISHARES TR2,0081,708-3002962850.15%-12
ISHARES TR2,3372,003-3343953810.21%-14
ISHARES TR4,7284,555-1734694510.24%-18
COSTCO WHOLESALE CORPORATION(COST)53753705355020.27%-33
SPDR SERIES TRUST
ST STR SW SERV
3,5962,717-8795124670.25%-45
CHEVRON CORPORATION(CVX)2,0382,03804223380.18%-84
PALANTIR TECHNOLOGIES INC(PLTR)5,7835,955+1728466950.38%-151
EOG RES INC(EOG)1,4900-1,4902150—-215
ISHARES TR27,32424,502-2,8221,4581,2110.66%-247
EXXON MOBIL CORP1,7100-1,7102900—-290
SCHWAB S&P 500 INDEX24,1650-24,1654050—-405
DWS CORE EQUITY S13,8500-13,8504740—-474
VANGUARD WINDSOR INVESTOR SHARES22,7480-22,7484920—-492
SCHWAB US TREASURY MONEY INVESTOR739,7440-739,7447400—-740
SCHWAB PRIME ADVANTAGE MONEY INVESTOR823,7870-823,7878240—-824
PROSHARES ULTRA ENERGY
ULTRA ENERGY
15,5360-15,5361,0370—-1,037
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Dale Q Rice Investment Management Ltd — 13F Holdings — Q2 2026 | TickerTrail