Fund HoldingsDale Q Rice Investment Management Ltd

Total Portfolio Value
$139.60M
Total Bought
$139.60M
Total Sold
$141.68M
Net Transaction
-$2.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)0105,521+105,521028,68720.55%+28,687
PROSHARES ULTRA SEMICONDUCTORS ETF
PSHS ULT SEMICDT
0438,563+438,563023,00916.48%+23,009
PROSHARES ULTRA QQQ ETF
PSHS ULTRA QQQ
0239,454+239,454016,85012.07%+16,850
INVSC QQQ TRUST SRS 1 ETF014,136+14,13608,6846.22%+8,684
SPDR S&P 500 ETF(SPY)010,260+10,26006,9975.01%+6,997
ALPHABET INC CLASS CLASS A(GOOG)014,919+14,91904,6703.35%+4,670
TESLA INC(TSLA)08,215+8,21503,6942.65%+3,694
BERKSHIRE HATHAWAY CLASS CLASS B06,192+6,19203,1122.23%+3,112
STATE SRT SPDR S&P SMCNDCTR ETF
ST STR SP SEMI
09,469+9,46903,0452.18%+3,045
NVIDIA CORP(NVDA)015,838+15,83802,9542.12%+2,954
ISHARES US TECHNOLOGY ETF011,199+11,19902,2361.60%+2,236
ISHARES CORE S&P MID CAPETF030,167+30,16701,9911.43%+1,991
MICROSOFT CORP(MSFT)03,998+3,99801,9331.39%+1,933
ISHARES US MEDICAL DEVICES ETF027,987+27,98701,7391.25%+1,739
MOTLEY FOOL 100 INDEX ETF
MOTLEY FOL ETF
024,026+24,02601,7241.24%+1,724
MASTERCARD INC CLASS CLASS A(MA)02,862+2,86201,6341.17%+1,634
AMAZON.COM INC(AMZN)06,275+6,27501,4481.04%+1,448
PROSHARES ULTRA TECHNOLOGY ETF
PSHS ULTRA TECH
014,500+14,50001,3670.98%+1,367
LAM RESH CORP(LRCX)06,627+6,62701,1340.81%+1,134
ALPHABET INC CLASS CLASS C(GOOG)03,342+3,34201,0490.75%+1,049
STATE STRET TEC SELECT SEC SPDR ETF
ST STR TECHN ETF
06,616+6,61609520.68%+952
PALANTIR TECHNOLOGIES INCLASS CLASS A(PLTR)04,994+4,99408880.64%+888
ISHARES SELECT DIVIDEND ETF06,284+6,28408870.64%+887
SCHWAB PRIME ADVANTAGE MONEY INVESTOR0816,834+816,83408170.59%+817
INVSC S P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
04,055+4,05507770.56%+777
ST SRT SPDR S&P SFTWR AND SRVCS ETF
ST STR SW SERV
04,104+4,10407680.55%+768
BLACKSTONE INC(BX)04,787+4,78707380.53%+738
SCHWAB US TREASURY MONEY INVESTOR0683,477+683,47706830.49%+683
ROCKET LAB CORP CLASS CLASS A(RKLB)09,791+9,79106830.49%+683
FIRST TRUST NYSE ARCA BIOTECH ID ETF03,170+3,17006550.47%+655
SCHWAB US DIVIDEND EQUITY ETF022,983+22,98306300.45%+630
BOOT BARN HLDGS INC03,531+3,53106230.45%+623
PROSHARES ULTRA ENERGY ETF
ULTRA ENERGY
015,536+15,53605610.40%+561
CATERPILLAR INC(CAT)0944+94405410.39%+541
INVSC S P MIDCAP 400 PURE GROWTH ETF
S&P MDCP400 PR
09,909+9,90905200.37%+520
VANGUARD WINDSOR INVESTOR SHARES022,748+22,74805000.36%+500
ISHARES CORE S&P SMALL CAP ETF04,148+4,14804990.36%+499
DWS CORE EQUITY S013,833+13,83304980.36%+498
ISHARES CORE US AGGREGATE BOND ETF04,728+4,72804720.34%+472
COSTCO WHSL CORP NEW(COST)0537+53704630.33%+463
FIRST TRUST TECHNOLOGY ALPHADEX ETF
TECH ALPHADEX
02,725+2,72504590.33%+459
DEERE & CO(DE)0934+93404350.31%+435
MERCK & CO. INC.(MRK)04,118+4,11804330.31%+433
SPDR DOW JONES INDUSTRIAL AVRG ETF(DIA)0898+89804320.31%+432
PROSHARES ULTRAPRO QQQ ETF
ULTRAPRO QQQ
08,118+8,11804280.31%+428
SCHWAB S&P 500 INDEX024,165+24,16504240.30%+424
BOEING CO(BA)01,904+1,90404130.30%+413
ISHARES BIOTECHNOLOGY ETF02,370+2,37004000.29%+400
PALO ALTO NETWORKS INC(PANW)02,080+2,08003830.27%+383
INVSC S P MIDCAP 400 PURE VALUE ETF
S&P MDCP400 VL
02,882+2,88203680.26%+368
HILTON WORLDWIDE HLDGS I(HLT)01,119+1,11903210.23%+321
JPMORGAN CHASE & CO(JPM)0993+99303200.23%+320
INVSC S P 500 PURE VALUEETF
S&P500 PUR VAL
03,093+3,09303200.23%+320
CHEVRON CORP NEW(CVX)02,038+2,03803110.22%+311
HARTFORD INS GROUP INC(HIG)02,200+2,20003030.22%+303
FIRST TRST DORSEY WRIGHTFOCUS 5 ETF
DORSEY WRT 5 ETF
04,804+4,80403020.22%+302
ISHARES SEMICONDUCTOR ETF01,003+1,00303020.22%+302
ISHARES US INDUSTRIALS ETF02,008+2,00802980.21%+298
MGM RESORTS INTL(MGM)08,122+8,12202960.21%+296
STRYKER CORP(SYK)0815+81502860.21%+286
CISCO SYS INC(CSCO)03,629+3,62902800.20%+280
BROADCOM INC(AVGO)0807+80702790.20%+279
PROSHARES ULTRA S&P 500 ETF
PSHS ULT S&P 500
04,682+4,68202710.19%+271
FIRST TRUST INTERNET INDEX CF ETF0786+78602120.15%+212
CROWDSTRIKE HLDGS INC CLASS A(CRWD)0442+44202070.15%+207
D-WAVE QUANTUM INC(QBTS)6,2390-6,2392190-219
FIRST TRUST INTERNET INDEX CF ETF7860-7862230-223
ORACLE CORP(ORCL)7550-7552240-224
CROWDSTRIKE HLDGS INC CLASS A(CRWD)4430-4432260-226
CISCO SYS INC(CSCO)3,6290-3,6292540-254
MGM RESORTS INTL(MGM)8,1620-8,1622650-265
PROSHARES ULTRA S&P 500 ETF
PSHS ULT S&P 500
2,3410-2,3412660-266
BROADCOM INC(AVGO)8070-8072780-278
HARTFORD INS GROUP INC(HIG)2,2000-2,2002860-286
ISHARES SEMICONDUCTOR ETF1,0030-1,0032910-291
ISHARES US INDUSTRIALS ETF2,0080-2,0082930-293
HILTON WORLDWIDE HLDGS I(HLT)1,1300-1,1302940-294
FIRST TRST DORSEY WRIGHTFOCUS 5 ETF
DORSEY WRT 5 ETF
4,8040-4,8042990-299
STRYKER CORP(SYK)8150-8153020-302
JPMORGAN CHASE & CO(JPM)9930-9933030-303
INVSC S P 500 PURE VALUEETF
S&P500 PUR VAL
3,1140-3,1143060-306
CHEVRON CORP NEW(CVX)2,0520-2,0523110-311
MERCK & CO. INC.(MRK)4,1180-4,1183600-360
ISHARES BIOTECHNOLOGY ETF2,4580-2,4583740-374
BOEING CO(BA)1,9170-1,9174140-414
INVSC S P MIDCAP 400 PURE VALUE ETF
S&P MDCP400 VL
3,2660-3,2664140-414
SCHWAB S&P 500 INDEX23,8990-23,8994160-416
DEERE & CO(DE)9340-9344260-426
PROSHARES ULTRAPRO QQQ ETF
ULTRAPRO QQQ
4,1330-4,1334480-448
PALO ALTO NETWORKS INC(PANW)2,1000-2,1004520-452
CATERPILLAR INC(CAT)9440-9444720-472
ISHARES CORE US AGGREGATE BOND ETF4,7280-4,7284730-473
VANGUARD WINDSOR INVESTOR SHARES21,3080-21,3084750-475
SPDR DOW JONES INDUSTRIAL AVRG ETF(DIA)1,0360-1,0364800-480
DWS CORE EQUITY S12,5570-12,5574880-488
INVSC S P MIDCAP 400 PURE GROWTH ETF
S&P MDCP400 PR
9,9090-9,9095040-504
COSTCO WHSL CORP NEW(COST)5370-5375060-506
FIRST TRUST TECHNOLOGY ALPHADEX ETF
TECH ALPHADEX
3,0250-3,0255200-520
PROSHARES ULTRA ENERGY ETF
ULTRA ENERGY
15,5360-15,5365450-545
ISHARES CORE S&P SMALL CAP ETF4,7230-4,7235570-557
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