Rice Partnership, LLC

HONOLULU, HI · CIK 1736736 · 13F filing filed 2026-07-29

SEC-registered investment adviser since 2005 · limited liability company

Assets managed$985.5m
Staff11 · 10 in investment roles
Main clients (by assets)High net worth individuals 78%, Individuals 10%, Charities 7%
Form ADV · 2026-04-28SEC adviser record

$823.9m reported value +12.6% vs Q1 2026

171positions

48.7%in top 10

13 new 34 added 61 reduced 20 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	1,625,600	$78.6m9.54%	9.54%	Added +134.6k	+134,632 9.0%
2	SPDR GOLD TR GOLD SHS GLD	GLD	144,451	$53.2m6.46%	6.46%	Added +1.5k	+1,529 1.1%
3	APPLE INC COM AAPL	AAPL	180,887	$52.3m6.35%	6.35%	Reduced -5.9k	-5,946 -3.2%
4	MICRON TECHNOLOGY INC COM MU	MU	33,627	$38.8m4.71%	4.71%	Reduced -16.9k	-16,881 -33.4%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	104,214	$37.2m4.52%	4.52%	Added +9.4k	+9,390 9.9%
6	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	196,780	$34.1m4.14%	4.14%	Added +4.1k	+4,115 2.1%
7	NVIDIA CORPORATION COM NVDA	NVDA	155,212	$31.1m3.77%	3.77%	Added +1.5k	+1,497 1.0%
8	JPMORGAN CHASE & CO COM JPM	JPM	80,160	$26.2m3.18%	3.18%	Reduced -1.3k	-1,268 -1.6%
9	ELI LILLY & CO COM LLY	LLY	20,925	$25.1m3.05%	3.05%	Added +258	+258 1.2%
10	ISHARES TR MSCI INDIA ETF INDA	INDA	493,285	$24.4m2.96%	2.96%	Reduced -41.3k	-41,339 -7.7%
11	ISHARES INC MSCI GERMANY ETF EWG	EWG	567,183	$23.5m2.85%	2.85%	Reduced -51.0k	-51,038 -8.3%
12	MICROSOFT CORP COM MSFT	MSFT	57,329	$21.4m2.60%	2.60%	Reduced -13.6k	-13,625 -19.2%
13	AMAZON COM INC COM AMZN	AMZN	80,856	$19.3m2.34%	2.34%	Reduced -4.9k	-4,937 -5.8%
14	ISHARES TR RUS 1000 ETF IWB	IWB	45,588	$18.7m2.27%	2.27%	Reduced -158	-158 -0.3%
15	ISHARES INC MSCI SWITZERLAND EWL	EWL	243,503	$15.3m1.86%	1.86%	Added +111.9k	+111,908 85.0%
16	AMERICAN EXPRESS CO COM AXP	AXP	44,017	$14.9m1.81%	1.81%	Reduced -433	-433 -1.0%
17	ISHARES TR CORE S&P MCP ETF IJH	IJH	189,877	$14.6m1.78%	1.78%	Added +9.7k	+9,735 5.4%
18	J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA BBCA	BBCA	146,330	$14.5m1.77%	1.77%	Added +64.1k	+64,134 78.0%
19	BROADCOM INC COM AVGO	AVGO	33,739	$12.7m1.55%	1.55%	Added +1.7k	+1,716 5.4%
20	RTX CORPORATION COM RTX	RTX	66,981	$12.7m1.54%	1.54%	Added +813	+813 1.2%
21	CATERPILLAR INC COM CAT	CAT	11,776	$12.5m1.52%	1.52%	Added +1.2k	+1,248 11.8%
22	PALO ALTO NETWORKS INC COM PANW	PANW	33,617	$11.5m1.39%	1.39%	New
23	COSTCO WHSL CORP NEW COM COST	COST	11,738	$11.0m1.33%	1.33%	Reduced -139	-139 -1.2%
24	GOLDMAN SACHS GROUP INC COM GS	GS	10,754	$10.9m1.32%	1.32%	Added +1.9k	+1,906 21.5%
25	GE VERNOVA INC COM GEV	GEV	8,646	$10.2m1.23%	1.23%	Added +147	+147 1.7%
26	LINDE PLC SHS LIN	LIN	18,591	$9.6m1.17%	1.17%	Added +458	+458 2.5%
27	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	287,205	$9.6m1.17%	1.17%	Added +928	+928 0.3%
28	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	25,080	$8.3m1.01%	1.01%	Added +1.1k	+1,078 4.5%
29	VALERO ENERGY CORP COM VLO	VLO	28,839	$7.5m0.91%	0.91%	Reduced -3.8k	-3,805 -11.7%
30	EATON CORP PLC SHS ETN	ETN	17,060	$7.3m0.88%	0.88%	Reduced -943	-943 -5.2%
31	COCA COLA CO COM KO	KO	87,833	$7.1m0.87%	0.87%	Added +390	+390 0.5%
32	ISHARES INC MSCI SINGPOR ETF EWS	EWS	238,027	$7.0m0.86%	0.86%	Added +20.8k	+20,768 9.6%
33	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	23,667	$6.7m0.81%	0.81%	Added +10.6k	+10,591 81.0%
34	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	129,870	$6.6m0.80%	0.80%	Added +97.9k	+97,903 306.3%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	18,430	$6.5m0.79%	0.79%	Reduced -675	-675 -3.5%
36	TJX COS INC NEW COM TJX	TJX	42,292	$6.4m0.78%	0.78%	Added +21.7k	+21,683 105.2%
37	DUKE ENERGY CORP NEW COM NEW DUK	DUK	48,171	$6.1m0.74%	0.74%	Added +2.8k	+2,785 6.1%
38	US BANCORP DEL COM NEW USB	USB	97,551	$5.9m0.72%	0.72%	Unchanged
39	QUEST DIAGNOSTICS INC COM DGX	DGX	25,040	$5.3m0.64%	0.64%	Added +282	+282 1.1%
40	VANECK ETF TRUST RARE EARTH AND S REMX	REMX	58,608	$5.2m0.63%	0.63%	New
41	ARISTA NETWORKS INC COM SHS ANET	ANET	30,110	$5.1m0.62%	0.62%	Reduced -19.8k	-19,840 -39.7%
42	WELLTOWER INC COM WELL	WELL	22,411	$5.1m0.62%	0.62%	Added +4.3k	+4,336 24.0%
43	BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A BIPC	BIPC	128,417	$4.9m0.60%	0.60%	Added +5.2k	+5,194 4.2%
44	NETFLIX INC COM NFLX	NFLX	56,893	$4.1m0.49%	0.49%	Reduced -4.9k	-4,872 -7.9%
45	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,162	$3.9m0.47%	0.47%	Reduced -232	-232 -4.3%
46	AMPHENOL CORP CL A APH	APH	18,522	$3.3m0.40%	0.40%	New
47	FREEPORT-MCMORAN INC CL B FCX	FCX	44,210	$2.8m0.34%	0.34%	Added +2.4k	+2,390 5.7%
48	INTEL CORP COM INTC	INTC	19,747	$2.8m0.33%	0.33%	Reduced -200	-200 -1.0%
49	CHENIERE ENERGY INC COM NEW LNG	LNG	10,405	$2.5m0.30%	0.30%	Added +2.6k	+2,622 33.7%
50	DANAHER CORPORATION COM DHR	DHR	12,953	$2.5m0.30%	0.30%	Reduced -26.4k	-26,450 -67.1%
51	MATSON INC COM MATX	MATX	11,560	$2.2m0.27%	0.27%	Unchanged
52	TESLA INC COM TSLA	TSLA	5,080	$2.1m0.26%	0.26%	Reduced -325	-325 -6.0%
53	JOHNSON & JOHNSON COM JNJ	JNJ	8,168	$2.1m0.25%	0.25%	Unchanged
54	CISCO SYS INC COM CSCO	CSCO	17,482	$2.1m0.25%	0.25%	Unchanged
55	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,495	$2.0m0.25%	0.25%	Unchanged
56	WALMART INC COM WMT	WMT	17,617	$2.0m0.24%	0.24%	Unchanged
57	HOME DEPOT INC COM HD	HD	5,437	$1.9m0.23%	0.23%	Reduced -555	-555 -9.3%
58	CHEVRON CORP NEW COM CVX	CVX	11,124	$1.8m0.22%	0.22%	Unchanged
59	MCDONALDS CORP COM MCD	MCD	6,673	$1.8m0.22%	0.22%	Reduced -476	-476 -6.7%
60	REVVITY INC COM RVTY	RVTY	15,103	$1.7m0.20%	0.20%	Unchanged
61	AFLAC INC COM AFL	AFL	14,157	$1.7m0.20%	0.20%	Unchanged
62	PROCTER AND GAMBLE CO COM PG	PG	11,072	$1.6m0.20%	0.20%	Reduced -1.2k	-1,155 -9.4%
63	NEXTERA ENERGY INC COM NEE	NEE	17,587	$1.5m0.19%	0.19%	Reduced -2.3k	-2,287 -11.5%
64	ABBOTT LABS COM ABT	ABT	14,608	$1.3m0.16%	0.16%	Reduced -966	-966 -6.2%
65	ISHARES TR RUS 1000 GRW ETF IWF	IWF	10,648	$1.3m0.16%	0.16%	Unchanged
66	META PLATFORMS INC CL A META	META	2,061	$1.2m0.14%	0.14%	Reduced -7.6k	-7,614 -78.7%
67	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	15,317	$1.1m0.13%	0.13%	Reduced -77	-77 -0.5%
68	UNITED PARCEL SERVICE INC CL B UPS	UPS	10,104	$1.1m0.13%	0.13%	Reduced -335	-335 -3.2%
69	LOCKHEED MARTIN CORP COM LMT	LMT	2,086	$1.1m0.13%	0.13%	Reduced -15	-15 -0.7%
70	EXXON MOBIL CORP COM XOM	XOM	6,819	$932.3k0.11%	0.11%	Unchanged
71	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,731	$904.5k0.11%	0.11%	Reduced -232	-232 -5.8%
72	OMNICOM GROUP INC COM OMC	OMC	12,000	$874.0k0.11%	0.11%	Reduced -76	-76 -0.6%
73	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,169	$794.2k0.10%	0.10%	Unchanged
74	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,026	$755.6k0.09%	0.09%	Reduced -154	-154 -13.1%
75	PROLOGIS INC. COM PLD	PLD	5,394	$730.7k0.09%	0.09%	Unchanged
76	MASTERCARD INCORPORATED CL A MA	MA	1,393	$715.4k0.09%	0.09%	Unchanged
77	VISA INC COM CL A V	V	1,889	$648.1k0.08%	0.08%	Reduced -10	-10 -0.5%
78	APPLIED MATLS INC COM AMAT	AMAT	894	$646.4k0.08%	0.08%	Unchanged
79	FORTIVE CORP COM FTV	FTV	10,400	$635.3k0.08%	0.08%	Reduced -100	-100 -0.9%
80	BANK AMERICA CORP COM BAC	BAC	11,108	$632.9k0.08%	0.08%	Reduced -5.8k	-5,775 -34.2%
81	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,421	$590.1k0.07%	0.07%	Reduced -438	-438 -23.6%
82	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	902	$577.7k0.07%	0.07%	Reduced -15	-15 -1.6%
83	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	18,548	$559.6k0.07%	0.07%	Unchanged
84	PEPSICO INC COM PEP	PEP	3,975	$538.2k0.07%	0.07%	Unchanged
85	ADVANCED MICRO DEVICES INC COM AMD	AMD	885	$514.1k0.06%	0.06%	New
86	SEMPRA COM SRE	SRE	5,529	$512.6k0.06%	0.06%	Reduced -122	-122 -2.2%
87	FORTINET INC COM FTNT	FTNT	3,101	$476.4k0.06%	0.06%	Unchanged
88	BANK NEW YORK MELLON CORP COM BNY	BNY	3,200	$462.8k0.06%	0.06%	Unchanged
89	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	3,496	$462.3k0.06%	0.06%	Reduced -23	-23 -0.7%
90	ISHARES INC MSCI FRANCE ETF EWQ	EWQ	9,798	$445.1k0.05%	0.05%	Reduced -5.6k	-5,564 -36.2%
91	ABBVIE INC COM ABBV	ABBV	1,713	$431.0k0.05%	0.05%	Reduced -112	-112 -6.1%
92	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	335	$428.0k0.05%	0.05%	Unchanged
93	AMGEN INC COM AMGN	AMGN	1,155	$418.3k0.05%	0.05%	Unchanged
94	DEERE & CO COM DE	DE	630	$399.6k0.05%	0.05%	Unchanged
95	ENTEGRIS INC COM ENTG	ENTG	2,172	$390.7k0.05%	0.05%	Unchanged
96	SPDR SER TR PORTFOLIO CRPORT SPBO	SPBO	13,356	$387.9k0.05%	0.05%	Unchanged
97	AXON ENTERPRISE INC COM AXON	AXON	600	$336.4k0.04%	0.04%	Unchanged
98	WATERS CORP COM WAT	WAT	882	$330.8k0.04%	0.04%	Unchanged
99	CARLISLE COS INC COM CSL	CSL	876	$317.9k0.04%	0.04%	Unchanged
100	OCCIDENTAL PETE CORP COM OXY	OXY	6,473	$314.4k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	35,063	$16.8m35.1k shares
ISHARES TR IMTB	IMTB	11,458	$502.1k11.5k shares
HONEYWELL INTL INC		989	$447.0k989 shares
COLUMBIA BKG SYS INC COLB	COLB	13,194	$361.9k13.2k shares
ISHARES TR ISTB	ISTB	5,212	$252.6k5.2k shares
LEIDOS HOLDINGS INC LDOS	LDOS	1,604	$249.5k1.6k shares
ORACLE CORP ORCL	ORCL	1,389	$204.3k1.4k shares
ISHARES TR ESGD	ESGD	1,192	$114.0k1.2k shares
ISHARES TR IEF	IEF	942	$89.9k942 shares
ISHARES TR IEFA	IEFA	857	$77.6k857 shares
ISHARES TR IGSB	IGSB	979	$51.5k979 shares
J P MORGAN EXCHANGE TRADED F JPST	JPST	855	$43.3k855 shares
ISHARES INC EWC	EWC	571	$31.3k571 shares
J P MORGAN EXCHANGE TRADED F JPIE	JPIE	658	$30.3k658 shares
ISHARES TR ESGU	ESGU	204	$28.9k204 shares
ISHARES TR QUAL	QUAL	58	$11.1k58 shares
ISHARES TR ITA	ITA	35	$7.7k35 shares
ISHARES TR OEF	OEF	16	$5.1k16 shares
ISHARES TR IWP	IWP	13	$1.7k13 shares
VANGUARD INDEX FDS VB	VB	5	$1.3k5 shares