§ 13F · FUND PROFILE
Dale Q Rice Investment Management Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $121M (13F)Positions · 67Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$920K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 105K | $27M | 20.3% | ±0% |
| 2 | USD | PROSHARES ULTRA SEMICONDUCTORS | 447K | $21M | 16.2% | +2% |
| 3 | QLD | PROSHARES ULTRA QQQ | 248K | $15M | 11.5% | +4% |
| 4 | QQQ | INVESCO QQQ TR | 14K | $8M | 6.1% | −2% |
| 5 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 10K | $7M | 5.0% | −1% |
| 6 | GOOGL | ALPHABET INC CLASS CLASS A | 15K | $4M | 3.2% | ±0% |
| 7 | TSLA | TESLA INC | 9K | $3M | 2.4% | +5% |
| 8 | BRK/B | BERKSHIRE HATHAWAY CLASS B | 6K | $3M | 2.3% | +4% |
| 9 | XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | 9K | $3M | 2.2% | −4% |
| 10 | NVDA | NVIDIA CORP | 16K | $3M | 2.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DALE SIGNAL
AC read
Dale Q Rice Investment Management Ltd is a Other fund managing $121 million in assets. The fund runs a portfolio of 67 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed