account_balance

Investment manager · 13F filer · SEC CIK 2041427

Dale Q Rice Investment Management Ltd

Reported value$184Mas of Sep 30, 2026
Positions68 2 new, 2 sold out
Top 10 weight76.5%USD alone is 24%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
USD Proshares Tr 24.1% Held
AAPL Apple Inc. 18.6% Held
QLD Proshares Tr 13.5% Held
QQQ Invesco QQQ Tr 5.4% Held
SPY SPDR S&P 500 ETF Trust 4.0% HeldGOOGL Alphabet Inc. 2.8% Held
XSD SPDR Series Trust 2.5% Held
NVDA NVIDIA Corp 2.2% HeldTSLA Tesla, Inc. 1.8% HeldBRK-B Berkshire Hathaway Inc 1.7% Held
IYW iShares Tr 1.6% Held
ROM Proshares Tr 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • IJR +6%
arrow_downwardTrimmed
  • MU −10%
  • IHI −7%
  • PLTR −6%
  • AGG −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist