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Home > Institutional Investor > Dale Q Rice Investment Management Ltd > Profile

Instuitional Investor - Dale Q Rice Investment Management Ltd

Fund Profile
Filing Period:
Fund Name: Dale Q Rice Investment Management Ltd
Portfolio Value $227,379,285
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 110,149 $27,583,509 23.81%
2.
Proshares Trust
 218,337 $14,222,472 12.27%
3.
Proshares Trust
 113,334 $12,267,272 10.59%
4.
Invesco Qqq Tr
 15,127 $7,733,240 6.67%
5.
Spdr S & P 500 Etf Trust
 SPY 9,698 $5,683,893 4.9%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)