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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 $193,541,204
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 186,574 $41,443,700 21.41%
2.
Proshares Trust
 204,373 $18,164,672 9.39%
3.
Proshares Trust
 387,680 $15,646,765 8.08%
4.
Invesco Qqq Trust
 29,749 $13,949,652 7.21%
5.
Spdr S & P 500 Etf Trust
 SPY 19,692 $11,015,721 5.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)