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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 $141,676,221
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 108,572 $27,581,791 19.47%
2.
Proshares Trust
 230,848 $25,171,666 17.77%
3.
Proshares Trust
 123,218 $17,466,152 12.33%
4.
Invsc Qqq Trust Srs 1 Etf
 14,379 $8,781,157 6.2%
5.
Spdr S & P 500 Etf Trust
 SPY 10,509 $7,053,548 4.98%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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