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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 $184,449,853
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Proshares Trust
 TQQQ 458,314 $47,783,768 25.91%
2.
Apple Inc.
 AAPL 102,840 $29,757,852 16.13%
3.
Proshares Trust
 TQQQ 257,513 $24,916,958 13.51%
4.
Invesco Qqq Tr
 13,420 $9,882,800 5.36%
5.
Spdr S & P 500 Etf Trust
 SPY 9,772 $7,297,526 3.96%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.