Rice Partnership, LLC

CIK 0001736736 • 6 13F filings • Apr 29, 2025 – Jul 29, 2026

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Filer information

Filed by: Rice Partnership, LLC, Chief Compliance Officer
Address: 1099 ALAKEA STREET, SUITE 2510, HONOLULU, HI, 96813
Phone: 808-585-7788
AUM: $739.6M

AUM over time

$823.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $739.6M170 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.1M	0.3%Prev: 0.3%	16,743 SH	Decreased+78 SH
ABBVIE INC	COM	$458K	0.1%Prev: 0.1%	2,005 SH	Increased+149 SH
ADVANCED MICRO DEVICES INC	COM	$207K	0.0%	965 SH	New
AFLAC INC	COM	$1.6M	0.2%Prev: 0.2%	14,157 SH	Decreased-238 SH
AGILENT TECHNOLOGIES INC	COM	$263K	0.0%Prev: 0.0%	1,934 SH	Increased
ALPHABET INC	CAP STK CL A	$28.3M	3.8%Prev: 1.7%	90,475 SH	Increased+40,044 SH
ALPHABET INC	CAP STK CL C	$6.1M	0.8%Prev: 0.7%	19,369 SH	Increased-368 SH
AMAZON COM INC	COM	$25.4M	3.4%Prev: 2.9%	110,048 SH	Increased+16,902 SH
AMERICAN EXPRESS CO	COM	$18.7M	2.5%Prev: 2.3%	50,623 SH	Increased+2,926 SH
AMGEN INC	COM	$386K	0.1%Prev: 0.0%	1,180 SH	Increased+25 SH
ANALOG DEVICES INC	COM	$205K	0.0%	756 SH	New
APPLE INC	COM	$50.7M	6.9%Prev: 6.5%	186,558 SH	Increased+5,956 SH
APPLIED MATLS INC	COM	$247K	0.0%	962 SH	New
APPLOVIN CORP	COM CL A	$4.6M	0.6%	6,845 SH	New
ARISTA NETWORKS INC	COM SHS	$6.2M	0.8%Prev: 1.6%	47,254 SH	Decreased-30,399 SH
AXON ENTERPRISE INC	COM	$341K	0.0%Prev: 0.1%	600 SH	Decreased
BANK AMERICA CORP	COM	$759K	0.1%Prev: 0.1%	13,807 SH	Increased+5,788 SH
BANK NEW YORK MELLON CORP	COM	$371K	0.1%Prev: 0.0%	3,200 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$17.7M	2.4%Prev: 2.7%	35,215 SH	Decreased-3,088 SH
BROADCOM INC	COM	$9.6M	1.3%Prev: 0.9%	27,651 SH	Increased+8,785 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$5.3M	0.7%Prev: 0.7%	116,184 SH	Increased-2,126 SH
CARLISLE COS INC	COM	$308K	0.0%Prev: 0.0%	964 SH	Decreased
CATERPILLAR INC	COM	$2.2M	0.3%Prev: 0.3%	3,890 SH	Increased+122 SH
CHEVRON CORP NEW	COM	$1.7M	0.2%Prev: 0.2%	11,341 SH	Decreased+71 SH
CISCO SYS INC	COM	$1.3M	0.2%Prev: 0.2%	17,407 SH	Increased-224 SH
COCA COLA CO	COM	$6.0M	0.8%Prev: 1.0%	86,294 SH	Decreased-21,949 SH
CONSTELLATION ENERGY CORP	COM	$2.6M	0.4%Prev: 0.0%	7,479 SH	Increased+6,509 SH
COPART INC	COM	$255K	0.0%Prev: 0.0%	6,520 SH	Decreased
COSTCO WHSL CORP NEW	COM	$10.4M	1.4%Prev: 1.6%	12,023 SH	Decreased+188 SH
DANAHER CORPORATION	COM	$8.7M	1.2%Prev: 0.8%	38,210 SH	Increased+11,439 SH
DEERE & CO	COM	$300K	0.0%Prev: 0.0%	645 SH	Increased-2 SH
DISNEY WALT CO	COM	$220K	0.0%Prev: 0.0%	1,930 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$4.9M	0.7%Prev: 0.5%	41,473 SH	Increased+10,830 SH
EATON CORP PLC	SHS	$10.3M	1.4%Prev: 2.0%	32,489 SH	Decreased-4,575 SH
ELI LILLY & CO	COM	$21.5M	2.9%Prev: 1.9%	19,966 SH	Increased+2,164 SH
EXXON MOBIL CORP	COM	$870K	0.1%Prev: 0.1%	7,232 SH	Increased+155 SH
FORTINET INC	COM	$266K	0.0%Prev: 0.0%	3,345 SH	Decreased
FORTIVE CORP	COM	$580K	0.1%Prev: 0.1%	10,500 SH	Increased
FREEPORT-MCMORAN INC	CL B	$1.6M	0.2%	32,259 SH	New
GE VERNOVA INC	COM	$7.7M	1.0%Prev: 1.4%	11,776 SH	Decreased-3,715 SH
HILTON WORLDWIDE HLDGS INC	COM	$6.6M	0.9%Prev: 0.7%	23,088 SH	Increased+2,740 SH
HOME DEPOT INC	COM	$3.6M	0.5%Prev: 1.2%	10,523 SH	Decreased-10,613 SH
HONEYWELL INTL INC	COM	$386K	0.1%Prev: 0.1%	1,978 SH	Decreased
INTEL CORP	COM	$736K	0.1%Prev: 0.1%	19,947 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$3.3M	0.4%	11,197 SH	New
INTUITIVE SURGICAL INC	COM NEW	$207K	0.0%	366 SH	New
INVESCO QQQ TR	UNIT SER 1	$725K	0.1%Prev: 0.1%	1,180 SH	Increased
ISHARES INC	MSCI AUST ETF	$177K	0.0%Prev: 0.1%	6,776 SH	Decreased-26,135 SH
ISHARES INC	MSCI CDA ETF	$31K	0.0%Prev: 0.0%	571 SH	Increased
ISHARES INC	MSCI FRANCE ETF	$901K	0.1%Prev: 0.9%	20,035 SH	Decreased-117,084 SH
ISHARES INC	MSCI GERMANY ETF	$30.5M	4.1%Prev: 3.9%	718,167 SH	Increased+64,166 SH
ISHARES INC	MSCI SWITZERLAND	$7.6M	1.0%Prev: 1.0%	126,466 SH	Increased+4,702 SH
ISHARES TR	20 YR TR BD ETF	$233K	0.0%Prev: 0.0%	2,675 SH	Decreased+55 SH
ISHARES TR	7-10 YR TRSY BD	$31K	0.0%Prev: 0.0%	325 SH	Decreased-218 SH
ISHARES TR	CORE 1 5 YR USD	$236K	0.0%Prev: 0.0%	4,846 SH	Increased+858 SH
ISHARES TR	CORE MSCI EAFE	$77K	0.0%Prev: 0.0%	857 SH	Decreased-43 SH
ISHARES TR	CORE S&P MCP ETF	$10.9M	1.5%Prev: 1.4%	165,621 SH	Increased+14,442 SH
ISHARES TR	CORE S&P SCP ETF	$62K	0.0%Prev: 0.0%	518 SH	Increased
ISHARES TR	CORE S&P TTL STK	$87K	0.0%Prev: 0.0%	587 SH	Increased
ISHARES TR	CORE S&P500 ETF	$77K	0.0%Prev: 0.0%	112 SH	Decreased-34 SH
ISHARES TR	CORE US AGGBD ET	$177K	0.0%Prev: 0.0%	1,769 SH	Decreased
ISHARES TR	CR 5 10 YR ETF	$484K	0.1%Prev: 0.1%	10,946 SH	Increased+1,700 SH
ISHARES TR	EAFE GRWTH ETF	$28K	0.0%Prev: 0.0%	250 SH	Decreased-70 SH
ISHARES TR	EAFE VALUE ETF	$67K	0.0%Prev: 0.0%	934 SH	Decreased-312 SH
ISHARES TR	ESG AW MSCI EAFE	$114K	0.0%Prev: 0.0%	1,196 SH	Increased+337 SH
ISHARES TR	ESG AWR MSCI USA	$30K	0.0%Prev: 0.0%	204 SH	Increased
ISHARES TR	EXPND TEC SC ETF	$17K	0.0%Prev: 0.0%	128 SH	Increased
ISHARES TR	GLB INFRASTR ETF	$25K	0.0%	400 SH	New
ISHARES TR	INDIA 50 ETF	$1K	0.0%Prev: 0.0%	22 SH	Decreased-5 SH
ISHARES TR	ISHARES SEMICDTR	$272K	0.0%Prev: 0.0%	902 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$52K	0.0%Prev: 0.0%	979 SH	Decreased-1,088 SH
ISHARES TR	MBS ETF	$186K	0.0%Prev: 0.0%	1,950 SH	Decreased-22 SH
ISHARES TR	MSCI EAFE ETF	$183K	0.0%Prev: 0.0%	1,906 SH	Decreased-263 SH
ISHARES TR	MSCI INDIA ETF	$32.7M	4.4%Prev: 4.2%	604,901 SH	Increased+31,868 SH
ISHARES TR	MSCI USA QLT FCT	$12K	0.0%Prev: 0.0%	58 SH	Decreased-59 SH
ISHARES TR	NATIONAL MUN ETF	$68K	0.0%Prev: 0.0%	632 SH	Decreased-85 SH
ISHARES TR	RUS 1000 ETF	$16.8M	2.3%Prev: 2.4%	44,992 SH	Decreased-1,018 SH
ISHARES TR	RUS 1000 GRW ETF	$1.3M	0.2%Prev: 0.2%	2,662 SH	Increased+333 SH
ISHARES TR	RUS 1000 VAL ETF	$847K	0.1%Prev: 0.1%	4,028 SH	Increased+698 SH
ISHARES TR	RUS 2000 GRW ETF	$147K	0.0%Prev: 0.0%	456 SH	Decreased-12 SH
ISHARES TR	RUS 2000 VAL ETF	$170K	0.0%Prev: 0.0%	938 SH	Increased-22 SH
ISHARES TR	RUS MD CP GR ETF	$2K	0.0%Prev: 0.0%	13 SH	Decreased-58 SH
ISHARES TR	RUS TP200 GR ETF	$219K	0.0%Prev: 0.0%	790 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$179K	0.0%Prev: 0.0%	728 SH	Decreased-30 SH
ISHARES TR	S&P 500 GRWT ETF	$89K	0.0%Prev: 0.0%	722 SH	Decreased-117 SH
ISHARES TR	S&P 500 VAL ETF	$80K	0.0%Prev: 0.0%	375 SH	Increased-7 SH
ISHARES TR	S&P MC 400GR ETF	$135K	0.0%Prev: 0.0%	1,389 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$106K	0.0%Prev: 0.0%	807 SH	Increased
ISHARES TR	SELECT DIVID ETF	$25K	0.0%Prev: 0.0%	175 SH	Decreased
ISHARES TR	SP SMCP600VL ETF	$53K	0.0%Prev: 0.0%	470 SH	Increased
ISHARES TR	U.S. UTILITS ETF	$39K	0.0%Prev: 0.0%	358 SH	Decreased
ISHARES TR	US HOME CONS ETF	$125K	0.0%Prev: 0.0%	1,300 SH	Decreased
J P MORGAN EXCHANGE TRADED F	BETABUILDERS CDA	$6.9M	0.9%	73,927 SH	New
J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	$84K	0.0%Prev: 0.0%	1,278 SH	Increased+1,128 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$26K	0.0%Prev: 0.0%	449 SH	Increased+249 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$69.6M	9.4%Prev: 9.1%	1,428,266 SH	Increased+115,270 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$10K	0.0%Prev: 0.0%	200 SH	Decreased-92 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$50K	0.0%Prev: 0.0%	982 SH	Increased+138 SH
JOHNSON & JOHNSON	COM	$1.7M	0.2%Prev: 0.2%	8,130 SH	Increased-9 SH
JPMORGAN CHASE & CO.	COM	$32.1M	4.3%Prev: 4.9%	99,524 SH	Decreased-9,720 SH
LABCORP HOLDINGS INC	COM SHS	$251K	0.0%Prev: 0.0%	1,000 SH	Decreased
LEIDOS HOLDINGS INC	COM	$289K	0.0%Prev: 0.0%	1,604 SH	Decreased
LINDE PLC	SHS	$7.6M	1.0%Prev: 1.2%	17,725 SH	Decreased-454 SH
LOCKHEED MARTIN CORP	COM	$1.0M	0.1%Prev: 0.2%	2,109 SH	Decreased-9 SH
MASTERCARD INCORPORATED	CL A	$795K	0.1%Prev: 0.1%	1,393 SH	Increased
MATSON INC	COM	$1.5M	0.2%Prev: 0.2%	12,150 SH	Increased
MCDONALDS CORP	COM	$2.8M	0.4%Prev: 0.9%	9,266 SH	Decreased-11,530 SH
META PLATFORMS INC	CL A	$6.2M	0.8%Prev: 1.5%	9,403 SH	Decreased-5,358 SH
METTLER TOLEDO INTERNATIONAL	COM	$502K	0.1%Prev: 0.1%	360 SH	Increased
MICRON TECHNOLOGY INC	COM	$15.9M	2.1%Prev: 1.3%	55,678 SH	Increased+194 SH
MICROSOFT CORP	COM	$33.4M	4.5%Prev: 5.0%	69,026 SH	Decreased+963 SH
MOTOROLA SOLUTIONS INC	COM NEW	$1.5M	0.2%Prev: 1.2%	3,809 SH	Decreased-14,791 SH
NETFLIX INC	COM	$5.9M	0.8%Prev: 2.1%	63,431 SH	Decreased+51,213 SH
NEXTERA ENERGY INC	COM	$1.7M	0.2%Prev: 0.2%	21,483 SH	Increased+77 SH
NVIDIA CORPORATION	COM	$28.1M	3.8%Prev: 3.9%	150,756 SH	Increased+1,987 SH
OCCIDENTAL PETE CORP	*W EXP 08/03/202	$1K	0.0%Prev: 0.0%	55 SH	Decreased+12 SH
OCCIDENTAL PETE CORP	COM	$270K	0.0%Prev: 0.0%	6,573 SH	Decreased+100 SH
OMNICOM GROUP INC	COM	$969K	0.1%Prev: 0.1%	12,000 SH	Decreased-27 SH
ORACLE CORP	COM	$276K	0.0%Prev: 0.1%	1,416 SH	Decreased-16 SH
PEPSICO INC	COM	$571K	0.1%Prev: 0.1%	3,975 SH	Increased-42 SH
PROCTER AND GAMBLE CO	COM	$2.0M	0.3%Prev: 0.3%	13,788 SH	Decreased-22 SH
PROLOGIS INC.	COM	$745K	0.1%Prev: 0.1%	5,837 SH	Increased+97 SH
QUEST DIAGNOSTICS INC	COM	$4.3M	0.6%Prev: 0.6%	24,524 SH	Increased+2,684 SH
RBC BEARINGS INC	COM	$206K	0.0%	460 SH	New
REVVITY INC	COM	$1.5M	0.2%Prev: 0.2%	15,103 SH	Increased
RTX CORPORATION	COM	$14.7M	2.0%Prev: 2.2%	80,179 SH	Decreased-10,849 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$17K	0.0%Prev: 0.0%	618 SH	Increased
SCHWAB STRATEGIC TR	SHT TM US TRES	$82K	0.0%	3,345 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$142K	0.0%Prev: 0.1%	5,160 SH	Decreased-10,329 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$298K	0.0%Prev: 0.0%	9,137 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$93K	0.0%Prev: 0.0%	3,453 SH	Decreased-3,464 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$94K	0.0%	797 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$174K	0.0%	1,606 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$13K	0.0%	300 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$181K	0.0%	3,300 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$13K	0.0%	81 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$31K	0.0%	200 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$11K	0.0%	278 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$499K	0.1%	3,469 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$17K	0.0%	400 SH	New
SEMPRA	COM	$499K	0.1%Prev: 0.1%	5,651 SH	Decreased
SPDR GOLD TR	GOLD SHS	$54.4M	7.4%Prev: 7.2%	137,329 SH	Increased-5,545 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.7M	0.5%Prev: 0.5%	5,494 SH	Increased+460 SH
SPDR SERIES TRUST	STATE STREET SPD	$7.3M	1.0%	214,229 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$612K	0.1%Prev: 0.1%	18,548 SH	Increased
TESLA INC	COM	$2.7M	0.4%Prev: 0.4%	6,013 SH	Increased
TJX COS INC NEW	COM	$2.5M	0.3%	16,589 SH	New
UNITED PARCEL SERVICE INC	CL B	$1.0M	0.1%Prev: 0.1%	10,439 SH	Increased
US BANCORP DEL	COM NEW	$5.2M	0.7%Prev: 0.7%	97,551 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$101K	0.0%Prev: 0.0%	208 SH	Decreased-20 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$70K	0.0%Prev: 0.0%	223 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$168K	0.0%Prev: 0.0%	579 SH	Decreased-16 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$49K	0.0%Prev: 0.0%	551 SH	Decreased-29 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9K	0.0%Prev: 0.0%	14 SH	Increased+2 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1K	0.0%Prev: 0.0%	5 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.2%Prev: 0.3%	5,495 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$39K	0.0%Prev: 0.0%	206 SH	Decreased-43 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$962K	0.1%Prev: 0.1%	15,394 SH	Decreased-761 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$197K	0.0%Prev: 0.0%	500 SH	Decreased
VANGUARD WORLD FD	ENERGY ETF	$7K	0.0%Prev: 0.0%	53 SH	Increased+1 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$12K	0.0%Prev: 0.0%	162 SH	Increased+142 SH
VANGUARD WORLD FD	ESG US STK ETF	$422K	0.1%Prev: 0.1%	3,492 SH	Increased+116 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$158K	0.0%Prev: 0.0%	548 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$45K	0.0%Prev: 0.0%	60 SH	Increased
VANGUARD WORLD FD	MEGA GRWTH IND	$53K	0.0%Prev: 0.0%	129 SH	Decreased-576 SH
VERALTO CORP	COM SHS	$291K	0.0%Prev: 0.0%	2,913 SH	Decreased
VISA INC	COM CL A	$806K	0.1%Prev: 0.1%	2,298 SH	Increased+25 SH
WALMART INC	COM	$2.0M	0.3%Prev: 0.3%	18,102 SH	Increased+361 SH
WATERS CORP	COM	$335K	0.0%Prev: 0.0%	882 SH	Increased
WISDOMTREE TR	JAPN HEDGE EQT	$26.4M	3.6%Prev: 2.0%	182,916 SH	Increased+75,670 SH

Sold (vs prior filing)

CONOCOPHILLIPS — $4.3M
CROWDSTRIKE HLDGS INC — $554K
ENTEGRIS INC — $201K
GAMESTOP CORP NEW — $218K
GEN DIGITAL INC — $5.9M
ISHARES INC — $766
ISHARES TR — $42K
ISHARES TR — $46K
ISHARES TR — $12K
ISHARES TR — $5K
ISHARES TR — $3K
ISHARES TR — $3K
ISHARES TR — $51K
ISHARES TR — $3K
ISHARES TR — $17K
ISHARES TR — $23K
ISHARES TR — $27K
ISHARES TR — $10K
ISHARES TR — $9K
ISHARES TR — $89K
… and 20 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001398344-26-002649	$739.6M	View
Nov 10, 2025	Q3 2025	13F-HR	0001398344-25-020660	$704.1M	View
Jul 29, 2026	Q2 2026