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Rice Partnership, LLC
The Rice Partnership, LLC is an independent, boutique investment adviser headquartered in Honolulu, Hawaii, with branches in Maui and California. Founded in 2005, the firm specializes in wealth management services, including asset management, family office solutions, and financial planning. The team, led by experienced advisors, serves individuals, high net worth individuals, pension/profit-sharing plans, non-profits, and small businesses. Employing around 10-20 professionals, the firm delivers customized and integrated financial solutions focused on long-term client success.
Investment Strategy
The Rice Partnership employs a holistic, customized portfolio management approach focused on long-term financial well-being for clients. They provide tailored financial planning, portfolio management, and asset allocation, leveraging active investment strategies such as market timing for opportunistic trades, while prioritizing stability and generational wealth preservation. The firm integrates comprehensive support including advisory, administrative, and educational services to meet each client's specific financial goals.
Latest 13F Filing Activity
Rice Partnership, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 167 equity positions with a total 13F market value of $576M. The fund increased holdings in Berkshire Hathaway Inc. Del, Ishares Inc., Microsoft Corp. among other positions. Rice Partnership, LLC reduced exposure to T-mobile Us Inc., Equinix Inc., Conocophillips among others.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | 7.59% | $43.7M | 143,411 | $162.19 | $304.83 | +$2.0M |
A AAPL | APPLE INC | 6.90% | $39.7M | 193,445 | $64.39 | $205.17 | -$3.3M |
M MSFT | MICROSOFT CORP | 6.18% | $35.6M | 71,494 | $178.76 | $497.41 | +$7.9M |
J JPM | JPMORGAN CHASE & CO. | 5.44% | $31.3M | 107,930 | $142.63 | $289.91 | +$7.4M |
I INDA | ISHARES TR | 4.94% | $28.4M | 510,333 | $40.62 | $55.68 | +$2.2M |
Industry Allocation
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