Dale Q Rice Investment Management Ltd Diversified Active

Location: Vancouver, WA

CIK: 0002041427 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $132M (100.0% shares, 0.0% debt)

Holdings (68)

AAPL APPLE INC 20.3%
Value $26.75M Shares 105,421 Est. Cost $234.51 Unrealized +12.1%
USD PROSHARES ULTRA SEMICONDUCTORS 16.2%
Value $21.45M Shares 447,279 Est. Cost $59.76 Unrealized
QLD PROSHARES ULTRA QQQ 11.5%
Value $15.12M Shares 247,938 Est. Cost $89.79 Unrealized
QQQ INVESCO QQQ TR 6.1%
Value $8.01M Shares 13,878 Est. Cost $511.22 Unrealized
SPY STATE STREET SPDR S&P 500 ETF TRUST 5.0%
Value $6.607M Shares 10,159 Est. Cost $585.49 Unrealized
GOOGL ALPHABET INC CLASS CLASS A 3.2%
Value $4.282M Shares 14,892 Est. Cost $174.14 Unrealized +85.6%
TSLA TESLA INC 2.4%
Value $3.21M Shares 8,635 Est. Cost $327.12 Unrealized +30.2%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.3%
Value $3.092M Shares 6,452 Est. Cost $463.01 Unrealized +6.6%
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 2.2%
Value $2.963M Shares 9,086 Est. Cost $248.45 Unrealized
NVDA NVIDIA CORP 2.2%
Value $2.857M Shares 16,381 Est. Cost $139.41 Unrealized +33.9%
IJH ISHARES CORE S&P MID-CAPETF 1.6%
Value $2.094M Shares 31,002 Est. Cost $62.45 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.5%
Value $2.031M Shares 11,195 Est. Cost $159.52 Unrealized
TMFC MOTLEY FOOL 100 INDEX ETF 1.2%
Value $1.585M Shares 24,022 Est. Cost $60.12 Unrealized
MSFT MICROSOFT CORP 1.1%
Value $1.479M Shares 3,994 Est. Cost $422.35 Unrealized +2.9%
LRCX LAM RESH CORP 1.1%
Value $1.472M Shares 6,888 Est. Cost $82.78 Unrealized +172.9%
IHI ISHARES U.S. MEDICAL DEVICES ETF 1.1%
Value $1.458M Shares 27,324 Est. Cost $58.35 Unrealized
MA MASTERCARD INC CLASS CLASS A 1.1%
Value $1.425M Shares 2,851 Est. Cost $514.68 Unrealized +4.7%
AMZN AMAZON.COM INC 1.0%
Value $1.275M Shares 6,123 Est. Cost $204.58 Unrealized +10.9%
ROM PROSHARES ULTRA TECHNOLOGY 0.9%
Value $1.137M Shares 14,500 Est. Cost $69.73 Unrealized
DIG PROSHARES ULTRA ENERGY 0.8%
Value $1.037M Shares 15,536 Est. Cost $36.04 Unrealized
GOOG ALPHABET INC CLASS CLASS C 0.7%
Value $978K Shares 3,409 Est. Cost $178.58 Unrealized +81.2%
DVY ISHARES SELECT DIVIDEND ETF 0.7%
Value $947K Shares 6,257 Est. Cost $131.29 Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.7%
Value $876K Shares 6,591 Est. Cost $193.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A 0.6%
Value $846K Shares 5,783 Est. Cost $96.97 Unrealized +59.0%
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR 0.6%
Value $824K Shares 823,787 Est. Cost $1.00 Unrealized
CAT CATERPILLAR INC 0.6%
Value $810K Shares 1,144 Est. Cost $434.65 Unrealized +57.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value $754K Shares 3,928 Est. Cost $175.23 Unrealized
SNSXX SCHWAB US TREASURY MONEY INVESTOR 0.6%
Value $740K Shares 739,744 Est. Cost $1.00 Unrealized
RKLB ROCKET LAB CORP CLASS CLASS A 0.5%
Value $713K Shares 11,096 Est. Cost $31.81 Unrealized +149.2%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.5%
Value $700K Shares 22,804 Est. Cost $27.32 Unrealized
DE DEERE & CO 0.5%
Value $639K Shares 1,134 Est. Cost $438.21 Unrealized +25.8%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.5%
Value $622K Shares 3,098 Est. Cost $166.21 Unrealized
BX BLACKSTONE INC 0.4%
Value $550K Shares 4,787 Est. Cost $168.78 Unrealized -16.5%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.4%
Value $543K Shares 9,909 Est. Cost $48.42 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.4%
Value $543K Shares 4,366 Est. Cost $115.67 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value $535K Shares 537 Est. Cost $922.64 Unrealized +4.5%
BOOT BOOT BARN HLDGS INC 0.4%
Value $517K Shares 3,531 Est. Cost $147.71 Unrealized +29.1%
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 0.4%
Value $512K Shares 3,596 Est. Cost $186.59 Unrealized
VWNDX VANGUARD WINDSOR INVESTOR SHARES 0.4%
Value $492K Shares 22,748 Est. Cost $21.03 Unrealized
MRK MERCK & CO. INC. 0.4%
Value $477K Shares 3,967 Est. Cost $98.70 Unrealized +15.8%
SCDGX DWS CORE EQUITY S 0.4%
Value $474K Shares 13,850 Est. Cost $34.36 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.4%
Value $469K Shares 4,728 Est. Cost $96.90 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.3%
Value $432K Shares 2,720 Est. Cost $148.55 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value $422K Shares 2,038 Est. Cost $145.50 Unrealized +18.1%
SWPPX SCHWAB S&P 500 INDEX 0.3%
Value $405K Shares 24,165 Est. Cost $29.09 Unrealized
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST 0.3%
Value $402K Shares 868 Est. Cost $425.50 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.3%
Value $395K Shares 2,337 Est. Cost $132.21 Unrealized
BA BOEING CO 0.3%
Value $379K Shares 1,904 Est. Cost $156.93 Unrealized +52.0%
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.3%
Value $372K Shares 2,865 Est. Cost $121.28 Unrealized
HLT HILTON WORLDWIDE HLDGS I 0.3%
Value $340K Shares 1,117 Est. Cost $244.13 Unrealized +25.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.3%
Value $338K Shares 8,107 Est. Cost $66.17 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.3%
Value $332K Shares 3,093 Est. Cost $90.21 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $317K Shares 1,977 Est. Cost $188.91 Unrealized -8.9%
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value $315K Shares 959 Est. Cost $215.49 Unrealized
HIG HARTFORD INS GROUP INC 0.2%
Value $298K Shares 2,200 Est. Cost $113.69 Unrealized +20.3%
IYJ ISHARES U.S. INDUSTRIALSETF 0.2%
Value $296K Shares 2,008 Est. Cost $133.52 Unrealized
MGM MGM RESORTS INTL 0.2%
Value $294K Shares 7,935 Est. Cost $37.80 Unrealized -7.2%
JPM JPMORGAN CHASE & CO 0.2%
Value $292K Shares 993 Est. Cost $228.03 Unrealized +36.6%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.2%
Value $290K Shares 4,801 Est. Cost $59.06 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $290K Shares 1,710 Est. Cost $138.74 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value $282K Shares 3,629 Est. Cost $55.37 Unrealized +40.7%
SYK STRYKER CORP 0.2%
Value $268K Shares 815 Est. Cost $366.32 Unrealized -0.4%
AVGO BROADCOM INC 0.2%
Value $250K Shares 807 Est. Cost $209.82 Unrealized +59.3%
SSO PROSHARES ULTRA S&P500 0.2%
Value $243K Shares 4,678 Est. Cost $75.21 Unrealized
EOG EOG RES INC 0.2%
Value $215K Shares 1,490 Est. Cost $112.14 Unrealized 0.0%
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value $209K Shares 545 Est. Cost $383.40 Unrealized
INTC INTEL CORP 0.2%
Value $205K Shares 4,653 Est. Cost $46.43 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.2%
Value $203K Shares 521 Est. Cost $433.20 Unrealized -0.5%