Rice Partnership Raises Eli Lilly Stake to 20,667 Shares, 2.6% of Portfolio
Rice Partnership LLC actively adjusted its equity holdings across several positions: it increased its stake in Eli Lilly and Company by 3.5% to 20,667 shares, expanding to its 11th-largest holding with a value near $19 million. It also trimmed exposure to the iShares MSCI Germany ETF by 13.9% to 618,221 shares, making it about the fund’s 9th largest holding with a value around $24.5 million. In addition, Rice Partnership initiated new positions in energy and fixed-income ETFs, buying 7,783 shares of Cheniere Energy (approximately $2.21 million) and 31,967 shares of the JPMorgan Municipal ETF (about $1.60 million). These moves show a diversified strategy spanning healthcare, energy, and municipal bonds. The filings illustrate Rice Partnership’s willingness to rebalance across sectors to adjust risk and exposure while maintaining a broad portfolio. Together, the changes reflect a pattern of selective buying and purposeful selling to recalibrate holdings in mid-2026.