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Portfolio (Quarterly) Guide ↗

Rinkey Investments

· CIK 0001730774
13F Portfolio $394M AUM 129 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 36 Added 36 Reduced 14 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBIT ISHARES BITCOIN TRUST ETF Financial Services 22,878.0 $1.1M 0.29% +4K +23.3% $49.65 -13.5%
22 VGSH VANGUARD SCOTTSDALE FDS 18,824.0 $1.1M 0.28% +5K +32.2% $58.73 -0.9%
23 RTX RTX CORPORATION Industrials 5,993.0 $1.1M 0.28% +2K +70.6% $183.40 -3.5%
24 JNJ JOHNSON & JOHNSON Healthcare 5,189.0 $1.1M 0.27% +954.0 +22.5% $206.95 +13.2%
25 AGG ISHARES TR 9,951.0 $994K 0.25% +70.0 +0.7% $99.88 -1.4%
26 GOOG ALPHABET INC Communication Services 2,852.0 $895K 0.23% +53.0 +1.9% $313.83 +20.9%
27 META META PLATFORMS INC Communication Services 1,208.0 $798K 0.20% +577.0 +91.4% $660.18 -7.6%
28 SCHP SCHWAB STRATEGIC TR 25,064.0 $664K 0.17% +1K +5.2% $26.49 +0.5%
29 CTVA CORTEVA INC Basic Materials 8,072.0 $541K 0.14% +4K +116.0% $67.03 +18.7%
30 VXUS VANGUARD STAR FDS 7,163.0 $540K 0.14% +749.0 +11.7% $75.45 +11.9%
31 SOXX ISHARES TR 1,571.0 $473K 0.12% +36.0 +2.4% $301.15 +78.4%
32 CSX CSX CORP Industrials 10,985.0 $398K 0.10% +4K +64.9% $36.25 +25.6%
33 IWM ISHARES TR 1,526.0 $376K 0.10% +40.0 +2.7% $246.16 +15.8%
34 PLTR PALANTIR TECHNOLOGIES INC Technology 2,092.0 $372K 0.09% +108.0 +5.4% $177.75 -23.0%
35 NFLX NETFLIX INC Communication Services 3,960.0 $371K 0.09% +4K +1057.9% $93.76 -5.5%
36 SPSB SPDR SERIES TRUST 8,938.0 $270K 0.07% +66.0 +0.7% $30.20 -0.7%
Page 2 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 27.9%
Communication Services 10.5%
Healthcare 7.7%
Industrials 6.7%
Consumer Defensive 5.4%
Consumer Cyclical 5.4%
Energy 3.7%
Basic Materials 1.0%