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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 43,500.0 $506K 0.13% NEW $11.63 -2.8%
2 EQT EQT CORP Energy 7,644.0 $410K 0.10% NEW $53.60 +8.1%
3 LLY ELI LILLY & CO Healthcare 357.0 $384K 0.10% NEW $1074.68 -0.9%
4 TXT TEXTRON INC Industrials 4,315.0 $376K 0.10% NEW $87.17 +5.3%
5 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,235.0 $350K 0.09% NEW $283.31 -24.2%
6 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 20,585.0 $336K 0.09% NEW $16.32 -3.8%
7 V VISA INC Financial Services 927.0 $325K 0.08% NEW $350.71 -6.2%
8 AVY AVERY DENNISON CORP Industrials 1,742.0 $317K 0.08% NEW $181.88 -12.2%
9 AMD ADVANCED MICRO DEVICES INC Technology 1,475.0 $316K 0.08% NEW $214.16 +118.3%
10 CB CHUBB LIMITED Financial Services 871.0 $272K 0.07% NEW $312.12 +5.1%
11 AVUV AMERICAN CENTY ETF TR 2,450.0 $250K 0.06% NEW $101.98 +17.7%
12 UBER UBER TECHNOLOGIES INC Technology 2,995.0 $245K 0.06% NEW $81.71 -12.1%
13 MU MICRON TECHNOLOGY INC Technology 838.0 $239K 0.06% NEW $285.41 +163.1%
14 GFL GFL ENVIRONMENTAL INC Industrials 5,185.0 $223K 0.06% NEW $42.95 -16.8%
15 DFIV DIMENSIONAL ETF TRUST 4,147.0 $207K 0.05% NEW $49.90 +11.3%
16 XBI SPDR SERIES TRUST 1,675.0 $204K 0.05% NEW $121.93 +8.0%
17 EIS ISHARES INC 1,847.0 $203K 0.05% NEW $110.03 +21.6%

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%