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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 FBND FIDELITY MERRIMACK STR TR 29,251.0 $1.3M 0.34% -10K -25.9% $46.04 -1.4%
22 OCGN OCUGEN INC Healthcare 991,186.0 $1.3M 0.34% -121K -10.9% $1.35 -0.7%
23 ACN ACCENTURE PLC IRELAND Technology 3,454.0 $927K 0.23% -25.0 -0.7% $268.30 -33.2%
24 GLD SPDR GOLD TR Financial Services 2,022.0 $801K 0.20% -295.0 -12.7% $396.31 +4.4%
25 IVW ISHARES TR 5,934.0 $731K 0.19% -297.0 -4.8% $123.26 +10.8%
26 SHV ISHARES TR 4,967.0 $547K 0.14% -480.0 -8.8% $110.15 +0.1%
27 EOSE EOS ENERGY ENTERPRISES INC Industrials 44,877.0 $514K 0.13% -7K -13.6% $11.46 -29.7%
28 TSLA TESLA INC Consumer Cyclical 1,041.0 $468K 0.12% -135.0 -11.5% $449.72 -5.3%
29 CRWD CROWDSTRIKE HLDGS INC Technology 928.0 $435K 0.11% -13.0 -1.4% $468.76 +41.5%
30 SLV ISHARES SILVER TR Financial Services 6,100.0 $393K 0.10% -1K -16.6% $64.42 +6.1%
31 IAU ISHARES GOLD TR Financial Services 4,835.0 $392K 0.10% -1K -17.7% $81.17 +4.5%
32 HON HONEYWELL INTL INC Industrials 1,196.0 $233K 0.06% -28.0 -2.3% $195.13 +16.8%
33 MO ALTRIA GROUP INC Consumer Defensive 3,988.0 $230K 0.06% -290.0 -6.8% $57.66 +28.2%
34 TRIN TRINITY CAP INC Financial Services 14,787.0 $217K 0.06% -364.0 -2.4% $14.65 +12.6%
35 BBJP J P MORGAN EXCHANGE TRADED F 3,055.0 $201K 0.05% -25.0 -0.8% $65.91 +13.0%
36 BFLY BUTTERFLY NETWORK INC Healthcare 41,600.0 $158K 0.04% -2K -5.7% $3.80 +17.6%
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%