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Portfolio (Quarterly) Guide ↗

Rinkey Investments

· CIK 0001730774
13F Portfolio $425M AUM 128 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 42 Added 47 Reduced 18 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC. Communication Services 3,760.0 $268K 0.06% -200.0 -5.0% $71.40 +14.6%
42 V VISA INC Financial Services 751.0 $258K 0.06% -176.0 -19.0% $343.09 +11.7%
43 ACN ACCENTURE PLC IRELAND Technology 2,025.0 $252K 0.06% -1K -41.4% $124.44 +46.9%
44 C CITIGROUP INC Financial Services 1,517.0 $212K 0.05% -800.0 -34.5% $139.96 -4.5%
45 EOSE EOS ENERGY ENTERPRISES INC Industrials 35,877.0 $211K 0.05% -9K -20.1% $5.88 -42.9%
46 PLTR PALANTIR TECHNOLOGIES INC Technology 1,789.0 $209K 0.05% -303.0 -14.5% $116.67 +50.7%
47 JNJ JOHNSON & JOHNSON Healthcare 794.0 $202K 0.05% -4K -84.7% $253.97 +6.4%
Page 3 of 3  ·  47 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 36.3%
Financial Services 31.3%
Communication Services 6.9%
Consumer Cyclical 6.6%
Consumer Defensive 6.2%
Industrials 4.9%
Energy 4.1%
Healthcare 3.6%