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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 11,890.0 $1.4M 0.36% +4K +52.2% $120.34 +28.7%
42 VGT VANGUARD WORLD FD 1,816.0 $1.4M 0.35% -146.0 -7.4% $754.00 -84.6%
43 GOOGL ALPHABET INC Communication Services 4,326.0 $1.4M 0.34% +305.0 +7.6% $313.04 +22.3%
44 FBND FIDELITY MERRIMACK STR TR 29,251.0 $1.3M 0.34% -10K -25.9% $46.04 -1.4%
45 OCGN OCUGEN INC Healthcare 991,186.0 $1.3M 0.34% -121K -10.9% $1.35 -0.7%
46 VCIT VANGUARD SCOTTSDALE FDS 15,430.0 $1.3M 0.33% +210.0 +1.4% $83.75 -1.8%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 4,045.0 $1.2M 0.30% $296.21 -14.3%
48 VOO VANGUARD INDEX FDS 1,837.0 $1.2M 0.29% +57.0 +3.2% $627.16 +9.3%
49 IBIT ISHARES BITCOIN TRUST ETF Financial Services 22,878.0 $1.1M 0.29% +4K +23.3% $49.65 -13.5%
50 VGSH VANGUARD SCOTTSDALE FDS 18,824.0 $1.1M 0.28% +5K +32.2% $58.73 -0.9%
51 RTX RTX CORPORATION Industrials 5,993.0 $1.1M 0.28% +2K +70.6% $183.40 -3.5%
52 JNJ JOHNSON & JOHNSON Healthcare 5,189.0 $1.1M 0.27% +954.0 +22.5% $206.95 +13.2%
53 AGG ISHARES TR 9,951.0 $994K 0.25% +70.0 +0.7% $99.88 -1.4%
54 TRV TRAVELERS COMPANIES INC Financial Services 3,368.0 $977K 0.25% $290.06 +5.7%
55 SUB ISHARES TR 9,058.0 $966K 0.24% $106.70 -0.4%
56 SYK STRYKER CORPORATION Healthcare 2,712.0 $953K 0.24% $351.47 -10.0%
57 ACN ACCENTURE PLC IRELAND Technology 3,454.0 $927K 0.23% -25.0 -0.7% $268.30 -33.2%
58 GOOG ALPHABET INC Communication Services 2,852.0 $895K 0.23% +53.0 +1.9% $313.83 +20.9%
59 GLD SPDR GOLD TR Financial Services 2,022.0 $801K 0.20% -295.0 -12.7% $396.31 +4.4%
60 META META PLATFORMS INC Communication Services 1,208.0 $798K 0.20% +577.0 +91.4% $660.18 -7.6%
Page 3 of 7  ·  129 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%