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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWOB VANGUARD WHITEHALL FDS 22,253.0 $1.5M 0.35% -472.0 -2.1% $67.24 -1.6%
42 VTIP VANGUARD MALVERN FDS 29,006.0 $1.5M 0.34% -977.0 -3.3% $50.23 -0.9%
43 XOM EXXON MOBIL CORP Energy 10,480.0 $1.4M 0.34% -1K -11.9% $136.72 +17.7%
44 VOO VANGUARD INDEX FDS 1,803.0 $1.2M 0.29% -34.0 -1.9% $686.81 +2.4%
45 TMUS T-MOBILE US INC Communication Services 7,228.0 $1.2M 0.28% -4K -35.0% $167.73 +8.1%
46 GOOGL ALPHABET INC Communication Services 3,382.0 $1.2M 0.28% -944.0 -21.8% $357.45 -4.5%
47 TRV TRAVELERS COMPANIES INC Financial Services 3,368.0 $1.1M 0.26% $330.12 +12.6%
48 IBM INTERNATIONAL BUSINESS MACHS Technology 3,703.0 $1.0M 0.24% -342.0 -8.4% $281.21 -18.4%
49 SOXX ISHARES TR 1,610.0 $1.0M 0.24% +39.0 +2.5% $640.76 -19.9%
50 RTX RTX CORPORATION Industrials 5,415.0 $1.0M 0.24% -578.0 -9.6% $189.73 +12.2%
51 GOOG ALPHABET INC 2,869.0 $1.0M 0.24% +17.0 +0.6% $353.36
52 TSLA TESLA INC Consumer Cyclical 2,247.0 $945K 0.22% +1K +115.8% $420.60 -18.1%
53 VBK VANGUARD INDEX FDS 2,549.0 $932K 0.22% +483.0 +23.4% $365.71 -2.8%
54 AGG ISHARES TR 9,106.0 $901K 0.21% -845.0 -8.5% $98.98 -1.2%
55 SYK STRYKER CORPORATION Healthcare 2,712.0 $854K 0.20% $314.84 +5.1%
56 IVW ISHARES TR 6,022.0 $828K 0.20% +88.0 +1.5% $137.53 +0.6%
57 ORCL ORACLE CORP Technology 5,325.0 $780K 0.18% -2K -28.4% $146.55 +0.9%
58 SUB ISHARES TR 7,165.0 $763K 0.18% -2K -20.9% $106.47 -0.1%
59 VO VANGUARD INDEX FDS 9,228.0 $744K 0.17% +7K +300.0% $80.57 +3.2%
60 VGIT VANGUARD SCOTTSDALE FDS 12,451.0 $734K 0.17% NEW $58.98 -0.9%
Page 3 of 7  ·  128 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%