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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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRWD CROWDSTRIKE HLDGS INC Technology 928.0 $435K 0.11% -13.0 -1.4% $468.76 +41.5%
82 GOVT ISHARES TR 18,057.0 $416K 0.11% $23.02 -1.6%
83 SPY SPDR S&P 500 ETF TR Financial Services 601.0 $410K 0.10% $681.92 +9.3%
84 EQT EQT CORP Energy 7,644.0 $410K 0.10% NEW $53.60 +8.1%
85 CSX CSX CORP Industrials 10,985.0 $398K 0.10% +4K +64.9% $36.25 +25.6%
86 SLV ISHARES SILVER TR Financial Services 6,100.0 $393K 0.10% -1K -16.6% $64.42 +6.1%
87 IAU ISHARES GOLD TR Financial Services 4,835.0 $392K 0.10% -1K -17.7% $81.17 +4.5%
88 SCHR SCHWAB STRATEGIC TR 15,493.0 $389K 0.10% $25.08 -2.0%
89 LLY ELI LILLY & CO Healthcare 357.0 $384K 0.10% NEW $1074.68 -0.9%
90 PANW PALO ALTO NETWORKS INC Technology 2,060.0 $379K 0.10% $184.20 +41.5%
91 TXT TEXTRON INC Industrials 4,315.0 $376K 0.10% NEW $87.17 +5.3%
92 IWM ISHARES TR 1,526.0 $376K 0.10% +40.0 +2.7% $246.16 +15.8%
93 PLTR PALANTIR TECHNOLOGIES INC Technology 2,092.0 $372K 0.09% +108.0 +5.4% $177.75 -23.0%
94 NFLX NETFLIX INC Communication Services 3,960.0 $371K 0.09% +4K +1057.9% $93.76 -5.5%
95 DGRO ISHARES TR 5,304.0 $368K 0.09% $69.42 +7.8%
96 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,235.0 $350K 0.09% NEW $283.31 -24.2%
97 SCHX SCHWAB STRATEGIC TR 12,507.0 $337K 0.09% $26.91 +9.0%
98 USHY ISHARES TR 9,000.0 $337K 0.09% $37.40 -1.1%
99 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 20,585.0 $336K 0.09% NEW $16.32 -3.8%
100 V VISA INC Financial Services 927.0 $325K 0.08% NEW $350.71 -6.2%
Page 5 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%