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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 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSX CSX CORP Industrials 11,240.0 $534K 0.13% +255.0 +2.3% $47.53 +8.9%
82 IAGG ISHARES TR 10,150.0 $514K 0.12% NEW $50.60 -1.5%
83 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 43,500.0 $511K 0.12% $11.74 -4.2%
84 SCHX SCHWAB STRATEGIC TR 17,090.0 $503K 0.12% +5K +36.6% $29.43 +2.6%
85 META META PLATFORMS INC Communication Services 875.0 $493K 0.12% -333.0 -27.6% $563.43 +2.3%
86 WMT WALMART INC Consumer Defensive 4,261.0 $483K 0.11% +280.0 +7.0% $113.27 -7.9%
87 EEMV ISHARES INC 6,293.0 $474K 0.11% -672.0 -9.7% $75.28 +0.1%
88 AVUV AMERICAN CENTY ETF TR 3,716.0 $464K 0.11% +1K +51.7% $124.76 +0.8%
89 SPY STATE STR SPDR S&P 500 ETF T Financial Services 610.0 $456K 0.11% +9.0 +1.5% $746.78 +2.6%
90 AMAT APPLIED MATLS INC Technology 622.0 $450K 0.11% NEW $723.00 -33.6%
91 GOVT ISHARES TR 18,057.0 $411K 0.10% $22.78 -1.0%
92 DGRO ISHARES TR 4,677.0 $354K 0.08% -627.0 -11.8% $75.79 +5.2%
93 SCHR SCHWAB STRATEGIC TR 14,251.0 $351K 0.08% -1K -8.0% $24.66 -0.8%
94 ITA ISHARES TR 1,412.0 $342K 0.08% NEW $242.42 -2.5%
95 BFLY BUTTERFLY NETWORK INC Healthcare 40,400.0 $340K 0.08% -1K -2.9% $8.42 +2.6%
96 SCHH SCHWAB STRATEGIC TR 14,263.0 $338K 0.08% -297.0 -2.0% $23.68 +1.7%
97 CB CHUBB LIMITED Financial Services 987.0 $336K 0.08% +116.0 +13.3% $340.74 +0.9%
98 AVDE AMERICAN CENTY ETF TR 3,588.0 $320K 0.07% NEW $89.20 +5.8%
99 JPM JPMORGAN CHASE & CO Financial Services 977.0 $320K 0.07% $327.33 +8.9%
100 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 655.0 $313K 0.07% NEW $477.57 -12.5%
Page 5 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%