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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 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TRIN TRINITY CAP INC Financial Services 14,787.0 $217K 0.06% -364.0 -2.4% $14.65 +12.6%
122 KR KROGER CO Consumer Defensive 3,367.0 $210K 0.05% $62.48 +7.6%
123 DFIV DIMENSIONAL ETF TRUST 4,147.0 $207K 0.05% NEW $49.90 +11.3%
124 WOR WORTHINGTON ENTERPRISES INC Industrials 3,994.0 $206K 0.05% $51.57 +6.9%
125 XBI SPDR SERIES TRUST 1,675.0 $204K 0.05% NEW $121.93 +8.0%
126 EIS ISHARES INC 1,847.0 $203K 0.05% NEW $110.03 +21.6%
127 BBJP J P MORGAN EXCHANGE TRADED F 3,055.0 $201K 0.05% -25.0 -0.8% $65.91 +13.0%
128 PTEN PATTERSON-UTI ENERGY INC Energy 28,230.0 $172K 0.04% $6.11 +101.5%
129 BFLY BUTTERFLY NETWORK INC Healthcare 41,600.0 $158K 0.04% -2K -5.7% $3.80 +17.6%
Page 7 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%