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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 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EOSE EOS ENERGY ENTERPRISES INC Industrials 35,877.0 $211K 0.05% -9K -20.1% $5.88 -42.9%
122 KMI KINDER MORGAN INC DEL Energy 6,595.0 $211K 0.05% NEW $31.97 +0.5%
123 PLTR PALANTIR TECHNOLOGIES INC Technology 1,789.0 $209K 0.05% -303.0 -14.5% $116.67 +49.8%
124 DRAM ROUNDHILL ETF TRUST 2,770.0 $205K 0.05% NEW $73.85 -23.7%
125 VIG VANGUARD SPECIALIZED FUNDS 859.0 $203K 0.05% NEW $236.62 +3.2%
126 BX BLACKSTONE INC Financial Services 1,725.0 $203K 0.05% NEW $117.67 +22.1%
127 JNJ JOHNSON & JOHNSON Healthcare 794.0 $202K 0.05% -4K -84.7% $253.97 +6.6%
128 PNBK PATRIOT NATL BANCORP INC Financial Services 121,828.0 $117K 0.03% $0.96 +8.7%
Page 7 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%