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Portfolio (Quarterly) Guide ↗

RAINIER FAMILY WEALTH INC

· CIK 0002073596
13F Portfolio $176M AUM 102 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 42 Added 26 Reduced 2 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 21,017.0 $7.8M 4.46% -571.0 -2.6% $373.02 +37.7%
2 AAPL APPLE INC Technology 24,046.0 $7.0M 3.96% -340.0 -1.4% $289.36 +10.5%
3 AVGO BROADCOM INC Technology 12,784.0 $4.8M 2.75% -251.0 -1.9% $377.75 -2.4%
4 SPYG SPDR SERIES TRUST 39,149.0 $4.7M 2.65% -18K -31.5% $118.99 +1.9%
5 CCJ CAMECO CORP Energy 41,874.0 $4.3M 2.43% -495.0 -1.2% $101.86 -1.8%
6 AMZN AMAZON COM INC Consumer Cyclical 13,579.0 $3.2M 1.84% -74.0 -0.5% $238.34 +11.8%
7 QQQ INVESCO QQQ TR Financial Services 4,026.0 $3.0M 1.69% -656.0 -14.0% $736.36 -2.7%
8 JPM JPMORGAN CHASE & CO Financial Services 6,548.0 $2.1M 1.22% -150.0 -2.2% $327.33 +9.3%
9 QUAL ISHARES TR 6,648.0 $1.5M 0.83% -506.0 -7.1% $219.43 +1.9%
10 SPEM SPDR INDEX SHS FDS 15,896.0 $823K 0.47% -107.0 -0.7% $51.78 +1.9%
11 BAC BANK OF AMER CORP Financial Services 12,867.0 $733K 0.42% -507.0 -3.8% $56.98 +9.4%
12 MPC MARATHON PETE CORP Energy 2,552.0 $652K 0.37% -191.0 -7.0% $255.67 +44.3%
13 ORCL ORACLE CORP Technology 3,573.0 $524K 0.30% -95.0 -2.6% $146.55 +2.8%
14 APH AMPHENOL CORP Technology 2,585.0 $456K 0.26% -169.0 -6.1% $176.32 -10.5%
15 IJR ISHARES TR 2,992.0 $444K 0.25% -31.0 -1.0% $148.31 -1.8%
16 FCX FREEPORT MCMORAN INC Basic Materials 6,857.0 $431K 0.24% -81.0 -1.2% $62.89 +21.6%
17 PH PARKER-HANNIFIN CORP Industrials 438.0 $428K 0.24% -5.0 -1.1% $978.12 +1.7%
18 MSI MOTOROLA SOLUTIONS INC Technology 990.0 $411K 0.23% -110.0 -10.0% $415.29 +17.0%
19 AMP AMERIPRISE FINL INC Financial Services 842.0 $386K 0.22% -25.0 -2.9% $458.76 +21.9%
20 JCI JOHNSON CONTROLS INTERNATION Industrials 2,553.0 $373K 0.21% -82.0 -3.1% $146.11 -4.5%
Page 1 of 2  ·  26 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 48.7%
Financial Services 12.2%
Communication Services 9.2%
Energy 9.0%
Consumer Cyclical 7.3%
Consumer Defensive 4.6%
Healthcare 4.1%
Industrials 3.9%
Basic Materials 0.6%
Utilities 0.4%