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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 5,834.0 $310K 0.18% $53.11 +18.0%
82 TMO THERMO FISHER SCIENTIFIC INC Healthcare 601.0 $301K 0.17% +5.0 +0.8% $501.36 +24.1%
83 TJX TJX COS INC NEW Consumer Cyclical 1,955.0 $296K 0.17% $151.50 -10.8%
84 GEV GE VERNOVA INC Utilities 249.0 $293K 0.17% +5.0 +2.0% $1174.86 -22.4%
85 AMGN AMGEN INC Healthcare 778.0 $282K 0.16% NEW $362.12 +19.4%
86 INTC INTEL CORP Technology 2,011.0 $281K 0.16% NEW $139.63 -35.9%
87 LRCX LAM RESEARCH CORP Technology 646.0 $280K 0.16% NEW $433.33 -30.3%
88 KO COCA COLA CO Consumer Defensive 3,409.0 $277K 0.16% +292.0 +9.4% $81.27 +10.3%
89 VO VANGUARD INDEX FDS 3,436.0 $277K 0.16% +3K +300.0% $80.57 +2.4%
90 IWN ISHARES TR 1,229.0 $272K 0.15% $221.20 +0.9%
91 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 277.0 $267K 0.15% NEW $965.00 -14.0%
92 PARR PAR PAC HOLDINGS INC Energy 4,625.0 $259K 0.15% NEW $56.08 +40.6%
93 PJIO PGIM ETF TR 3,698.0 $258K 0.15% $69.65 -8.7%
94 KMI KINDER MORGAN INC DEL Energy 7,830.0 $250K 0.14% $31.97 -1.3%
95 ADI ANALOG DEVICES INC Technology 607.0 $241K 0.14% NEW $396.93 -8.9%
96 AXP AMERICAN EXPRESS CO Financial Services 701.0 $237K 0.14% $338.25 -1.5%
97 DFAC DIMENSIONAL ETF TRUST 5,035.0 $223K 0.13% NEW $44.36 +2.8%
98 VZ VERIZON COMMUNICATIONS INC Communication Services 4,899.0 $207K 0.12% +123.0 +2.6% $42.34 +18.3%
99 PM PHILIP MORRIS INTL INC Consumer Defensive 1,133.0 $205K 0.12% NEW $180.91 +6.1%
100 PG PROCTER & GAMBLE CO Consumer Defensive 1,384.0 $203K 0.12% NEW $146.64 -2.0%
Page 5 of 6  ·  102 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%