Rinkey Investments

CIK

1730774

Location

San Diego, CA

Portfolio Value

Micro $49,617,632

Diversification

Diversified

Filing Date

Global Rank

#2,379 / 3,203 ▲ 4439

Top Industry

Consumer Electronics 13.0%

3Y Alpha vs SPY

-6.8%

Period ended 30 days ago

Filed Jul 20, 2026 · 10d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+62.9%

SPY

+65.3%

Annualised alpha

-0.6%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.5%

+1.5 pts

Top 5

38.8%

+5.3 pts

Top 10

57.8%

+4.4 pts

HHI

458

Diversified+59

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$16,261,140	14
Financial Services	25.7%	$12,743,405	13
Unclassified	11.6%	$5,742,381	4
Communication Services	6.4%	$3,182,319	4
Consumer Cyclical	6.1%	$3,039,381	2
Consumer Defensive	5.7%	$2,827,927	3
Industrials	4.5%	$2,247,926	5
Energy	3.8%	$1,902,818	3
Healthcare	3.4%	$1,670,335	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
NVG	Nuveen AMT-Free Municipal Credit Income Fund	+10,000	51,400	$657,920
NZF	Nuveen Municipal Credit Income Fund	+9,800	50,925	$645,729
BFLY	Butterfly Network, Inc.	+9,700	40,400	$340,168
TSLA	Tesla, Inc.	+935	2,247	$945,088
MSFT	Microsoft Corp	+577	8,439	$3,147,915
QQQ	Invesco Qqq Trust, Series 1	+396	5,254	$3,869,045
WMT	Walmart Inc.	+300	4,261	$482,600
CB	Chubb Ltd	+166	987	$336,310
META	Meta Platforms, Inc.	+126	875	$492,878
BA	Boeing Co	+40	1,204	$260,629
GLD	Spdr Gold Trust	+35	1,955	$720,182
SPY	Spdr S&P 500 ETF Trust	+5	610	$455,529
BRK-B	Berkshire Hathaway Inc	+3	8,274	$4,140,226
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
EOSE	Eos Energy Enterprises, Inc.	−9,000	35,877	$210,956
JNJ	Johnson & Johnson	−4,160	794	$201,652
TMUS	T-Mobile US, Inc.	−3,900	7,228	$1,212,352
BN	BROOKFIELD Corp /ON/	−2,170	42,547	$1,812,076
ORCL	Oracle Corp	−2,124	5,325	$780,378
IBIT	iShares Bitcoin Trust ETF	−1,812	20,956	$697,625
XOM	ExxonMobil Holdings Corp	−1,260	10,480	$1,432,825
GOOGL	Alphabet Inc.	−860	3,382	$1,208,625
ACN	Accenture plc	−738	2,025	$251,991
KMI	Kinder Morgan, Inc.	−650	6,595	$210,842
PLTR	Palantir Technologies Inc.	−640	1,789	$208,722
RTX	RTX Corp	−578	5,415	$1,027,387
AAPL	Apple Inc.	−467	19,648	$5,685,345
MU	Micron Technology Inc	−373	532	$614,082
AMD	Advanced Micro Devices Inc	−141	1,157	$672,112
LLY	ELI LILLY & Co	−108	229	$274,669
COST	Costco Wholesale Corp /New	−73	2,185	$2,044,001
V	Visa Inc.	−61	751	$257,660
AMZN	Amazon Com Inc	−46	8,787	$2,094,293
NVDA	Nvidia Corp	−38	10,108	$2,022,509
PANW	Palo Alto Networks Inc	−30	2,030	$692,270
NFLX	Netflix Inc	−4	3,760	$268,464
CRWD	CrowdStrike Holdings, Inc.	−2	733	$139,845
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	655	$312,808
AVGO	Broadcom Inc.	641	$242,137
C	Citigroup Inc	1,517	$212,319
BX	Blackstone Inc.	1,725	$202,980
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
OCGN	Ocugen, Inc.	1,032,989	$1,869,710
BBN	BlackRock Taxable Municipal Bond Trust	20,585	$332,859
EQT	EQT Corp	5,049	$321,318
EXPE	Expedia Group, Inc.	1,235	$285,149
HON	Honeywell International Inc	1,186	$268,071
CTVA	Corteva, Inc.	2,967	$248,367
AVY	Avery Dennison Corp	1,199	$207,043
LENZ	LENZ Therapeutics, Inc.	15,186	$138,951
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $49,617,632 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	19,648	-467	$5,685,345	+11.4%	11.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,274	+3	$4,140,226	+4.5%	8.34%
QQQ	Invesco Qqq Trust, Series 1	Added	5,254	+396	$3,869,045	+38.0%	7.80%
MSFT	Microsoft Corp Technology	Added	8,439	+577	$3,147,915	+8.2%	6.34%
PGR	Progressive Corp/Oh/ Financial Services	Held	11,073	0	$2,418,896	+10.2%	4.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,787	-46	$2,094,293	+13.8%	4.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,185	-73	$2,044,001	−9.2%	4.12%
NVDA	Nvidia Corp Technology	Reduced	10,108	-38	$2,022,509	+14.3%	4.08%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	42,547	-2,170	$1,812,076	+0.1%	3.65%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,480	-1,260	$1,432,825	−28.1%	2.89%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	7,228	-3,900	$1,212,352	−48.1%	2.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,382	-860	$1,208,625	−0.9%	2.44%
TRV	Travelers Companies, Inc. Financial Services	Held	3,368	0	$1,111,844	+13.2%	2.24%
IBM	International Business Machines Corp Technology	Held	3,703	0	$1,041,320	+16.0%	2.10%
RTX	RTX Corp Industrials	Reduced	5,415	-578	$1,027,387	−11.1%	2.07%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,247	+935	$945,088	+93.8%	1.90%
SYK	Stryker Corp Healthcare	Held	2,712	0	$853,846	−4.2%	1.72%
ORCL	Oracle Corp Technology	Reduced	5,325	-2,124	$780,378	−28.8%	1.57%
GLD	Spdr Gold Trust	Added	1,955	+35	$720,182	−12.8%	1.45%
IBIT	iShares Bitcoin Trust ETF	Reduced	20,956	-1,812	$697,625	−20.2%	1.41%
PANW	Palo Alto Networks Inc Technology	Reduced	2,030	-30	$692,270	+109.6%	1.40%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,157	-141	$672,112	+154.5%	1.35%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Added	51,400	+10,000	$657,920	+28.9%	1.33%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Added	50,925	+9,800	$645,729	+28.9%	1.30%
MU	Micron Technology Inc Technology	Reduced	532	-373	$614,082	+100.8%	1.24%
CSX	Csx Corp Industrials	Held	11,240	0	$534,237	+15.8%	1.08%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	43,500	0	$510,690	+4.5%	1.03%
META	Meta Platforms, Inc. Communication Services	Added	875	+126	$492,878	+15.0%	0.99%
WMT	Walmart Inc. Consumer Defensive	Added	4,261	+300	$482,600	−2.0%	0.97%
SPY	Spdr S&P 500 ETF Trust	Added	610	+5	$455,529	+15.8%	0.92%
AMAT	Applied Materials Inc /De Technology	Held	622	0	$449,706	+111.5%	0.91%
BFLY	Butterfly Network, Inc. Healthcare	Added	40,400	+9,700	$340,168	+174.3%	0.69%
CB	Chubb Ltd Financial Services	Added	987	+166	$336,310	+25.7%	0.68%
JPM	Jpmorgan Chase & Co Financial Services	Held	977	0	$319,801	+11.3%	0.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	655	NEW	$312,808	NEW	0.63%
MO	Altria Group, Inc. Consumer Defensive	Held	4,188	0	$301,326	+9.0%	0.61%
LLY	ELI LILLY & Co Healthcare	Reduced	229	-108	$274,669	−11.4%	0.55%
NFLX	Netflix Inc Communication Services	Reduced	3,760	-4	$268,464	−25.8%	0.54%
BA	Boeing Co Industrials	Added	1,204	+40	$260,629	+12.5%	0.53%
PTEN	Patterson Uti Energy Inc Energy	Held	28,230	0	$259,151	−15.2%	0.52%
V	Visa Inc. Financial Services	Reduced	751	-61	$257,660	+5.0%	0.52%
ACN	Accenture plc Technology	Reduced	2,025	-738	$251,991	−54.0%	0.51%
AVGO	Broadcom Inc. Technology	NEW	641	NEW	$242,137	NEW	0.49%
WOR	Worthington Enterprises, Inc. Industrials	Held	3,994	0	$214,717	+3.1%	0.43%
C	Citigroup Inc Financial Services	NEW	1,517	NEW	$212,319	NEW	0.43%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	35,877	-9,000	$210,956	−5.2%	0.43%
KMI	Kinder Morgan, Inc. Energy	Reduced	6,595	-650	$210,842	−13.2%	0.42%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,789	-640	$208,722	−41.3%	0.42%
BX	Blackstone Inc. Financial Services	NEW	1,725	NEW	$202,980	NEW	0.41%
JNJ	Johnson & Johnson Healthcare	Reduced	794	-4,160	$201,652	−83.3%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.