Rinkey Investments

CIK

1730774

Location

San Diego, CA

Portfolio Value

Micro $50,893,466

Diversification

Diversified

Filing Date

Global Rank

#6,813 / 8,604 ▼ 7 · as of Mar 2026

Top Industry

Consumer Electronics 11.1%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed May 11, 2026 · 59d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.8%

SPY

+76.5%

Annualised alpha

-4.9%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.0%

+0.1 pts

Top 5

33.6%

+0.3 pts

Top 10

53.6%

+1.9 pts

HHI

402

Diversified+26

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$13,865,690	12
Financial Services	23.1%	$11,740,934	12
Unclassified	9.6%	$4,898,297	4
Healthcare	8.9%	$4,544,742	6
Communication Services	8.5%	$4,347,475	4
Consumer Defensive	5.9%	$3,018,577	3
Energy	5.6%	$2,861,780	4
Consumer Cyclical	5.5%	$2,819,576	4
Industrials	5.0%	$2,548,028	6
Basic Materials	0.5%	$248,367	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
OCGN	Ocugen, Inc.	+41,803	1,032,989	$1,869,710
PLTR	Palantir Technologies Inc.	+337	2,429	$355,314
TSLA	Tesla, Inc.	+271	1,312	$487,736
QQQ	Invesco Qqq Trust, Series 1	+258	4,858	$2,803,940
CSX	Csx Corp	+255	11,240	$461,402
BRK-B	Berkshire Hathaway Inc	+253	8,271	$3,963,463
NZF	Nuveen Municipal Credit Income Fund	+200	41,125	$500,902
MO	Altria Group, Inc.	+200	4,188	$276,366
MU	Micron Technology Inc	+67	905	$305,745
ORCL	Oracle Corp	+10	7,449	$1,095,822
SPY	Spdr S&P 500 ETF Trust	+4	605	$393,455
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BFLY	Butterfly Network, Inc.	−10,900	30,700	$124,028
CTVA	Corteva, Inc.	−5,105	2,967	$248,367
EQT	EQT Corp	−2,595	5,049	$321,318
ACN	Accenture plc	−691	2,763	$547,875
AAPL	Apple Inc.	−583	20,115	$5,104,985
AVY	Avery Dennison Corp	−543	1,199	$207,043
META	Meta Platforms, Inc.	−459	749	$428,525
NVDA	Nvidia Corp	−349	10,146	$1,769,462
IBM	International Business Machines Corp	−342	3,703	$897,570
JNJ	Johnson & Johnson	−235	4,954	$1,210,955
MSFT	Microsoft Corp	−234	7,862	$2,910,276
NFLX	Netflix Inc	−196	3,764	$361,908
CRWD	CrowdStrike Holdings, Inc.	−193	735	$71,737
AMD	Advanced Micro Devices Inc	−177	1,298	$264,052
AMZN	Amazon Com Inc	−174	8,833	$1,839,648
XOM	Exxon Mobil Corp	−150	11,740	$1,991,808
V	Visa Inc.	−115	812	$245,418
IBIT	iShares Bitcoin Trust ETF	−110	22,768	$874,746
GLD	Spdr Gold Trust	−102	1,920	$826,156
GOOGL	Alphabet Inc.	−84	4,242	$1,219,829
COST	Costco Wholesale Corp /New	−82	2,258	$2,249,938
CB	Chubb Ltd	−50	821	$267,588
LLY	ELI LILLY & Co	−20	337	$309,962
WMT	Walmart Inc.	−20	3,961	$492,273
HON	Honeywell International Inc	−10	1,186	$268,071
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
KMI	Kinder Morgan, Inc.	7,245	$242,924
AMAT	Applied Materials Inc /De	622	$212,593
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	6,100	$392,962
IAU	Ishares Gold Trust	4,835	$392,456
TXT	Textron Inc	4,315	$376,138
C	Citigroup Inc	2,317	$270,370
UBER	Uber Technologies, Inc	2,995	$244,721
GFL	GFL Environmental Inc.	5,185	$222,695
TRIN	Trinity Capital Inc.	14,787	$216,629
KR	Kroger Co	3,367	$210,370
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $50,893,466 total · as of Mar 31, 2026

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

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	20,115	-583	$5,104,985	−9.3%	10.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,271	+253	$3,963,463	−1.7%	7.79%
MSFT	Microsoft Corp Technology	Reduced	7,862	-234	$2,910,276	−25.7%	5.72%
QQQ	Invesco Qqq Trust, Series 1	Added	4,858	+258	$2,803,940	−0.8%	5.51%
TMUS	T-Mobile US, Inc. Communication Services	Held	11,128	0	$2,337,213	+3.4%	4.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,258	-82	$2,249,938	+11.5%	4.42%
PGR	Progressive Corp/Oh/ Financial Services	Held	11,073	0	$2,195,111	−12.9%	4.31%
XOM	Exxon Mobil Corp Energy	Reduced	11,740	-150	$1,991,808	+39.2%	3.91%
OCGN	Ocugen, Inc. Healthcare	Added	1,032,989	+41,803	$1,869,710	+39.7%	3.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,833	-174	$1,839,648	−11.5%	3.61%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	44,717	0	$1,809,696	−11.8%	3.56%
NVDA	Nvidia Corp Technology	Reduced	10,146	-349	$1,769,462	−9.6%	3.48%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,242	-84	$1,219,829	−9.9%	2.40%
JNJ	Johnson & Johnson Healthcare	Reduced	4,954	-235	$1,210,955	+12.8%	2.38%
RTX	RTX Corp Industrials	Held	5,993	0	$1,156,049	+5.2%	2.27%
ORCL	Oracle Corp Technology	Added	7,449	+10	$1,095,822	−24.4%	2.15%
TRV	Travelers Companies, Inc. Financial Services	Held	3,368	0	$982,378	+0.6%	1.93%
IBM	International Business Machines Corp Technology	Reduced	3,703	-342	$897,570	−25.1%	1.76%
SYK	Stryker Corp Healthcare	Held	2,712	0	$891,136	−6.5%	1.75%
IBIT	iShares Bitcoin Trust ETF	Reduced	22,768	-110	$874,746	−23.0%	1.72%
GLD	Spdr Gold Trust	Reduced	1,920	-102	$826,156	+3.1%	1.62%
ACN	Accenture plc Technology	Reduced	2,763	-691	$547,875	−40.9%	1.08%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Held	41,400	0	$510,462	−2.6%	1.00%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Added	41,125	+200	$500,902	−2.7%	0.98%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,961	-20	$492,273	+11.0%	0.97%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	43,500	0	$488,505	−3.4%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,312	+271	$487,736	+4.2%	0.96%
CSX	Csx Corp Industrials	Added	11,240	+255	$461,402	+15.9%	0.91%
META	Meta Platforms, Inc. Communication Services	Reduced	749	-459	$428,525	−46.3%	0.84%
SPY	Spdr S&P 500 ETF Trust	Added	605	+4	$393,455	−4.0%	0.77%
NFLX	Netflix Inc Communication Services	Reduced	3,764	-196	$361,908	−2.5%	0.71%
PLTR	Palantir Technologies Inc. Technology	Added	2,429	+337	$355,314	−4.4%	0.70%
BBN	BlackRock Taxable Municipal Bond Trust Financial Services	Held	20,585	0	$332,859	−0.9%	0.65%
PANW	Palo Alto Networks Inc Technology	Held	2,060	0	$330,259	−13.0%	0.65%
EQT	EQT Corp Energy	Reduced	5,049	-2,595	$321,318	−21.6%	0.63%
LLY	ELI LILLY & Co Healthcare	Reduced	337	-20	$309,962	−19.2%	0.61%
MU	Micron Technology Inc Technology	Added	905	+67	$305,745	+27.8%	0.60%
PTEN	Patterson Uti Energy Inc Energy	Held	28,230	0	$305,730	+77.3%	0.60%
JPM	Jpmorgan Chase & Co Financial Services	Held	977	0	$287,394	−8.7%	0.56%
EXPE	Expedia Group, Inc. Consumer Cyclical	Held	1,235	0	$285,149	−18.5%	0.56%
MO	Altria Group, Inc. Consumer Defensive	Added	4,188	+200	$276,366	+20.2%	0.54%
HON	Honeywell International Inc Industrials	Reduced	1,186	-10	$268,071	+14.9%	0.53%
CB	Chubb Ltd Financial Services	Reduced	821	-50	$267,588	−1.6%	0.53%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,298	-177	$264,052	−16.4%	0.52%
CTVA	Corteva, Inc. Basic Materials	Reduced	2,967	-5,105	$248,367	−54.1%	0.49%
V	Visa Inc. Financial Services	Reduced	812	-115	$245,418	−24.5%	0.48%
KMI	Kinder Morgan, Inc. Energy	NEW	7,245	NEW	$242,924	NEW	0.48%
BA	Boeing Co Industrials	Held	1,164	0	$231,670	−8.3%	0.46%
EOSE	Eos Energy Enterprises, Inc. Industrials	Held	44,877	0	$222,589	−56.7%	0.44%
AMAT	Applied Materials Inc /De Technology	NEW	622	NEW	$212,593	NEW	0.42%