Rinkey Investments

CIK

1730774

Location

San Diego, CA

Portfolio Value

Micro $4,347,475

Diversification

Diversified

Filing Date

Global Rank

#6,444 / 8,232 ▲ 117

Top Industry

Consumer Electronics 11.0%

3Y Alpha vs SPY

-1.3%

Period ended 2 months ago

Filed May 11, 2026 · 33d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+70.9%

SPY

+76.5%

Annualised alpha

-1.3%

Max drawdown

−17.1%

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

33.5%

+0.3 pts

Top 10

53.3%

+2.0 pts

HHI

399

Diversified+27

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$14,080,904	12
Financial Services	23.0%	$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	$286,951
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

4 positions · $4,347,475 total · Communication Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TMUS	T-Mobile US, Inc. Communication Services	Held	11,128	0	$2,337,213	+3.4%	53.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,242	-84	$1,219,829	−9.9%	28.06%
META	Meta Platforms, Inc. Communication Services	Reduced	749	-459	$428,525	−46.3%	9.86%
NFLX	Netflix Inc Communication Services	Reduced	3,764	-196	$361,908	−2.5%	8.32%