RAINIER FAMILY WEALTH INC
Filing Date
Global Rank
#6,095
/ 8,232
▲ 257
Top Industry
Semiconductors
21.9%
3Y Alpha vs SPY
-0.8%
Period ended 2 months ago
Filed Apr 17, 2026 · 57d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.5%
SPY
+23.4%
Annualised alpha
-0.7%
Max drawdown
−21.2%
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
49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.7%
−1.8 pts
Top 5
49.0%
−1.6 pts
Top 10
68.8%
−2.0 pts
HHI
640
Diversified−51
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.5% | $29,894,607 |
| Energy | 11.6% | $7,640,250 |
| Financial Services | 8.6% | $5,649,244 |
| Communication Services | 8.4% | $5,538,250 |
| Consumer Cyclical | 7.2% | $4,707,811 |
| Unclassified | 5.6% | $3,668,325 |
| Consumer Defensive | 4.7% | $3,063,241 |
| Industrials | 4.0% | $2,624,427 |
| Healthcare | 3.8% | $2,496,339 |
| Basic Materials | 0.6% | $407,815 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CCJ | Cameco Corp | +6,759 | 42,369 | $4,601,697 | |
| NVDA | Nvidia Corp | +6,198 | 51,716 | $9,019,270 | |
| BAC | Bank Of America Corp /De/ | +5,388 | 13,374 | $651,982 | |
| AAPL | Apple Inc. | +3,014 | 24,386 | $6,188,922 | |
| AMZN | Amazon Com Inc | +2,310 | 13,653 | $2,843,510 | |
| GOOGL | Alphabet Inc. | +2,225 | 15,308 | $4,401,968 | |
| AVGO | Broadcom Inc. | +1,319 | 13,035 | $4,034,462 | |
| CVX | Chevron Corp | +1,183 | 6,048 | $1,251,331 | |
| XOM | Exxon Mobil Corp | +541 | 4,263 | $723,260 | |
| TSLA | Tesla, Inc. | +515 | 2,971 | $1,104,469 | |
| BRK-B | Berkshire Hathaway Inc | +394 | 2,057 | $985,714 | |
| ABBV | AbbVie Inc. | +310 | 1,888 | $410,621 | |
| MSFT | Microsoft Corp | +260 | 21,588 | $7,991,229 | |
| LLY | ELI LILLY & Co | +220 | 483 | $444,248 | |
| KO | Coca Cola Co | +208 | 3,117 | $237,047 | |
| PLTR | Palantir Technologies Inc. | +182 | 1,406 | $205,669 | |
| CSCO | Cisco Systems, Inc. | +161 | 6,983 | $541,810 | |
| HD | Home Depot, Inc. | +141 | 1,361 | $447,619 | |
| MA | Mastercard Inc | +134 | 750 | $374,745 | |
| AMP | Ameriprise Financial Inc | +115 | 867 | $385,294 | |
| COST | Costco Wholesale Corp /New | +93 | 1,393 | $1,388,026 | |
| TMO | Thermo Fisher Scientific Inc. | +62 | 596 | $292,951 | |
| MRK | Merck & Co., Inc. | +57 | 3,176 | $382,041 | |
| AMD | Advanced Micro Devices Inc | +35 | 1,447 | $294,363 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −3,421 | 4,682 | $2,702,356 | |
| TJX | Tjx Companies Inc /De/ | −646 | 1,955 | $312,213 | |
| TT | Trane Technologies plc | −382 | 2,395 | $998,092 | |
| ETN | Eaton Corp plc | −381 | 1,878 | $671,704 | |
| MSI | Motorola Solutions, Inc. | −350 | 1,100 | $477,367 | |
| NXPI | NXP Semiconductors N.V. | −344 | 1,290 | $253,949 | |
| VZ | Verizon Communications Inc | −318 | 4,776 | $239,755 | |
| JCI | Johnson Controls International plc | −291 | 2,635 | $345,053 | |
| ALL | Allstate Corp | −257 | 1,562 | $323,865 | |
| MPC | Marathon Petroleum Corp | −227 | 2,743 | $669,785 | |
| JPM | Jpmorgan Chase & Co | −210 | 6,698 | $1,970,283 | |
| WMT | Walmart Inc. | −183 | 11,572 | $1,438,168 | |
| ORCL | Oracle Corp | −47 | 3,668 | $539,599 | |
| ISRG | Intuitive Surgical Inc | −33 | 869 | $400,600 | |
| JNJ | Johnson & Johnson | −16 | 2,315 | $565,878 | |
| V | Visa Inc. | −13 | 2,466 | $745,323 | |
| META | Meta Platforms, Inc. | −11 | 1,567 | $896,527 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 10,957 | $965,969 | |
| FCX | Freeport-Mcmoran Inc | 6,938 | $407,815 | |
| PH | Parker-Hannifin Corp | 443 | $396,591 | |
| APH | Amphenol Corp /De/ | 2,754 | $347,967 | |
| GEV | GE Vernova Inc. | 244 | $212,987 | |
| AXP | American Express Co | 701 | $212,038 | |
| RIG | Transocean Ltd. | 19,855 | $131,638 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | 1,849 | $489,818 | |
| BA | Boeing Co | 1,442 | $313,087 | |
| STE | STERIS plc | 1,038 | $263,153 | |
| CB | Chubb Ltd | 813 | $253,753 | |
| IBM | International Business Machines Corp | 852 | $252,370 | |
| SPGI | S&P Global Inc. | 476 | $248,752 | |
| UNH | Unitedhealth Group Inc | 746 | $246,262 | |
| PTA | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 11,300 | $218,203 | |
| AMGN | Amgen Inc | 645 | $211,114 | |
| LHX | L3harris Technologies, Inc. /De/ | 700 | $205,499 | |
| No positions match the current search. | ||||
49 positions ·
$65,690,309 total
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 51,716 | $9,019,270 | 13.73% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 21,588 | $7,991,229 | 12.17% | |
| AAPL |
Apple Inc.
Technology
|
Added | 24,386 | $6,188,922 | 9.42% | |
| CCJ |
Cameco Corp
Energy
|
Added | 42,369 | $4,601,697 | 7.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 15,308 | $4,401,968 | 6.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 13,035 | $4,034,462 | 6.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,653 | $2,843,510 | 4.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,682 | $2,702,356 | 4.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 6,698 | $1,970,283 | 3.00% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 11,572 | $1,438,168 | 2.19% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,393 | $1,388,026 | 2.11% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,048 | $1,251,331 | 1.90% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,971 | $1,104,469 | 1.68% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 2,395 | $998,092 | 1.52% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,057 | $985,714 | 1.50% | |
| IAU |
Ishares Gold Trust
|
NEW | 10,957 | $965,969 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,567 | $896,527 | 1.36% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,466 | $745,323 | 1.13% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,263 | $723,260 | 1.10% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,878 | $671,704 | 1.02% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 2,743 | $669,785 | 1.02% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 13,374 | $651,982 | 0.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,315 | $565,878 | 0.86% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,983 | $541,810 | 0.82% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 3,668 | $539,599 | 0.82% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 1,100 | $477,367 | 0.73% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,361 | $447,619 | 0.68% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 483 | $444,248 | 0.68% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,888 | $410,621 | 0.63% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 6,938 | $407,815 | 0.62% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 869 | $400,600 | 0.61% | |
| PH |
Parker-Hannifin Corp
Industrials
|
NEW | 443 | $396,591 | 0.60% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Added | 867 | $385,294 | 0.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,176 | $382,041 | 0.58% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 750 | $374,745 | 0.57% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 2,754 | $347,967 | 0.53% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 2,635 | $345,053 | 0.53% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 1,562 | $323,865 | 0.49% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 1,955 | $312,213 | 0.48% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,447 | $294,363 | 0.45% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 596 | $292,951 | 0.45% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 7,830 | $262,539 | 0.40% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Reduced | 1,290 | $253,949 | 0.39% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 4,776 | $239,755 | 0.36% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 3,117 | $237,047 | 0.36% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 244 | $212,987 | 0.32% | |
| AXP |
American Express Co
Financial Services
|
NEW | 701 | $212,038 | 0.32% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,406 | $205,669 | 0.31% | |
| RIG |
Transocean Ltd.
Energy
|
NEW | 19,855 | $131,638 | 0.20% |