Rinkey Investments
Top Portfolio Positions
56 positions ·
$50,893,466 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
20,115 | $5,104,985 | 10.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,271 | $3,963,463 | 7.79% | |
| MSFT |
Microsoft Corp
Technology
|
7,862 | $2,910,276 | 5.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,858 | $2,803,940 | 5.51% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
11,128 | $2,337,213 | 4.59% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,258 | $2,249,938 | 4.42% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
11,073 | $2,195,111 | 4.31% | |
| XOM |
Exxon Mobil Corp
Energy
|
11,740 | $1,991,808 | 3.91% | |
| OCGN |
Ocugen, Inc.
Healthcare
|
1,032,989 | $1,869,710 | 3.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,833 | $1,839,648 | 3.61% |
Portfolio Trend
18 quarters · across all stocks
Holdings in NZF
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $500,902 | 41,125 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $514,836 | 40,925 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $514,018 | 40,925 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $487,826 | 40,925 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $500,512 | 40,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $498,057 | 40,925 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $536,117 | 40,925 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $505,423 | 40,925 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $500,922 | 40,925 | Shares | Sole | 2024-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||