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Portfolio (Quarterly) Guide ↗

Rinkey Investments

· CIK 0001730774
13F Portfolio $394M AUM 129 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 36 Added 36 Reduced 14 Exited
Page 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVY AVERY DENNISON CORP Industrials 1,742.0 $317K 0.08% NEW $181.88 -11.7%
102 AMD ADVANCED MICRO DEVICES INC Technology 1,475.0 $316K 0.08% NEW $214.16 +131.4%
103 JPM JPMORGAN CHASE & CO. Financial Services 977.0 $315K 0.08% $322.22 -7.1%
104 FXI ISHARES TR 8,071.0 $309K 0.08% $38.29 -7.8%
105 SCHH SCHWAB STRATEGIC TR 14,560.0 $304K 0.08% $20.89 +13.7%
106 VGK VANGUARD INTL EQUITY INDEX F 3,515.0 $294K 0.07% $83.61 +6.9%
107 CB CHUBB LIMITED Financial Services 871.0 $272K 0.07% NEW $312.12 +2.7%
108 C CITIGROUP INC Financial Services 2,317.0 $270K 0.07% $116.69 +7.4%
109 SPSB SPDR SERIES TRUST 8,938.0 $270K 0.07% +66.0 +0.7% $30.20 -0.6%
110 BA BOEING CO Industrials 1,164.0 $253K 0.06% $217.12 +3.3%
111 AVUV AMERICAN CENTY ETF TR 2,450.0 $250K 0.06% NEW $101.98 +18.7%
112 UBER UBER TECHNOLOGIES INC Technology 2,995.0 $245K 0.06% NEW $81.71 -13.4%
113 TYA SIMPLIFY EXCHANGE TRADED FUN 18,000.0 $243K 0.06% $13.50 -5.9%
114 LENZ LENZ THERAPEUTICS INC Healthcare 15,186.0 $243K 0.06% $16.00 -51.7%
115 MU MICRON TECHNOLOGY INC Technology 838.0 $239K 0.06% NEW $285.41 +225.3%
116 HON HONEYWELL INTL INC Industrials 1,196.0 $233K 0.06% -28.0 -2.3% $195.13 +18.7%
117 MO ALTRIA GROUP INC Consumer Defensive 3,988.0 $230K 0.06% -290.0 -6.8% $57.66 +25.1%
118 XT ISHARES TR 3,266.0 $228K 0.06% $69.74 +17.9%
119 GFL GFL ENVIRONMENTAL INC Industrials 5,185.0 $223K 0.06% NEW $42.95 -18.8%
120 PNBK PATRIOT NATL BANCORP INC Financial Services 121,828.0 $222K 0.06% $1.82 -43.7%
Page 6 of 7  ·  129 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 27.9%
Communication Services 10.5%
Healthcare 7.7%
Industrials 6.7%
Consumer Defensive 5.4%
Consumer Cyclical 5.4%
Energy 3.7%
Basic Materials 1.0%