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Rinkey Investments

13F filer · CIK 0001730774
Reported Jul 20, 2026
Net seller this quarter
13F portfolio value$425MU.S. long equity reported on 13F
Positions575 new · 8 closed
Net flow last quarter-$8.23MBuys minus sells
Top 10 positions weight9.2%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 20, 202657 positions
SPTSSports Media Inc$8.08M1.90%Not reported-31.6%Q3 2022
AAPLApple Inc.$5.69M1.34%0.00%-2.3%Q4 2021
SPABASTROTECH Corp$5.38M1.27%Not reported-1.2%Q4 2021
BRK.BBerkshire Hathaway Inc$4.14M0.97%Not reported0.0%Q4 2021
QQQInvesco QQQ Trust, Series 1$3.87M0.91%Not reported+8.2%Q4 2021
MSFTMicrosoft Corp$3.15M0.74%0.00%+7.3%Q4 2021
PGRProgressive Corp$2.42M0.57%0.00%Not reportedQ4 2023
AMZNAmazon Com Inc$2.09M0.49%0.00%-0.5%Q4 2021
COSTCostco Wholesale Corp$2.04M0.48%0.00%-3.2%Q4 2021
NVDANvidia Corp$2.02M0.48%0.00%-0.4%Q4 2021
BNBROOKFIELD Corp$1.81M0.43%Not reported-4.9%Q1 2024
XOMExxonMobil Holdings Corp$1.43M0.34%0.00%-10.7%Q2 2024
TMUST-Mobile US, Inc.$1.21M0.29%0.00%-35.1%Q4 2023
GOOGLAlphabet Inc.$1.21M0.28%0.00%-20.3%Q4 2021
TRVTravelers Companies, Inc.$1.11M0.26%0.00%Not reportedQ4 2023
IBMInternational Business Machines Corp$1.04M0.25%0.00%Not reportedQ4 2021
RTXRTX Corp$1.03M0.24%0.00%-9.6%Q3 2025
GOOGAlphabet Inc.$1.01M0.24%Not reported-1.1%Q4 2021
TSLATesla, Inc.$945K0.22%0.00%+71.3%Q4 2021
SYKStryker Corp$854K0.20%0.00%Not reportedQ4 2021
ORCLOracle Corp$780K0.18%0.00%-28.5%Q4 2023
GLDSPDR Gold Trust$720K0.17%0.00%+1.8%Q4 2021
IBITiShares Bitcoin Trust ETF$698K0.16%0.00%-8.0%Q1 2024
PANWPalo Alto Networks Inc$692K0.16%0.00%-1.5%Q4 2024
AMDAdvanced Micro Devices Inc$672K0.16%0.00%-10.9%Q4 2021
NVGNuveen AMT-Free Municipal Credit Income Fund$658K0.15%Not reported+24.2%Q1 2024
NZFNuveen Municipal Credit Income Fund$646K0.15%Not reported+23.8%Q1 2024
MUMicron Technology Inc$614K0.14%0.00%-41.2%Q4 2025
CRWDCrowdStrike Holdings, Inc.$559K0.13%0.00%-0.3%Q4 2021
EISItt Educational Services Inc$539K0.13%0.02%+9.7%Q4 2025
CSXCSX Corp$534K0.13%0.00%Not reportedQ4 2024
NEANuveen AMT-Free Quality Municipal Income Fund$511K0.12%Not reportedNot reportedQ4 2025
METAMeta Platforms, Inc.$493K0.12%Not reported+16.8%Q4 2021
WMTWalmart Inc.$483K0.11%0.00%+7.6%Q4 2021
SPYSPDR S&P 500 ETF Trust$456K0.11%Not reported+0.8%Q4 2021
AMATApplied Materials Inc$450K0.11%0.00%Not reportedQ1 2026
BFLYButterfly Network, Inc.$340K0.08%Not reported+31.6%Q4 2021
CBChubb Ltd$336K0.08%0.00%+20.2%Q4 2025
JPMJPMorgan Chase & Co$320K0.08%0.00%Not reportedQ2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$313K0.07%0.00%NewQ2 2026
MOAltria Group, Inc.$301K0.07%0.00%Not reportedQ4 2021
LLYELI LILLY & Co$275K0.06%0.00%-32.1%Q4 2024
NFLXNetflix Inc$268K0.06%0.00%-0.1%Q4 2021
BABoeing Co$261K0.06%0.00%+3.4%Q4 2021
PTENPatterson Uti Energy Inc$259K0.06%0.01%Not reportedQ3 2025
VVisa Inc.$258K0.06%0.00%-7.5%Q4 2021
ACNAccenture plc$252K0.06%0.00%-26.7%Q1 2024
AVGOBroadcom Inc.$242K0.06%0.00%Not reportedQ3 2025
WORWorthington Enterprises, Inc.$215K0.05%0.01%Not reportedQ4 2021
CCitigroup Inc$212K0.05%0.00%Not reportedQ3 2025
Q1 2026Reported May 11, 202660 positions
SPTSSports Media Inc$11.9M3.04%Not reported0.0%Q3 2022
SPABASTROTECH Corp$5.47M1.40%Not reported0.0%Q4 2021
AAPLApple Inc.$5.11M1.31%0.00%-2.8%Q4 2021
BRK.BBerkshire Hathaway Inc$3.96M1.01%Not reported+3.2%Q4 2021
MSFTMicrosoft Corp$2.91M0.74%0.00%-2.9%Q4 2021
QQQInvesco QQQ Trust, Series 1$2.8M0.72%Not reported+5.6%Q4 2021
TMUST-Mobile US, Inc.$2.34M0.60%0.00%Not reportedQ4 2023
COSTCostco Wholesale Corp$2.25M0.58%0.00%-3.5%Q4 2021
PGRProgressive Corp$2.2M0.56%0.00%Not reportedQ4 2023
XOMExxonMobil Holdings Corp$1.99M0.51%0.00%-1.3%Q2 2024
OCGNOcugen, Inc.$1.87M0.48%0.31%+4.2%Q1 2025
AMZNAmazon Com Inc$1.84M0.47%0.00%-1.9%Q4 2021
BNBROOKFIELD Corp$1.81M0.46%Not reportedNot reportedQ1 2024
NVDANvidia Corp$1.77M0.45%0.00%-3.3%Q4 2021
GOOGLAlphabet Inc.$1.22M0.31%0.00%-1.9%Q4 2021
JNJJohnson & Johnson$1.21M0.31%0.00%-4.5%Q4 2021
RTXRTX Corp$1.16M0.30%0.00%Not reportedQ3 2025
ORCLOracle Corp$1.1M0.28%0.00%+0.1%Q4 2023
TRVTravelers Companies, Inc.$982K0.25%0.00%Not reportedQ4 2023
IBMInternational Business Machines Corp$898K0.23%0.00%-8.5%Q4 2021
SYKStryker Corp$891K0.23%0.00%Not reportedQ4 2021
IBITiShares Bitcoin Trust ETF$875K0.22%0.00%-0.5%Q1 2024
GOOGAlphabet Inc.$833K0.21%Not reported+1.8%Q4 2021
GLDSPDR Gold Trust$826K0.21%0.00%-5.0%Q4 2021
ACNAccenture plc$548K0.14%0.00%-20.0%Q1 2024
NVGNuveen AMT-Free Municipal Credit Income Fund$510K0.13%Not reportedNot reportedQ1 2024
NZFNuveen Municipal Credit Income Fund$501K0.13%Not reported+0.5%Q1 2024
WMTWalmart Inc.$492K0.13%0.00%-0.5%Q4 2021
NEANuveen AMT-Free Quality Municipal Income Fund$489K0.12%Not reportedNot reportedQ4 2025
TSLATesla, Inc.$488K0.12%0.00%+26.0%Q4 2021
EISItt Educational Services Inc$473K0.12%0.02%+120.6%Q4 2025
CSXCSX Corp$461K0.12%0.00%+2.3%Q4 2024
METAMeta Platforms, Inc.$429K0.11%Not reported-38.0%Q4 2021
SPYSPDR S&P 500 ETF Trust$393K0.10%Not reported+0.7%Q4 2021
NFLXNetflix Inc$362K0.09%0.00%-5.0%Q4 2021
PLTRPalantir Technologies Inc.$355K0.09%0.00%+16.1%Q4 2021
BBNBlackRock Taxable Municipal Bond Trust$333K0.09%Not reportedNot reportedQ4 2025
PANWPalo Alto Networks Inc$330K0.08%0.00%Not reportedQ4 2024
EQTEQT Corp$321K0.08%0.00%-34.0%Q4 2024
LLYELI LILLY & Co$310K0.08%0.00%-5.6%Q4 2024
MUMicron Technology Inc$306K0.08%0.00%+8.0%Q4 2025
PTENPatterson Uti Energy Inc$306K0.08%0.01%Not reportedQ3 2025
JPMJPMorgan Chase & Co$287K0.07%0.00%Not reportedQ2 2025
CRWDCrowdStrike Holdings, Inc.$287K0.07%0.00%-20.8%Q4 2021
EXPEExpedia Group, Inc.$285K0.07%0.00%Not reportedQ4 2025
MOAltria Group, Inc.$276K0.07%0.00%+5.0%Q4 2021
HONHoneywell International Inc$268K0.07%0.00%-0.8%Q4 2024
CBChubb Ltd$268K0.07%0.00%-5.7%Q4 2025
AMDAdvanced Micro Devices Inc$264K0.07%0.00%-12.0%Q4 2021
CTVACorteva, Inc.$248K0.06%0.00%-63.2%Q4 2021
Q4 2025Reported Feb 4, 202666 positions
SPTSSports Media Inc$11.9M3.03%Not reported-0.3%Q3 2022
AAPLApple Inc.$5.63M1.43%0.00%-5.4%Q4 2021
SPABASTROTECH Corp$5.5M1.40%Not reported-55.8%Q4 2021
BRK.BBerkshire Hathaway Inc$4.03M1.02%Not reported+20.6%Q4 2021
MSFTMicrosoft Corp$3.92M0.99%0.00%+20.2%Q4 2021
QQQInvesco QQQ Trust, Series 1$2.83M0.72%Not reported+11.2%Q4 2021
PGRProgressive Corp$2.52M0.64%0.00%+29.7%Q4 2023
TMUST-Mobile US, Inc.$2.26M0.57%0.00%+28.0%Q4 2023
AMZNAmazon Com Inc$2.08M0.53%0.00%-0.8%Q4 2021
BNBROOKFIELD Corp$2.05M0.52%Not reported+39.3%Q1 2024
COSTCostco Wholesale Corp$2.02M0.51%0.00%-5.9%Q4 2021
NVDANvidia Corp$1.96M0.50%0.00%+2.0%Q4 2021
ORCLOracle Corp$1.45M0.37%0.00%+48.3%Q4 2023
XOMExxonMobil Holdings Corp$1.43M0.36%0.00%+52.2%Q2 2024
GOOGLAlphabet Inc.$1.35M0.34%0.00%+7.6%Q4 2021
OCGNOcugen, Inc.$1.34M0.34%0.32%-10.9%Q1 2025
IBMInternational Business Machines Corp$1.2M0.30%0.00%Not reportedQ4 2021
IBITiShares Bitcoin Trust ETF$1.14M0.29%0.00%+23.3%Q1 2024
RTXRTX Corp$1.1M0.28%0.00%+70.6%Q3 2025
JNJJohnson & Johnson$1.07M0.27%0.00%+22.5%Q4 2021
TRVTravelers Companies, Inc.$977K0.25%0.00%Not reportedQ4 2023
SYKStryker Corp$953K0.24%0.00%Not reportedQ4 2021
ACNAccenture plc$927K0.24%0.00%-0.7%Q1 2024
GOOGAlphabet Inc.$895K0.23%Not reported+1.9%Q4 2021
GLDSPDR Gold Trust$801K0.20%0.00%-12.7%Q4 2021
METAMeta Platforms, Inc.$798K0.20%Not reported+91.4%Q4 2021
CTVACorteva, Inc.$541K0.14%0.00%+116.0%Q4 2021
NVGNuveen AMT-Free Municipal Credit Income Fund$524K0.13%Not reportedNot reportedQ1 2024
NZFNuveen Municipal Credit Income Fund$515K0.13%Not reportedNot reportedQ1 2024
EOSEEos Energy Enterprises, Inc.$514K0.13%0.01%-13.6%Q3 2025
NEANuveen AMT-Free Quality Municipal Income Fund$506K0.13%Not reportedNewQ4 2025
TSLATesla, Inc.$468K0.12%0.00%-11.5%Q4 2021
WMTWalmart Inc.$444K0.11%0.00%Not reportedQ4 2021
CRWDCrowdStrike Holdings, Inc.$435K0.11%0.00%-1.4%Q4 2021
SPYSPDR S&P 500 ETF Trust$410K0.10%Not reportedNot reportedQ4 2021
EQTEQT Corp$410K0.10%0.00%Not reportedQ4 2024
CSXCSX Corp$398K0.10%0.00%+64.9%Q4 2024
SLViShares Silver Trust$393K0.10%0.00%-16.6%Q4 2021
IAUIshares Gold Trust$392K0.10%0.00%-17.7%Q2 2023
LLYELI LILLY & Co$384K0.10%0.00%Not reportedQ4 2024
PANWPalo Alto Networks Inc$379K0.10%0.00%Not reportedQ4 2024
TXTTextron Inc$376K0.10%0.00%NewQ4 2025
PLTRPalantir Technologies Inc.$372K0.09%0.00%+5.4%Q4 2021
NFLXNetflix Inc$371K0.09%0.00%+15.8%Q4 2021
EXPEExpedia Group, Inc.$350K0.09%0.00%NewQ4 2025
BBNBlackRock Taxable Municipal Bond Trust$336K0.09%Not reportedNewQ4 2025
VVisa Inc.$325K0.08%0.00%Not reportedQ4 2021
AVYAvery Dennison Corp$317K0.08%0.00%Not reportedQ4 2024
AMDAdvanced Micro Devices Inc$316K0.08%0.00%Not reportedQ4 2021
JPMJPMorgan Chase & Co$315K0.08%0.00%Not reportedQ2 2025
Q3 2025Reported Nov 14, 202562 positions
SPABASTROTECH Corp$12.5M3.31%Not reported-5.7%Q4 2021
SPTSSports Media Inc$12M3.17%Not reported+0.9%Q3 2022
AAPLApple Inc.$5.57M1.48%0.00%-2.9%Q4 2021
MSFTMicrosoft Corp$3.49M0.93%0.00%0.0%Q4 2021
BRK.BBerkshire Hathaway Inc$3.34M0.89%Not reported+3.6%Q4 2021
QQQInvesco QQQ Trust, Series 1$2.48M0.66%Not reportedNot reportedQ4 2021
COSTCostco Wholesale Corp$2.3M0.61%0.00%+13.4%Q4 2021
PGRProgressive Corp$2.11M0.56%0.00%Not reportedQ4 2023
TMUST-Mobile US, Inc.$2.08M0.55%0.00%Not reportedQ4 2023
AMZNAmazon Com Inc$1.99M0.53%0.00%-0.4%Q4 2021
NVDANvidia Corp$1.92M0.51%0.00%+0.6%Q4 2021
OCGNOcugen, Inc.$1.81M0.48%0.36%-5.6%Q1 2025
BNBROOKFIELD Corp$1.47M0.39%Not reportedNot reportedQ1 2024
ORCLOracle Corp$1.41M0.37%0.00%Not reportedQ4 2023
IBITiShares Bitcoin Trust ETF$1.21M0.32%0.00%-1.1%Q1 2024
AONAon plc$1.2M0.32%0.00%Not reportedQ1 2024
IBMInternational Business Machines Corp$1.14M0.30%0.00%-1.3%Q4 2021
SYKStryker Corp$1M0.27%0.00%Not reportedQ4 2021
GOOGLAlphabet Inc.$978K0.26%0.00%+5.6%Q4 2021
TRVTravelers Companies, Inc.$940K0.25%0.00%Not reportedQ4 2023
XOMExxonMobil Holdings Corp$881K0.23%0.00%Not reportedQ2 2024
ACNAccenture plc$858K0.23%0.00%Not reportedQ1 2024
GLDSPDR Gold Trust$824K0.22%0.00%Not reportedQ4 2021
JNJJohnson & Johnson$785K0.21%0.00%-2.4%Q4 2021
LENZLENZ Therapeutics, Inc.$707K0.19%0.05%Not reportedQ3 2024
GOOGAlphabet Inc.$682K0.18%Not reported+0.6%Q4 2021
EOSEEos Energy Enterprises, Inc.$591K0.16%0.02%NewQ3 2025
RTXRTX Corp$588K0.16%0.00%NewQ3 2025
TSLATesla, Inc.$523K0.14%0.00%-6.7%Q4 2021
NZFNuveen Municipal Credit Income Fund$514K0.14%Not reportedNot reportedQ1 2024
NVGNuveen AMT-Free Municipal Credit Income Fund$509K0.13%Not reportedNot reportedQ1 2024
BYMBlackRock Municipal Income Quality Trust$487K0.13%Not reportedNot reportedQ1 2024
TGTTarget Corp$466K0.12%0.00%Not reportedQ4 2021
METAMeta Platforms, Inc.$464K0.12%Not reported+112.5%Q4 2021
CRWDCrowdStrike Holdings, Inc.$461K0.12%0.00%-4.4%Q4 2021
IAUIshares Gold Trust$428K0.11%0.00%+49.7%Q2 2023
PANWPalo Alto Networks Inc$419K0.11%0.00%Not reportedQ4 2024
WMTWalmart Inc.$410K0.11%0.00%+0.3%Q4 2021
NFLXNetflix Inc$410K0.11%0.00%+7.9%Q4 2021
SPYSPDR S&P 500 ETF Trust$400K0.11%Not reported+1.7%Q4 2021
OKEOneok Inc$379K0.10%0.00%-1.1%Q4 2021
PLTRPalantir Technologies Inc.$362K0.10%0.00%-40.2%Q4 2021
AEMAgnico Eagle Mines Ltd$351K0.09%0.00%NewQ3 2025
SLViShares Silver Trust$310K0.08%0.00%Not reportedQ4 2021
JPMJPMorgan Chase & Co$308K0.08%0.00%-14.6%Q2 2025
ETEnergy Transfer LP$299K0.08%0.00%-1.1%Q4 2021
MOAltria Group, Inc.$283K0.07%0.00%Not reportedQ4 2021
HONHoneywell International Inc$258K0.07%0.00%Not reportedQ4 2024
CTVACorteva, Inc.$253K0.07%0.00%-0.7%Q4 2021
BABoeing Co$251K0.07%0.00%-0.5%Q4 2021
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