Grufity logo
Grufity logo

Latest Rinkey Investments Stock Portfolio

$424Million | No. of Holdings #128

Rinkey Investments Performance

2026 Q2-1.42%
YTD-2.48%
2025+9.47%

About Rinkey Investments and 13F Hedge Fund Stock Holdings

Rinkey Investments is a hedge fund based in San Diego, CA. On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Rinkey Investments reported an equity portfolio of $424.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Rinkey Investments are ACWF, BIL, CWI. The fund has invested 11.5% of it's portfolio in ISHARES TR and 7.8% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off OCUGEN INC (OCGN), ISHARES TR (IJR) and BLACKROCK TAX MUNICPAL BD TR stocks. They significantly reduced their stock positions in JOHNSON & JOHNSON (JNJ), ISHARES TR (AAXJ) and MICRON TECHNOLOGY INC (MU). Rinkey Investments opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), ARK ETF TR (ARKF) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and TESLA INC (TSLA).
Rinkey Investments Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$424Million
  as of Jul 20, 2026

Rinkey Investments Annual Return Estimates Vs S&P 500

Our best estimate is that Rinkey Investments made a return of -1.42% in the last quarter. In trailing 12 months, it's portfolio return was 2.04%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds734,360
ark etf tr596,694
ishares tr513,590
ishares tr342,297
taiwan semiconductor manufac312,808
broadcom inc242,138
dimensional etf trust221,745
ishares inc214,014
New stocks bought by Rinkey Investments

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds548
vanguard index fds300
tesla inc71.27
vanguard scottsdale fds67.8
schwab strategic tr35.57
butterfly network inc31.6
vanguard scottsdale fds29.76
Additions to existing portfolio by Rinkey Investments

Reductions

Ticker% Reduced
johnson & johnson-83.97
ishares tr-41.33
micron technology inc-41.22
t-mobile us inc-35.05
eli lilly & co-32.05
spdr series trust-31.59
oracle corp-28.51
accenture plc ireland-26.71
Rinkey Investments reduced stake in above stock

Sold off

Ticker$ Sold
ocugen inc-1,869,710
blackrock tax municpal bd tr-332,859
lenz therapeutics inc-138,952
eqt corp-321,318
corteva inc-248,368
ishares tr-368,528
expedia group inc-285,149
avery dennison corp-207,043
Rinkey Investments got rid off the above stocks

Sector Distribution

Rinkey Investments has about 91% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
Sector%
Others91
Technology3.9
Financial Services1.2

Market Cap. Distribution

Rinkey Investments has about 8.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED91
MEGA-CAP6.7
LARGE-CAP1.8

Stocks belong to which Index?

About 8.3% of the stocks held by Rinkey Investments either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others91.2
S&P 5008.3
Top 5 Winners (%)%
MU
micron technology inc
191.9 %
AMD
advanced micro devices inc
175.5 %
PANW
palo alto networks inc
111.9 %
AMAT
applied matls inc
111.5 %
CRWD
crowdstrike hldgs inc
95.3 %
Top 5 Winners ($)$
BIL
spdr series trust
4.3 M
CWI
spdr index shs fds
3.1 M
VEA
vanguard tax-managed fds
2.3 M
VB
vanguard index fds
2.2 M
VB
vanguard index fds
1.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.1 %
VB
vanguard index fds
-61.6 %
ACN
accenture plc ireland
-32.3 %
PNBK
patriot natl bancorp inc
-25.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-25.0 M
VAW
vanguard world fd
-6.5 M
VB
vanguard index fds
-1.2 M
TMUS
t-mobile us inc
-0.4 M
XOM
exxon mobil corp
-0.4 M

Rinkey Investments Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Rinkey Investments

Rinkey Investments has 128 stocks in it's portfolio. About 57.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Rinkey Investments last quarter.

$424.81MTotal Value
137Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Rinkey Investments, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rinkey Investments's holding in Ishares Tr over time
3.62%266,511
$15.36M
3.62%
increased 2.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rinkey Investments's holding in Ishares Tr over time
2.93%115,606
$12.44M
2.93%
increased 3.72 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rinkey Investments's holding in Ishares Tr over time
1.65%59,819
$7.03M
1.65%
decreased 41.33 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rinkey Investments's holding in Ishares Tr over time
0.93%40,795
$3.93M
0.93%
decreased 2.3 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rinkey Investments's holding in Ishares Tr over time
0.18%7,165
$762.9K
0.18%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rinkey Investments's holding in Ishares Tr over time
0.13%4,944
$545.6K
0.13%
increased 1.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Rinkey Investments's holding in Ishares Tr over time
0.08%1,412
$342.3K
0.08%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Rinkey Investments's holding in Ishares Tr over time
11.46%961,211
$48.67M
11.46%
increased 20.64 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Rinkey Investments's holding in Ishares Tr over time
0.08%4,677
$354.5K
0.08%
decreased 11.82 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Rinkey Investments's holding in Ishares Tr over time
0.06%3,266
$269.9K
0.06%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Rinkey Investments's holding in Ishares Inc over time
0.13%4,469
$539.5K
0.13%
increased 9.67 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Rinkey Investments's holding in Ishares Inc over time
0.11%6,293
$473.7K
0.11%
decreased 9.62 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Rinkey Investments's holding in Ishares Inc over time
0.05%1,060
$214.0K
0.05%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Rinkey Investments's holding in American Centy Etf Tr over time
0.11%3,716
$463.6K
0.11%
increased 16.49 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Rinkey Investments's holding in American Centy Etf Tr over time
0.07%3,588
$320.1K
0.07%
increased 17.6 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Rinkey Investments's holding in Simplify Exchange Traded Fun over time
0.05%18,000
$229.8K
0.05%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Rinkey Investments's holding in Ishares Tr over time
0.12%10,150
$513.6K
0.12%
new position