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Holdings (Monthly) Guide ↗

Indexperts Yield Focused Fixed Income ETF

· Spinnaker Etf Series
Monthly Holdings $23M AUM 79 positions Period Jan 2026 Filed Mar 26, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Goldman Sachs Financ FGTXX Jan 2026 800,993 $801K 3.51% STIV
2 PRUDENTIAL FIN 74432QBD6 Jan 2026 475,000 $539K 2.36% DBT
3 AMERICAN EXPRESS 025816AZ2 Jan 2026 400,000 $508K 2.23% DBT
4 WALT DISNEY CO 254687EZ5 Jan 2026 400,000 $505K 2.21% DBT
5 BOSTON SCIENTIFC 101137AL1 Jan 2026 400,000 $486K 2.13% DBT
6 CONOCOPHILLIPS 20825CAQ Jan 2026 430,000 $481K 2.10% DBT
7 GENERAL ELECTRIC 36962G4B7 Jan 2026 400,000 $469K 2.05% DBT
8 PLAINS ALL AMER 72650RAR3 Jan 2026 430,000 $467K 2.05% DBT
9 VERIZON COMM INC 92343VBT0 Jan 2026 425,000 $467K 2.04% DBT
10 GENUINE PARTS CO 372460AD7 Jan 2026 420,000 $466K 2.04% DBT
11 CITIGROUP INC 172967EW7 Jan 2026 365,000 $464K 2.03% DBT
12 GOLDMAN SACHS GP 38143YAC7 Jan 2026 425,000 $464K 2.03% DBT
13 HALLIBURTON CO 406216AY7 Jan 2026 391,000 $461K 2.02% DBT
14 OWENS CORNING 690742AB7 Jan 2026 400,000 $454K 1.99% DBT
15 MORGAN STANLEY 617482V92 Jan 2026 405,000 $448K 1.96% DBT
16 FIFTH THIRD BANK 316773CH1 Jan 2026 360,000 $442K 1.94% DBT
17 DOW CHEMICAL CO 260543DG5 Jan 2026 415,000 $441K 1.93% DBT
18 GLAXOSMITHKLINE 377372AE7 Jan 2026 390,000 $436K 1.91% DBT
19 VALERO ENERGY 91913YAE0 Jan 2026 375,000 $430K 1.88% DBT
20 KIMBERLY-CLARK 494368BC6 Jan 2026 370,000 $424K 1.86% DBT
21 KRAFT FOODS GROU 50076QAR7 Jan 2026 377,000 $419K 1.84% DBT
22 CON EDISON CO 209111EU3 Jan 2026 365,000 $417K 1.83% DBT
23 TRAVELERS COS 89417EAD1 Jan 2026 375,000 $415K 1.82% DBT
24 HCA INC 404119AJ8 Jan 2026 355,000 $407K 1.78% DBT
25 ROCKWELL AUTO 773903AE9 Jan 2026 360,000 $400K 1.75% DBT
26 VIRGINIA EL&PWR 927804FG4 Jan 2026 300,000 $399K 1.75% DBT
27 LOWES COMPANIES 548661CP0 Jan 2026 350,000 $392K 1.72% DBT
28 OHIO EDISON CO 677347CF1 Jan 2026 300,000 $382K 1.67% DBT
29 WALMART INC 931142CK7 Jan 2026 325,000 $374K 1.64% DBT
30 AMERICAN WATER 03040WAD7 Jan 2026 325,000 $369K 1.62% DBT
31 AUTOZONE INC 053332BH4 Jan 2026 330,000 $365K 1.60% DBT
32 ENTERPRISE PRODU 293791AP4 Jan 2026 325,000 $365K 1.60% DBT
33 SCHERING-PLOUGH 806605AG6 Jan 2026 325,000 $365K 1.60% DBT
34 WILLIAMS COS 969457BM1 Jan 2026 300,000 $363K 1.59% DBT
35 FLORIDA PWR CORP 341099CH0 Jan 2026 325,000 $361K 1.58% DBT
36 EL PASO NAT GAS 283695BK9 Jan 2026 300,000 $358K 1.57% DBT
37 DEVON ENERGY 251799AA0 Jan 2026 300,000 $348K 1.52% DBT
38 KINDER MORGAN EN 494550AJ5 Jan 2026 300,000 $338K 1.48% DBT
39 APPALACHIAN PWR 037735CM7 Jan 2026 280,000 $318K 1.39% DBT
40 ENERGY TRANSFER 29273RBC2 Jan 2026 277,000 $311K 1.36% DBT
41 CONAGRA INC 205887AX0 Jan 2026 271,000 $310K 1.36% DBT
42 JPMORGAN CHASE 06423AAJ2 Jan 2026 245,000 $288K 1.26% DBT
43 BALT GAS & ELEC 059165EC0 Jan 2026 259,000 $286K 1.25% DBT
44 PUBLIC SERV COLO 744448BZ3 Jan 2026 240,000 $263K 1.15% DBT
45 METLIFE INC 59156RAJ7 Jan 2026 234,000 $260K 1.14% DBT
46 HESS CORP 023551AF1 Jan 2026 230,000 $259K 1.13% DBT
47 AXA SA 054536AA5 Jan 2026 200,000 $234K 1.03% DBT
48 TEXAS EAST TRANS 882389CC1 Jan 2026 198,000 $222K 0.97% DBT
49 AEP TEXAS CENTRA 0010EPAF5 Jan 2026 200,000 $219K 0.96% DBT
50 COLUMBUS SO PWR 199575AT8 Jan 2026 199,000 $217K 0.95% DBT
51 TOLEDO EDISON 889175BD6 Jan 2026 200,000 $217K 0.95% DBT
52 CONSTELLATION 210371AF7 Jan 2026 187,000 $214K 0.94% DBT
53 UNION ELECTRIC 906548CH3 Jan 2026 145,000 $187K 0.82% DBT
54 DUKE ENERGY FIEL 26439XAC7 Jan 2026 152,000 $175K 0.77% DBT
55 PROGRESS ENERGY 743263AE5 Jan 2026 151,000 $172K 0.75% DBT
56 DOMINION RESOURC 25746UAN9 Jan 2026 155,000 $168K 0.73% DBT
57 POTOMAC ELEC PWR 737679DC1 Jan 2026 134,000 $167K 0.73% DBT
58 TENNESSEE GAS PL 880451AV1 Jan 2026 154,000 $165K 0.72% DBT
59 SOUTHWESTN EL PR 845437BL5 Jan 2026 140,000 $148K 0.65% DBT
60 ROGERS COMMUNIC 77509NAF0 Jan 2026 113,000 $132K 0.58% DBT
61 HSBC HLDGS PLC 404280AF6 Jan 2026 117,000 $132K 0.58% DBT
62 CENTERPOINT ENER 15189YAD8 Jan 2026 120,000 $127K 0.56% DBT
63 KROGER CO 501044BT7 Jan 2026 113,000 $125K 0.55% DBT
64 PACIFICORP 695114BT4 Jan 2026 100,000 $114K 0.50% DBT
65 ENTERPRISE PRODU 29379VAQ6 Jan 2026 100,000 $110K 0.48% DBT
66 ARIZONA PUB SERV 040555DE1 Jan 2026 80,000 $87K 0.38% DBT
67 EDISON INTL 281020AW7 Jan 2026 79,000 $84K 0.37% DBT
68 BURLINGTN NORTH SANT 12189TAD Jan 2026 70,000 $84K 0.37% DBT
69 DETROIT EDISON 250847EB2 Jan 2026 67,000 $75K 0.33% DBT
70 ENBRIDGE ENERGY 29250RAP1 Jan 2026 60,000 $71K 0.31% DBT
71 MASCO CORP 574599AT3 Jan 2026 62,000 $68K 0.30% DBT
72 UNITED TECH CORP 913017BA6 Jan 2026 38,000 $42K 0.19% DBT
73 JEFFERIES GROUP 472319AE2 Jan 2026 41,000 $42K 0.19% DBT
74 CREDIT SUIS USA 22541LAE3 Jan 2026 37,000 $42K 0.18% DBT
75 UNUM GROUP 743862AA2 Jan 2026 39,000 $41K 0.18% DBT
76 PUBLIC SERVICE 744573AS5 Jan 2026 36,000 $41K 0.18% DBT
77 VODAFONE GROUP 92857TAH0 Jan 2026 36,000 $41K 0.18% DBT
78 WESTROCK MWV LLC 961548AV6 Jan 2026 36,000 $41K 0.18% DBT
79 CATERPILLAR INC 149123BR1 Jan 2026 30,000 $38K 0.17% DBT