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Portfolio (Quarterly) Guide ↗

SPINNAKER TRUST

· CIK 0001158970
13F Portfolio $1.9B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 297 New
Page 11 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PAYX Paychex Inc Industrials 4,788.0 $537K 0.03% NEW $112.18 -13.5%
202 IBDW iShares iBonds Dec 2031 Term Co 24,674.0 $522K 0.03% NEW $21.15 -1.8%
203 BNDX Vanguard Total International Bo 10,627.0 $513K 0.03% NEW $48.32 -0.5%
204 PSX Phillips 66 Energy 3,901.0 $503K 0.03% NEW $129.04 +37.7%
205 BSV Vanguard ST Bond ETF 6,366.0 $502K 0.03% NEW $78.81 -1.2%
206 FISV Fiserv Inc Technology 7,296.0 $490K 0.03% NEW $67.17 -14.9%
207 NSC Norfolk Southern Corp Industrials 1,685.0 $486K 0.03% NEW $288.72 +8.9%
208 GLP Global Partners LP Energy 11,446.0 $479K 0.03% NEW $41.85 +18.6%
209 DIA SPDR Dow Jones Industrial Avera Financial Services 992.0 $477K 0.03% NEW $480.57 +5.3%
210 PGR Progressive Corp Ohio Financial Services 2,069.0 $471K 0.03% NEW $227.72 -12.4%
211 GLW Corning Inc Technology 5,339.0 $467K 0.03% NEW $87.56 +121.6%
212 AMT American Tower Reit Com Real Estate 2,646.0 $465K 0.03% NEW $175.57 +4.7%
213 HUBB Hubbell Incorporated Industrials 1,034.0 $459K 0.03% NEW $444.11 +7.0%
214 QCOM Qualcomm Inc Technology 2,670.0 $457K 0.02% NEW $171.05 +39.2%
215 Unilever PLC Sponsored ADR 6,948.0 $454K 0.02% NEW $65.40
216 OEF iShares Trust S & P 100 Index F 1,324.0 $454K 0.02% NEW $342.97 +8.2%
217 DGRW WisdomTree US Quality Dividend 4,980.0 $445K 0.02% NEW $89.43 +7.7%
218 XLU Utilities Select Sector SPDR 10,310.0 $440K 0.02% NEW $42.69 +6.2%
219 DLN WisdomTree LargeCap Dividend Fu 4,980.0 $439K 0.02% NEW $88.08 +9.3%
220 VBK Vanguard Small-Cap Growth ETF 1,445.0 $437K 0.02% NEW $302.11 +14.9%
Page 11 of 15  ·  297 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 27.4%
Financial Services 23.7%
Industrials 16.0%
Healthcare 9.1%
Communication Services 6.8%
Consumer Cyclical 5.5%
Consumer Defensive 4.5%
Energy 2.8%
Basic Materials 1.5%
Real Estate 1.4%