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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 6 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 T AT&T Inc Communication Services 103,748.0 $2.6M 0.14% NEW $24.84 +1.7%
102 PFE Pfizer Inc Healthcare 100,400.0 $2.5M 0.13% NEW $24.90 +4.0%
103 IWM iShares Tr Russell 2000 Index F 10,002.0 $2.5M 0.13% NEW $246.16 +15.8%
104 RSP Invesco S&P 500 Equal Weight ET 12,822.0 $2.5M 0.13% NEW $191.56 +7.8%
105 AKRE Akre Focus ETF 37,312.0 $2.4M 0.13% NEW $65.51 -16.9%
106 HON Honeywell International Inc Industrials 12,139.0 $2.4M 0.13% NEW $195.09 +16.8%
107 VOO Vanguard 500 Index Fund 3,361.0 $2.1M 0.11% NEW $627.13 +9.3%
108 MDT Medtronics PLC Healthcare 21,470.0 $2.1M 0.11% NEW $96.06 -18.2%
109 VOX Vanguard Communication Services 10,212.0 $2.0M 0.11% NEW $193.63 +1.0%
110 BX Blackstone Group Inc Financial Services 12,735.0 $2.0M 0.10% NEW $154.14 -23.1%
111 INDB Independent Bank Corp. Financial Services 26,835.0 $2.0M 0.10% NEW $73.08 +7.9%
112 PM Philip Morris International Inc Consumer Defensive 12,161.0 $2.0M 0.10% NEW $160.40 +17.8%
113 AXP American Express Co Financial Services 5,214.0 $1.9M 0.10% NEW $369.95 -15.7%
114 IEMG iShares Core MSCI Emerging Mark 25,803.0 $1.7M 0.09% NEW $67.22 +19.9%
115 IBMP iShares iBonds Dec 2027 Term Mu 68,105.0 $1.7M 0.09% NEW $25.39 -0.0%
116 ACN Accenture PLC Technology 6,442.0 $1.7M 0.09% NEW $268.30 -33.2%
117 MUB iShares National Amtfree Muni 16,041.0 $1.7M 0.09% NEW $107.11 -0.9%
118 UNP Union Pacific Corp Industrials 7,399.0 $1.7M 0.09% NEW $231.32 +14.9%
119 INTC Intel Corp Technology 46,360.0 $1.7M 0.09% NEW $36.90 +224.8%
120 IJH iShares Core S&P Mid-Cap ETF 25,534.0 $1.7M 0.09% NEW $66.00 +11.4%
Page 6 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%