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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 7 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IBDV iShares iBonds Dec 2030 Term Co 76,090.0 $1.7M 0.09% NEW $22.07 -1.5%
122 IBMQ iShares iBonds Dec 2028 Term Mu 65,502.0 $1.7M 0.09% NEW $25.58 -0.4%
123 KO Coca Cola Co Consumer Defensive 23,903.0 $1.7M 0.09% NEW $69.91 +16.5%
124 ICLN iShares Global Clean Energy 96,053.0 $1.6M 0.08% NEW $16.43 +36.4%
125 NEAR Blackrock Short Duration Bond E 30,864.0 $1.6M 0.08% NEW $51.10 -0.9%
126 GLD SPDR Gold Trust Gold Shs (MFC) Financial Services 3,959.0 $1.6M 0.08% NEW $396.31 +4.4%
127 DDEC FT CBOE Vest US Equity Buffer - 34,099.0 $1.5M 0.08% NEW $45.09 +4.4%
128 IVV iShares S&P 500 Index 2,231.0 $1.5M 0.08% NEW $684.94 +9.4%
129 GEV GE Vernova Inc Utilities 2,313.0 $1.5M 0.08% NEW $653.57 +58.9%
130 TJX TJX Companies Inc (The) Consumer Cyclical 9,456.0 $1.5M 0.08% NEW $153.61 +3.0%
131 IYC iShares Dow Jones US Consumer S 13,928.0 $1.4M 0.08% NEW $103.13 -0.9%
132 PSCT Invesco S&P SmallCap Informatio 25,300.0 $1.4M 0.08% NEW $56.61 +47.0%
133 VTI Vanguard Total Stock Market ETF 4,188.0 $1.4M 0.07% NEW $335.27 +9.4%
134 LIN Linde Plc Basic Materials 3,268.0 $1.4M 0.07% NEW $426.39 +21.4%
135 META Meta Platforms, Inc. Communication Services 2,047.0 $1.4M 0.07% NEW $660.09 -7.5%
136 IHE iShares Dow Jones US Pharmaceut 15,849.0 $1.3M 0.07% NEW $84.83 +7.9%
137 UPS United Parcel Service Inc Cl B Industrials 13,517.0 $1.3M 0.07% NEW $99.19 +1.8%
138 IBMO iShares iBonds Dec 2026 Term Mu 51,999.0 $1.3M 0.07% NEW $25.64 +0.0%
139 IWF iShares Russell 1000 Growth Ind 2,636.0 $1.2M 0.07% NEW $473.30 -73.6%
140 DHR Danaher Corp Del Healthcare 5,171.0 $1.2M 0.06% NEW $228.92 -24.9%
Page 7 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%