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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 8 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CB Chubb Limited Financial Services 3,763.0 $1.2M 0.06% NEW $312.12 +5.1%
142 LHX L3Harris Technologies Inc Industrials 3,955.0 $1.2M 0.06% NEW $293.57 +6.3%
143 IWB iShares TR Russell 1000 ETF 3,092.0 $1.2M 0.06% NEW $373.44 +8.9%
144 IBMR iShares iBonds Dec 2029 Term Mu 45,271.0 $1.2M 0.06% NEW $25.43 -0.7%
145 CRAI CRA International, Inc. Industrials 5,681.0 $1.1M 0.06% NEW $200.69 -26.1%
146 VWO Vanguard Emerging Markets ETF 21,168.0 $1.1M 0.06% NEW $53.76 +9.7%
147 Entergy Corporation 12,142.0 $1.1M 0.06% NEW $92.43
148 TSLA Tesla, Inc Consumer Cyclical 2,467.0 $1.1M 0.06% NEW $449.72 -5.3%
149 VZ Verizon Communications Inc Communication Services 26,956.0 $1.1M 0.06% NEW $40.73 +18.7%
150 GS Goldman Sachs Group Inc Financial Services 1,198.0 $1.1M 0.06% NEW $879.00 +13.4%
151 BKNG Booking Holdings Inc Consumer Cyclical 196.0 $1.0M 0.06% NEW $5355.33 -97.0%
152 APD Air Prods & Chems Inc Basic Materials 4,154.0 $1.0M 0.06% NEW $247.02 +17.2%
153 BAC Bank Of America Corporation Financial Services 18,641.0 $1.0M 0.06% NEW $55.00 -5.8%
154 ITW Illinois Tool Works Inc Industrials 4,065.0 $1.0M 0.05% NEW $246.30 +2.4%
155 MCO Moody's Corp Financial Services 1,840.0 $940K 0.05% NEW $510.85 -12.1%
156 SPGI S&P Global Inc. Financial Services 1,742.0 $910K 0.05% NEW $522.59 -20.1%
157 VUG Vanguard Growth ETF 1,857.0 $906K 0.05% NEW $487.86 -82.1%
158 DES WisdomTree SmallCap Dividend Fu 26,411.0 $883K 0.05% NEW $33.45 +15.1%
159 TT Trane Technologies plc Industrials 2,211.0 $861K 0.05% NEW $389.20 +15.9%
160 IYW iShares U.S. Technology ETF 4,286.0 $856K 0.05% NEW $199.68 +21.1%
Page 8 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%