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Portfolio (Quarterly) Guide ↗

SPINNAKER TRUST

· CIK 0001158970
13F Portfolio $2.1B AUM 349 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 113 Added 60 Reduced 4 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEAR Blackrock Short Duration Bond E 28,672.0 $1.5M 0.07% -11K -27.3% $50.66 -0.1%
42 FBND Fidelity Total Bond ETF 27,269.0 $1.2M 0.06% -7K -21.1% $45.49 -0.9%
43 DDEC FT CBOE Vest US Equity Buffer - 25,674.0 $1.2M 0.06% -395.0 -1.5% $47.38 +1.9%
44 IYW iShares U.S. Technology ETF 4,148.0 $1.0M 0.05% -138.0 -3.2% $252.23 -2.5%
45 VZ Verizon Communications Inc Communication Services 24,161.0 $1.0M 0.05% -351.0 -1.4% $42.34 +18.3%
46 T AT&T Inc Communication Services 49,234.0 $1.0M 0.05% -54K -52.1% $20.70 +23.9%
47 Entergy Corporation 8,406.0 $966K 0.05% -379.0 -4.3% $114.86
48 EAGG iShares ESG Aware U.S. Aggregat 19,892.0 $943K 0.05% -246.0 -1.2% $47.41 -1.2%
49 BX Blackstone Group Inc Financial Services 6,242.0 $734K 0.04% -6K -47.1% $117.67 +21.0%
50 BDX Becton Dickinson and Company Healthcare 3,840.0 $581K 0.03% -225.0 -5.5% $151.33 +24.5%
51 IVE iShares S&P 500 Value ETF 2,477.0 $562K 0.03% -280.0 -10.2% $227.06 +4.5%
52 HUBB Hubbell Incorporated Industrials 939.0 $491K 0.02% -95.0 -9.2% $523.20 -10.9%
53 AFL AFLAC Inc Financial Services 3,355.0 $393K 0.02% -72.0 -2.1% $117.25 -0.0%
54 IWO iShares Russell 2000 Growth Ind 958.0 $377K 0.02% -7.0 -0.7% $393.96 -2.3%
55 VIG Vanguard Dividend Appreciation 1,565.0 $370K 0.02% -147.0 -8.6% $236.62 +3.1%
56 VeriSign Inc 1,292.0 $325K 0.02% -1K -45.8% $251.56
57 FISV Fiserv Inc Technology 6,123.0 $300K 0.01% -632.0 -9.4% $49.05 +7.1%
58 AMT American Tower Reit Com Real Estate 1,817.0 $297K 0.01% -263.0 -12.6% $163.57 +8.4%
59 SPTL SPDR Portfolio Long Term Treasu 10,184.0 $267K 0.01% -636K -98.4% $26.23 -3.3%
60 INTU Intuit Inc. Technology 942.0 $246K 0.01% -229.0 -19.6% $261.00 +38.2%
Page 3 of 3  ·  60 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 30.1%
Financial Services 23.2%
Industrials 16.9%
Healthcare 9.5%
Consumer Cyclical 5.7%
Consumer Defensive 4.7%
Communication Services 3.0%
Energy 2.5%
Basic Materials 1.5%
Real Estate 1.5%