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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 15 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JMEE JP Morgan Mkt Expansion Enhance 3,554.0 $229K 0.01% NEW $64.38 +14.1%
282 COP ConocoPhillips Energy 2,417.0 $226K 0.01% NEW $93.61 +28.7%
283 AMD Advanced Micro Devices, Inc. Technology 1,048.0 $224K 0.01% NEW $214.16 +118.3%
284 SPLV Invesco S&P 500 Low Volatility 3,050.0 $218K 0.01% NEW $71.42 +3.7%
285 DELL Dell Technologies Inc Technology 1,728.0 $218K 0.01% NEW $125.88 +134.5%
286 SPYG SPDR Portfolio S&P 500 Growth E 2,034.0 $217K 0.01% NEW $106.68 +10.9%
287 VGSH Vanguard Short Term Treasury ET 3,635.0 $213K 0.01% NEW $58.73 -0.9%
288 XYL Xylem Inc W/I Industrials 1,550.0 $211K 0.01% NEW $136.18 -19.0%
289 ZTS Zoetis Inc. Healthcare 1,667.0 $210K 0.01% NEW $125.82 -35.4%
290 SHEL Shell PLC SPON ADR Energy 2,833.0 $208K 0.01% NEW $73.48 +16.6%
291 HPE Hewlett Packard Enterprise Comp Technology 8,620.0 $207K 0.01% NEW $24.02 +56.5%
292 MS Morgan Stanley Financial Services 1,157.0 $205K 0.01% NEW $177.53 +13.2%
293 GILD Gilead Sciences Inc Healthcare 1,664.0 $204K 0.01% NEW $122.74 +9.5%
294 HPQ HP Inc. Technology 9,145.0 $204K 0.01% NEW $22.28 +13.3%
295 ESS Essex Property Trust, Inc. Real Estate 775.0 $203K 0.01% NEW $261.68 +5.7%
296 RSG Republic Services Inc Industrials 952.0 $202K 0.01% NEW $211.93 -1.4%
297 GreenGro Technologies, Inc. 10,000.0 NEW
Page 15 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%