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Portfolio (Quarterly) Guide ↗

SPINNAKER TRUST

· CIK 0001158970
13F Portfolio $1.8B AUM 327 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 51 Added 114 Reduced 15 Exited
Page 15 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RSG Republic Services Inc Industrials 952.0 $209K 0.01% $219.02 -4.6%
282 HPE Hewlett Packard Enterprise Comp Technology 8,620.0 $205K 0.01% $23.81 +57.8%
283 CME CME Group Inc Financial Services 690.0 $204K 0.01% NEW $295.35 -1.4%
284 ISRG Intuitive Surgical Inc Healthcare 440.0 $203K 0.01% -18.0 -3.9% $460.99 -5.0%
285 GreenGro Technologies, Inc. 10,000.0
Page 15 of 15  ·  285 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 26.4%
Financial Services 23.7%
Industrials 16.0%
Healthcare 9.1%
Communication Services 6.9%
Consumer Cyclical 5.4%
Consumer Defensive 5.1%
Energy 3.3%
Utilities 1.6%
Real Estate 1.4%