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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 7 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MUB iShares National Amtfree Muni 16,041.0 $1.7M 0.09% $106.15 +0.0%
122 GLD SPDR Gold Trust Gold Shs (MFC) Financial Services 3,946.0 $1.7M 0.09% $430.29 -3.8%
123 KO Coca Cola Co Consumer Defensive 22,151.0 $1.7M 0.09% -2K -7.3% $76.05 +7.1%
124 AXP American Express Co Financial Services 5,217.0 $1.6M 0.09% $302.48 +3.1%
125 FBND Fidelity Total Bond ETF 34,564.0 $1.6M 0.09% -94K -73.2% $45.62 -0.5%
126 LIN Linde Plc Basic Materials 3,132.0 $1.6M 0.09% -136.0 -4.2% $495.76 +4.4%
127 IBMR iShares iBonds Dec 2029 Term Mu 61,223.0 $1.6M 0.09% +16K +35.2% $25.35 -0.4%
128 PSCT Invesco S&P SmallCap Informatio 25,300.0 $1.5M 0.08% $60.07 +38.5%
129 IJH iShares Core S&P Mid-Cap ETF 22,038.0 $1.5M 0.08% -3K -13.7% $67.53 +8.8%
130 IVV iShares S&P 500 Index 2,257.0 $1.5M 0.08% +26.0 +1.2% $653.21 +14.7%
131 TJX TJX Companies Inc (The) Consumer Cyclical 8,993.0 $1.4M 0.08% -463.0 -4.9% $159.70 -0.9%
132 IHE iShares Dow Jones US Pharmaceut 15,849.0 $1.4M 0.08% $86.68 +5.6%
133 LHX L3Harris Technologies Inc Industrials 3,959.0 $1.4M 0.08% $345.15 -9.6%
134 BX Blackstone Group Inc Financial Services 11,800.0 $1.4M 0.07% -935.0 -7.3% $114.99 +3.1%
135 IYC iShares Dow Jones US Consumer S 13,928.0 $1.3M 0.07% $96.92 +5.4%
136 IBMO iShares iBonds Dec 2026 Term Mu 51,999.0 $1.3M 0.07% $25.63 +0.1%
137 VTI Vanguard Total Stock Market ETF 4,030.0 $1.3M 0.07% -158.0 -3.8% $320.81 +14.3%
138 VZ Verizon Communications Inc Communication Services 24,512.0 $1.2M 0.07% -2K -9.1% $50.20 -3.7%
139 ACN Accenture PLC Technology 6,159.0 $1.2M 0.07% -283.0 -4.4% $198.29 -9.6%
140 APD Air Prods & Chems Inc Basic Materials 4,154.0 $1.2M 0.07% $290.49 -0.4%
Page 7 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%