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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 7 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KO Coca Cola Co Consumer Defensive 22,363.0 $1.8M 0.09% +212.0 +1.0% $81.27 +12.8%
122 AXP American Express Co Financial Services 5,355.0 $1.8M 0.09% +138.0 +2.6% $338.25 -0.7%
123 MUB iShares National Amtfree Muni 16,041.0 $1.7M 0.08% $107.62 -1.9%
124 IVV iShares S&P 500 Index 2,257.0 $1.7M 0.08% $748.89 +2.8%
125 IBDW iShares iBonds Dec 2031 Term Co 80,939.0 $1.7M 0.08% +26K +47.5% $20.84 -0.7%
126 LIN Linde Plc Basic Materials 3,132.0 $1.6M 0.08% $518.94 -6.1%
127 IJH iShares Core S&P Mid-Cap ETF 20,652.0 $1.6M 0.08% -1K -6.3% $77.11 -1.3%
128 IHE iShares Dow Jones US Pharmaceut 15,849.0 $1.6M 0.08% $99.01 +8.5%
129 VTI Vanguard Total Stock Market ETF 4,150.0 $1.5M 0.07% +120.0 +3.0% $370.04 +2.2%
130 TJX TJX Companies Inc (The) Consumer Cyclical 10,099.0 $1.5M 0.07% +1K +12.3% $151.50 -7.9%
131 SPDR Gold Trust Gold Shs (MFC) 3,957.0 $1.5M 0.07% $368.38
132 NEAR Blackrock Short Duration Bond E 28,672.0 $1.5M 0.07% -11K -27.3% $50.66 -0.1%
133 IYC iShares Dow Jones US Consumer S 13,928.0 $1.4M 0.07% $101.10 +2.1%
134 GLW Corning Inc Technology 5,461.0 $1.4M 0.07% +122.0 +2.3% $255.43 -42.4%
135 Honeywell International Inc 5,987.0 $1.3M 0.07% NEW $223.66
136 IBMO iShares iBonds Dec 2026 Term Mu 51,999.0 $1.3M 0.07% $25.64 -0.0%
137 Honeywell Aerospace Inc 5,987.0 $1.3M 0.06% NEW $220.84
138 LHX L3Harris Technologies Inc Industrials 4,509.0 $1.3M 0.06% +550.0 +13.9% $290.59 -9.8%
139 IWF iShares Russell 1000 Growth Ind 10,544.0 $1.3M 0.06% +8K +300.0% $124.17 -1.9%
140 IWB iShares TR Russell 1000 ETF 3,092.0 $1.3M 0.06% $409.50 +2.5%
Page 7 of 16  ·  309 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%