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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 8 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CB Chubb Limited Financial Services 3,608.0 $1.2M 0.07% -155.0 -4.1% $325.93 +0.6%
142 DDEC FT CBOE Vest US Equity Buffer - 26,069.0 $1.2M 0.06% -8K -23.6% $44.28 +6.3%
143 IBDW iShares iBonds Dec 2031 Term Co 54,863.0 $1.1M 0.06% +30K +122.3% $20.93 -0.7%
144 IWF iShares Russell 1000 Growth Ind 2,636.0 $1.1M 0.06% $426.40 -70.7%
145 META Meta Platforms, Inc. Communication Services 1,960.0 $1.1M 0.06% -87.0 -4.2% $572.13 +6.7%
146 VWO Vanguard Emerging Markets ETF 20,502.0 $1.1M 0.06% -666.0 -3.1% $54.05 +9.1%
147 IWB iShares TR Russell 1000 ETF 3,092.0 $1.1M 0.06% $356.56 +14.0%
148 ITW Illinois Tool Works Inc Industrials 4,070.0 $1.1M 0.06% $260.29 -3.1%
149 GS Goldman Sachs Group Inc Financial Services 1,174.0 $993K 0.06% -24.0 -2.0% $845.99 +17.8%
150 Entergy Corporation 8,785.0 $987K 0.06% -3K -27.6% $112.36
151 EAGG iShares ESG Aware U.S. Aggregat 20,138.0 $958K 0.05% +2K +12.7% $47.55 -0.9%
152 DES WisdomTree SmallCap Dividend Fu 26,411.0 $949K 0.05% $35.94 +7.1%
153 TT Trane Technologies plc Industrials 2,211.0 $921K 0.05% $416.74 +8.2%
154 XLE Energy Select Sector SPDR 14,910.0 $913K 0.05% $61.26 -2.9%
155 TSLA Tesla, Inc Consumer Cyclical 2,433.0 $904K 0.05% -34.0 -1.4% $371.75 +14.6%
156 BMY Bristol Myers Squibb Co Healthcare 14,848.0 $901K 0.05% $60.65 -2.0%
157 DHR Danaher Corp Del Healthcare 4,747.0 $900K 0.05% -424.0 -8.2% $189.60 -9.3%
158 BAC Bank Of America Corporation Financial Services 18,035.0 $879K 0.05% -606.0 -3.2% $48.75 +6.3%
159 iShares iBonds Dec 2030 Term Mu 31,528.0 $814K 0.04% +8K +36.0% $25.83
160 PNC PNC Financial Services Group Financial Services 3,902.0 $812K 0.04% -88.0 -2.2% $208.09 +5.4%
Page 8 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%