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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 8 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FBND Fidelity Total Bond ETF 27,269.0 $1.2M 0.06% -7K -21.1% $45.49 -0.8%
142 CB Chubb Limited Financial Services 3,632.0 $1.2M 0.06% +24.0 +0.7% $340.74 +0.4%
143 APD Air Prods & Chems Inc Basic Materials 4,198.0 $1.2M 0.06% +44.0 +1.1% $293.18 +3.8%
144 VWO Vanguard Emerging Markets ETF 20,475.0 $1.2M 0.06% $59.69 +1.4%
145 DDEC FT CBOE Vest US Equity Buffer - 25,674.0 $1.2M 0.06% -395.0 -1.5% $47.38 +1.9%
146 GS Goldman Sachs Group Inc Financial Services 1,177.0 $1.2M 0.06% $1011.37 +4.3%
147 iShares iBonds Dec 2030 Term Mu 45,362.0 $1.2M 0.06% +14K +43.9% $25.87
148 META Meta Platforms, Inc. Communication Services 2,019.0 $1.1M 0.06% +59.0 +3.0% $563.29 +0.2%
149 ITW Illinois Tool Works Inc Industrials 4,073.0 $1.1M 0.05% $270.47 +4.2%
150 TT Trane Technologies plc Industrials 2,211.0 $1.1M 0.05% $491.16 -7.4%
151 DES WisdomTree SmallCap Dividend Fu 26,411.0 $1.1M 0.05% $40.68 -0.4%
152 MCO Moody's Corp Financial Services 2,340.0 $1.1M 0.05% +500.0 +27.2% $452.92 +12.7%
153 IYW iShares U.S. Technology ETF 4,148.0 $1.0M 0.05% -138.0 -3.2% $252.23 -2.8%
154 BAC Bank Of America Corporation Financial Services 18,307.0 $1.0M 0.05% +272.0 +1.5% $56.98 +9.4%
155 TSLA Tesla, Inc Consumer Cyclical 2,441.0 $1.0M 0.05% $420.60 -16.1%
156 VZ Verizon Communications Inc Communication Services 24,161.0 $1.0M 0.05% -351.0 -1.4% $42.34 +18.5%
157 DHR Danaher Corp Del Healthcare 5,368.0 $1.0M 0.05% +621.0 +13.1% $190.48 +13.1%
158 T AT&T Inc Communication Services 49,234.0 $1.0M 0.05% -54K -52.1% $20.70 +24.2%
159 Entergy Corporation 8,406.0 $966K 0.05% -379.0 -4.3% $114.86
160 PNC PNC Financial Services Group Financial Services 3,902.0 $961K 0.05% $246.22 -0.9%
Page 8 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%