BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Spinnaker Investment Group, LLC

· CIK 0001911067
13F Portfolio $624M AUM 179 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 49 New 98 Added 10 Reduced 17 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 240.0 $225K 0.04% NEW $935.49 +1.3%
42 GE GE AEROSPACE Industrials 600.0 $224K 0.04% NEW $373.88 -6.8%
43 QQQ INVESCO QQQ TR Financial Services 300.0 $222K 0.04% NEW $738.79 -3.4%
44 DGRE WISDOMTREE TR 5,407.0 $221K 0.04% NEW $40.85 -1.3%
45 FNDF SCHWAB STRATEGIC TR 4,103.0 $216K 0.04% NEW $52.77 +5.8%
46 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 220.0 $212K 0.03% NEW $965.00 -11.9%
47 HONEYWELL INTL INC 948.0 $212K 0.03% NEW $223.90
48 HONEYWELL AEROSPACE INC 948.0 $210K 0.03% NEW $221.08
49 TRFK PACER FDS TR 1,884.0 $201K 0.03% NEW $106.70 -12.1%
Page 3 of 3  ·  49 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 57.2%
Financial Services 12.4%
Healthcare 8.5%
Consumer Defensive 7.3%
Consumer Cyclical 4.3%
Communication Services 3.4%
Energy 2.1%
Industrials 2.0%
Utilities 1.6%
Real Estate 1.1%