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Portfolio (Quarterly) Guide ↗

Spinnaker Investment Group, LLC

· CIK 0001911067
13F Portfolio $551M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New
Page 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTU INTUIT Technology 782.0 $518K 0.09% NEW $662.42 -39.4%
82 ASTRAZENECA PLC 5,601.0 $515K 0.09% NEW $91.93
83 EUAD SPINNAKER ETF SERIES 12,195.0 $514K 0.09% NEW $42.13 -7.9%
84 VDC VANGUARD WORLD FD 2,423.0 $512K 0.09% NEW $211.24 +11.5%
85 CGBL CAPITAL GROUP CORE BALANCED 14,403.0 $509K 0.09% NEW $35.33 +4.1%
86 RSP INVESCO EXCHANGE TRADED FD T 2,604.0 $499K 0.09% NEW $191.56 +5.6%
87 VOO VANGUARD INDEX FDS 794.0 $498K 0.09% NEW $626.90 +8.0%
88 XLP SELECT SECTOR SPDR TR 6,373.0 $495K 0.09% NEW $77.68 +10.9%
89 BLUEROCK PVT REAL ESTATE FD 32,982.0 $495K 0.09% NEW $15.00
90 XOM EXXON MOBIL CORP Energy 4,050.0 $487K 0.09% NEW $120.35 +34.6%
91 ADBE ADOBE INC Technology 1,392.0 $487K 0.09% NEW $349.99 -27.5%
92 SPSM SPDR SERIES TRUST 10,392.0 $487K 0.09% NEW $46.86 +10.5%
93 EFV ISHARES TR 6,575.0 $470K 0.09% NEW $71.41 +9.2%
94 IUSB ISHARES TR 9,923.0 $462K 0.08% NEW $46.54 -2.1%
95 RTX RTX CORPORATION Industrials 2,489.0 $456K 0.08% NEW $183.37 -3.8%
96 BX BLACKSTONE INC Financial Services 2,955.0 $456K 0.08% NEW $154.16 -25.0%
97 HSY HERSHEY CO Consumer Defensive 2,492.0 $453K 0.08% NEW $181.96 +6.5%
98 VT VANGUARD INTL EQUITY INDEX F 3,147.0 $444K 0.08% NEW $141.07 +8.6%
99 OEF ISHARES TR 1,258.0 $431K 0.08% NEW $342.97 +7.2%
100 PAAA PGIM ETF TR 8,296.0 $425K 0.08% NEW $51.26 +0.3%
Page 5 of 9  ·  170 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 61.1%
Financial Services 11.8%
Healthcare 6.1%
Consumer Defensive 5.4%
Consumer Cyclical 4.5%
Communication Services 3.6%
Utilities 3.0%
Real Estate 1.8%
Industrials 1.8%
Energy 0.9%