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Portfolio (Quarterly) Guide ↗

Spinnaker Investment Group, LLC

· CIK 0001911067
13F Portfolio $491M AUM 147 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 22 Added 91 Reduced 37 Exited
Page 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BINC BLACKROCK ETF TRUST II 3,906.0 $203K 0.04% NEW $51.93 -0.0%
142 FNV FRANCO NEV CORP Basic Materials 815.0 $201K 0.04% NEW $247.05 -8.8%
143 APOS APOLLO GLOBAL MGMT INC Financial Services 1,801.0 $201K 0.04% -34.0 -1.9% $111.42 -76.8%
144 SAFEHOLD INC 14,351.0 $194K 0.04% $13.53
145 RMT ROYCE MICRO-CAP TR INC Financial Services 15,877.0 $180K 0.04% $11.31 +15.3%
146 KLARNA GROUP PLC 11,803.0 $155K 0.03% NEW $13.09
147 TOMZ TOMI ENVIRONMENTAL SOLUTIONS Industrials 14,738.0 $8K 0.00% $0.55 +37.9%
Page 8 of 8  ·  147 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 55.7%
Financial Services 9.9%
Healthcare 8.2%
Consumer Defensive 6.7%
Consumer Cyclical 4.3%
Utilities 4.3%
Communication Services 3.3%
Industrials 3.1%
Energy 2.3%
Real Estate 1.9%