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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 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLCR BLACKROCK ETF TRUST 5,434.0 $274K 0.04% NEW $50.37 -2.5%
142 GLD SPDR GOLD TR Financial Services 742.0 $273K 0.04% +229.0 +44.6% $368.38 +14.9%
143 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 1,041,240.0 $273K 0.04% $0.26 -29.7%
144 BLACKROCK ETF TRUST 7,205.0 $264K 0.04% NEW $36.60
145 CERY SPDR SERIES TRUST 7,872.0 $263K 0.04% NEW $33.43 +15.1%
146 VT VANGUARD INTL EQUITY INDEX F 1,654.0 $260K 0.04% +17.0 +1.0% $156.91 +2.5%
147 IGF ISHARES TR 3,882.0 $259K 0.04% $66.60 -1.8%
148 THRO BLACKROCK ETF TRUST 5,918.0 $255K 0.04% NEW $43.11 +1.2%
149 BK BANK OF NY MELLON CORP Financial Services 1,741.0 $252K 0.04% NEW $144.61 -1.9%
150 VOE VANGUARD INDEX FDS 1,274.0 $252K 0.04% +35.0 +2.8% $197.60 +5.6%
151 GEV GE VERNOVA INC Utilities 211.0 $248K 0.04% NEW $1174.91 -18.6%
152 VO VANGUARD INDEX FDS 3,024.0 $244K 0.04% NEW $80.57 +3.0%
153 NEE NEXTERA ENERGY INC Utilities 2,772.0 $243K 0.04% +358.0 +14.8% $87.77 -4.7%
154 KLARNA GROUP PLC 11,903.0 $241K 0.04% +100.0 +0.8% $20.24
155 BND VANGUARD BD INDEX FDS 3,188.0 $234K 0.04% NEW $73.41 -1.6%
156 VGK VANGUARD INTL EQUITY INDEX F 2,639.0 $234K 0.04% $88.54 +4.7%
157 INTC INTEL CORP Technology 1,668.0 $233K 0.04% NEW $139.63 -35.5%
158 RMT ROYCE MICRO-CAP TR INC Financial Services 15,877.0 $232K 0.04% $14.64 -3.2%
159 AMD ADVANCED MICRO DEVICES INC Technology 396.0 $230K 0.04% NEW $580.91 -18.5%
160 WFC WELLS FARGO & CO Financial Services 2,778.0 $230K 0.04% NEW $82.64 +1.5%
Page 8 of 9  ·  179 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%