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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GOVT ISHARES TR 9,982.0 $227K 0.04% NEW $22.78 -1.4%
162 VTV VANGUARD INDEX FDS 1,033.0 $225K 0.04% NEW $217.99 +3.9%
163 APUE TRUST FOR PROFESSIONAL MANAG 4,865.0 $225K 0.04% NEW $46.20 +2.5%
164 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 240.0 $225K 0.04% NEW $935.49 +1.3%
165 GE GE AEROSPACE Industrials 600.0 $224K 0.04% NEW $373.88 -6.8%
166 QQQ INVESCO QQQ TR Financial Services 300.0 $222K 0.04% NEW $738.79 -3.4%
167 DGRE WISDOMTREE TR 5,407.0 $221K 0.04% NEW $40.85 -1.3%
168 FNDF SCHWAB STRATEGIC TR 4,103.0 $216K 0.04% NEW $52.77 +5.8%
169 APOS APOLLO GLOBAL MGMT INC 1,818.0 $215K 0.03% +17.0 +0.9% $118.31
170 BINC BLACKROCK ETF TRUST II 4,108.0 $215K 0.03% +202.0 +5.2% $52.34 -0.6%
171 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 220.0 $212K 0.03% NEW $965.00 -11.9%
172 HONEYWELL INTL INC 948.0 $212K 0.03% NEW $223.90
173 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,513.0 $210K 0.03% +9.0 +0.6% $139.08 -2.5%
174 RBIL RBB FD INC 4,202.0 $210K 0.03% +45.0 +1.1% $49.89 +0.1%
175 HONEYWELL AEROSPACE INC 948.0 $210K 0.03% NEW $221.08
176 VTEB VANGUARD MUN BD FDS 4,087.0 $207K 0.03% $50.58 -2.1%
177 COP CONOCOPHILLIPS Energy 1,983.0 $206K 0.03% +287.0 +16.9% $103.96 +29.7%
178 TRFK PACER FDS TR 1,884.0 $201K 0.03% NEW $106.70 -12.1%
179 TOMZ TOMI ENVIRONMENTAL SOLUTIONS Industrials 23,830.0 $20K 0.00% +9K +61.7% $0.82 +113.7%
Page 9 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%