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SPINNAKER TRUST

Q2 2026 13F filing

Updated 38 days ago

349 disclosed positions worth $2.1B

Portfolio value
$2.1B
Total holdings
349
New positions
28
Closed positions
4
Increased
129
Decreased
76
Turnover
9.2%
Filed
2026-08-03

Full holdings

Every line item disclosed in Q2 2026

S

State Street SPDR Portfolio S&P

+2.0%
Value
$203.2M
Shares
2.31M
% Port
9.87%
S

Technology Select Sector SPDR

-1.6%
Value
$148.6M
Shares
779.9K
% Port
7.21%
E

iShares ESG MSCI EAFE ETF

-13.4%
Value
$93.3M
Shares
907.4K
% Port
4.53%
E

iShares MSCI USA ESG Select ETF

-1.2%
Value
$87.3M
Shares
565.7K
% Port
4.24%
E

iShares Core 1-5 Year USD Bond

-0.7%
Value
$66M
Shares
1.37M
% Port
3.20%
A

Apple Inc

+39574.0%
Value
$65.9M
Shares
227.7K
% Port
3.20%
M
7.MMM

3M Company

-0.8%
Value
$64.1M
Shares
395.9K
% Port
3.11%
B

Berkshire Hathaway Inc - CL B

+108840.0%
Value
$49.1M
Shares
98.0K
% Port
2.38%
E

BlackRock US Equity Factor Rota

+15.2%
Value
$46.4M
Shares
682.8K
% Port
2.25%
M
10.MSFT

Microsoft Corp

+1.1%
Value
$44.5M
Shares
119.3K
% Port
2.16%
G

Alphabet Inc CL C

+2.3%
Value
$36.9M
Shares
104.5K
% Port
1.79%
I
12.IAU

iShares Gold Trust

+1.2%
Value
$31.9M
Shares
422.1K
% Port
1.55%
Q
13.QQQ

Invesco QQQ Trust

+2.2%
Value
$31.2M
Shares
42.3K
% Port
1.51%
G

Goldman Sachs Access Ultra Shor

+87529.4%
Value
$30.7M
Shares
607.3K
% Port
1.49%
S

Financial Select Sector SPDR

-2.0%
Value
$28.6M
Shares
533.9K
% Port
1.39%
S

Healthcare Select Sector SPDR

-2.6%
Value
$28.4M
Shares
178.8K
% Port
1.38%
S

SPDR S&P 500 Fossil Fuel Reserv

+5.3%
Value
$27.8M
Shares
455.0K
% Port
1.35%
A
18.ARCC

SPDR Portfolio S&P 600 Small Ca

-2.5%
Value
$27.7M
Shares
479.8K
% Port
1.34%
S
19.SPY

State Street SPDR S&P 500 ETF T

-0.1%
Value
$27.6M
Shares
36.9K
% Port
1.34%
A
20.ARCC

Ares Capital Corporation

+3.6%
Value
$24.5M
Shares
1.32M
% Port
1.19%
A
21.AVGO

Broadcom Inc.

+96233.3%
Value
$21.8M
Shares
57.8K
% Port
1.06%
J

JPMorgan Chase & Co

+1.8%
Value
$21.3M
Shares
65.0K
% Port
1.03%
E
23.ETHA

iShares Semiconductor ETF

+12.3%
Value
$20.1M
Shares
31.3K
% Port
0.97%
A
24.AMZN

Amazon Com Inc

+125487.9%
Value
$19.8M
Shares
82.9K
% Port
0.96%
C
25.CAT

Caterpillar Inc Del

-0.2%
Value
$19.3M
Shares
18.1K
% Port
0.94%
S

Consumer Discretionary Select S

-16.4%
Value
$19.2M
Shares
163.7K
% Port
0.93%
T

Taiwan Semiconductor Manufactur

+1.8%
Value
$18.8M
Shares
39.3K
% Port
0.91%
A

ASML Holding NV

+5.3%
Value
$18.6M
Shares
9.3K
% Port
0.90%
E
29.ETHA

iShares MSCI Taiwan ETF

-0.8%
Value
$18.2M
Shares
167.6K
% Port
0.88%
E
30.ETHA

iShares iBonds Dec 2027 Term Co

+7.5%
Value
$17.7M
Shares
732.0K
% Port
0.86%
E
31.ETHA

iShares Core MSCI Total Interna

Value
$17.6M
Shares
184.2K
% Port
0.85%
G

Alphabet Inc CL A

+2.1%
Value
$17.3M
Shares
48.4K
% Port
0.84%
N
33.NVDA

NVIDIA Corporation

+4.7%
Value
$16.4M
Shares
82.0K
% Port
0.80%
R
34.RTX

Raytheon Technologies Corp

+95636.7%
Value
$16.3M
Shares
86.2K
% Port
0.79%
E
35.ETHA

iShares iBonds Dec 2028 Term Co

+16.7%
Value
$16.1M
Shares
639.2K
% Port
0.78%
E
36.ETHA

iShares iBonds Dec 2026 Term Co

+15.2%
Value
$16M
Shares
661.8K
% Port
0.78%
H
37.HD

Home Depot Inc

+0.7%
Value
$15.1M
Shares
42.9K
% Port
0.73%
L
38.LLY

Eli Lilly & Co

-0.5%
Value
$13.3M
Shares
11.1K
% Port
0.65%
V
39.VGES

Vanguard ESG International Stoc

-4.8%
Value
$12.9M
Shares
156.4K
% Port
0.63%
S

Communication Services Select S

-7.9%
Value
$12.8M
Shares
119.9K
% Port
0.62%
?
41.N/A

Global X Uranium ETF

+2.2%
Value
$12.7M
Shares
290.9K
% Port
0.62%
?
42.N/A

iShares iBonds Dec 2029 Term Co

+30.7%
Value
$12.4M
Shares
536.9K
% Port
0.60%
V
43.V

Visa Inc - Class A Shares

+1.5%
Value
$11.1M
Shares
32.4K
% Port
0.54%
J

JPMorgan BetaBuilders Canada ET

-14.9%
Value
$11M
Shares
110.7K
% Port
0.53%
E
45.ETHA

iShares ESG Advanced MSCI USA E

-0.1%
Value
$10.8M
Shares
155.8K
% Port
0.53%
B

Berkshire Hathaway Inc

Unchanged
Value
$9.7M
Shares
13
% Port
0.47%
G

Goldman Sachs ActiveBeta Emergi

-3.2%
Value
$9.7M
Shares
187.2K
% Port
0.47%
U
48.UNH

Unitedhealth Group Inc

+24557.1%
Value
$9.3M
Shares
22.4K
% Port
0.45%
?
49.N/A

WEX Inc

Unchanged
Value
$9.3M
Shares
66.0K
% Port
0.45%
D
50.DE

Deere & Co

-0.4%
Value
$9.3M
Shares
14.6K
% Port
0.45%