SPINNAKER TRUST Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$1.7T

Holdings

290

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (290 positions)

#StockSharesValue% PortfolioType
101
IDXXIdexx Laboratories Inc
4,411$2.4B0.14%
102
AMGNAmgen Inc
8,418$2.4B0.14%
103
4I1Philip Morris International Inc
12,399$2.3B0.14%
104
IWMiShares Tr Russell 2000 Index F
10,457$2.3B0.14%
105
GEGE Aerospace
8,152$2.1B0.13%
106
ACNAccenture PLC
6,621$2.0B0.12%
107
BXBlackstone Group Inc
13,123$2.0B0.12%
108
MDTMedtronics PLC
21,968$1.9B0.12%
109
RSPInvesco S&P 500 Equal Weight ET
10,507$1.9B0.11%
110
VOOVanguard 500 Index Fund
3,278$1.9B0.11%
111
EBTCEnterprise Bancorp INC
44,666$1.8B0.11%
112
VOXVanguard Communication Services
10,212$1.7B0.11%
113
MUBiShares National Amtfree Muni
16,041$1.7B0.10%
114
UNPUnion Pacific Corp
7,119$1.6B0.10%
115
AXPAmerican Express Co
5,079$1.6B0.10%
116
DDECFT CBOE Vest US Equity Buffer -
37,713$1.6B0.09%
117
IEMGiShares Core MSCI Emerging Mark
26,151$1.6B0.09%
118
UPSUnited Parcel Service Inc Cl B
15,316$1.5B0.09%
119
LINLinde Plc
3,204$1.5B0.09%
120
IBMPiShares iBonds Dec 2027 Term Mu
58,700$1.5B0.09%
121
METAMeta Platforms, Inc.
1,931$1.4B0.09%
122
IYCiShares Dow Jones US Consumer S
13,928$1.4B0.08%
123
IBMQiShares iBonds Dec 2028 Term Mu
54,020$1.4B0.08%
124
IJHiShares Core S&P Mid-Cap ETF
22,083$1.4B0.08%
125
CMCSAComcast Corp New Cl A
37,821$1.3B0.08%
126
IVViShares S&P 500 Index
2,171$1.3B0.08%
127
FDSFactSet Research Systems Inc.
2,922$1.3B0.08%
128
BACVerizon Communications Inc
29,832$1.3B0.08%
129
ICLNiShares Global Clean Energy
98,063$1.3B0.08%
130
KOCoca Cola Co
17,963$1.3B0.08%
131
FISVFiserv Inc
7,296$1.3B0.08%
132
VTIVanguard Total Stock Market ETF
4,097$1.2B0.07%
133
GLDSPDR Gold Trust Gold Shs (MFC)
4,084$1.2B0.07%
134
IBMOiShares iBonds Dec 2026 Term Mu
47,700$1.2B0.07%
135
IHEiShares Dow Jones US Pharmaceut
18,154$1.2B0.07%
136
APDAir Prods & Chems Inc
4,154$1.2B0.07%
137
PSCTInvesco S&P SmallCap Informatio
25,300$1.2B0.07%
138
TJXTJX Companies Inc (The)
9,443$1.2B0.07%
139
BKNGBooking Holdings Inc
197$1.1B0.07%
140
IWFiShares Russell 1000 Growth Ind
2,636$1.1B0.07%
141
NEARBlackrock Short Duration Bond E
21,687$1.1B0.07%
142
CBChubb Limited
3,792$1.1B0.07%
143
ETREntergy Corporation
13,130$1.1B0.07%
144
IWBiShares TR Russell 1000 ETF
3,165$1.1B0.06%
145
CRAICRA International, Inc.
5,681$1.1B0.06%
146
DOWDow Inc.
40,016$1.1B0.06%
147
GEVGE Vernova Inc
1,989$1.1B0.06%
148
INTCIntel Corp
46,895$1.1B0.06%
149
ITWIllinois Tool Works Inc
4,203$1.0B0.06%
150
TTTrane Technologies plc
2,361$1.0B0.06%
151
IBDViShares iBonds Dec 2030 Term Co
45,303$995.8M0.06%
152
LHXL3Harris Technologies Inc
3,955$992.1M0.06%
153
VEAVanguard FTSE Developed Markets
16,882$962.4M0.06%
154
INTUIntuit Inc.
1,204$948.3M0.06%
155
MCOMoody's Corp
1,840$922.9M0.06%
156
SPGIS&P Global Inc.
1,742$918.5M0.06%
157
A4SAmeriprise Finl Inc
1,685$899.3M0.05%
158
SYKStryker Corp
2,211$874.7M0.05%
159
TSLATesla, Inc
2,737$869.4M0.05%
160
DHRDanaher Corp Del
4,332$855.7M0.05%
161
GSGoldman Sachs Group Inc
1,191$842.9M0.05%
162
IAUiShares iBonds Dec 2025 Term Mu
31,370$839.6M0.05%
163
DESWisdomTree SmallCap Dividend Fu
26,411$838.8M0.05%
164
WMWaste Management Inc
3,504$801.8M0.05%
165
IHIiShares Dow Jones US Medical De
12,604$789.5M0.05%
166
IYWiShares U.S. Technology ETF
4,503$780.2M0.05%
167
EAGGiShares ESG Aware U.S. Aggregat
16,402$779.8M0.05%
168
PNCPNC Financial Services Group
4,111$766.4M0.05%
169
KMBKimberly Clark Corp
5,798$747.5M0.04%
170
EFXEquifax Inc
2,860$741.8M0.04%
171
MDLZMondelez International, Inc.
10,853$731.9M0.04%
172
VUGVanguard Growth ETF
1,652$724.2M0.04%
173
FASTFastenal Company
17,172$721.2M0.04%
174
BACBank Of America Corporation
15,111$715.1M0.04%
175
VWOVanguard Emerging Markets ETF
14,378$711.1M0.04%
176
BMYBristol Myers Squibb Co
15,318$709.1M0.04%
177
BDXBecton Dickinson and Company
4,115$708.8M0.04%
178
MOAltria Group Inc
12,070$707.7M0.04%
179
VRSNVeriSign Inc
2,384$688.5M0.04%
180
VRTXVertex Pharmaceuticals Inc
1,505$670.0M0.04%
181
XHSSPDR Health Care Services
6,705$667.5M0.04%
182
XLEEnergy Select Sector SPDR
7,803$661.8M0.04%
183
ETNEaton Corporation plc
1,853$661.5M0.04%
184
CLColgate Palmolive Co
7,227$656.9M0.04%
185
NVONovo Nordisk A/S - Spons ADR
9,500$655.7M0.04%
186
DUKDuke Energy Corp New Com
5,551$655.0M0.04%
187
PAYXPaychex Inc
4,456$648.2M0.04%
188
QCOMQualcomm Inc
3,895$620.3M0.04%
189
CVSCVS Health Corporation
8,917$615.1M0.04%
190
AZOAutoZone, Inc.
163$601.4M0.04%
191
WFCWells Fargo & Co
7,407$593.4M0.04%
192
YUMYum Brands Inc
3,988$590.9M0.04%
193
EFAiShares Tr MSCI EAFE Index Fund
6,377$570.0M0.03%
194
IWDiShares Russell 1000 Value Inde
2,879$559.2M0.03%
195
PGRProgressive Corp Ohio
2,069$552.1M0.03%
196
SLBSchlumberger Ltd
16,296$550.8M0.03%
197
AMTAmerican Tower Reit Com
2,409$532.4M0.03%
198
IVEiShares S&P 500 Value ETF
2,719$531.3M0.03%
199
ESMLiShares ESG Aware MSCI USA Smal
12,583$520.1M0.03%
200
PSAPublic Storage Inc
1,764$517.6M0.03%
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