SPINNAKER TRUST Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$1.9B

Holdings

297

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (297 positions)

#StockSharesValue% PortfolioType
101
HONHoneywell International Inc
12,139$2.0M0.11%
102
ORCLOracle Corp
13,515$2.0M0.11%
103
RSPInvesco S&P 500 Equal Weight ET
12,822$2.0M0.11%
104
VEAVanguard FTSE Developed Markets
46,156$2.0M0.11%
105
TXNTexas Instruments Inc
16,221$2.0M0.11%
106
FTECFidelity MSCI Information Techn
12,317$2.0M0.11%
107
GEGE Aerospace
9,626$2.0M0.11%
108
AKREAkre Focus ETF
37,312$2.0M0.11%
109
VWOVanguard Emerging Markets ETF
21,168$1.0M0.05%
110
BKNGBooking Holdings Inc
196$1.0M0.05%
111
MUBiShares National Amtfree Muni
16,041$1.0M0.05%
112
TSLATesla, Inc
2,467$1.0M0.05%
113
ICLNiShares Global Clean Energy
96,053$1.0M0.05%
114
CBChubb Limited
3,763$1.0M0.05%
115
PSCTInvesco S&P SmallCap Informatio
25,300$1.0M0.05%
116
IJHiShares Core S&P Mid-Cap ETF
25,534$1.0M0.05%
117
DDECFT CBOE Vest US Equity Buffer -
34,099$1.0M0.05%
118
IBDViShares iBonds Dec 2030 Term Co
76,090$1.0M0.05%
119
GSGoldman Sachs Group Inc
1,198$1.0M0.05%
120
AXPAmerican Express Co
5,214$1.0M0.05%
121
LHXL3Harris Technologies Inc
3,955$1.0M0.05%
122
BACVerizon Communications Inc
26,956$1.0M0.05%
123
4I1Philip Morris International Inc
12,161$1.0M0.05%
124
KOCoca Cola Co
23,903$1.0M0.05%
125
IHEiShares Dow Jones US Pharmaceut
15,849$1.0M0.05%
126
METAMeta Platforms, Inc.
2,047$1.0M0.05%
127
BXBlackstone Group Inc
12,735$1.0M0.05%
128
IVViShares S&P 500 Index
2,231$1.0M0.05%
129
NEARBlackrock Short Duration Bond E
30,864$1.0M0.05%
130
IBMRiShares iBonds Dec 2029 Term Mu
45,271$1.0M0.05%
131
IBMOiShares iBonds Dec 2026 Term Mu
51,999$1.0M0.05%
132
GEVGE Vernova Inc
2,313$1.0M0.05%
133
BACBank Of America Corporation
18,641$1.0M0.05%
134
IYCiShares Dow Jones US Consumer S
13,928$1.0M0.05%
135
VTIVanguard Total Stock Market ETF
4,188$1.0M0.05%
136
IWBiShares TR Russell 1000 ETF
3,092$1.0M0.05%
137
LINLinde Plc
3,268$1.0M0.05%
138
DHRDanaher Corp Del
5,171$1.0M0.05%
139
ACNAccenture PLC
6,442$1.0M0.05%
140
IBMPiShares iBonds Dec 2027 Term Mu
68,105$1.0M0.05%
141
UPSUnited Parcel Service Inc Cl B
13,517$1.0M0.05%
142
INTCIntel Corp
46,360$1.0M0.05%
143
CRAICRA International, Inc.
5,681$1.0M0.05%
144
UNPUnion Pacific Corp
7,399$1.0M0.05%
145
VOXVanguard Communication Services
10,212$1.0M0.05%
146
ETREntergy Corporation
12,142$1.0M0.05%
147
IBMQiShares iBonds Dec 2028 Term Mu
65,502$1.0M0.05%
148
GLDSPDR Gold Trust Gold Shs (MFC)
3,959$1.0M0.05%
149
APDAir Prods & Chems Inc
4,154$1.0M0.05%
150
ITWIllinois Tool Works Inc
4,065$1.0M0.05%
151
INDBIndependent Bank Corp.
26,835$1.0M0.05%
152
IWFiShares Russell 1000 Growth Ind
2,636$1.0M0.05%
153
IEMGiShares Core MSCI Emerging Mark
25,803$1.0M0.05%
154
TJXTJX Companies Inc (The)
9,456$1.0M0.05%
155
WDAYWorkday Inc
1,128$00.00%
156
CTVACorteva, Inc.
5,422$00.00%
157
FISVFiserv Inc
7,296$00.00%
158
SHOPShopify, Inc
1,650$00.00%
159
XBIBiotech Select Sector SPDR ETF
2,310$00.00%
160
COPConocoPhillips
2,417$00.00%
161
BKBank of New York Mellon Corp
3,007$00.00%
162
EAGGiShares ESG Aware U.S. Aggregat
17,870$00.00%
163
IBDXiShares iBonds Dec 2032 Term Co
15,697$00.00%
164
SHELShell PLC SPON ADR
2,833$00.00%
165
IWDiShares Russell 1000 Value Inde
2,879$00.00%
166
MGVVanguard Mega Cap 300 Value Ind
2,593$00.00%
167
HPEHewlett Packard Enterprise Comp
8,620$00.00%
168
XHSSPDR Health Care Services
6,705$00.00%
169
DUKDuke Energy Corp New Com
5,551$00.00%
170
TRVTravelers Companies Inc (The)
1,905$00.00%
171
SPGIS&P Global Inc.
1,742$00.00%
172
LOWLowes Cos Inc
1,290$00.00%
173
LMTLockheed Martin Corp
677$00.00%
174
AEMAgnico Eagle Mines LTD
3,446$00.00%
175
ETNEaton Corporation plc
2,105$00.00%
176
MPCMarathon Petroleum Corporation
2,118$00.00%
177
SPLVInvesco S&P 500 Low Volatility
3,050$00.00%
178
IVEiShares S&P 500 Value ETF
2,757$00.00%
179
OMFLInvesco Russell 1000 Dynamic Mu
4,631$00.00%
180
CNRCore Natural Resources Inc
3,255$00.00%
181
IYWiShares U.S. Technology ETF
4,286$00.00%
182
A4SAmeriprise Finl Inc
1,685$00.00%
183
FASTFastenal Company
17,172$00.00%
184
IWOiShares Russell 2000 Growth Ind
965$00.00%
185
SPYGSPDR Portfolio S&P 500 Growth E
2,034$00.00%
186
GRNHGreenGro Technologies, Inc.
10,000$00.00%
187
7HPHP Inc.
9,145$00.00%
188
DWDMorgan Stanley
1,157$00.00%
189
DESWisdomTree SmallCap Dividend Fu
26,411$00.00%
190
DGRWWisdomTree US Quality Dividend
4,980$00.00%
191
DISThe Walt Disney Company
3,139$00.00%
192
WFCWells Fargo & Co
7,407$00.00%
193
BDXBecton Dickinson and Company
4,065$00.00%
194
HUBBHubbell Incorporated
1,034$00.00%
195
GILDGilead Sciences Inc
1,664$00.00%
196
VIGVanguard Dividend Appreciation
1,853$00.00%
197
DONSPDR Dow Jones Industrial Avera
992$00.00%
198
SYYSysco Corp
3,383$00.00%
199
IWRiShares Russell Midcap Index
3,524$00.00%
200
BABoeing Co
1,460$00.00%
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