Spinnaker Trust
$1.8B Assets Reported
297 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P | 2,267,826 | $174M | 9.6% |
| XLK | Technology Select Sector SPDR | 792,955 | $105M | 5.8% |
| ESGD | iShares ESG MSCI EAFE ETF | 1,047,931 | $100M | 5.6% |
| SUSA | iShares MSCI USA ESG Select ETF | 572,548 | $76M | 4.2% |
| ISTB | iShares Core 1-5 Year USD Bond | 1,380,236 | $67M | 3.7% |
| MMM | 3M Company | 399,155 | $58M | 3.2% |
| AAPL | Apple Inc | 223,180 | $57M | 3.1% |
| BRKB | Berkshire Hathaway Inc - CL B | 98,034 | $47M | 2.6% |
| MSFT | Microsoft Corp | 118,423 | $44M | 2.4% |
| IAU | iShares Gold Trust | 417,219 | $37M | 2.0% |
Track Spinnaker Trust's 13F portfolio: $1.8B in reported holdings, 297 positions. Top holdings, AUM, and quarterly changes on SentiSense.