SPINNAKER TRUST: 13F holdings

CIK 11589702026Q2

Positions309
Reported value$2.1bn
Filed2026-08-03

Top 10 holdings

SecuritySharesValueWeight
SPYM State Street SPDR Portfolio S&P2,312,710$203.2m9.9%
XLK Technology Select Sector SPDR779,939$148.6m7.2%
EFA iShares ESG MSCI EAFE ETF907,376$93.3m4.5%
ACWI iShares MSCI USA ESG Select ETF565,699$87.3m4.2%
ISTB iShares Core 1-5 Year USD Bond1,370,384$66.1m3.2%
AAPL Apple Inc228,303$66.1m3.2%
MMM 3M Company395,870$64.1m3.1%
BRK-B Berkshire Hathaway Inc - CL B98,136$49.1m2.4%
DYNF BlackRock US Equity Factor Rota682,844$46.4m2.3%
MSFT Microsoft Corp119,765$44.7m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1158970")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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