SPINNAKER TRUST Q1 2024 Filing

Filed May 6, 2024

Portfolio Value

$1.5T

Holdings

268

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (268 positions)

#StockSharesValue% PortfolioType
101
MDYSPDR S&P Midcap 400 ETF Tr Ser
5,075$2.8B0.18%
102
EMREmerson Elec Co
23,603$2.7B0.17%
103
KMIKinder Morgan Inc
143,443$2.6B0.17%
104
INTCIntel Corp
55,486$2.5B0.16%
105
HONHoneywell International Inc
11,362$2.3B0.15%
106
AMGNAmgen Inc
8,184$2.3B0.15%
107
DJUNFT CBOE Vest US Equity Buffer -
57,579$2.3B0.15%
108
IWMiShares Tr Russell 2000 Index F
10,525$2.2B0.14%
109
ACNAccenture PLC
6,249$2.2B0.14%
110
TAT&T Inc
122,344$2.2B0.14%
111
PLDPrologis Inc COM
16,467$2.1B0.14%
112
MDTMedtronics PLC
24,446$2.1B0.14%
113
8CWCrown Castle International Corp
18,673$2.0B0.13%
114
FTECFidelity MSCI Information Techn
12,344$1.9B0.12%
115
ICLNiShares Global Clean Energy
126,970$1.8B0.11%
116
MUBiShares National Amtfree Muni
16,466$1.8B0.11%
117
AXPAmerican Express Co
7,654$1.7B0.11%
118
UNPUnion Pacific Corp
6,905$1.7B0.11%
119
ORCLOracle Corp
12,910$1.6B0.10%
120
IEMGiShares Core MSCI Emerging Mark
31,212$1.6B0.10%
121
CMCSAComcast Corp New Cl A
36,106$1.6B0.10%
122
BILSPDR Bloomberg 1-3 month T Bill
16,876$1.5B0.10%
123
GEGE Aerospace
8,242$1.4B0.09%
124
VOOVanguard 500 Index Fund
2,998$1.4B0.09%
125
VTIVanguard Total Stock Market ETF
5,541$1.4B0.09%
126
BBCAJPMorgan BetaBuilders Canada ET
20,972$1.4B0.09%
127
LINLinde Plc
2,947$1.4B0.09%
128
4I1Philip Morris International Inc
14,776$1.4B0.09%
129
VOXVanguard Communication Services
10,182$1.3B0.09%
130
FDSFactSet Research Systems Inc.
2,922$1.3B0.09%
131
NVONovo Nordisk A/S - Spons ADR
9,515$1.2B0.08%
132
NEARBlackrock Short Duration Bond E
23,576$1.2B0.08%
133
FISVFiserv Inc
7,371$1.2B0.08%
134
PSCTInvesco S&P SmallCap Informatio
25,300$1.2B0.08%
135
IYCiShares Dow Jones US Consumer S
13,928$1.1B0.07%
136
IHEiShares Dow Jones US Pharmaceut
16,685$1.1B0.07%
137
ITWIllinois Tool Works Inc
4,214$1.1B0.07%
138
BACVerizon Communications Inc
26,903$1.1B0.07%
139
BDXBecton Dickinson and Company
4,550$1.1B0.07%
140
KOCoca Cola Co
18,368$1.1B0.07%
141
DHRDanaher Corp Del
4,442$1.1B0.07%
142
SYKStryker Corp
2,601$930.8M0.06%
143
IWFiShares Russell 1000 Growth Ind
2,721$917.1M0.06%
144
IWBiShares TR Russell 1000 ETF
3,165$911.6M0.06%
145
APDAir Prods & Chems Inc
3,720$901.2M0.06%
146
SOXXiShares Semiconductor ETF
3,941$890.4M0.06%
147
CBChubb Limited
3,401$881.3M0.06%
148
DESWisdomTree SmallCap Dividend Fu
26,411$863.1M0.06%
149
AVGOBroadcom Inc.
638$845.6M0.05%
150
INTUIntuit Inc.
1,271$826.1M0.05%
151
IBMOiShares iBonds Dec 2026 Term Mu
32,192$816.1M0.05%
152
BMYBristol Myers Squibb Co
15,036$815.4M0.05%
153
METAMeta Platforms, Inc.
1,669$810.4M0.05%
154
IWViShares Russell 3000 ETF
2,695$808.7M0.05%
155
GLDSPDR Gold Trust Gold Shs (MFC)
3,889$800.0M0.05%
156
DISThe Walt Disney Company
6,473$792.0M0.05%
157
KMBKimberly Clark Corp
5,998$775.8M0.05%
158
XHSSPDR Health Care Services
8,158$773.6M0.05%
159
EFXEquifax Inc
2,860$765.1M0.05%
160
GISGeneral Mills Inc
10,788$754.8M0.05%
161
IHIiShares Dow Jones US Medical De
12,862$753.6M0.05%
162
A4SAmeriprise Finl Inc
1,685$738.8M0.05%
163
DDDuPont de Nemours Inc
9,611$736.9M0.05%
164
XLEEnergy Select Sector SPDR
7,803$736.7M0.05%
165
MCOMoody's Corp
1,840$723.2M0.05%
166
MDLZMondelez International, Inc.
10,316$722.1M0.05%
167
TTTrane Technologies plc
2,400$720.5M0.05%
168
IYWiShares U.S. Technology ETF
5,303$716.2M0.05%
169
BKNGBooking Holdings Inc
197$714.7M0.05%
170
WMWaste Management Inc
3,254$693.6M0.04%
171
IBMPiShares iBonds Dec 2027 Term Mu
26,997$679.5M0.04%
172
CLColgate Palmolive Co
7,487$674.2M0.04%
173
FASTFastenal Company
8,586$662.3M0.04%
174
EAGGiShares ESG Aware U.S. Aggregat
14,017$659.6M0.04%
175
LHXL3Harris Technologies Inc
3,050$650.0M0.04%
176
FXYInvesco CurrencyShares Japanese
10,472$641.2M0.04%
177
SPGIS&P Global Inc.
1,503$639.5M0.04%
178
PSXPhillips 66
3,822$624.3M0.04%
179
PNCPNC Financial Services Group
3,841$620.7M0.04%
180
IVViShares S&P 500 Index
1,137$597.8M0.04%
181
IAUiShares iBonds Dec 2025 Term Mu
22,365$591.8M0.04%
182
IUSBiShares Core Total USD Bond Mar
12,794$583.3M0.04%
183
ETNEaton Corporation plc
1,853$579.4M0.04%
184
BACBank Of America Corporation
15,073$571.6M0.04%
185
TJXTJX Companies Inc (The)
5,630$571.0M0.04%
186
PAYXPaychex Inc
4,473$549.3M0.04%
187
DPZDomino's Pizza, Inc.
1,095$544.1M0.04%
188
MOAltria Group Inc
12,333$538.0M0.03%
189
EFAiShares Tr MSCI EAFE Index Fund
6,614$528.2M0.03%
190
SBUXStarbucks Corp
5,693$520.3M0.03%
191
WFCWells Fargo & Co
8,744$506.8M0.03%
192
TSLATesla, Inc
2,882$506.6M0.03%
193
VRTXVertex Pharmaceuticals Inc
1,210$505.8M0.03%
194
ROSTRoss Stores, Inc.
3,400$499.0M0.03%
195
IVEiShares S&P 500 Value ETF
2,616$488.7M0.03%
196
YUMYum Brands Inc
3,508$486.4M0.03%
197
GSGoldman Sachs Group Inc
1,161$484.9M0.03%
198
AZOAutoZone, Inc.
151$472.7M0.03%
199
DUKDuke Energy Corp New Com
4,850$469.0M0.03%
200
WECWEC Energy Group Inc
5,668$465.5M0.03%
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