SPINNAKER TRUST Q4 2022 Filing

Filed February 2, 2023

Portfolio Value

$1.3T

Holdings

260

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (260 positions)

#StockSharesValue% PortfolioType
1
WMWaste Management Inc
8,839$1.4B0.11%
2
MDTMedtronics PLC
15,945$1.2B0.10%
3
GISGeneral Mills Inc
12,598$1.1B0.08%
4
VOOVanguard 500 Index Fund
2,843$999.0M0.08%
5
WEPMagellan Midstream Partners
19,700$989.0M0.08%
6
KMBKimberly Clark Corp
7,270$987.0M0.08%
7
MCDMcDonalds Corp
16,449$916.0M0.07%
8
BACVerizon Communications Inc
22,686$894.0M0.07%
9
WECWEC Energy Group Inc
9,298$872.0M0.07%
10
AXPAmerican Express Co
5,819$860.0M0.07%
11
VOXVanguard Communication Services
10,182$837.0M0.07%
12
DDDuPont de Nemours Inc
12,021$825.0M0.06%
13
PGProcter & Gamble Co
47,534$818.0M0.06%
14
SLBSchlumberger Ltd
15,306$818.0M0.06%
15
IHIiShares Dow Jones US Medical De
15,136$796.0M0.06%
16
IYCiShares Dow Jones US Consumer S
13,928$793.0M0.06%
17
IUSBiShares Core Total USD Bond Mar
17,593$790.0M0.06%
18
FISVFiserv Inc
7,716$780.0M0.06%
19
MOAltria Group Inc
16,467$753.0M0.06%
20
DESWisdomTree SmallCap Dividend Fu
26,408$751.0M0.06%
21
MINTPIMCO Enhanced Short Maturity E
7,615$751.0M0.06%
22
CBChubb Limited
3,373$744.0M0.06%
23
BRK/BBerkshire Hathaway Inc - CL B
87,039$728.0M0.06%
24
EDConsolidated Edison Inc
7,631$727.0M0.06%
25
XHSSPDR Health Care Services
8,158$692.0M0.05%
26
CATCaterpillar Inc Del
27,724$689.0M0.05%
27
GEGeneral Electric Company
8,191$686.0M0.05%
28
XLEEnergy Select Sector SPDR
7,824$684.0M0.05%
29
BCIAberdeen Standard Bloomberg All
30,866$681.0M0.05%
30
NSRGYNestle S A Sponsored ADR
66,141$678.0M0.05%
31
IWBiShares TR Russell 1000 ETF
3,204$675.0M0.05%
32
NVONovo Nordisk A/S - Spons ADR
4,832$654.0M0.05%
33
CSCOCisco Systems Inc
90,141$648.0M0.05%
34
IVViShares S&P 500 Index
1,679$645.0M0.05%
35
GLDSPDR Gold Trust Gold Shs (MFC)
3,754$637.0M0.05%
36
DUKDuke Energy Corp New Com
6,075$625.0M0.05%
37
WTRGEssential Utilities, Inc.
12,954$618.0M0.05%
38
EAGGiShares ESG Aware U.S. Aggregat
13,170$616.0M0.05%
39
MDLZMondelez International, Inc.
9,238$616.0M0.05%
40
EFXEquifax Inc
3,125$607.0M0.05%
41
PNCPNC Financial Services Group
3,815$603.0M0.05%
42
AVGOBroadcom Inc.
1,076$602.0M0.05%
43
CVXChevron Corporation
28,570$596.0M0.05%
44
IWViShares Russell 3000 ETF
2,695$595.0M0.05%
45
HDHome Depot Inc
46,040$592.0M0.05%
46
CLColgate Palmolive Co
7,487$590.0M0.05%
47
IWFiShares Russell 1000 Growth Ind
2,721$583.0M0.05%
48
HEHawaiian Electric Industries
13,744$575.0M0.04%
49
SYKStryker Corp
2,346$574.0M0.04%
50
DEDeere & Co
19,078$570.0M0.04%
51
LINLinde Plc
11,842$550.0M0.04%
52
INTUIntuit Inc.
1,414$550.0M0.04%
53
WELLWelltower Inc.
38,073$545.0M0.04%
54
TMOThermo Fisher Scientific Inc
988$544.0M0.04%
55
SBUXStarbucks Corp
5,453$541.0M0.04%
56
RTXRaytheon Technologies Corp
82,388$536.0M0.04%
57
WMTWal Mart Stores Inc
31,975$515.0M0.04%
58
JPMJPMorgan Chase & Co
72,619$512.0M0.04%
59
SPGIS&P Global Inc.
1,497$501.0M0.04%
60
WHRWhirlpool Corp
3,495$494.0M0.04%
61
VRSNVeriSign Inc
2,384$490.0M0.04%
62
KMIKinder Morgan Inc
131,678$485.0M0.04%
63
IBDPiShares iBonds Dec 2024 Term Co
19,800$484.0M0.04%
64
WFCWells Fargo & Co
11,638$481.0M0.04%
65
LHXL3Harris Technologies Inc
2,253$469.0M0.04%
66
BACBank Of America Corporation
14,107$467.0M0.04%
67
EQREquity Residential
7,850$464.0M0.04%
68
PSAPublic Storage Inc
1,658$464.0M0.04%
69
QABAFirst Trust Nasdaq ABA CBIF
8,765$461.0M0.04%
70
AVBAvalonBay Communities Inc
2,800$452.0M0.04%
71
NEENextEra Energy Inc.
105,262$451.0M0.04%
72
NEMNewmont Mining Corporation
9,497$448.0M0.03%
73
CVSCVS Health Corporation
37,115$446.0M0.03%
74
ULUnilever PLC Sponsored ADR
8,835$445.0M0.03%
75
PAYXPaychex Inc
3,852$445.0M0.03%
76
MCOMoody's Corp
1,585$442.0M0.03%
77
UPSUnited Parcel Service Inc Cl B
44,520$439.0M0.03%
78
DOWDow Inc.
8,645$435.0M0.03%
79
PEPPepsico Inc
38,763$433.0M0.03%
80
GSGoldman Sachs Group Inc
1,261$433.0M0.03%
81
ESEversource Energy Com
5,141$431.0M0.03%
82
PPLPembina Pipeline Corp
12,500$424.0M0.03%
83
BLKCHFBlackRock, Inc.
12,898$423.0M0.03%
84
CICigna Corporation
1,277$423.0M0.03%
85
YUMYum Brands Inc
3,258$417.0M0.03%
86
8CWCrown Castle International Corp
45,867$416.0M0.03%
87
AG8Agilent Technologies Inc
2,739$410.0M0.03%
88
NVSNNovartis AG ADR
4,504$408.0M0.03%
89
VWOVanguard Emerging Markets ETF
10,436$407.0M0.03%
90
FASTFastenal Company
8,586$406.0M0.03%
91
CTVACorteva, Inc.
6,909$406.0M0.03%
92
TTTrane Technologies plc
2,400$403.0M0.03%
93
JNJJohnson & Johnson
47,661$399.0M0.03%
94
BKNGBooking Holdings Inc
197$397.0M0.03%
95
ROSTRoss Stores, Inc.
3,400$395.0M0.03%
96
TXNTexas Instruments Inc
49,310$393.0M0.03%
97
IVEiShares S&P 500 Value ETF
2,690$390.0M0.03%
98
VXFVanguard Extended Market Index
2,901$385.0M0.03%
99
STZConstellation Brands Inc - Clas
1,662$385.0M0.03%
100
DPZDomino's Pizza, Inc.
1,095$379.0M0.03%
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