Fund HoldingsSPINNAKER TRUST

Total Portfolio Value
$1.33B
Total Bought
$45.74M
Total Sold
$65.34M
Net Transaction
-$19.60M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
GE Healthcare Technologies Inc(GEHC)059,429+59,42904,0440.30%+4,044
iShares MSCI India
MSCI INDIA ETF
156,121220,993+64,8726,8229,7720.74%+2,950
Global X Uranium ETF
GLOBAL X URANIUM
420,258422,826+2,5689,12011,4330.86%+2,314
Berkshire Hathaway Inc - CL B86,69488,534+1,84029,56331,0132.33%+1,451
FT Cboe Vest US Equity Deep Buf
FT VEST US EQT
036,151+36,15101,2770.10%+1,277
iShares iBonds Dec 2026 Term Co
IBONDS DEC2026
054,481+54,48101,2710.10%+1,271
iShares iBonds Dec 2025 Term Co050,827+50,82701,2390.09%+1,239
Berkshire Hathaway Inc1113+25,6966,9090.52%+1,213
iShares iBonds Dec 2024 Term Co060,279+60,27901,4910.11%+1,491
Eli Lilly & Co(LLY)27,05225,508-1,54412,68713,7011.03%+1,014
Alphabet Inc CL C(GOOG)111,573108,563-3,01013,49714,3141.08%+817
Exxon Mobil Corp077,948+77,94809,1650.69%+9,165
Chevron Corporation(CVX)48,75649,734+9787,6728,3860.63%+714
Charter Communications, Inc.(CHTR)14,24713,523-7245,2345,9480.45%+714
Caterpillar Inc Del(CAT)22,94423,210+2665,6456,3360.48%+691
iShares iBonds Dec 2027 Term Co
IBONDS 27 ETF
027,091+27,09106270.05%+627
Automatic Data Processing Inc022,933+22,93305,5170.42%+5,517
iShares iBonds Dec 2028 Term Co
IBDS DEC28 ETF
025,368+25,36806100.05%+610
Alphabet Inc CL A(GOOG)44,74345,108+3655,3565,9030.44%+547
CONSOL Energy, Inc.07,450+7,45007820.06%+782
Pacer US Cash Cows 100 ETF
US CASH COWS 100
68,07476,700+8,6263,2593,7910.29%+533
International Business Machines(IBM)017,831+17,83102,5020.19%+2,502
Amgen Inc(AMGN)08,384+8,38402,2530.17%+2,253
Invesco S&P 500 GARP ETF
S&P 500 GARP ETF
47,87852,218+4,3404,3464,7640.36%+418
iShares Semiconductor ETF0690+69003270.02%+327
WisdomTree US Quality Dividend(WT)04,980+4,98003160.02%+316
Diageo plc Sponsored ADR(DEO)02,118+2,11803160.02%+316
Mastercard Inc CL A(MA)6,4507,161+7112,5372,8350.21%+298
AbbVie Inc(ABBV)016,308+16,30802,4310.18%+2,431
Marathon Petroleum Corporation(MPC)01,619+1,61902450.02%+245
Sysco Corp(SYY)03,683+3,68302430.02%+243
Vanguard FTSE Developed Markets05,378+5,37802350.02%+235
Emerson Elec Co(EMR)22,79623,688+8922,0612,2880.17%+227
Danaher Corp Del(DHR)04,802+4,80201,1910.09%+1,191
Vanguard Value ETF01,596+1,59602200.02%+220
Global Partners LP(GLP)06,225+6,22502200.02%+220
Copart, Inc.(CPRT)05,022+5,02202160.02%+216
Lowes Cos Inc(LOW)0977+97702030.02%+203
Ameriprise Finl Inc(AMP)01,685+1,68505560.04%+556
Cisco Systems Inc(CSCO)077,326+77,32604,1570.31%+4,157
DuPont de Nemours Inc(DD)09,594+9,59407160.05%+716
American Express Co(AXP)07,632+7,63201,1390.09%+1,139
Schlumberger Ltd(SLB)014,906+14,90608690.07%+869
Invesco Russell 1000 Dynamic Mu
RUSL 1000 DYNM
22,32826,815+4,4871,0941,2290.09%+136
NVIDIA Corporation(NVDA)11,01911,005-144,6614,7870.36%+126
Intel Corp(INTC)056,399+56,39902,0050.15%+2,005
Comcast Corp New Cl A(CCZ)036,291+36,29101,6090.12%+1,609
FactSet Research Systems Inc.(FDS)02,922+2,92201,2780.10%+1,278
Dow Inc.(DOW)052,830+52,83002,7240.21%+2,724
Novo Nordisk A/S - Spons ADR(NVO)09,664+9,66408790.07%+879
Union Pacific Corp(UNP)07,050+7,05001,4360.11%+1,436
Phillips 66(PSX)03,808+3,80804580.03%+458
Paychex Inc(PAYX)04,456+4,45605140.04%+514
WEX Inc(WEX)013,470+13,47002,5340.19%+2,534
Booking Holdings Inc(BKNG)0197+19706080.05%+608
SPDR Kensho Clean Power ETF
SP KENSHO CLEAN
2,7854,610+1,8252363110.02%+75
Philip Morris International Inc(PM)015,054+15,05401,3940.10%+1,394
Energy Select Sector SPDR
ST STR ENERG ETF
07,803+7,80307050.05%+705
Intuit Inc.(INTU)01,329+1,32906790.05%+679
iShares iBonds Dec 2024 Term Mu012,124+12,12403110.02%+311
iShares iBonds Dec 2023 Term Co014,317+14,31703630.03%+363
Corteva, Inc.(CTVA)08,816+8,81604510.03%+451
Chubb Limited
COM
03,463+3,46307210.05%+721
Arthur J. Gallagher & Co.(AJG)1,0001,195+1952202720.02%+53
Meta Platforms, Inc.(META)1,5731,673+1004515020.04%+51
Domino's Pizza, Inc.(DPZ)01,095+1,09504150.03%+415
Vanguard Small-Cap Vipers02,247+2,24704250.03%+425
ConocoPhillips(COP)02,604+2,60403120.02%+312
Mondelez International, Inc.(MDLZ)010,244+10,24407110.05%+711
Ross Stores, Inc.(ROST)03,700+3,70004180.03%+418
Textron Inc(TXT)03,000+3,00002340.02%+234
Vanguard Emerging Markets ETF010,705+10,70504200.03%+420
Trane Technologies plc(TT)02,400+2,40004870.04%+487
Altria Group Inc(MO)012,567+12,56705280.04%+528
Roper Industries, Inc.(ROP)748798+503603860.03%+27
Thermo Fisher Scientific Inc(TMO)0925+92504680.04%+468
TJX Companies Inc (The)(TJX)5,7175,71704855080.04%+23
Eaton Corporation plc(ETN)1,8361,83603693920.03%+22
AFLAC Inc(AFL)3,0453,04502132340.02%+21
Vanguard Growth ETF752836+842132280.02%+15
Moody's Corp(MCO)01,785+1,78505640.04%+564
Lockheed Martin Corp(LMT)0726+72602970.02%+297
Adobe Inc(ADBE)0443+44302260.02%+226
Bank Of America Corporation015,022+15,02204110.03%+411
Constellation Brands Inc - Clas(STZ)01,616+1,61604060.03%+406
Hewlett Packard Enterprise Comp(HPE)014,135+14,13502460.02%+246
AutoZone, Inc.(AZO)0151+15103810.03%+381
Cigna Corporation(CI)01,277+1,27703650.03%+365
General Electric Company(GE)8,1318,13108938990.07%+6
PIMCO Enhanced Short Maturity E
ENHAN SHRT MA AC
07,615+7,61507630.06%+763
Novartis AG ADR(NVS)2,0592,05902082100.02%+2
First Trust Nasdaq ABA CBIF
UT COM SHS ETF
08,765+8,76503480.03%+348
Goldman Sachs Group Inc(GS)01,261+1,26104080.03%+408
iShares iBonds Dec 2023 Term Mu012,267+12,26703130.02%+313
GreenGro Technologies, Inc.010,000+10,000000.00%0
First Trust Preferred Securitie011,463+11,46301830.01%+183
iShares S&P 500 Index01,086+1,08604660.04%+466
Vanguard ST Bond ETF03,180+3,18002390.02%+239
iShares iBonds Dec 2025 Term Mu09,054+9,05402360.02%+236
iShares ESG Aware U.S. Aggregat
ESG AWR US AGRGT
014,319+14,31906490.05%+649
Page 1 of 1