Spinnaker Trust
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.6ptsvs SPY
Invested
$1.8B
Holdings
286
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
State Street SPDR Portfolio S&P
Q1 2026: Increased +9.8% (72.1k → 79.1k shares)
9.6%
02
$XLK
Technology Select Sector SPDR
Q1 2026: Sold 2.5% (67.6k → 65.9k shares)
5.8%
03
$ESGD
iShares ESG MSCI EAFE ETF
Held since at least Q1 2024
5.5%
04
$SUSA
iShares MSCI USA ESG Select ETF
Held since at least Q1 2024
4.2%
05
$ISTB
iShares Core 1-5 Year USD Bond
Held since at least Q1 2024
3.7%
06
$MMM
3M Company
Q1 2026: Sold 2.5% (65.6k → 64.0k shares)
3.2%
07
$AAPL
Apple Inc
Q1 2026: Sold 0.6% (313.8k → 312.1k shares)
3.1%
08
$BRK/B
Berkshire Hathaway Inc - CL B
Q1 2026: Sold 1.8% (73.1k → 71.8k shares)
2.6%
09
$MSFT
Microsoft Corp
Q1 2026: Increased +1.1% (199.5k → 201.6k shares)
2.4%
10
$IAU
iShares Gold Trust
Q1 2026: Increased +16.3% (24.7k → 28.8k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:56 UTC.