Top 50 Spinnaker Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P | 9.61% | 2.27M | $173.6M | +4.67%(+101.15K) | $67.57(+29.29%) | 2026-03-31 | |
| XLK | Technology Select Sector SPDR | 5.83% | 793.0K | $105.4M | -0.41%(-3.29K) | $19.31(+815.91%) | 2026-03-31 | |
| ESGD | iShares ESG MSCI EAFE ETF | 5.55% | 1.05M | $100.2M | -0.46%(-4.85K) | $62.37(+64.09%) | 2026-03-31 | |
| SUSA | iShares MSCI USA ESG Select ETF | 4.19% | 572.5K | $75.6M | -2.27%(-13.27K) | $77.11(+94.51%) | 2026-03-31 | |
| ISTB | iShares Core 1-5 Year USD Bond | 3.7% | 1.38M | $66.9M | -0.29%(-4.04K) | $47.42(+1.75%) | 2026-03-31 | |
| MMM | 3M Company | 3.21% | 399.2K | $58.0M | -0.96%(-3.87K) | $66.07(+122.63%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.13% | 223.2K | $56.6M | +4.91%(+10.44K) | $63.89(+367.78%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc - CL B | 2.6% | 98.0K | $47.0M | -1.52%(-1.51K) | $249.67(+94.47%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.43% | 118.4K | $43.8M | -0.18%(-219) | $92.88(+336.30%) | 2026-03-31 | |
| IAU | iShares Gold Trust | 2.04% | 417.2K | $36.8M | +0.29%(+1.19K) | $34.84(+153.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.40% | +38.25% |
| Top 20 Holdings Unweighted | +11.60% | +38.99% |
Sign up free to track Spinnaker Trust, compare funds side by side, and get alerts the moment positions change.