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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
60
4
4
1
3
0
42
17
3
SPINNAKER TRUST

Time Period2019-03-31

Total Holdings234

Total Value ($x1000)994,893
Activities
New24

Increased66

Unchanged57

Decreased87

Sold Out4

Top 10 Stock Holdingstotal 45.02%
MMM12.28

IUSB7.02

IEFA5.49

XLK4.82

XLV3.32

 
IEMG3.13

XLF2.75

GSIE2.43

VOX1.98

JPST1.8

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MMM
12.28%
COM
IUSB
7.02%
CORE TL USD BD
IEFA
5.49%
CORE MSCI EAFE
XLK
4.82%
TECHNOLOGY
XLV
3.32%
SBI HEALTHCARE
IEMG
3.13%
CORE MSCI EMKT
XLF
2.75%
SBI INT-FINL
GSIE
2.43%
ACTIVEBETA INT
VOX
1.98%
TELCOMM ETF
JPST
1.8%
ULTRA SHRT INC
FLOT
1.77%
FLTG RATE BD ETF
XLY
1.57%
SBI CONS DISCR
BRK.B
1.5%
CL B NEW
IAU
1.45%
ISHARES
XLP
1.4%
SBI CONS STPLS
IEI
1.39%
3-7 YR TR BD ETF
BBEU
1.3%
BETBULD EUROPE
MSFT
1.28%
COM
AAPL
1.19%
COM
INDA
1.15%
MSCI INDIA ETF
XLI
1.13%
SBI INT-INDS
JNJ
1.13%
COM
NEAR
1%
SHT MAT BD ETF
FTEC
0.94%
MSCI INFO TECH I
GBIL
0.88%
TREASURYACCESS
WFC
0.86%
COM
CSCO
0.85%
COM
XOM
0.75%
COM
UTX
0.7%
COM
GOOG
0.69%
CAP STK CL C
FENY
0.68%
MSCI ENERGY IDX
V
0.62%
COM CL A
SPY
0.62%
TR UNIT
HD
0.62%
COM
DFJ
0.59%
JP SMALLCP DIV
XLE
0.57%
SBI INT-ENERGY
XLU
0.57%
SBI INT-UTILS
XLRE
0.56%
RL EST SEL SEC
FNCL
0.54%
MSCI FINLS IDX
MRK
0.52%
COM
INTC
0.52%
COM
PG
0.51%
COM
PEP
0.51%
COM
CCI
0.5%
COM
EFAV
0.48%
EAFE MIN VOL ETF
NSRGY
0.48%
COM
VAW
0.47%
MATERIALS ETF
BDX
0.42%
COM
CMCSA
0.42%
CL A
VOO
0.4%
SHS
ADP
0.4%
COM
CAT
0.39%
COM
DIS
0.38%
COM DISNEY
FCOM
0.38%
TELECOMM SVCS
VNM
0.38%
VIETNAM ETF
CHD
0.38%
COM
ABT
0.38%
COM
UNH
0.36%
COM
EA
0.35%
COM
ULTA
0.35%
COM
STZ
0.33%
CL A
FDIS
0.33%
MSCI CONSM DIS
AAXJ
0.33%
MSCI AC ASIA ETF
CVX
0.33%
COM
RTN
0.33%
COM NEW
MCD
0.32%
COM
PFE
0.31%
COM
WMT
0.31%
COM
VEU
0.3%
ALLWRLD EX US
JPM
0.3%
COM
EPD
0.3%
COM
SCHW
0.3%
COM
FIDU
0.29%
MSCI INDL INDX
T
0.29%
COM
IJR
0.28%
CORE S&P SCP ETF
FBND
0.27%
TOTAL BD ETF
EOG
0.26%
COM
GOOGL
0.26%
CAP STK CL A
FSTA
0.25%
CONSMR STAPLES
BMY
0.25%
COM
BRK.A
0.24%
CL A
DES
0.24%
SMALLCAP DIVID
ITA
0.23%
U.S. AER&DEF ETF
MMP
0.23%
COM UNIT RP LP
DWDP
0.23%
COM
WEC
0.21%
COM
IBM
0.21%
COM
MDY
0.2%
UTSER1 S&PDCRP
USB
0.2%
COM NEW
AMGN
0.19%
COM
IHE
0.19%
U.S. PHARMA ETF
UNP
0.19%
COM
FLT
0.19%
COM
DLR
0.19%
COM
MUB
0.18%
NAT AMT FREE BD
IDXX
0.18%
COM
UPS
0.18%
CL B
VO
0.18%
MID CAP ETF
HCN
0.18%
COM
ICLN
0.17%
GL CLEAN ENE ETF
MA
0.16%
CL A
FREL
0.16%
MSCI RL EST ETF
PM
0.15%
COM
EMR
0.15%
COM
ITW
0.15%
COM
EMLP
0.15%
NO AMER ENERGY
AMZN
0.15%
COM
IWD
0.13%
RUS 1000 VAL ETF
FUTY
0.13%
MSCI UTILS INDEX
ABBV
0.13%
COM
HON
0.12%
COM
QCOM
0.12%
COM
TXN
0.12%
COM
VZ
0.12%
COM
FMAT
0.11%
MSCI MATLS INDEX
LMT
0.11%
COM
MO
0.11%
COM
KO
0.11%
COM
KMB
0.1%
COM
ORCL
0.1%
COM
TMO
0.1%
COM
BA
0.1%
COM
AVGO
0.09%
COM
CSM
0.09%
PSHS LC COR PLUS
CVS
0.09%
COM
IWM
0.09%
RUSSELL 2000 ETF
LLY
0.09%
COM
IJH
0.09%
CORE S&P MCP ETF
BAC
0.08%
COM
GE
0.08%
COM
IYC
0.08%
U.S. CNSM SV ETF
PSCT
0.08%
S&P SMLCP INFO
VEA
0.08%
FTSE DEV MKT ETF
NKE
0.08%
CL B
QQQ
0.08%
UNIT SER 1
SLB
0.07%
COM
WM
0.07%
COM
COST
0.07%
COM
BKNG
0.07%
COM
IWF
0.07%
RUS 1000 GRW ETF
FB
0.07%
CL A
IHI
0.07%
U.S. MED DVC ETF
FDS
0.07%
COM
VTI
0.07%
TOTAL STK MKT
EXT
0.07%
TTL EARNING FD
SHY
0.06%
1-3 YR TR BD ETF
AMT
0.06%
COM
ED
0.06%
COM
XHS
0.06%
HLTH CARE SVCS
EFX
0.06%
COM
OXY
0.06%
COM
APD
0.06%
COM
FISV
0.06%
COM
AVB
0.06%
COM
AFL
0.05%
COM
HE
0.05%
COM
GLD
0.05%
GOLD SHS
GIS
0.05%
COM
VRSN
0.05%
COM
XLB
0.05%
SBI MATERIALS
EW
0.05%
COM
WHR
0.05%
COM
PBA
0.05%
COM
AXP
0.05%
COM
CRBN
0.05%
MSCI LW CRB TG
PYPL
0.05%
COM
CL
0.05%
COM
ORI
0.04%
COM
VWO
0.04%
FTSE EMR MKT ETF
VXF
0.04%
EXTEND MKT ETF
D
0.04%
COM
DHR
0.04%
COM
PSX
0.04%
COM
EQR
0.04%
SH BEN INT
QABA
0.04%
UT COM SHS ETF
DE
0.04%
COM
YUM
0.04%
COM
NVDA
0.04%
COM
MCO
0.04%
COM
DLN
0.04%
LARGECAP DIVID
NVS
0.04%
SPONSORED ADR
RDS/A
0.04%
SPONS ADR A
EFA
0.04%
MSCI EAFE ETF
ROST
0.04%
COM
CABO
0.04%
COM
PSA
0.04%
COM
MDLZ
0.04%
CL A
HRS
0.04%
COM
JWN
0.03%
COM
RYN
0.03%
COM
STT
0.03%
COM
APC
0.03%
COM
IYW
0.03%
U.S. TECH ETF
SPGI
0.03%
COM
IVV
0.03%
CORE S&P500 ETF
A
0.03%
COM
XBI
0.03%
S&P BIOTECH
GS
0.03%
COM
GLW
0.03%
COM
CSJ
0.03%
1-3 YR CR BD ETF
IBDM
0.03%
IBND DEC21 ETF
DPZ
0.03%
COM
NSC
0.03%
COM
SYK
0.03%
COM
FAST
0.03%
COM
NEU
0.03%
COM
BSCJ
0.03%
BULSHS 2019 CB
COP
0.03%
COM
HPQ
0.03%
COM
KEYS
0.03%
COM
DUK
0.03%
COM NEW
BSV
0.03%
SHORT TRM BOND
MGV
0.03%
MEGA CAP VAL ETF
BK
0.03%
COM
UN
0.02%
N Y SHS NEW
ISTB
0.02%
CORE STRM USBD
PNC
0.02%
COM
ANTM
0.02%
COM
SO
0.02%
COM
BAX
0.02%
COM
ROP
0.02%
COM
VTV
0.02%
VALUE ETF
GSK
0.02%
SPONSORED ADR
HPE
0.02%
COM
CI
0.02%
COM
BLK
0.02%
COM
IGN
0.02%
NA TEC MULTM ETF
VRTX
0.02%
COM
TGT
0.02%
COM
UNM
0.02%
COM
VNQ
0.02%
REIT ETF
ETB
0.02%
COM
FSP
0.01%
COM
GREENGRO...
< 0.01%
EQUITIES
SRLN
1.52%
BLKSTN GSOSRLN
VYM
0.33%
HIGH DIV YLD
OKE
0.09%
COM
VMBS
0.06%
MORTG-BACK SEC