SPINNAKER TRUST

All 13F Filings

Location
Portland, ME
Most recent 13F
Q4 2025
Holdings value ($000)
1,868,167
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/10/2026 297 1,868,167 13F-HR SPINNAKER TRUST
Q3 2025 11/5/2025 292 1,802,305 13F-HR SPINNAKER TRUST
Q2 2025 8/4/2025 290 1,662,637 13F-HR SPINNAKER TRUST
Q2 2014 7/28/2014 166 610,222 13F-HR SPINNAKER TRUST
Q1 2014 4/23/2014 172 608,162 13F-HR SPINNAKER TRUST
Q4 2013 1/24/2014 164 600,427 13F-HR SPINNAKER TRUST
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.868 M 100.0% 65.86 K 0 65.86 K
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
1,868,167
Holdings
297
QoQ value change ($000)
65,862 (3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.