SPINNAKER INVESTMENT GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGNC | 83K | $891.04K |
 | MSFT | 56K | $27.01M |
 | PMT | 52K | $647.34K |
 | AAPL | 45K | $12.21M |
 | NVDA | 26K | $4.84M |
 | GBDC | 22K | $291.92K |
 | SRE | 19K | $1.68M |
 | AVGO | 17K | $6.04M |
 | ARCC | 17K | $342.96K |
 | TOMZ | 15K | $11.50K |
 | SAFE | 14K | $196.47K |
 | WD | 12K | $713.86K |
 | PFE | 11K | $285.91K |
 | WMT | 11K | $1.22M |
 | TEVA | 11K | $333.95K |
 | KO | 9K | $631.13K |
 | AMZN | 8K | $1.87M |
 | JNJ | 8K | $1.58M |
 | PG | 7K | $1.07M |
 | DUK | 6K | $738.07K |
AGNC Investment Corp.
AGNC
Shares Held
83K
Value
$891.04K
Microsoft Corporation
MSFT
Shares Held
56K
Value
$27.01M
PennyMac Mortgage Investment Trust
PMT
Shares Held
52K
Value
$647.34K
Apple Inc.
AAPL
Shares Held
45K
Value
$12.21M
NVIDIA Corporation
NVDA
Shares Held
26K
Value
$4.84M
Golub Capital BDC, Inc.
GBDC
Shares Held
22K
Value
$291.92K
Sempra
SRE
Shares Held
19K
Value
$1.68M
Broadcom Inc.
AVGO
Shares Held
17K
Value
$6.04M
Ares Capital Corporation
ARCC
Shares Held
17K
Value
$342.96K
TOMI Environmental Solutions, Inc.
TOMZ
Shares Held
15K
Value
$11.50K
Safehold Inc.
SAFE
Shares Held
14K
Value
$196.47K
Walker & Dunlop, Inc.
WD
Shares Held
12K
Value
$713.86K
Pfizer Inc.
PFE
Shares Held
11K
Value
$285.91K
Walmart Inc.
WMT
Shares Held
11K
Value
$1.22M
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
11K
Value
$333.95K
The Coca-Cola Company
KO
Shares Held
9K
Value
$631.13K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.87M
Johnson & Johnson
JNJ
Shares Held
8K
Value
$1.58M
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.07M
Duke Energy Corporation
DUK
Shares Held
6K
Value
$738.07K