Position in MO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$278,806
+$27,319 QoQ
Shares Held
3,875
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,934
of 2,535 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Spinnaker Investment Group, LLC holds $1,152,239 across 2 Tobacco names. MO ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
4,828 | $873,433 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,875 | $278,806 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,806 | 3,875 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $251,487 | 3,811 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $254,453 | 4,413 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $280,358 | 4,244 | Shares | Sole | 2025-10-10 | |
| 2025-03-31 | $263,607 | 4,392 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||