Spinnaker Investment Group, LLC
Position in PM — Philip Morris International Inc.
CIK 1911067
Newport Beach, CA
Position in PM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$873,433
+$509,685 QoQ
Shares Held
4,828
+119.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,509
of 2,919 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM 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. PM ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,828 | $873,433 | |
| 2 | MO |
Altria Group, Inc.
|
3,875 | $278,806 |
All Filings in PM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,433 | 4,828 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $363,748 | 2,200 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $370,042 | 2,307 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $374,519 | 2,309 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $375,916 | 2,064 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $339,523 | 2,139 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $240,459 | 1,998 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $242,071 | 1,994 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $202,052 | 1,994 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||