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SPINNAKER TRUST

Position in WSO — Watsco Inc

CIK 1158970 PORTLAND, ME

Position in WSO

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$370,889
New position
Shares Held
890
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#501
of 780 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 34% Shared 0% None 66%

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

SPINNAKER TRUST holds $1,203,248 across 2 Industrial Distribution names. WSO ranks #2 (30.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WSO
Watsco Inc
This page
890 $370,889

All Filings in WSO

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $370,889 890