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Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $320M AUM 150 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 29 Added 85 Reduced 18 Exited
Page 1 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 223,892.0 $22.2M 6.93% +12K +5.5% $98.98 -2.2%
2 SPDW SPDR INDEX SHS FDS 415,672.0 $20.9M 6.55% +47K +12.9% $50.39 +1.5%
3 SPIB SPDR SERIES TRUST 500,664.0 $16.8M 5.24% +5K +1.1% $33.46 -1.8%
4 SPMD SPDR SERIES TRUST 198,631.0 $13.4M 4.20% +4K +2.2% $67.56 -3.3%
5 SPEM SPDR INDEX SHS FDS 248,787.0 $12.9M 4.03% -16K -6.1% $51.78 +1.7%
6 NVDA NVIDIA CORPORATION Technology 60,977.0 $12.2M 3.82% -924.0 -1.5% $200.09 +8.7%
7 SPYG SPDR SERIES TRUST 89,317.0 $10.6M 3.33% -2K -2.5% $118.99 +0.6%
8 AAPL APPLE INC Technology 36,387.0 $10.5M 3.29% $289.36 +12.4%
9 SPSM SPDR SERIES TRUST 164,528.0 $9.5M 2.97% -11K -6.0% $57.67 -3.6%
10 SPSB SPDR SERIES TRUST 297,294.0 $8.9M 2.79% +13K +4.8% $30.01 -0.8%
11 IEI ISHARES TR 75,233.0 $8.8M 2.77% +10K +15.3% $117.45 -1.6%
12 ANGL VANECK ETF TRUST 277,135.0 $8.1M 2.54% +55K +25.0% $29.24 -1.8%
13 AMZN AMAZON COM INC Consumer Cyclical 29,213.0 $7.0M 2.18% -2K -5.5% $238.35 +7.0%
14 MSFT MICROSOFT CORP Technology 18,319.0 $6.8M 2.14% -1K -7.1% $373.03 +34.3%
15 SPYV SPDR SERIES TRUST 112,110.0 $6.8M 2.13% -3K -2.7% $60.79 +3.8%
16 ESGD ISHARES TR 61,081.0 $6.3M 1.97% +5K +8.2% $102.81 +2.5%
17 QLTA ISHARES TR 111,141.0 $5.3M 1.65% +29K +36.1% $47.52 -3.0%
18 GOOGL ALPHABET INC Communication Services 14,200.0 $5.1M 1.59% -512.0 -3.5% $357.37 -6.3%
19 AVGO BROADCOM INC Technology 13,292.0 $5.0M 1.57% -417.0 -3.0% $377.76 -2.1%
20 GOOG ALPHABET INC 13,552.0 $4.8M 1.50% -1K -7.3% $353.34
Page 1 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.3%
Financial Services 11.3%
Consumer Cyclical 10.6%
Healthcare 9.7%
Communication Services 9.2%
Industrials 5.1%
Consumer Defensive 5.1%
Energy 2.4%
Utilities 1.8%
Basic Materials 0.5%