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Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $296M AUM 140 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 9 New 5 Added 122 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC Communication Services 13,532.0 $1.3M 0.43% +12K +753.2% $93.77 -13.8%
2 TBLL INVESCO EXCH TRADED FD TR II 8,815.0 $931K 0.32% +4K +66.9% $105.65 -0.0%
3 NOW SERVICENOW INC Technology 5,178.0 $793K 0.27% +4K +370.3% $153.19 -6.7%
4 UBER UBER TECHNOLOGIES INC Technology 6,899.0 $564K 0.19% +5K +225.9% $81.71 -7.9%
5 XLK SELECT SECTOR SPDR TR 1,780.0 $256K 0.09% +641.0 +56.3% $143.97 +27.6%

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 43.0%
Financial Services 12.1%
Consumer Cyclical 12.0%
Communication Services 10.1%
Healthcare 9.3%
Industrials 5.2%
Consumer Defensive 5.0%
Energy 2.0%
Utilities 0.8%
Basic Materials 0.6%