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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 15,353.0 $650K 0.20% +137.0 +0.9% $42.34 +18.8%
22 VUG VANGUARD INDEX FDS 7,132.0 $614K 0.19% +5K +324.0% $86.14 +1.4%
23 AXP AMERICAN EXPRESS CO Financial Services 1,375.0 $465K 0.15% +20.0 +1.5% $338.45 -4.2%
24 BA BOEING CO Industrials 2,121.0 $459K 0.14% +126.0 +6.3% $216.47 -5.0%
25 DIS DISNEY WALT CO Communication Services 4,460.0 $429K 0.13% +33.0 +0.8% $96.25 +10.4%
26 CRWD CROWDSTRIKE HLDGS INC Technology 2,200.0 $420K 0.13% +1K +192.9% $47.70 +350.9%
27 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,682.0 $318K 0.10% +828.0 +7.0% $25.06 +14.3%
28 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 13,364.0 $266K 0.08% +1K +10.9% $19.89 +14.8%
29 BCS BARCLAYS PLC Financial Services 8,880.0 $239K 0.07% +581.0 +7.0% $26.86 -2.6%
Page 2 of 2  ·  29 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%