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Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $325M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 151 New
Page 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISRG INTUITIVE SURGICAL INC Healthcare 1,091.0 $488K 0.15% NEW $447.23 -2.0%
102 TXN TEXAS INSTRS INC Technology 2,618.0 $481K 0.15% NEW $183.73 +68.3%
103 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,179.0 $462K 0.14% NEW $391.64 +10.9%
104 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,484.0 $453K 0.14% NEW $305.41 +2.2%
105 IWD ISHARES TR 2,218.0 $452K 0.14% NEW $203.59 +16.1%
106 TEL TE CONNECTIVITY PLC Technology 2,032.0 $446K 0.14% NEW $219.53 -7.6%
107 SCHW SCHWAB CHARLES CORP Financial Services 4,667.0 $446K 0.14% NEW $95.47 -5.6%
108 MDYV SPDR SERIES TRUST 5,252.0 $438K 0.14% NEW $83.41 +8.7%
109 ADSK AUTODESK INC Technology 1,360.0 $432K 0.13% NEW $317.67 -24.1%
110 JCI JOHNSON CTLS INTL PLC Industrials 3,790.0 $417K 0.13% NEW $109.95 +25.8%
111 MSCI MSCI INC Financial Services 731.0 $415K 0.13% NEW $567.41 +3.7%
112 BLACKROCK ETF TRUST 5,511.0 $400K 0.12% NEW $72.58
113 CRWD CROWDSTRIKE HLDGS INC Technology 814.0 $399K 0.12% NEW $490.38 +35.3%
114 MDYG SPDR SERIES TRUST 4,194.0 $384K 0.12% NEW $91.56 +16.6%
115 VBK VANGUARD INDEX FDS 1,275.0 $379K 0.12% NEW $297.62 +16.6%
116 VBR VANGUARD INDEX FDS 1,729.0 $361K 0.11% NEW $208.71 +11.5%
117 TJX TJX COS INC NEW Consumer Cyclical 2,495.0 $361K 0.11% NEW $144.54 +9.5%
118 PNC PNC FINL SVCS GROUP INC Financial Services 1,779.0 $357K 0.11% NEW $200.93 +9.1%
119 SAP SAP SE Technology 1,325.0 $354K 0.11% NEW $267.21 -34.2%
120 ESGU ISHARES TR 2,415.0 $352K 0.11% NEW $145.60 +11.8%
Page 6 of 8  ·  151 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 40.9%
Communication Services 12.9%
Consumer Cyclical 11.6%
Financial Services 11.3%
Healthcare 8.8%
Industrials 5.3%
Consumer Defensive 5.0%
Energy 2.1%
Utilities 1.4%
Basic Materials 0.7%