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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPEM SPDR INDEX SHS FDS 248,787.0 $12.9M 4.03% -16K -6.1% $51.78 +1.7%
2 NVDA NVIDIA CORPORATION Technology 60,977.0 $12.2M 3.82% -924.0 -1.5% $200.09 +8.7%
3 SPYG SPDR SERIES TRUST 89,317.0 $10.6M 3.33% -2K -2.5% $118.99 +0.6%
4 SPSM SPDR SERIES TRUST 164,528.0 $9.5M 2.97% -11K -6.0% $57.67 -3.6%
5 AMZN AMAZON COM INC Consumer Cyclical 29,213.0 $7.0M 2.18% -2K -5.5% $238.35 +7.0%
6 MSFT MICROSOFT CORP Technology 18,319.0 $6.8M 2.14% -1K -7.1% $373.03 +34.3%
7 SPYV SPDR SERIES TRUST 112,110.0 $6.8M 2.13% -3K -2.7% $60.79 +3.8%
8 GOOGL ALPHABET INC Communication Services 14,200.0 $5.1M 1.59% -512.0 -3.5% $357.37 -6.3%
9 AVGO BROADCOM INC Technology 13,292.0 $5.0M 1.57% -417.0 -3.0% $377.76 -2.1%
10 GOOG ALPHABET INC 13,552.0 $4.8M 1.50% -1K -7.3% $353.34
11 IJH ISHARES TR 48,601.0 $3.7M 1.17% -9K -15.1% $77.11 -3.3%
12 TSLA TESLA INC Consumer Cyclical 7,859.0 $3.3M 1.03% -135.0 -1.7% $420.60 -15.3%
13 META META PLATFORMS INC Communication Services 5,380.0 $3.0M 0.95% -255.0 -4.5% $563.29 +2.7%
14 JPM JPMORGAN CHASE & CO Financial Services 8,244.0 $2.7M 0.84% -436.0 -5.0% $327.33 +8.4%
15 ESML ISHARES TR 43,620.0 $2.4M 0.76% -12K -21.4% $55.93 -3.0%
16 LLY ELI LILLY & CO Healthcare 1,973.0 $2.4M 0.74% -185.0 -8.6% $1199.43 -3.3%
17 EMB ISHARES TR 23,326.0 $2.2M 0.70% -630.0 -2.6% $96.44 -2.4%
18 V VISA INC Financial Services 5,566.0 $1.9M 0.60% -704.0 -11.2% $343.09 +8.6%
19 CAT CATERPILLAR INC Industrials 1,755.0 $1.9M 0.58% -214.0 -10.9% $1065.00 -26.8%
20 JNJ JOHNSON & JOHNSON Healthcare 7,313.0 $1.9M 0.58% -511.0 -6.5% $253.97 +6.8%
Page 1 of 5  ·  85 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%