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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDS ISHARES TR 73,153.0 $1.8M 0.55% -6K -7.3% $24.22 -0.4%
22 IBDV ISHARES TR 81,177.0 $1.8M 0.55% -7K -7.5% $21.80 -1.7%
23 IBDR ISHARES TR 72,995.0 $1.8M 0.55% -6K -7.4% $24.23 -0.3%
24 IBDW ISHARES TR 84,395.0 $1.8M 0.55% -6K -6.8% $20.84 -2.0%
25 IBDU ISHARES TR 75,858.0 $1.8M 0.55% -6K -7.0% $23.16 -1.1%
26 IBDT ISHARES TR 69,515.0 $1.8M 0.55% -5K -7.1% $25.25 -0.8%
27 IBDX ISHARES TR 69,524.0 $1.8M 0.55% -5K -6.9% $25.19 -2.4%
28 MA MASTERCARD INCORPORATED Financial Services 2,946.0 $1.5M 0.47% -254.0 -7.9% $513.60 +13.1%
29 CSCO CISCO SYS INC Technology 12,841.0 $1.5M 0.47% -564.0 -4.2% $117.46 -6.6%
30 XOM EXXON MOBIL CORP Energy 10,181.0 $1.4M 0.44% -636.0 -5.9% $136.72 +20.4%
31 WMT WALMART INC Consumer Defensive 10,513.0 $1.2M 0.37% -547.0 -5.0% $113.27 -6.5%
32 BAC BANK OF AMER CORP Financial Services 20,745.0 $1.2M 0.37% -1K -4.9% $56.98 +8.8%
33 UNH UNITEDHEALTH GROUP INC Healthcare 2,565.0 $1.1M 0.33% -177.0 -6.5% $415.68 -4.7%
34 RTX RTX CORPORATION Industrials 5,386.0 $1.0M 0.32% -510.0 -8.7% $189.73 +8.1%
35 PG PROCTER & GAMBLE CO Consumer Defensive 6,729.0 $987K 0.31% -187.0 -2.7% $146.64 -0.3%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,052.0 $985K 0.31% -41.0 -3.8% $936.30 +0.4%
37 HD HOME DEPOT INC Consumer Cyclical 2,768.0 $976K 0.30% -142.0 -4.9% $352.68 -9.3%
38 NFLX NETFLIX INC. Communication Services 12,555.0 $896K 0.28% -977.0 -7.2% $71.40 +13.2%
39 NEE NEXTERA ENERGY INC Utilities 10,173.0 $893K 0.28% -420.0 -4.0% $87.77 -5.5%
40 KO COCA COLA CO Consumer Defensive 10,840.0 $881K 0.28% -798.0 -6.9% $81.28 +8.3%
Page 2 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%