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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 824.0 $833K 0.26% -18.0 -2.1% $1011.37 +2.6%
42 MS MORGAN STANLEY Financial Services 3,876.0 $810K 0.25% -36.0 -0.9% $209.04 +3.9%
43 WFC WELLS FARGO & CO Financial Services 9,794.0 $809K 0.25% -567.0 -5.5% $82.64 +7.9%
44 IBHJ ISHARES TR 27,776.0 $735K 0.23% -3K -10.7% $26.46 -0.9%
45 ISHARES TR 28,510.0 $735K 0.23% -3K -10.8% $25.77
46 IBHI ISHARES TR 31,383.0 $734K 0.23% -4K -10.3% $23.39 -0.8%
47 IBHH ISHARES TR 31,220.0 $734K 0.23% -4K -10.5% $23.50 -0.6%
48 IBHG ISHARES TR 33,213.0 $733K 0.23% -4K -10.2% $22.08 -0.9%
49 IBHF ISHARES TR 32,228.0 $730K 0.23% -3K -9.3% $22.65 -0.8%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 2,569.0 $722K 0.23% -181.0 -6.6% $281.21 -16.5%
51 ORCL ORACLE CORP Technology 4,752.0 $696K 0.22% -669.0 -12.3% $146.55 +5.1%
52 AMGN AMGEN INC Healthcare 1,775.0 $643K 0.20% -111.0 -5.9% $362.12 +22.6%
53 PLTR PALANTIR TECHNOLOGIES INC Technology 5,177.0 $604K 0.19% -153.0 -2.9% $116.67 +56.4%
54 PEP PEPSICO INC Consumer Defensive 4,348.0 $589K 0.18% -181.0 -4.0% $135.40 +3.4%
55 ABT ABBOTT LABORATORIES Healthcare 6,135.0 $557K 0.17% -1K -14.5% $90.74 +19.9%
56 MCD MCDONALDS CORP Consumer Cyclical 1,986.0 $537K 0.17% -182.0 -8.4% $270.31 -4.0%
57 JCI JOHNSON CONTROLS INTERNATION Industrials 3,051.0 $446K 0.14% -680.0 -18.2% $146.11 -2.7%
58 TMO THERMO FISHER SCIENTIFIC INC Healthcare 855.0 $429K 0.13% -65.0 -7.1% $501.36 +23.4%
59 VOT VANGUARD INDEX FDS 1,356.0 $415K 0.13% -200.0 -12.8% $306.30 -2.1%
60 T AT&T INC Communication Services 20,023.0 $414K 0.13% -213.0 -1.1% $20.70 +26.4%
Page 3 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%