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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HWM HOWMET AEROSPACE INC Industrials 895.0 $241K 0.07% -99.0 -10.0% $268.86 -6.2%
82 ENB ENBRIDGE INC Energy 4,244.0 $230K 0.07% -265.0 -5.9% $54.21 -7.4%
83 LHX L3HARRIS TECHNOLOGIES INC Industrials 770.0 $224K 0.07% -596.0 -43.6% $290.59 -9.9%
84 TOTALENERGIES SE 2,804.0 $218K 0.07% -561.0 -16.7% $77.76
85 SLYV SPDR SERIES TRUST 1,990.0 $217K 0.07% -290.0 -12.7% $109.11 +0.1%
Page 5 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%