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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 48,601.0 $3.7M 1.17% -9K -15.1% $77.11 -3.3%
22 TSLA TESLA INC Consumer Cyclical 7,859.0 $3.3M 1.03% -135.0 -1.7% $420.60 -15.3%
23 META META PLATFORMS INC Communication Services 5,380.0 $3.0M 0.95% -255.0 -4.5% $563.29 +2.7%
24 FLOT ISHARES TR 59,141.0 $3.0M 0.94% +5K +8.7% $51.05 -0.4%
25 BAB INVESCO EXCH TRADED FD TR II 104,380.0 $2.8M 0.88% +9K +8.9% $26.84 -2.5%
26 JPM JPMORGAN CHASE & CO Financial Services 8,244.0 $2.7M 0.84% -436.0 -5.0% $327.33 +8.4%
27 MU MICRON TECHNOLOGY INC Technology 2,188.0 $2.5M 0.79% NEW $1154.29 -19.1%
28 ESML ISHARES TR 43,620.0 $2.4M 0.76% -12K -21.4% $55.93 -3.0%
29 AMD ADVANCED MICRO DEVICES INC Technology 4,089.0 $2.4M 0.74% +129.0 +3.3% $580.91 -20.9%
30 LLY ELI LILLY & CO Healthcare 1,973.0 $2.4M 0.74% -185.0 -8.6% $1199.43 -3.3%
31 BERKSHIRE HATHAWAY INC DEL 4,577.0 $2.3M 0.72% $500.39
32 EMB ISHARES TR 23,326.0 $2.2M 0.70% -630.0 -2.6% $96.44 -2.4%
33 VTEB VANGUARD MUN BD FDS 40,676.0 $2.1M 0.64% +35K +623.6% $50.58 -3.2%
34 VANGUARD CALIF TAX FREE FDS 19,200.0 $1.9M 0.60% NEW $100.60
35 V VISA INC Financial Services 5,566.0 $1.9M 0.60% -704.0 -11.2% $343.09 +8.6%
36 CAT CATERPILLAR INC Industrials 1,755.0 $1.9M 0.58% -214.0 -10.9% $1065.00 -26.8%
37 JNJ JOHNSON & JOHNSON Healthcare 7,313.0 $1.9M 0.58% -511.0 -6.5% $253.97 +6.8%
38 IBDS ISHARES TR 73,153.0 $1.8M 0.55% -6K -7.3% $24.22 -0.4%
39 IBDV ISHARES TR 81,177.0 $1.8M 0.55% -7K -7.5% $21.80 -1.7%
40 IBDR ISHARES TR 72,995.0 $1.8M 0.55% -6K -7.4% $24.23 -0.3%
Page 2 of 8  ·  150 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%