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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 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 6,729.0 $987K 0.31% -187.0 -2.7% $146.64 +0.4%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,052.0 $985K 0.31% -41.0 -3.8% $936.30 -0.2%
63 HD HOME DEPOT INC Consumer Cyclical 2,768.0 $976K 0.30% -142.0 -4.9% $352.68 -8.9%
64 MRK MERCK & CO INC Healthcare 7,185.0 $923K 0.29% +465.0 +6.9% $128.50 +17.0%
65 GEV GE VERNOVA INC Utilities 784.0 $921K 0.29% NEW $1174.86 -23.6%
66 NFLX NETFLIX INC. Communication Services 12,555.0 $896K 0.28% -977.0 -7.2% $71.40 +15.8%
67 NEE NEXTERA ENERGY INC Utilities 10,173.0 $893K 0.28% -420.0 -4.0% $87.77 -6.0%
68 KO COCA COLA CO Consumer Defensive 10,840.0 $881K 0.28% -798.0 -6.9% $81.28 +8.7%
69 GS GOLDMAN SACHS GROUP INC Financial Services 824.0 $833K 0.26% -18.0 -2.1% $1011.37 +0.7%
70 CMF ISHARES TR 14,125.0 $814K 0.26% NEW $57.64 -3.3%
71 MS MORGAN STANLEY Financial Services 3,876.0 $810K 0.25% -36.0 -0.9% $209.04 +3.3%
72 WFC WELLS FARGO & CO Financial Services 9,794.0 $809K 0.25% -567.0 -5.5% $82.64 +8.7%
73 CVX CHEVRON CORPORATION Energy 4,561.0 $756K 0.24% +73.0 +1.6% $165.76 +27.7%
74 IBHJ ISHARES TR 27,776.0 $735K 0.23% -3K -10.7% $26.46 -1.0%
75 ISHARES TR 28,510.0 $735K 0.23% -3K -10.8% $25.77
76 IBHI ISHARES TR 31,383.0 $734K 0.23% -4K -10.3% $23.39 -0.6%
77 IBHH ISHARES TR 31,220.0 $734K 0.23% -4K -10.5% $23.50 -0.7%
78 IBHG ISHARES TR 33,213.0 $733K 0.23% -4K -10.2% $22.08 -0.9%
79 IBHF ISHARES TR 32,228.0 $730K 0.23% -3K -9.3% $22.65 -0.8%
80 C CITIGROUP INC Financial Services 5,201.0 $728K 0.23% +33.0 +0.6% $139.96 -2.8%
Page 4 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%