BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $296M AUM 140 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 5 Added 122 Reduced 20 Exited
Page 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PEP PEPSICO INC Consumer Defensive 4,529.0 $650K 0.22% -703.0 -13.4% $143.54 +4.9%
82 CRM SALESFORCE INC Technology 2,436.0 $645K 0.22% -415.0 -14.6% $264.91 -32.0%
83 VZ VERIZON COMMUNICATIONS INC Communication Services 15,216.0 $620K 0.21% -4K -19.7% $40.73 +18.7%
84 ISRG INTUITIVE SURGICAL INC Healthcare 1,093.0 $619K 0.21% $566.36 -22.6%
85 AMGN AMGEN INC Healthcare 1,886.0 $617K 0.21% -324.0 -14.7% $327.31 +3.7%
86 C CITIGROUP INC Financial Services 5,168.0 $603K 0.20% -626.0 -10.8% $116.69 +7.2%
87 UBER UBER TECHNOLOGIES INC Technology 6,899.0 $564K 0.19% +5K +225.9% $81.71 -12.1%
88 ADBE ADOBE INC Technology 1,607.0 $562K 0.19% -286.0 -15.1% $349.99 -30.1%
89 VTV VANGUARD INDEX FDS 2,872.0 $549K 0.18% -971.0 -25.3% $190.99 +10.4%
90 TMO THERMO FISHER SCIENTIFIC INC Healthcare 920.0 $533K 0.18% -104.0 -10.2% $579.45 -22.6%
91 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,156.0 $524K 0.18% -23.0 -1.9% $453.36 -4.2%
92 HON HONEYWELL INTL INC Industrials 2,684.0 $524K 0.18% -849.0 -24.0% $195.13 +16.8%
93 QCOM QUALCOMM INC Technology 2,997.0 $513K 0.17% -261.0 -8.0% $171.05 +39.2%
94 DIS DISNEY WALT CO Communication Services 4,427.0 $504K 0.17% -561.0 -11.2% $113.77 -9.5%
95 T AT&T INC Communication Services 20,236.0 $503K 0.17% -5K -18.2% $24.84 +1.7%
96 AXP AMERICAN EXPRESS CO Financial Services 1,355.0 $502K 0.17% -194.0 -12.5% $370.17 -15.8%
97 LIN LINDE PLC Basic Materials 1,141.0 $487K 0.16% -290.0 -20.3% $426.39 +21.4%
98 INTU INTUIT Technology 732.0 $485K 0.16% -98.0 -11.8% $662.42 -51.7%
99 ACWX ISHARES TR 7,021.0 $471K 0.16% NEW $67.13 +11.9%
100 IWD ISHARES TR 2,218.0 $467K 0.16% $210.34 +12.4%
Page 5 of 7  ·  140 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 41.3%
Communication Services 13.7%
Financial Services 11.6%
Consumer Cyclical 11.5%
Healthcare 8.9%
Industrials 4.9%
Consumer Defensive 4.8%
Energy 1.9%
Utilities 0.7%
Basic Materials 0.6%