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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 2,569.0 $722K 0.23% -181.0 -6.6% $281.21 -17.7%
82 TXN TEXAS INSTRS INC Technology 2,368.0 $706K 0.22% +115.0 +5.1% $298.07 -15.0%
83 ORCL ORACLE CORP Technology 4,752.0 $696K 0.22% -669.0 -12.3% $146.55 -3.6%
84 VZ VERIZON COMMUNICATIONS INC Communication Services 15,353.0 $650K 0.20% +137.0 +0.9% $42.34 +18.8%
85 AMGN AMGEN INC Healthcare 1,775.0 $643K 0.20% -111.0 -5.9% $362.12 +21.0%
86 VUG VANGUARD INDEX FDS 7,132.0 $614K 0.19% +5K +324.0% $86.14 +1.4%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 5,177.0 $604K 0.19% -153.0 -2.9% $116.67 +54.2%
88 LIN LINDE PLC Basic Materials 1,142.0 $593K 0.18% $518.94 -6.2%
89 PEP PEPSICO INC Consumer Defensive 4,348.0 $589K 0.18% -181.0 -4.0% $135.40 +3.2%
90 ABT ABBOTT LABORATORIES Healthcare 6,135.0 $557K 0.17% -1K -14.5% $90.74 +20.0%
91 IWD ISHARES TR 2,218.0 $538K 0.17% $242.43 +5.6%
92 MCD MCDONALDS CORP Consumer Cyclical 1,986.0 $537K 0.17% -182.0 -8.4% $270.31 -3.4%
93 GILD GILEAD SCIENCES INC Healthcare 3,993.0 $504K 0.16% NEW $126.34 +18.7%
94 AXP AMERICAN EXPRESS CO Financial Services 1,375.0 $465K 0.15% +20.0 +1.5% $338.45 -4.2%
95 BA BOEING CO Industrials 2,121.0 $459K 0.14% +126.0 +6.3% $216.47 -5.0%
96 JCI JOHNSON CONTROLS INTERNATION Industrials 3,051.0 $446K 0.14% -680.0 -18.2% $146.11 -4.7%
97 DIS DISNEY WALT CO Communication Services 4,460.0 $429K 0.13% +33.0 +0.8% $96.25 +10.4%
98 TMO THERMO FISHER SCIENTIFIC INC Healthcare 855.0 $429K 0.13% -65.0 -7.1% $501.36 +19.8%
99 CRWD CROWDSTRIKE HLDGS INC Technology 2,200.0 $420K 0.13% +1K +192.9% $47.70 +350.9%
100 VOT VANGUARD INDEX FDS 1,356.0 $415K 0.13% -200.0 -12.8% $306.30 -3.1%
Page 5 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%