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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TEL TE CONNECTIVITY PLC Technology 1,986.0 $452K 0.15% -46.0 -2.3% $227.51 -11.5%
102 JCI JOHNSON CTLS INTL PLC Industrials 3,731.0 $447K 0.15% -59.0 -1.6% $119.75 +13.1%
103 VOT VANGUARD INDEX FDS 1,556.0 $434K 0.15% -487.0 -23.8% $279.14 +3.5%
104 BA BOEING CO Industrials 1,995.0 $433K 0.15% -276.0 -12.2% $217.12 +1.1%
105 VOE VANGUARD INDEX FDS 2,372.0 $421K 0.14% -750.0 -24.0% $177.37 +8.6%
106 BLACKROCK ETF TRUST 5,450.0 $404K 0.14% -61.0 -1.1% $74.09
107 SCHW SCHWAB CHARLES CORP Financial Services 4,035.0 $403K 0.14% -632.0 -13.5% $99.91 -9.8%
108 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,366.0 $401K 0.14% -118.0 -8.0% $293.57 +4.3%
109 TXN TEXAS INSTRS INC Technology 2,253.0 $391K 0.13% -365.0 -13.9% $173.49 +75.7%
110 ADSK AUTODESK INC Technology 1,306.0 $387K 0.13% -54.0 -4.0% $296.01 -18.9%
111 MSCI MSCI INC Financial Services 669.0 $384K 0.13% -62.0 -8.5% $573.73 +1.5%
112 TJX TJX COS INC NEW Consumer Cyclical 2,435.0 $374K 0.13% -60.0 -2.4% $153.61 +3.6%
113 CRWD CROWDSTRIKE HLDGS INC Technology 751.0 $352K 0.12% -63.0 -7.7% $468.76 +38.3%
114 VBR VANGUARD INDEX FDS 1,515.0 $321K 0.11% -214.0 -12.4% $211.79 +9.0%
115 VXUS VANGUARD STAR FDS 4,183.0 $316K 0.11% $75.44 +12.1%
116 INTC INTEL CORP Technology 8,490.0 $313K 0.11% NEW $36.90 +221.1%
117 MDYV SPDR SERIES TRUST 3,690.0 $312K 0.11% -2K -29.7% $84.65 +6.3%
118 VBK VANGUARD INDEX FDS 1,020.0 $308K 0.10% -255.0 -20.0% $302.11 +13.7%
119 ESGU ISHARES TR 2,064.0 $307K 0.10% -351.0 -14.5% $148.98 +8.7%
120 PNC PNC FINL SVCS GROUP INC Financial Services 1,397.0 $292K 0.10% -382.0 -21.5% $208.73 +3.9%
Page 6 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%