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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 T AT&T INC Communication Services 20,023.0 $414K 0.13% -213.0 -1.1% $20.70 +25.6%
102 VOE VANGUARD INDEX FDS 2,092.0 $413K 0.13% -280.0 -11.8% $197.60 +4.1%
103 VRTX VERTEX PHARMACEUTICALS INC Healthcare 820.0 $407K 0.13% -336.0 -29.1% $496.73 +10.3%
104 VTV VANGUARD INDEX FDS 1,868.0 $407K 0.13% -1K -35.0% $217.93 +2.8%
105 BLACKROCK ETF TRUST 5,000.0 $401K 0.12% -450.0 -8.3% $80.16
106 ISRG INTUITIVE SURGICAL INC Healthcare 987.0 $393K 0.12% -106.0 -9.7% $397.68 -7.1%
107 PFE PFIZER INC Healthcare 15,875.0 $382K 0.12% NEW $24.08 +18.6%
108 SHOP SHOPIFY INC Technology 3,157.0 $360K 0.11% -1K -31.5% $114.18 +22.5%
109 VXUS VANGUARD STAR FDS 4,183.0 $358K 0.11% $85.49 +1.4%
110 SCHW SCHWAB CHARLES CORP Financial Services 3,830.0 $353K 0.11% -205.0 -5.1% $92.27 +17.4%
111 CRM SALESFORCE INC Technology 2,191.0 $343K 0.11% -245.0 -10.1% $156.66 +64.8%
112 VBK VANGUARD INDEX FDS 928.0 $339K 0.11% -92.0 -9.0% $365.70 -5.8%
113 VBR VANGUARD INDEX FDS 1,396.0 $339K 0.11% -119.0 -7.8% $242.99 +0.3%
114 ESGU ISHARES TR 2,024.0 $331K 0.10% -40.0 -1.9% $163.67 +2.0%
115 SNDK SANDISK CORP Technology 145.0 $330K 0.10% NEW $2273.73 -32.4%
116 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 676.0 $323K 0.10% NEW $477.57 -13.3%
117 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,682.0 $318K 0.10% +828.0 +7.0% $25.06 +14.3%
118 PNC PNC FINL SVCS GROUP INC Financial Services 1,253.0 $309K 0.10% -144.0 -10.3% $246.22 -3.5%
119 NOW SERVICENOW INC Technology 2,985.0 $296K 0.09% -2K -42.4% $99.28 +43.9%
120 VANGUARD MUN BD FDS 3,862.0 $295K 0.09% NEW $76.40
Page 6 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%