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Portfolio (Quarterly) Guide ↗

Manske Wealth Management

· CIK 0002095143
13F Portfolio $403M AUM 226 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 226 New
Page 3 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 15,455.0 $2.0M 0.49% NEW $128.50 +19.2%
42 GIS GENERAL MILLS INC Consumer Defensive 56,995.0 $2.0M 0.49% NEW $34.80 +15.2%
43 GSK GSK PLC Healthcare 37,767.0 $2.0M 0.49% NEW $52.42 -1.9%
44 RSP INVESCO EXCHANGE TRADED FD T 8,982.0 $1.9M 0.47% NEW $212.78 +4.4%
45 CWB SPDR SERIES TRUST 17,638.0 $1.9M 0.47% NEW $107.82 -3.8%
46 CVX CHEVRON CORPORATION Energy 11,043.0 $1.8M 0.46% NEW $165.75 +20.8%
47 ET ENERGY TRANSFER L P Energy 92,638.0 $1.8M 0.44% NEW $19.12 +12.1%
48 JPM JPMORGAN CHASE & CO Financial Services 5,130.0 $1.7M 0.42% NEW $327.33 +8.9%
49 HYMB SPDR SERIES TRUST 65,583.0 $1.7M 0.41% NEW $25.44 -2.5%
50 TROW PRICE T ROWE GROUP INC Financial Services 14,668.0 $1.7M 0.41% NEW $113.69 -1.0%
51 KHC KRAFT HEINZ CO Consumer Defensive 69,989.0 $1.7M 0.41% NEW $23.62 +5.0%
52 UNH UNITEDHEALTH GROUP INC Healthcare 3,952.0 $1.6M 0.41% NEW $415.63 -3.5%
53 CMCSA COMCAST CORP NEW Communication Services 66,232.0 $1.6M 0.40% NEW $24.55 +10.8%
54 EIX EDISON INTL Utilities 21,686.0 $1.6M 0.40% NEW $74.45 +0.1%
55 CM CANADIAN IMPERIAL BANK OF CO Financial Services 13,612.0 $1.6M 0.39% NEW $115.00 +2.8%
56 TSLA TESLA INC Consumer Cyclical 3,708.0 $1.6M 0.39% NEW $420.60 -17.8%
57 F FORD MTR CO Consumer Cyclical 111,796.0 $1.6M 0.39% NEW $13.90 -0.0%
58 VLO VALERO ENERGY CORP Energy 5,918.0 $1.5M 0.38% NEW $260.46 +33.6%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 23,392.0 $1.3M 0.34% NEW $57.62 +17.3%
60 PFE PFIZER INC Healthcare 53,019.0 $1.3M 0.32% NEW $24.08 +17.5%
Page 3 of 12  ·  226 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 25.9%
Financial Services 15.4%
Consumer Cyclical 11.0%
Energy 9.7%
Consumer Defensive 9.3%
Healthcare 8.6%
Communication Services 6.0%
Industrials 4.4%
Basic Materials 4.0%
Utilities 2.9%