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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 5 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOD VODAFONE GROUP PLC Communication Services 71,062.0 $940K 0.23% NEW $13.22 +20.5%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 3,330.0 $936K 0.23% NEW $281.22 -18.3%
83 ES EVERSOURCE ENERGY Utilities 12,788.0 $924K 0.23% NEW $72.27 -0.8%
84 CLX CLOROX CO DEL Consumer Defensive 9,573.0 $914K 0.23% NEW $95.44 +9.2%
85 WELL WELLTOWER INC Real Estate 4,025.0 $914K 0.23% NEW $226.99 +6.5%
86 IP INTERNATIONAL PAPER CO Consumer Cyclical 23,400.0 $892K 0.22% NEW $38.10 +8.6%
87 TGT TARGET CORP Consumer Defensive 6,751.0 $882K 0.22% NEW $130.61 +25.6%
88 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 910.0 $878K 0.22% NEW $965.00 -12.3%
89 SPG SIMON PPTY GROUP INC NEW Real Estate 3,911.0 $875K 0.22% NEW $223.67 -2.9%
90 WFC WELLS FARGO & CO Financial Services 10,582.0 $874K 0.22% NEW $82.64 +3.1%
91 MO ALTRIA GROUP INC Consumer Defensive 11,919.0 $858K 0.21% NEW $71.95 -3.9%
92 ACN ACCENTURE PLC IRELAND Technology 6,541.0 $814K 0.20% NEW $124.44 +45.8%
93 QCOM QUALCOMM INC Technology 4,400.0 $813K 0.20% NEW $184.79 -11.4%
94 ARKW ARK ETF TR 5,549.0 $804K 0.20% NEW $144.86 +7.0%
95 MPC MARATHON PETE CORP Energy 3,084.0 $788K 0.20% NEW $255.63 +41.7%
96 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 9,563.0 $788K 0.20% NEW $82.40 -4.8%
97 DELL DELL TECHNOLOGIES INC Technology 1,800.0 $777K 0.19% NEW $431.46 +7.5%
98 SLB SLB LIMITED Energy 16,478.0 $766K 0.19% NEW $46.49 +15.3%
99 CAT CATERPILLAR INC Industrials 719.0 $766K 0.19% NEW $1064.90 -22.8%
100 WMT WALMART INC Consumer Defensive 6,727.0 $762K 0.19% NEW $113.25 -7.9%
Page 5 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%