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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 10 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TFC TRUIST FINL CORP Financial Services 6,208.0 $309K 0.08% NEW $49.82 +1.7%
182 DOW DOW HLDGS INC Basic Materials 11,257.0 $308K 0.08% NEW $27.36 +10.9%
183 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 328.0 $307K 0.08% NEW $935.47 +2.2%
184 PPL PPL CORP Utilities 8,425.0 $306K 0.08% NEW $36.35 -3.7%
185 BNS BANK NOVA SCOTIA B C Financial Services 3,510.0 $305K 0.08% NEW $86.84 +7.8%
186 VTV VANGUARD INDEX FDS 1,386.0 $302K 0.07% NEW $217.93 +4.1%
187 MCK MCKESSON CORP Healthcare 385.0 $291K 0.07% NEW $756.26 +18.6%
188 BAC BANK OF AMER CORP Financial Services 5,050.0 $288K 0.07% NEW $56.98 +9.2%
189 EXC EXELON CORP Utilities 6,132.0 $286K 0.07% NEW $46.62 -4.7%
190 DUK DUKE ENERGY CORP NEW Utilities 2,244.0 $284K 0.07% NEW $126.60 -3.7%
191 GE GE AEROSPACE Industrials 741.0 $277K 0.07% NEW $373.98 -5.2%
192 IJH ISHARES TR 3,587.0 $277K 0.07% NEW $77.11 -0.6%
193 DAL DELTA AIR LINES INC Industrials 2,950.0 $276K 0.07% NEW $93.66 -11.3%
194 MAIN MAIN STR CAP CORP Financial Services 5,200.0 $270K 0.07% NEW $51.88 +12.6%
195 BND VANGUARD BD INDEX FDS 3,627.0 $266K 0.07% NEW $73.41 -1.1%
196 PEP PEPSICO INC Consumer Defensive 1,953.0 $264K 0.07% NEW $135.40 +5.0%
197 TSN TYSON FOODS INC Consumer Defensive 4,557.0 $261K 0.07% NEW $57.25 -1.2%
198 APA APA CORPORATION Energy 7,996.0 $260K 0.07% NEW $32.57 +26.5%
199 WM WASTE MGMT INC DEL Industrials 1,157.0 $258K 0.06% NEW $222.89 -0.7%
200 STM STMICROELECTRONICS N V Technology 3,435.0 $257K 0.06% NEW $74.89 -33.7%
Page 10 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%