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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 11 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ED CONSOLIDATED EDISON INC Utilities 2,310.0 $256K 0.06% NEW $110.64 -3.4%
202 AXP AMERICAN EXPRESS CO Financial Services 747.0 $253K 0.06% NEW $338.25 -1.5%
203 AMAT APPLIED MATLS INC Technology 349.0 $252K 0.06% NEW $723.00 -34.3%
204 WMB WILLIAMS COS INC Energy 3,390.0 $252K 0.06% NEW $74.34 +0.1%
205 LIN LINDE PLC Basic Materials 483.0 $251K 0.06% NEW $518.94 -6.5%
206 GEV GE VERNOVA INC Utilities 212.0 $249K 0.06% NEW $1174.86 -19.1%
207 ORCL ORACLE CORP Technology 1,614.0 $237K 0.06% NEW $146.55 +1.2%
208 CMI CUMMINS INC Industrials 330.0 $235K 0.06% NEW $713.21 -19.5%
209 VOT VANGUARD INDEX FDS 743.0 $228K 0.06% NEW $306.27 +0.2%
210 XLC SELECT SECTOR SPDR TR 2,120.0 $227K 0.06% NEW $107.13 +4.2%
211 LOW LOWES COS INC Consumer Cyclical 994.0 $219K 0.05% NEW $220.49 -5.7%
212 EMR EMERSON ELEC CO Industrials 1,506.0 $216K 0.05% NEW $143.15 +10.5%
213 MGA MAGNA INTL INC Consumer Cyclical 3,274.0 $215K 0.05% NEW $65.66 +0.9%
214 IVZ INVESCO LTD Financial Services 8,066.0 $213K 0.05% NEW $26.39 +26.8%
215 VICI VICI PPTYS INC Real Estate 7,874.0 $209K 0.05% NEW $26.55 -2.7%
216 PK PARK HOTELS & RESORTS INC Real Estate 14,525.0 $207K 0.05% NEW $14.25 +11.3%
217 SWKS SKYWORKS SOLUTIONS INC Technology 3,042.0 $206K 0.05% NEW $67.80 -1.5%
218 BMO BANK MONTREAL MEDIUM Financial Services 1,160.0 $205K 0.05% NEW $176.70 -2.6%
219 ETN EATON CORP PLC Industrials 481.0 $205K 0.05% NEW $426.12 -1.9%
220 VYM VANGUARD WHITEHALL FDS 1,275.0 $201K 0.05% NEW $158.03 +4.2%
Page 11 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%