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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNY SANOFI SA Healthcare 11,028.0 $470K 0.12% NEW $42.66 +5.4%
142 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,075.0 $467K 0.12% NEW $92.09 -4.7%
143 KIM KIMCO REALTY CORP Real Estate 18,101.0 $459K 0.11% NEW $25.35 -5.7%
144 VIG VANGUARD SPECIALIZED FUNDS 1,930.0 $457K 0.11% NEW $236.62 +3.0%
145 TXN TEXAS INSTRS INC Technology 1,519.0 $453K 0.11% NEW $298.07 -10.6%
146 COP CONOCOPHILLIPS Energy 4,345.0 $452K 0.11% NEW $103.97 +24.1%
147 LNG CHENIERE ENERGY INC Energy 1,859.0 $444K 0.11% NEW $239.02 +18.0%
148 SO SOUTHERN CO Utilities 4,642.0 $444K 0.11% NEW $95.70 -7.5%
149 MS MORGAN STANLEY Financial Services 2,123.0 $444K 0.11% NEW $209.06 +2.8%
150 VNQ VANGUARD INDEX FDS 4,594.0 $443K 0.11% NEW $96.43 +1.6%
151 OKE ONEOK INC NEW Energy 4,909.0 $427K 0.11% NEW $86.94 +8.6%
152 SCHF SCHWAB STRATEGIC TR 15,345.0 $425K 0.11% NEW $27.70 +2.5%
153 CRM SALESFORCE INC Technology 2,710.0 $425K 0.10% NEW $156.66 +59.1%
154 UNILEVER PLC 6,958.0 $418K 0.10% NEW $60.12
155 HSBC HSBC HLDGS PLC Financial Services 4,248.0 $404K 0.10% NEW $95.09 +8.1%
156 KVUE KENVUE INC Consumer Defensive 20,847.0 $398K 0.10% NEW $19.11 +0.3%
157 DG DOLLAR GEN CORP Consumer Defensive 3,431.0 $395K 0.10% NEW $115.11 +11.3%
158 IWB ISHARES TR 954.0 $391K 0.10% NEW $409.50 +3.2%
159 SKM SK TELECOM CO LTD Communication Services 11,913.0 $383K 0.10% NEW $32.16 +23.3%
160 PNC PNC FINL SVCS GROUP INC Financial Services 1,538.0 $379K 0.09% NEW $246.22 -1.3%
Page 8 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%