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Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $325M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 151 New
Page 5 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 T AT&T INC Communication Services 24,737.0 $699K 0.21% NEW $28.24 -11.7%
82 ACN ACCENTURE PLC IRELAND Technology 2,784.0 $687K 0.21% NEW $246.60 -27.9%
83 LIN LINDE PLC Basic Materials 1,431.0 $680K 0.21% NEW $475.00 +8.3%
84 CRM SALESFORCE INC Technology 2,851.0 $676K 0.21% NEW $237.00 -25.6%
85 ADBE ADOBE INC Technology 1,893.0 $668K 0.21% NEW $352.75 -30.8%
86 AMGN AMGEN INC Healthcare 2,210.0 $624K 0.19% NEW $282.20 +19.6%
87 MRK MERCK & CO INC Healthcare 7,246.0 $608K 0.19% NEW $83.94 +38.1%
88 VOT VANGUARD INDEX FDS 2,043.0 $600K 0.18% NEW $293.79 -1.7%
89 GILD GILEAD SCIENCES INC Healthcare 5,304.0 $589K 0.18% NEW $111.00 +17.6%
90 C CITIGROUP INC Financial Services 5,794.0 $588K 0.18% NEW $101.50 +23.3%
91 DIS DISNEY WALT CO Communication Services 4,988.0 $571K 0.18% NEW $114.50 -9.5%
92 INTU INTUIT Technology 830.0 $567K 0.17% NEW $682.91 -55.0%
93 TBLL INVESCO EXCH TRADED FD TR II 5,282.0 $558K 0.17% NEW $105.64 -0.1%
94 UNP UNION PAC CORP Industrials 2,348.0 $555K 0.17% NEW $236.37 +12.5%
95 VOE VANGUARD INDEX FDS 3,122.0 $545K 0.17% NEW $174.58 +10.3%
96 QCOM QUALCOMM INC Technology 3,258.0 $542K 0.17% NEW $166.36 +21.7%
97 PFE PFIZER INC Healthcare 20,624.0 $526K 0.16% NEW $25.48 +1.8%
98 AXP AMERICAN EXPRESS CO Financial Services 1,549.0 $515K 0.16% NEW $332.33 -6.8%
99 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,024.0 $497K 0.15% NEW $485.02 -6.9%
100 BA BOEING CO Industrials 2,271.0 $490K 0.15% NEW $215.83 +1.8%
Page 5 of 8  ·  151 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 40.9%
Communication Services 12.9%
Consumer Cyclical 11.6%
Financial Services 11.3%
Healthcare 8.8%
Industrials 5.3%
Consumer Defensive 5.0%
Energy 2.1%
Utilities 1.4%
Basic Materials 0.7%