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Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $296M AUM 140 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 5 Added 122 Reduced 20 Exited
Page 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 7,824.0 $1.6M 0.55% -1K -11.4% $206.96 +13.2%
42 XOM EXXON MOBIL CORP Energy 10,817.0 $1.3M 0.44% -1K -8.6% $120.34 +28.7%
43 ABBV ABBVIE INC Healthcare 5,591.0 $1.3M 0.43% -840.0 -13.1% $228.52 -5.6%
44 WMT WALMART INC Consumer Defensive 11,060.0 $1.2M 0.42% -2K -13.1% $111.42 +7.9%
45 GE GE AEROSPACE Industrials 3,975.0 $1.2M 0.41% -985.0 -19.9% $308.03 -1.7%
46 BAC BANK AMERICA CORP Financial Services 21,811.0 $1.2M 0.41% -3K -13.4% $55.00 -5.8%
47 CAT CATERPILLAR INC Industrials 1,969.0 $1.1M 0.38% -463.0 -19.0% $572.91 +53.6%
48 RTX RTX CORPORATION Industrials 5,896.0 $1.1M 0.37% -1K -19.0% $183.40 -3.5%
49 ORCL ORACLE CORP Technology 5,421.0 $1.1M 0.36% -579.0 -9.7% $194.91 -1.5%
50 CSCO CISCO SYS INC Technology 13,405.0 $1.0M 0.35% -1K -9.2% $77.03 +56.3%
51 HD HOME DEPOT INC Consumer Cyclical 2,910.0 $1.0M 0.34% -655.0 -18.4% $344.10 -9.0%
52 PG PROCTER AND GAMBLE CO Consumer Defensive 6,916.0 $991K 0.34% -1K -13.0% $143.32 +0.8%
53 WFC WELLS FARGO CO NEW Financial Services 10,361.0 $966K 0.33% -2K -15.8% $93.20 -18.0%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 5,330.0 $947K 0.32% -687.0 -11.4% $177.75 -23.0%
55 COST COSTCO WHSL CORP NEW Consumer Defensive 1,093.0 $943K 0.32% -213.0 -16.3% $863.07 +19.1%
56 UNH UNITEDHEALTH GROUP INC Healthcare 2,742.0 $905K 0.31% -403.0 -12.8% $330.21 +17.6%
57 ABT ABBOTT LABS Healthcare 7,178.0 $899K 0.30% -1K -15.5% $125.30 -30.2%
58 PM PHILIP MORRIS INTL INC Consumer Defensive 5,304.0 $851K 0.29% -712.0 -11.8% $160.41 +17.8%
59 NEE NEXTERA ENERGY INC Utilities 10,593.0 $850K 0.29% -1K -10.2% $80.28 +10.3%
60 AMD ADVANCED MICRO DEVICES INC Technology 3,960.0 $848K 0.29% -731.0 -15.6% $214.16 +118.3%
Page 3 of 7  ·  122 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 41.3%
Communication Services 13.7%
Financial Services 11.6%
Consumer Cyclical 11.5%
Healthcare 8.9%
Industrials 4.9%
Consumer Defensive 4.8%
Energy 1.9%
Utilities 0.7%
Basic Materials 0.6%