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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 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLK SELECT SECTOR SPDR TR 1,139.0 $321K 0.10% NEW $281.86 -36.6%
122 ENB ENBRIDGE INC Energy 6,145.0 $310K 0.10% NEW $50.46 +14.5%
123 VXUS VANGUARD STAR FDS 4,183.0 $307K 0.10% NEW $73.46 +15.1%
124 ABNB AIRBNB INC Consumer Cyclical 2,332.0 $283K 0.09% NEW $121.42 +10.6%
125 EMBJ EMBRAER S.A. Industrials 4,608.0 $279K 0.09% NEW $60.45 -6.5%
126 TTE TOTALENERGIES SE Energy 4,661.0 $278K 0.09% NEW $59.69 +55.0%
127 SLYV SPDR SERIES TRUST 3,087.0 $274K 0.08% NEW $88.65 +15.6%
128 ZTS ZOETIS INC Healthcare 1,833.0 $268K 0.08% NEW $146.32 -45.5%
129 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 13,630.0 $262K 0.08% NEW $19.25 +18.0%
130 DSI ISHARES TR 2,036.0 $256K 0.08% NEW $125.95 +11.8%
131 XEL XCEL ENERGY INC Utilities 3,050.0 $246K 0.08% NEW $80.65 -1.0%
132 SBUX STARBUCKS CORP Consumer Cyclical 2,844.0 $241K 0.07% NEW $84.60 +25.9%
133 BMO BANK MONTREAL QUE Financial Services 1,813.0 $236K 0.07% NEW $130.25 +22.6%
134 AON AON PLC Financial Services 655.0 $234K 0.07% NEW $356.58 -9.1%
135 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,373.0 $232K 0.07% NEW $53.08 +23.8%
136 HMY HARMONY GOLD MINING CO LTD Basic Materials 12,635.0 $229K 0.07% NEW $18.15 -5.3%
137 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 14,326.0 $228K 0.07% NEW $15.94 +21.6%
138 ESE ESCO TECHNOLOGIES INC Technology 1,064.0 $225K 0.07% NEW $211.11 +38.9%
139 NGG NATIONAL GRID PLC Utilities 3,062.0 $223K 0.07% NEW $72.67 +18.9%
140 WEC WEC ENERGY GROUP INC Utilities 1,905.0 $218K 0.07% NEW $114.59 -3.4%
Page 7 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%