MondegarAI
WRAPMANAGER INC

Q2 2024 · 13F-HR

WRAPMANAGER INCholdings as filed

Filed 2024-08-08 · accession 0001085146-24-003601

$362.1M
Reported value
255
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$16.6M4.57%170,575CommonNONE
78464A375SPIBSPDR SER TR$16.0M4.42%492,069CommonNONE
78464A409SPYGSPDR SER TR$13.9M3.84%173,313CommonNONE
594918104MSFTMICROSOFT CORP$12.7M3.51%28,474CommonNONE
023135106AMZNAMAZON COM INC$11.0M3.05%57,097CommonNONE
78464A508SPYVSPDR SER TR$9.8M2.69%200,202CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$9.4M2.60%268,023CommonNONE
67066G104NVDANVIDIA CORPORATION$9.1M2.51%73,530CommonNONE
037833100AAPLAPPLE INC$8.5M2.34%40,180CommonNONE
78464A474SPSBSPDR SER TR$8.3M2.29%279,002CommonNONE
46435G516ESGDISHARES TR$7.5M2.08%95,459CommonNONE
78464A847SPMDSPDR SER TR$6.9M1.91%134,637CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$6.1M1.69%162,159CommonNONE
92189F437ANGLVANECK ETF TRUST$6.0M1.65%211,219CommonNONE
464287507IJHISHARES TR$5.4M1.50%92,855CommonNONE
02079K107GOOGALPHABET INC$5.1M1.40%27,588CommonNONE
464288661IEIISHARES TR$4.9M1.37%42,852CommonNONE
78468R853SPSMSPDR SER TR$4.8M1.34%116,480CommonNONE
46434G863ESGEISHARES INC$4.6M1.27%137,143CommonNONE
46435U663ESMLISHARES TR$4.2M1.15%108,539CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.0M1.10%19,688CommonNONE
30303M102METAMETA PLATFORMS INC$3.6M0.98%7,056CommonNONE
11135F101AVGOBROADCOM INC$3.3M0.92%2,078CommonNONE
46436E726IBDVISHARES TR$3.2M0.89%151,498CommonNONE
46434VBG4IBDPISHARES TR$3.1M0.86%123,835CommonNONE
464288281EMBISHARES TR$3.1M0.85%34,848CommonNONE
46434VBD1IBDQISHARES TR$3.1M0.85%123,108CommonNONE
46435UAA9IBDSISHARES TR$3.0M0.83%126,357CommonNONE
46435GAA0IBDRISHARES TR$3.0M0.83%125,846CommonNONE
92826C839VVISA INC$2.9M0.81%11,182CommonNONE
46436E205IBDUISHARES TR$2.9M0.80%128,465CommonNONE
46435U515IBDTISHARES TR$2.9M0.80%117,486CommonNONE
02079K305GOOGLALPHABET INC$2.8M0.78%15,591CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M0.78%5,564CommonNONE
46429B291QLTAISHARES TR$2.6M0.71%54,761CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.5M0.70%5,721CommonNONE
002824100ABTABBOTT LABS$2.4M0.66%22,838CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$2.3M0.64%7,678CommonNONE
060505104BACBANK AMERICA CORP$2.3M0.63%57,250CommonNONE
532457108LLYELI LILLY & CO$2.2M0.61%2,423CommonNONE
478160104JNJJOHNSON & JOHNSON$2.1M0.58%14,416CommonNONE
00724F101ADBEADOBE INC$2.1M0.58%3,752CommonNONE
00287Y109ABBVABBVIE INC$2.1M0.57%12,024CommonNONE
670100205NVONOVO-NORDISK A S$2.0M0.56%14,211CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.0M0.55%51,303CommonNONE
64110L106NFLXNETFLIX INC$2.0M0.55%2,966CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.0M0.54%33,076CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.53%4,740CommonNONE
79466L302CRMSALESFORCE INC$1.9M0.53%7,470CommonNONE
46429B655FLOTISHARES TR$1.9M0.53%37,503CommonNONE
437076102HDHOME DEPOT INC$1.9M0.52%5,456CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.9M0.51%3,352CommonNONE
438516106HONHONEYWELL INTL INC$1.8M0.50%8,548CommonNONE
81762P102NOWSERVICENOW INC$1.8M0.50%2,320CommonNONE
88160R101TSLATESLA INC$1.8M0.49%8,893CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M0.47%10,342CommonNONE
78468R101SPTSSPDR SER TR$1.7M0.46%57,320CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.7M0.46%40,101CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$1.7M0.46%62,549CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.5M0.42%15,172CommonNONE
009066101ABNBAIRBNB INC$1.4M0.39%9,413CommonNONE
031162100AMGNAMGEN INC$1.4M0.38%4,354CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.37%8,505CommonNONE
149123101CATCATERPILLAR INC$1.3M0.37%3,982CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.3M0.36%2,805CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.36%11,187CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.35%3,339CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.34%3,337CommonNONE
713448108PEPPEPSICO INC$1.2M0.34%7,395CommonNONE
98978V103ZTSZOETIS INC$1.2M0.33%6,966CommonNONE
369604301GEGE AEROSPACE$1.2M0.33%7,476CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.32%24,342CommonNONE
580135101MCDMCDONALDS CORP$1.1M0.31%4,458CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.29%1,216CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$997,5840.28%4,442CommonNONE
922908744VTVVANGUARD INDEX FDS$974,3300.27%6,074CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$969,9020.27%9,196CommonNONE
717081103PFEPFIZER INC$964,0180.27%34,453CommonNONE
922908538VOTVANGUARD INDEX FDS$953,3630.26%4,153CommonNONE
922908512VOEVANGUARD INDEX FDS$941,0900.26%6,256CommonNONE
98138H101WDAYWORKDAY INC$934,9280.26%4,182CommonNONE
46436E122IBHJISHARES TR$911,6160.25%35,257CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$906,0290.25%3,494CommonNONE
191216100KOCOCA COLA CO$902,3020.25%14,175CommonNONE
46435U168IBHEISHARES TR$895,9950.25%38,496CommonNONE
46435U184IBHDISHARES TR$882,0510.24%37,954CommonNONE
931142103WMTWALMART INC$877,9960.24%12,967CommonNONE
46436E528IBHFISHARES TR$872,3440.24%38,077CommonNONE
46436E379IBHIISHARES TR$869,5680.24%37,588CommonNONE
46436E478IBHGISHARES TR$866,2200.24%39,320CommonNONE
46436E387IBHHISHARES TR$865,9830.24%37,456CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$863,1670.24%5,738CommonNONE
052769106ADSKAUTODESK INC$861,8680.24%3,483CommonNONE
922908595VBKVANGUARD INDEX FDS$842,4380.23%3,368CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$840,8360.23%5,408CommonNONE
922908611VBRVANGUARD INDEX FDS$831,0140.23%4,553CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$814,7810.23%5,023CommonNONE
78464A839MDYVSPDR SER TR$809,1230.22%11,093CommonNONE
803054204SAPSAP SE$804,8230.22%3,990CommonNONE
458140100INTCINTEL CORP$802,7730.22%25,921CommonNONE
78464A821MDYGSPDR SER TR$792,8540.22%9,432CommonNONE
82509L107SHOPSHOPIFY INC$786,1270.22%11,902CommonNONE
375558103GILDGILEAD SCIENCES INC$785,4470.22%11,448CommonNONE
46436E767USXFISHARES TR$784,1280.22%16,834CommonNONE
78464A300SLYVSPDR SER TR$756,3960.21%9,659CommonNONE
443573100HUBSHUBSPOT INC$752,5720.21%1,276CommonNONE
78464A201SLYGSPDR SER TR$720,7950.20%8,395CommonNONE
902973304USBUS BANCORP DEL$719,9600.20%18,135CommonNONE
55354G100MSCIMSCI INC$716,8440.20%1,488CommonNONE
58933Y105MRKMERCK & CO INC$702,2560.19%5,672CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$687,3980.19%5,023CommonNONE
G54950103LINLINDE PLC$673,1350.19%1,534CommonNONE
780259305SHELSHELL PLC$640,5980.18%8,875CommonNONE
464287598IWDISHARES TR$622,3340.17%3,567CommonNONE
68389X105ORCLORACLE CORP$607,0190.17%4,299CommonNONE
29250N105ENBENBRIDGE INC$606,9520.17%17,054CommonNONE
366651107ITGARTNER INC$595,4540.16%1,326CommonNONE
747525103QCOMQUALCOMM INC$546,1520.15%2,742CommonNONE
872540109TJXTJX COS INC NEW$510,4240.14%4,636CommonNONE
26614N102DDDUPONT DE NEMOURS INC$502,4190.14%6,242CommonNONE
384802104GWWGRAINGER W W INC$487,2100.13%540CommonNONE
20825C104COPCONOCOPHILLIPS$476,6210.13%4,167CommonNONE
29444U700EQIXEQUINIX INC$471,3620.13%623CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$467,6730.13%4,666CommonNONE
882508104TXNTEXAS INSTRS INC$460,4530.13%2,367CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$449,9060.12%4,917CommonNONE
640491106NEOGNEOGEN CORP$437,1400.12%27,968CommonNONE
032654105ADIANALOG DEVICES INC$434,8350.12%1,905CommonNONE
205887102CAGCONAGRA BRANDS INC$429,7670.12%15,122CommonNONE
296315104ESEESCO TECHNOLOGIES INC$425,9370.12%4,055CommonNONE
42328H109HLIOHELIOS TECHNOLOGIES INC$425,8820.12%8,919CommonNONE
254687106DISDISNEY WALT CO$422,5780.12%4,256CommonNONE
80105N105SNYSANOFI$414,5060.11%8,543CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$407,2620.11%6,127CommonNONE
654106103NKENIKE INC$404,0590.11%5,361CommonNONE
969457100WMBWILLIAMS COS INC$403,0700.11%9,484CommonNONE
046353108AZNNASTRAZENECA PLC$402,8960.11%5,166CommonNONE
697435105PANWPALO ALTO NETWORKS INC$402,0660.11%1,186CommonNONE
235851102DHRDANAHER CORPORATION$402,0090.11%1,609CommonNONE
89151E109TTENTOTALENERGIES SE$399,6800.11%5,994CommonNONE
46435U432ISHARES TR$392,6400.11%14,825CommonNONE
46435U259IBMOISHARES TR$392,6120.11%15,506CommonNONE
46435U697ISHARES TR$392,2380.11%15,060CommonNONE
46436E163IBMRISHARES TR$391,8180.11%15,761CommonNONE
46435U283IBMPISHARES TR$391,3810.11%15,649CommonNONE
72352L106PINSPINTEREST INC$390,6810.11%8,865CommonNONE
92337F107VCYTVERACYTE INC$388,1100.11%17,910CommonNONE
46435U325IBMQISHARES TR$387,9100.11%15,504CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$387,4230.11%4,050CommonNONE
636274409NGGNATIONAL GRID PLC$381,4120.11%6,715CommonNONE
494368103KMBKIMBERLY-CLARK CORP$376,3190.10%2,723CommonNONE
46436E759DMXFISHARES TR$375,4380.10%5,568CommonNONE
09062X103BIIBBIOGEN INC$373,4620.10%1,611CommonNONE
92847W103VITLVITAL FARMS INC$372,2420.10%7,959CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$372,0820.10%7,656CommonNONE
892356106TSCOTRACTOR SUPPLY CO$370,1700.10%1,371CommonNONE
02081G201ATECALPHATEC HLDGS INC$366,5230.10%35,074CommonNONE
G4705A100ICLRICON PLC$364,2520.10%1,162CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$363,3260.10%6,939CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$360,7730.10%811CommonNONE
172908105CTASCINTAS CORP$355,0320.10%507CommonNONE
26856L103ELFE L F BEAUTY INC$354,8520.10%1,684CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$340,2090.09%16,909CommonNONE
464288885EFGISHARES TR$339,0220.09%3,314CommonNONE
25243Q205DEODIAGEO PLC$338,9030.09%2,688CommonNONE
03071H100AMSFAMERISAFE INC$338,7430.09%7,718CommonNONE
31428X106FDXFEDEX CORP$338,2200.09%1,128CommonNONE
258278100DORMDORMAN PRODS INC$336,0060.09%3,673CommonNONE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$335,7600.09%7,535CommonNONE
464288877EFVISHARES TR$334,2050.09%6,301CommonNONE
464288273SCZISHARES TR$333,2870.09%5,407CommonNONE
358039105FRPTFRESHPET INC$332,1440.09%2,567CommonNONE
75513E101RTXRTX CORPORATION$330,8850.09%3,296CommonNONE
464287614IWFISHARES TR$330,2460.09%906CommonNONE
775133101ROGROGERS CORP$329,5070.09%2,732CommonNONE
70202L102PSNPARSONS CORP DEL$327,9760.09%4,009CommonNONE
855244109SBUXSTARBUCKS CORP$324,2450.09%4,165CommonNONE
M6191J100FROGJFROG LTD$323,2300.09%8,608CommonNONE
98389B100XELXCEL ENERGY INC$319,8190.09%5,988CommonNONE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$316,3450.09%3,331CommonNONE
842587107SOSOUTHERN CO$315,4770.09%4,067CommonNONE
05534B760BCEBCE INC$315,4460.09%9,745CommonNONE
46436E551XJHISHARES TR$310,5450.09%7,848CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$306,4760.08%3,493CommonNONE
87807B107TRPTC ENERGY CORP$306,1940.08%8,079CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$303,2450.08%2,120CommonNONE
G0403H108AONAON PLC$302,3870.08%1,030CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$300,7540.08%22,819CommonNONE
46436E742EMXFISHARES TR$300,3440.08%8,186CommonNONE
92511U102VRRMVERRA MOBILITY CORP$300,3150.08%11,041CommonNONE
G037AX101AMBAAMBARELLA INC$297,9660.08%5,523CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$294,5310.08%7,092CommonNONE
58733R102MELIMERCADOLIBRE INC$294,1690.08%179CommonNONE
78409V104SPGIS&P GLOBAL INC$292,5760.08%656CommonNONE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$292,4980.08%3,763CommonNONE
26701L100BROSDUTCH BROS INC$290,0900.08%7,007CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$289,7960.08%26,833CommonNONE
756109104OREALTY INCOME CORP$288,0800.08%5,454CommonNONE
833445109SNOWSNOWFLAKE INC$287,8770.08%2,131CommonNONE
05961W105BMABANCO MACRO SA$283,4400.08%4,944CommonNONE
89832Q109TFCTRUIST FINL CORP$282,6340.08%7,275CommonNONE
H42097107UBSUBS GROUP AG$282,1070.08%9,550CommonNONE
45168D104IDXXIDEXX LABS INC$281,1140.08%577CommonNONE
826919102SLABSILICON LABORATORIES INC$280,8900.08%2,539CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$276,8200.08%612CommonNONE
83200N103SMARGBPSMARTSHEET INC$275,1470.08%6,242CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$271,5970.08%9,238CommonNONE
25746U109DDOMINION ENERGY INC$271,2640.07%5,536CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$270,0000.07%1,307CommonNONE
516544103LNTHLANTHEUS HLDGS INC$267,7670.07%3,335CommonNONE
00206R102TAT&T INC$263,2400.07%13,775CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$262,3200.07%1,099CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$259,2710.07%8,484CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$259,2630.07%23,336CommonNONE
537008104LFUSLITTELFUSE INC$258,1460.07%1,010CommonNONE
24477E103DHDEFINITIVE HEALTHCARE CORP$257,6520.07%47,189CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$256,7710.07%1,135CommonNONE
921909768VXUSVANGUARD STAR FDS$255,7930.07%4,242CommonNONE
46434V464CRBNISHARES TR$254,5560.07%1,389CommonNONE
29364G103ETRENTERGY CORP NEW$250,3800.07%2,340CommonNONE
759530108RELXRELX PLC$247,8440.07%5,402CommonNONE
29082A107EMBJEMBRAER S.A.$247,1380.07%9,579CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$241,8730.07%24,115CommonNONE
N07059210ASMLASML HOLDING N V$240,3420.07%235CommonNONE
70435P102PAYCOR HCM INC$240,1320.07%18,908CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$238,0260.07%1,189CommonNONE
461202103INTUINTUIT$237,9100.07%362CommonNONE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$237,4340.07%8,550CommonNONE
09239B109BLBLACKLINE INC$237,3570.07%4,899CommonNONE
002474104AZZAZZ INC$237,1580.07%3,070CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM TO$234,8480.06%4,940CommonNONE
824348106SHWSHERWIN WILLIAMS CO$233,6710.06%783CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$231,1040.06%2,109CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$227,3880.06%24,797CommonNONE
784117103SEICSEI INVTS CO$226,8030.06%3,506CommonNONE
G9108L173TENTSAKOS ENERGY NAVIGATION LTD$226,6270.06%7,740CommonNONE
617446448MSMORGAN STANLEY$225,9670.06%2,325CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$225,5910.06%19,754CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$223,2000.06%3,071CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$222,3960.06%5,646CommonNONE
194162103CLCOLGATE PALMOLIVE CO$214,9440.06%2,215CommonNONE
127097103CTRACOTERRA ENERGY INC$212,7730.06%7,978CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$212,2000.06%1,965CommonNONE
277432100EMNEASTMAN CHEM CO$210,4400.06%2,148CommonNONE
G0250X107AMCRAMCOR PLC$208,6170.06%21,331CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$208,4580.06%15,545CommonNONE
25659T107DLBDOLBY LABORATORIES INC$204,1760.06%2,577CommonNONE
456837103INGING GROEP N.V.$196,9560.05%11,491CommonNONE
88034P109TMETENCENT MUSIC ENTMT GROUP$191,9370.05%13,661CommonNONE
204448104BVNCOMPANIA DE MINAS BUENAVENTU$184,3820.05%10,878CommonNONE
65535H208NMRNOMURA HLDGS INC$184,1740.05%31,864CommonNONE
49177J102KVUEKENVUE INC$183,5090.05%10,094CommonNONE
151290889CXCEMEX SAB DE CV$175,4690.05%27,460CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$167,5770.05%11,565CommonNONE
0076CA104AEGAEGON LTD$156,7260.04%25,567CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.