MondegarAI
WRAPMANAGER INC

Q2 2025 · 13F-HR

WRAPMANAGER INCholdings as filed

Filed 2025-08-08 · accession 0001085146-25-004731

$410.4M
Reported value
213
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · WRAPMANAGER INC · Q2 2025

AI · grounded in 13F

WRAPMANAGER INC established a new position in AGG valued at $26.2M. The fund also initiated new stakes in SPIB for $23.6M and SPDW for $17.3M. Additional new positions include SPYG at $15.0M, SPEM at $14.9M, and MSFT at $13.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$26.2M6.38%263,990CommonNONE
78464A375SPIBSPDR SERIES TRUST$23.6M5.75%702,994CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$17.3M4.21%427,208CommonNONE
78464A409SPYGSPDR SERIES TRUST$15.0M3.66%157,522CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$14.9M3.63%348,712CommonNONE
594918104MSFTMICROSOFT CORP$13.9M3.39%27,995CommonNONE
67066G104NVDANVIDIA CORPORATION$12.9M3.15%81,793CommonNONE
78464A474SPSBSPDR SERIES TRUST$12.8M3.12%424,522CommonNONE
78464A847SPMDSPDR SERIES TRUST$11.7M2.85%215,375CommonNONE
78464A508SPYVSPDR SERIES TRUST$10.6M2.58%202,031CommonNONE
023135106AMZNAMAZON COM INC$10.1M2.45%45,863CommonNONE
037833100AAPLAPPLE INC$9.6M2.34%46,854CommonNONE
464288661IEIISHARES TR$9.3M2.27%78,405CommonNONE
92189F437ANGLVANECK ETF TRUST$8.8M2.13%299,114CommonNONE
46435G516ESGDISHARES TR$8.7M2.11%96,959CommonNONE
78468R853SPSMSPDR SERIES TRUST$8.5M2.06%198,751CommonNONE
464287507IJHISHARES TR$6.1M1.49%98,927CommonNONE
30303M102METAMETA PLATFORMS INC$6.1M1.49%8,267CommonNONE
11135F101AVGOBROADCOM INC$5.3M1.28%19,057CommonNONE
46429B291QLTAISHARES TR$4.6M1.13%96,705CommonNONE
46435U663ESMLISHARES TR$4.1M1.00%99,272CommonNONE
02079K107GOOGALPHABET INC$3.8M0.92%21,296CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.8M0.91%12,950CommonNONE
88160R101TSLATESLA INC$3.7M0.90%11,609CommonNONE
464288281EMBISHARES TR$3.6M0.89%39,259CommonNONE
02079K305GOOGLALPHABET INC$3.6M0.87%20,186CommonNONE
46436E726IBDVISHARES TR$3.5M0.86%160,778CommonNONE
46436E486IBDWISHARES TR$3.5M0.85%166,029CommonNONE
46436E312IBDXISHARES TR$3.5M0.85%137,444CommonNONE
46436E205IBDUISHARES TR$3.5M0.84%148,501CommonNONE
46435UAA9IBDSISHARES TR$3.5M0.84%142,591CommonNONE
46435U515IBDTISHARES TR$3.5M0.84%135,917CommonNONE
46435GAA0IBDRISHARES TR$3.4M0.84%142,063CommonNONE
92826C839VVISA INC$3.3M0.81%9,373CommonNONE
46429B655FLOTISHARES TR$3.3M0.80%64,359CommonNONE
78468R101SPTSSPDR SERIES TRUST$3.1M0.75%104,723CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$3.0M0.74%114,938CommonNONE
64110L106NFLXNETFLIX INC$3.0M0.72%2,216CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M0.71%6,036CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.6M0.65%4,715CommonNONE
532457108LLYELI LILLY & CO$2.3M0.57%3,003CommonNONE
002824100ABTABBOTT LABS$1.9M0.47%14,143CommonNONE
437076102HDHOME DEPOT INC$1.8M0.43%4,840CommonNONE
369604301GEGE AEROSPACE$1.7M0.42%6,654CommonNONE
68389X105ORCLORACLE CORP$1.7M0.42%7,811CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M0.41%10,650CommonNONE
060505104BACBANK AMERICA CORP$1.6M0.40%34,864CommonNONE
478160104JNJJOHNSON & JOHNSON$1.6M0.39%10,532CommonNONE
81762P102NOWSERVICENOW INC$1.6M0.39%1,539CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.37%5,101CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.5M0.37%18,970CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.36%1,510CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.36%13,805CommonNONE
931142103WMTWALMART INC$1.5M0.36%15,084CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.5M0.36%8,064CommonNONE
00287Y109ABBVABBVIE INC$1.5M0.35%7,830CommonNONE
75513E101RTXRTX CORPORATION$1.4M0.35%9,787CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.32%5,585CommonNONE
580135101MCDMCDONALDS CORP$1.2M0.29%4,140CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.29%3,852CommonNONE
149123101CATCATERPILLAR INC$1.2M0.28%3,000CommonNONE
46436E122IBHJISHARES TR$1.2M0.28%43,680CommonNONE
46436E379IBHIISHARES TR$1.2M0.28%49,053CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.28%16,680CommonNONE
46436E387IBHHISHARES TR$1.2M0.28%48,653CommonNONE
191216100KOCOCA COLA CO$1.1M0.28%16,237CommonNONE
46438G661IBHKISHARES TR$1.1M0.28%44,242CommonNONE
46436E478IBHGISHARES TR$1.1M0.28%50,879CommonNONE
46436E528IBHFISHARES TR$1.1M0.28%49,204CommonNONE
46435U168IBHEISHARES TR$1.1M0.28%48,913CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.27%3,766CommonNONE
00724F101ADBEADOBE INC$1.1M0.26%2,758CommonNONE
79466L302CRMSALESFORCE INC$1.0M0.25%3,787CommonNONE
375558103GILDGILEAD SCIENCES INC$1.0M0.25%9,300CommonNONE
922908736VUGVANGUARD INDEX FDS$984,6460.24%2,246CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$984,3670.24%7,221CommonNONE
82509L107SHOPSHOPIFY INC$984,0510.24%8,531CommonNONE
00206R102TAT&T INC$972,9340.24%33,619CommonNONE
713448108PEPPEPSICO INC$935,9660.23%7,088CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$933,5750.23%21,575CommonNONE
166764100CVXCHEVRON CORP NEW$929,7330.23%6,493CommonNONE
65339F101NEENEXTERA ENERGY INC$903,6400.22%13,017CommonNONE
922908538VOTVANGUARD INDEX FDS$879,3340.21%3,092CommonNONE
031162100AMGNAMGEN INC$853,5450.21%3,057CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$831,9610.20%1,531CommonNONE
922908595VBKVANGUARD INDEX FDS$824,7270.20%2,978CommonNONE
20030N101CMCSACOMCAST CORP NEW$816,6590.20%22,882CommonNONE
G54950103LINLINDE PLC$814,4960.20%1,736CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$806,7010.20%3,216CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$802,7280.20%5,657CommonNONE
922908744VTVVANGUARD INDEX FDS$798,1580.19%4,516CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$791,2650.19%1,118CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$789,7850.19%1,774CommonNONE
922908611VBRVANGUARD INDEX FDS$787,4500.19%4,038CommonNONE
617446448MSMORGAN STANLEY$786,5620.19%5,584CommonNONE
922908512VOEVANGUARD INDEX FDS$777,2380.19%4,726CommonNONE
461202103INTUINTUIT$747,4610.18%949CommonNONE
254687106DISDISNEY WALT CO$725,9630.18%5,854CommonNONE
907818108UNPUNION PAC CORP$718,5400.18%3,123CommonNONE
052769106ADSKAUTODESK INC$686,3170.17%2,217CommonNONE
78464A300SLYVSPDR SERIES TRUST$678,8370.17%8,511CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$670,6310.16%1,654CommonNONE
55354G100MSCIMSCI INC$649,4090.16%1,126CommonNONE
58933Y105MRKMERCK & CO INC$645,6690.16%8,156CommonNONE
78464A839MDYVSPDR SERIES TRUST$637,9020.16%8,031CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$631,0350.15%1,239CommonNONE
78464A201SLYGSPDR SERIES TRUST$626,9300.15%7,064CommonNONE
882508104TXNTEXAS INSTRS INC$609,9880.15%2,938CommonNONE
803054204SAPSAP SE$603,6390.15%1,985CommonNONE
717081103PFEPFIZER INC$596,0990.15%24,591CommonNONE
464287598IWDISHARES TR$594,9260.14%3,063CommonNONE
747525103QCOMQUALCOMM INC$593,2440.14%3,725CommonNONE
78464A821MDYGSPDR SERIES TRUST$588,5440.14%6,775CommonNONE
009066101ABNBAIRBNB INC$585,3400.14%4,423CommonNONE
20825C104COPCONOCOPHILLIPS$573,7080.14%6,393CommonNONE
025816109AXPAMERICAN EXPRESS CO$567,4050.14%1,778CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$550,1800.13%5,213CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$545,6330.13%5,166CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$521,2300.13%2,796CommonNONE
808513105SCHWSCHWAB CHARLES CORP$509,4840.12%5,584CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$495,2260.12%1,547CommonNONE
98978V103ZTSZOETIS INC$484,5370.12%3,107CommonNONE
780259305SHELSHELL PLC$481,5340.12%6,839CommonNONE
872540109TJXTJX COS INC NEW$457,1600.11%3,702CommonNONE
G87052109TELTE CONNECTIVITY PLC$403,9650.10%2,395CommonNONE
443573100HUBSHUBSPOT INC$392,4240.10%705CommonNONE
89151E109TTENTOTALENERGIES SE$388,0460.09%6,321CommonNONE
58733R102MELIMERCADOLIBRE INC$384,2040.09%147CommonNONE
G0403H108AONAON PLC$381,0200.09%1,068CommonNONE
902973304USBUS BANCORP DEL$376,4350.09%8,319CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$367,6410.09%5,465CommonNONE
172908105CTASCINTAS CORP$362,3870.09%1,626CommonNONE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$362,1960.09%15,289CommonNONE
29082A107EMBJEMBRAER S.A.$362,1750.09%6,364CommonNONE
855244109SBUXSTARBUCKS CORP$361,7650.09%3,948CommonNONE
29250N105ENBENBRIDGE INC$360,5660.09%7,956CommonNONE
697435105PANWPALO ALTO NETWORKS INC$359,5520.09%1,757CommonNONE
46436E163IBMRISHARES TR$356,8780.09%14,145CommonNONE
46435U259IBMOISHARES TR$355,6730.09%13,881CommonNONE
46438G687IBMSISHARES TR$355,4940.09%13,854CommonNONE
46435U432ISHARES TR$355,1250.09%13,269CommonNONE
46435U283IBMPISHARES TR$355,0010.09%14,004CommonNONE
46434G863ESGEISHARES INC$354,9190.09%9,061CommonNONE
46435U325IBMQISHARES TR$353,3260.09%13,905CommonNONE
670100205NVONOVO-NORDISK A S$352,8990.09%5,113CommonNONE
296315104ESEESCO TECHNOLOGIES INC$348,8200.08%1,818CommonNONE
98138H101WDAYWORKDAY INC$348,7200.08%1,453CommonNONE
384802104GWWGRAINGER W W INC$348,4800.08%335CommonNONE
925050106VRNAVERONA PHARMA PLC$338,7860.08%3,582CommonNONE
78468R408SJNKSPDR SERIES TRUST$324,6660.08%12,742CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$312,6570.08%20,342CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$309,6130.08%1,338CommonNONE
46435U853USHYISHARES TR$298,2420.07%7,951CommonNONE
636274409NGGNATIONAL GRID PLC$297,3420.07%3,996CommonNONE
032654105ADIANALOG DEVICES INC$291,8130.07%1,226CommonNONE
921909768VXUSVANGUARD STAR FDS$289,0030.07%4,183CommonNONE
443201108HWMHOWMET AEROSPACE INC$280,8700.07%1,509CommonNONE
M6191J100FROGJFROG LTD$280,5250.07%6,393CommonNONE
78409V104SPGIS&P GLOBAL INC$277,3550.07%526CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$277,2460.07%5,502CommonNONE
046353108AZNNASTRAZENECA PLC$274,0300.07%3,921CommonNONE
88557W101QFINQIFU TECHNOLOGY INC$272,7340.07%6,290CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$271,8330.07%1,494CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$270,6410.07%19,726CommonNONE
366651107ITGARTNER INC$265,5730.06%657CommonNONE
46436E767USXFISHARES TR$265,3360.06%4,920CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$264,9100.06%2,245CommonNONE
98389B100XELXCEL ENERGY INC$264,2960.06%3,881CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$259,3630.06%5,983CommonNONE
45168D104IDXXIDEXX LABS INC$252,0800.06%470CommonNONE
464288877EFVISHARES TR$251,1270.06%3,956CommonNONE
06738E204BCSBARCLAYS PLC$248,6230.06%13,374CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$248,3510.06%4,423CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$244,9360.06%17,533CommonNONE
46434V407SHYGISHARES TR$244,7330.06%5,673CommonNONE
29444U700EQIXEQUINIX INC$243,4140.06%306CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$243,3460.06%1,405CommonNONE
464288273SCZISHARES TR$236,6460.06%3,256CommonNONE
464288570DSIISHARES TR$235,6890.06%2,029CommonNONE
46435G425ESGUISHARES TR$235,2870.06%1,739CommonNONE
05961W105BMABANCO MACRO SA$234,2910.06%3,337CommonNONE
404280406HSBCHSBC HLDGS PLC$231,1840.06%3,803CommonNONE
92939U106WECWEC ENERGY GROUP INC$229,4480.06%2,202CommonNONE
984245100YPFYPF SOCIEDAD ANONIMA$228,5160.06%7,266CommonNONE
26614N102DDDUPONT DE NEMOURS INC$227,9930.06%3,324CommonNONE
494368103KMBKIMBERLY-CLARK CORP$225,3520.05%1,748CommonNONE
80105N105SNYSANOFI$220,8250.05%4,571CommonNONE
464288885EFGISHARES TR$219,9680.05%1,964CommonNONE
842587107SOSOUTHERN CO$219,4740.05%2,390CommonNONE
824348106SHWSHERWIN WILLIAMS CO$217,6900.05%634CommonNONE
26701L100BROSDUTCH BROS INC$217,5530.05%3,182CommonNONE
697660207PAMPAMPA ENERGIA S A$217,5060.05%3,135CommonNONE
759530108RELXRELX PLC$215,4040.05%3,964CommonNONE
002474104AZZAZZ INC$212,6740.05%2,251CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$205,3410.05%1,979CommonNONE
110448107BTIBRITISH AMERN TOB PLC$202,9510.05%4,288CommonNONE
87807B107TRPTC ENERGY CORP$202,0880.05%4,142CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$201,1730.05%1,993CommonNONE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$187,4380.05%19,919CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$185,3240.05%12,265CommonNONE
02081G201ATECALPHATEC HLDGS INC$175,4800.04%15,809CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$170,1980.04%10,155CommonNONE
405552100HLNHALEON PLC$168,3050.04%16,230CommonNONE
91531W106TIGRUP FINTECH HLDG LTD$155,8380.04%16,149CommonNONE
04035M102ARHSARHAUS INC$137,7840.03%15,892CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$127,0050.03%22,165CommonNONE
90138A103VNETVNET GROUP INC$100,3050.02%14,537CommonNONE
G0250X107AMCRAMCOR PLC$96,3200.02%10,481CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$93,5680.02%11,034CommonNONE
05964H105SANBANCO SANTANDER S.A.$90,4950.02%10,903CommonNONE
654902204NOKNOKIA CORP$87,3400.02%16,861CommonNONE
0076CA104AEGAEGON LTD$73,8910.02%10,206CommonNONE
879382208TELFYTELEFONICA S A$52,9430.01%10,123CommonNONE

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.