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Portfolio (Quarterly) Guide ↗

M&T Bank Corp

· CIK 0000036270
13F Portfolio $34.1B AUM 14,601 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 146 New 857 Added 609 Reduced 78 Exited
Page 10 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SONY SONY GROUP CORP Technology 178,758.0 $3.6M 0.01% -5K -2.9% $20.06 +19.2%
182 MP MP MATERIALS CORP Basic Materials 63,592.0 $3.6M 0.01% -621.0 -1.0% $56.01 +7.2%
183 MDU MDU RES GROUP INC Industrials 166,723.0 $3.5M 0.01% -149K -47.1% $21.21 -5.9%
184 LAMR LAMAR ADVERTISING CO Real Estate 22,552.0 $3.5M 0.01% -913.0 -3.9% $156.00 -3.4%
185 KEYS KEYSIGHT TECHNOLOGIES INC Technology 10,031.0 $3.5M 0.01% -619.0 -5.8% $350.09 -9.7%
186 HCA HCA HEALTHCARE INC Healthcare 8,997.0 $3.5M 0.01% -988.0 -9.9% $389.89 +10.1%
187 HII HUNTINGTON INGALLS INDS INC Industrials 12,237.0 $3.4M 0.01% -406.0 -3.2% $279.94 +6.5%
188 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 52,494.0 $3.4M 0.01% -3K -5.5% $64.45 +1.6%
189 CCI CROWN CASTLE INC Real Estate 44,657.0 $3.4M 0.01% -1K -2.8% $75.72 -0.3%
190 AIG AMERICAN INTL GROUP INC Financial Services 45,303.0 $3.4M 0.01% -4K -8.8% $74.52 +2.1%
191 SRE SEMPRA Utilities 36,368.0 $3.4M 0.01% -1K -2.8% $92.71 -10.6%
192 PYPL PAYPAL HLDGS INC Financial Services 75,232.0 $3.2M 0.01% -8K -10.0% $43.17 +42.6%
193 LNG CHENIERE ENERGY INC Energy 13,350.0 $3.2M 0.01% -1K -10.1% $239.03 +16.1%
194 KMI KINDER MORGAN INC DEL Energy 98,508.0 $3.1M 0.01% -19K -16.0% $31.97 -3.1%
195 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 12,530.0 $3.1M 0.01% -1K -8.2% $249.98 -4.1%
196 WBD WARNER BROS DISCOVERY INC Communication Services 116,720.0 $3.1M 0.01% -2K -1.9% $26.65 +7.1%
197 KR KROGER CO Consumer Defensive 55,808.0 $3.1M 0.01% -2K -2.7% $55.53 +4.3%
198 ODFL OLD DOMINION FREIGHT LINE IN Industrials 13,920.0 $3.0M 0.01% -97.0 -0.7% $216.61 -4.7%
199 IT GARTNER INC Technology 23,179.0 $3.0M 0.01% -2K -6.2% $129.62 +51.1%
200 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 33,853.0 $3.0M 0.01% -1K -3.5% $88.60 -36.6%
Page 10 of 31  ·  609 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 32.1%
Financial Services 16.8%
Healthcare 11.0%
Industrials 10.2%
Consumer Cyclical 7.6%
Consumer Defensive 5.6%
Energy 4.9%
Communication Services 4.6%
Basic Materials 2.7%
Utilities 2.5%