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Portfolio (Quarterly) Guide ↗

MANNING & NAPIER ADVISORS LLC

· CIK 0000062039
13F Portfolio $7.8B AUM 865 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 865 New
Page 13 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,064.0 $1.0M 0.01% NEW $499.65 +9.7%
242 HAL HALLIBURTON CO Energy 29,529.0 $1.0M 0.01% NEW $34.09 +3.7%
243 KR KROGER CO Consumer Defensive 17,327.0 $969K 0.01% NEW $55.91 +3.6%
244 SMIN ISHARES MSCI INDIA SMAL-CAP ETF 13,466.0 $952K 0.01% NEW $70.73 +1.4%
245 ESGU ISHARES TRUST ISHARES ESG MS 5,718.0 $936K 0.01% NEW $163.67 +2.5%
246 AIQ GLOBAL X FDS FUTR ANALY ETF 14,528.0 $933K 0.01% NEW $64.22 -1.2%
247 SCCO SOUTHERN COPPER CORPORATION Basic Materials 5,328.0 $928K 0.01% NEW $174.26 +24.0%
248 WSM WILLIAMS - SONOMA INC Consumer Cyclical 3,845.0 $923K 0.01% NEW $240.17 -1.1%
249 HYD VANECK VECTORS HY MUNI ETF 16,479.0 $851K 0.01% NEW $51.65 -2.8%
250 VLO VALERO ENERGY Energy 3,136.0 $835K 0.01% NEW $266.32 +31.0%
251 IVW ISHARES S&P 500/BARRA GROWTH 6,114.0 $829K 0.01% NEW $135.61 +2.4%
252 STZ CONSTELLATION BRANDS INC-A Consumer Defensive 5,720.0 $799K 0.01% NEW $139.66 -2.9%
253 DGX QUEST DIAGNOSTICS INC Healthcare 3,663.0 $779K 0.01% NEW $212.64 +14.9%
254 LMT LOCKHEED MARTIN CORP Industrials 1,484.0 $756K 0.01% NEW $509.46 +10.6%
255 GPC GENUINE PARTS CO Consumer Cyclical 6,383.0 $753K 0.01% NEW $117.98 +13.5%
256 VOX VANGUARD COMMUNICATION SERVICES 4,001.0 $740K 0.01% NEW $184.88 +0.6%
257 NEM NEWMONT GOLDCORP CORP Basic Materials 7,764.0 $734K 0.01% NEW $94.51 +39.2%
258 DKS DICK'S SPORTING GOODS INC Consumer Cyclical 3,148.0 $731K 0.01% NEW $232.34 -21.1%
259 BBY BEST BUY INC Consumer Cyclical 9,094.0 $706K 0.01% NEW $77.64 +10.6%
260 ALB ALBEMARLE CORP Basic Materials 5,158.0 $696K 0.01% NEW $135.03 +6.1%
Page 13 of 44  ·  865 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 29.9%
Financial Services 17.5%
Healthcare 13.9%
Consumer Cyclical 12.2%
Industrials 9.2%
Communication Services 9.2%
Real Estate 3.1%
Basic Materials 1.9%
Energy 1.6%
Consumer Defensive 1.3%