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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 8 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JMST JPM ULTRA-SHORT MUNI INCOME 120,084.0 $6.1M 0.08% NEW $51.00 -0.2%
142 COF CAPITAL ONE FINL CORP Financial Services 30,042.0 $6.1M 0.08% NEW $202.28 +7.7%
143 CI CIGNA CORP Healthcare 21,748.0 $6.1M 0.08% NEW $278.74 -0.4%
144 ACN ACCENTURE PLC - CL A Technology 47,766.0 $6.0M 0.08% NEW $124.74 +48.5%
145 JACK JACK IN THE BOX INC Consumer Cyclical 376,343.0 $5.9M 0.08% NEW $15.81 +9.0%
146 FITB FIFTH THIRD BANCORP Financial Services 104,406.0 $5.9M 0.08% NEW $56.78 -3.5%
147 VCSH VANGUARD S/T CORP BOND ETF 69,453.0 $5.5M 0.07% NEW $79.14 -0.7%
148 BDX BECTON DICKINSON & CO Healthcare 34,426.0 $5.3M 0.07% NEW $155.19 +23.7%
149 VYMI VANGUARD INT HIGH DVD YLD IN 54,270.0 $5.3M 0.07% NEW $98.24 +7.1%
150 HIG HARTFORD FINL SVCS Financial Services 36,361.0 $4.9M 0.06% NEW $133.49 +2.0%
151 LYG LLOYDS TSB GROUP PLC Financial Services 831,808.0 $4.8M 0.06% NEW $5.83 +3.3%
152 QEFA SPDR MSCI EAFE STRATEGICFACT 50,096.0 $4.8M 0.06% NEW $96.08 +6.2%
153 NTES NETEASE.COM INC- ADR Technology 36,904.0 $4.8M 0.06% NEW $129.16 -0.8%
154 TGT TARGET CORP Consumer Defensive 35,528.0 $4.8M 0.06% NEW $133.92 +23.5%
155 XOM EXXON MOBIL CORP Energy 34,677.0 $4.7M 0.06% NEW $136.72 +20.8%
156 HBAN HUNTINGTON BANCSHARES Financial Services 264,994.0 $4.7M 0.06% NEW $17.82 -4.4%
157 QUAL ISHARES EDGE MSCI USA QUALIT 21,402.0 $4.7M 0.06% NEW $219.43 +1.7%
158 TFI INTERNATIONAL INC 31,657.0 $4.6M 0.06% NEW $143.89
159 AMERICA MOVIL - ADR - L 168,613.0 $4.5M 0.06% NEW $26.75
160 OC OWENS CORNING INC Industrials 28,331.0 $4.5M 0.06% NEW $158.96 -6.9%
Page 8 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%