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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 10 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNA SNAP-ON INC Industrials 8,301.0 $3.3M 0.04% NEW $402.40 -2.2%
182 FAF FIRST AMERICAN CORPORATION Financial Services 48,389.0 $3.3M 0.04% NEW $68.78 +4.3%
183 TAK TAKEDA PHARMACEUTIC - SP ADR Healthcare 206,900.0 $3.3M 0.04% NEW $16.03 +13.4%
184 OMC OMNICOM GROUP Communication Services 43,206.0 $3.2M 0.04% NEW $73.93 +18.4%
185 LEN LENNAR CORP Consumer Cyclical 34,985.0 $3.2M 0.04% NEW $90.85 -4.2%
186 TSN TYSON FOODS INC -CL A Consumer Defensive 53,406.0 $3.1M 0.04% NEW $58.65 -0.3%
187 XYL XYLEM INC-W/I Industrials 26,416.0 $3.1M 0.04% NEW $118.21 -4.1%
188 CCEP COCA-COLA EUROPEAN PARTNERS Consumer Defensive 30,051.0 $3.0M 0.04% NEW $101.38 +6.5%
189 INVH INVITATION HOMES INC Real Estate 100,000.0 $3.0M 0.04% NEW $30.21 -0.3%
190 JNK SPDR BARCLAYS CAPITAL HIGH 31,322.0 $3.0M 0.04% NEW $96.40 -0.5%
191 FALN ISHARES FALLEN ANGELS ETF 110,693.0 $3.0M 0.04% NEW $27.24 -0.9%
192 CTA SIMPLIFY MANAGED FUTURES ST 115,501.0 $3.0M 0.04% NEW $25.98 +9.9%
193 KEY KEYCORP Financial Services 128,952.0 $3.0M 0.04% NEW $23.15 -5.5%
194 CVE CENOVUS ENERGY INC Energy 118,903.0 $3.0M 0.04% NEW $24.99 +31.8%
195 EWBC EAST WEST BANCORP INC Financial Services 22,740.0 $2.9M 0.04% NEW $129.09 +0.7%
196 GSLC GOLDMAN ACTIVEBETA US LC ETF 20,548.0 $2.9M 0.04% NEW $141.89 +3.0%
197 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 12,219.0 $2.9M 0.04% NEW $238.28 +6.1%
198 MILLROSE PROPERTIES 96,820.0 $2.9M 0.04% NEW $30.05
199 INFY INFOSYS LIMITED-SP ADR Technology 271,041.0 $2.9M 0.04% NEW $10.70 +11.6%
200 CB CHUBB LTD Financial Services 8,207.0 $2.8M 0.04% NEW $343.29 -0.7%
Page 10 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%