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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 34 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FUL H.B. FULLER CO. Basic Materials 53.0 $3K NEW $59.13 -0.7%
662 SU SUNCOR ENERGY INC Energy 58.0 $3K NEW $53.81 +27.2%
663 EQNR EQUINOR ASA-SPON ADR Energy 100.0 $3K NEW $31.18 +37.5%
664 LXP INDUSTRIAL TRUST 56.0 $3K NEW $55.27
665 ARMK ARAMARK Industrials 55.0 $3K NEW $56.24 +6.3%
666 XPO XPO LOGISTICS INC Industrials 15.0 $3K NEW $206.13 -4.1%
667 BRX BRIXMOR PROPERTY GROUP INC Real Estate 96.0 $3K NEW $32.20 -9.0%
668 GTOP GS TECH OPPORTUNITIES ETF 62.0 $3K NEW $49.79 -3.2%
669 HMC HONDA MOTOR CO LTD -SPONS ADR Consumer Cyclical 112.0 $3K NEW $27.28 +22.3%
670 GTX GARRETT MOTION INC Consumer Cyclical 87.0 $3K NEW $35.08 -24.1%
671 STLD STEEL DYNAMICS INC Basic Materials 13.0 $3K NEW $234.23 -2.4%
672 OII OCEANEERING INTL INC Energy 77.0 $3K NEW $39.53 +34.1%
673 EXEL EXELIXIS Healthcare 55.0 $3K NEW $54.27 -0.4%
674 SE SEA LTD - ADR Consumer Cyclical 32.0 $3K NEW $92.94 +26.5%
675 VIRT Virtu Financial Inc A Financial Services 51.0 $3K NEW $58.16 +16.8%
676 IMO IMPERIAL OIL LTD Energy 26.0 $3K NEW $113.27 +21.9%
677 MMSI MERIT MEDICAL SYSTEMS INC Healthcare 42.0 $3K NEW $70.10 +29.5%
678 DTE DTE ENERGY COMPANY Utilities 19.0 $3K NEW $154.00 -12.2%
679 LAD LITHIA MOTORS INC-CL A Consumer Cyclical 10.0 $3K NEW $291.40 +27.2%
680 CAVA CAVA GROUP INC Consumer Cyclical 35.0 $3K NEW $81.86 -10.1%
Page 34 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%