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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 12 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PR PERMIAN RESOURCES CORP Energy 107,864.0 $2.0M 0.03% NEW $18.47 +28.6%
222 PFE PFIZER INC Healthcare 79,351.0 $1.9M 0.03% NEW $24.37 +15.2%
223 VGT VANGUARD INFO TECH ETF 15,637.0 $1.9M 0.02% NEW $119.52 -0.9%
224 MTH MERITAGE HOMES CORP Consumer Cyclical 20,040.0 $1.7M 0.02% NEW $84.31 -15.0%
225 FCX FREEPORT-MCMORAN INC Basic Materials 25,791.0 $1.6M 0.02% NEW $62.89 +21.9%
226 ITOT ISHARES CORE S&P TOTAL U.S. ETF 9,521.0 $1.6M 0.02% NEW $163.07 +3.0%
227 PG PROCTER & GAMBLE CO Consumer Defensive 10,326.0 $1.5M 0.02% NEW $148.44 -2.5%
228 BKR BAKER HUGHES CO Energy 26,458.0 $1.5M 0.02% NEW $56.31 +10.7%
229 HUM HUMANA INC Healthcare 3,554.0 $1.4M 0.02% NEW $397.22 -4.6%
230 OXY OCCIDENTAL PETROLEUM CORP Energy 28,553.0 $1.4M 0.02% NEW $49.09 +24.9%
231 SSTK SHUTTERSTOCK INC Communication Services 97,196.0 $1.4M 0.02% NEW $13.95 -61.9%
232 MU MICRON TECHNOLOGY INC Technology 1,125.0 $1.3M 0.02% NEW $1154.29 -16.2%
233 CL COLGATE-PALMOLIVE CO Consumer Defensive 13,928.0 $1.3M 0.02% NEW $92.40 -1.4%
234 LAZ LAZARD LTD-CL A Financial Services 30,000.0 $1.3M 0.02% NEW $41.94 +5.3%
235 VIS VANGUARD INDUSTRIALS ETF 3,417.0 $1.2M 0.02% NEW $360.38 -4.1%
236 AOR ISHARES CORE GROWTH ALLOCATI 17,733.0 $1.2M 0.02% NEW $69.31 +0.8%
237 LVHI FRANKLIN INTERNATIONAL LOW V 30,189.0 $1.2M 0.02% NEW $40.71 +5.6%
238 SMURFIT WESTROCK PLC SHS 25,098.0 $1.2M 0.01% NEW $46.26
239 EMB ISHARES JP MORGAN USD EMERGI 11,221.0 $1.1M 0.01% NEW $96.82 -2.2%
240 SYY SYSCO CORP Consumer Defensive 12,624.0 $1.1M 0.01% NEW $83.58 +0.6%
Page 12 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%