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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 19 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BIL SPDR BBG BARC 1-3 MONTH TBIL 1,102.0 $101K 0.00% NEW $91.64 -0.0%
362 IVLU ISHARES TR DEV VAL FACTOR 2,353.0 $98K 0.00% NEW $41.82 +6.3%
363 ROK ROCKWELL AUTOMATION INC Industrials 185.0 $92K 0.00% NEW $495.08 -11.7%
364 MRSH Marsh & McLennan Companies, Inc. Financial Services 548.0 $91K 0.00% NEW $166.67 +15.2%
365 FNDF SCHWAB FUNDAMENTAL INTL L/C 1,709.0 $90K 0.00% NEW $52.60 +6.2%
366 ISRG INTUITIVE SURGICAL INC Healthcare 219.0 $89K 0.00% NEW $405.97 -6.7%
367 IWD ISHARES RUSSELL 1000 VALUE 364.0 $88K 0.00% NEW $242.75 +6.0%
368 DOW DOW INC Basic Materials 3,161.0 $88K 0.00% NEW $27.92 +15.9%
369 NFLX NETFLIX INC Communication Services 1,151.0 $85K 0.00% NEW $73.78 +7.9%
370 AMD ADVANCED MICRO DEVICES INC Technology 157.0 $85K 0.00% NEW $539.49 -12.3%
371 ISHARES MSCI INTERNATIONAL Q 1,557.0 $77K 0.00% NEW $49.55
372 XLK TECHNOLOGY SELECT SECT SPDR ETF 400.0 $74K 0.00% NEW $185.41 -1.1%
373 AOA iShares Core 80/20 Aggressive Allc ETF 732.0 $71K 0.00% NEW $97.34 +1.7%
374 AUB ATLANTIC UNION BANKSHARES CO Financial Services 1,657.0 $70K 0.00% NEW $42.27 -2.6%
375 MCD MCDONALDS CORP Consumer Cyclical 259.0 $70K 0.00% NEW $270.31 +0.2%
376 WM WASTE MANAGEMENT INC Industrials 310.0 $69K 0.00% NEW $223.48 +0.3%
377 CVX CHEVRON CORP Energy 390.0 $66K 0.00% NEW $168.47 +21.8%
378 HDB HDFC BANK LTD-ADR Financial Services 2,428.0 $63K 0.00% NEW $25.83 -8.6%
379 IAU ISHARES GOLD TRUST Financial Services 791.0 $60K 0.00% NEW $75.51 +14.9%
380 MSI MOTOROLA SOLUTIONS INC Technology 142.0 $59K 0.00% NEW $412.60 +16.4%
Page 19 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%