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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 7 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADP AUTOMATIC DATA PROCESSING Industrials 31,737.0 $7.1M 0.09% NEW $224.97 +24.6%
122 CMCSA COMCAST CORP-CL A Communication Services 290,215.0 $7.1M 0.09% NEW $24.55 +9.2%
123 APOS APOLLO GLOBAL MANAGMENT - A 59,747.0 $7.1M 0.09% NEW $118.31
124 TOTALENERGIES SE 90,877.0 $7.1M 0.09% NEW $77.76
125 MMM 3M CO Industrials 43,450.0 $7.1M 0.09% NEW $162.43 +10.2%
126 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 116,362.0 $7.0M 0.09% NEW $60.15 +7.1%
127 SLB SCHLUMBERGER LTD Energy 150,196.0 $7.0M 0.09% NEW $46.49 +15.8%
128 TFC TRUIST FINANCIAL CORP Financial Services 137,682.0 $7.0M 0.09% NEW $50.58 -0.2%
129 BBVA BANCO BILBO VIZCAYA ARGENTARIA Financial Services 276,886.0 $6.9M 0.09% NEW $25.06 +16.2%
130 EXR EXTRA SPACE STORAGE INC Real Estate 47,500.0 $6.9M 0.09% NEW $145.30 +1.0%
131 GEL GENESIS ENERGY L.P. Energy 484,963.0 $6.9M 0.09% NEW $14.17 +14.0%
132 VYM VANGUARD HIGH DVD YIELD ETF 43,153.0 $6.8M 0.09% NEW $158.45 +4.2%
133 DBMF IMGP DBI MANAGED FUTURES STR 222,799.0 $6.8M 0.09% NEW $30.61 +2.5%
134 MDT MEDTRONIC INC Healthcare 83,027.0 $6.7M 0.09% NEW $80.93 +15.2%
135 PRDO PERDOCEO EDUCATION CORP Consumer Defensive 207,935.0 $6.7M 0.09% NEW $32.00 +2.7%
136 KMLM KRANESHARES MT LC MN FT ID S 240,545.0 $6.6M 0.09% NEW $27.52 +6.6%
137 DESCARTES SYSTEMS GRP/THE 95,390.0 $6.6M 0.09% NEW $69.24
138 CARR CARRIER GLOBAL CORP Industrials 86,813.0 $6.4M 0.08% NEW $73.43 -17.5%
139 MSCI MSCI INC Financial Services 11,035.0 $6.2M 0.08% NEW $560.04 +0.9%
140 BMO BANK OF MONTREAL Financial Services 34,938.0 $6.2M 0.08% NEW $176.70 -1.2%
Page 7 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%