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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 9 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CNQ CANADIAN NATURAL RESOURCES Energy 111,402.0 $4.4M 0.06% NEW $39.50 +30.1%
162 NTAP NETAPP INC Technology 27,749.0 $4.3M 0.06% NEW $155.06 +24.0%
163 KDP KEURIG DR PEPPER INC Consumer Defensive 127,806.0 $4.3M 0.06% NEW $33.50 -4.4%
164 NATWEST GROUP PLC -SPON ADR 240,420.0 $4.2M 0.05% NEW $17.63
165 DVN DEVON ENERGY CORPORATION Energy 100,615.0 $4.2M 0.05% NEW $41.99 +16.9%
166 TFI SPDR NUVEEN BBG BARC MUNI BOND 91,901.0 $4.2M 0.05% NEW $45.81 -2.1%
167 PPG PPG INDUSTRIES INC Basic Materials 33,455.0 $4.1M 0.05% NEW $121.29 -6.3%
168 SCMB SCHWAB MUNICIPAL BOND ETF 156,452.0 $4.0M 0.05% NEW $25.82 -2.1%
169 E ENI SPA- SPONSORED ADR Energy 84,439.0 $4.0M 0.05% NEW $46.86 +20.5%
170 NXPI NXP SEMICONDUCTORS NV Technology 14,043.0 $3.9M 0.05% NEW $281.03 -19.7%
171 WRB WR BERKLEY CORP Financial Services 54,888.0 $3.9M 0.05% NEW $71.01 -3.4%
172 LVS LAS VEGAS SANDS CORP Consumer Cyclical 83,566.0 $3.9M 0.05% NEW $46.37 +1.4%
173 RACE FERRARI NV Consumer Cyclical 10,001.0 $3.7M 0.05% NEW $372.29 +17.3%
174 B BARRICK MINING CORP Basic Materials 99,744.0 $3.7M 0.05% NEW $36.93 +28.9%
175 RF REGIONS FINANCIAL CORP. Financial Services 119,941.0 $3.6M 0.05% NEW $30.27 +0.5%
176 OVV OVINTIV INC Energy 67,754.0 $3.6M 0.05% NEW $53.20 +25.6%
177 CINF CINCINNATI FINANCIAL CORP Financial Services 19,255.0 $3.6M 0.05% NEW $186.16 -9.6%
178 VALE VALE SA-SP ADR Basic Materials 237,849.0 $3.6M 0.05% NEW $15.04 -3.0%
179 KHC KRAFT HEINZ CO/THE Consumer Defensive 146,057.0 $3.5M 0.04% NEW $24.19 +5.7%
180 IFF INTERNATIONAL FLVRS & FRAGRANCES Basic Materials 42,676.0 $3.4M 0.04% NEW $79.22 +6.4%
Page 9 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%