Fund Holdings

MANNING & NAPIER ADVISORS LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)0645,204+645,2040334,183,3554.26%+334,183,355
UNITEDHEALTH GROUP INC(UNH)0865,966+865,9660299,018,0603.81%+299,018,060
NVIDIA CORP(NVDA)01,465,923+1,465,9230273,511,9133.49%+273,511,913
CADENCE DESIGN SYS INC(CDNS)0719,318+719,3180252,667,6413.22%+252,667,641
AMAZON.COM INC(AMZN)01,119,822+1,119,8220248,790,8543.17%+248,790,854
ALPHABET INC-CL A(GOOG)0977,825+977,8250238,638,2083.04%+238,638,208
L3HARRIS TECHNOLOGIES INC(LHX)0754,454+754,4540230,417,9202.94%+230,417,920
MASTERCARD INC-CLASS A(MA)0398,259+398,2590226,533,7022.89%+226,533,702
META PLATFORMS INC(META)0300,241+300,2410223,199,1592.85%+223,199,159
SERVICENOW INC(NOW)0216,346+216,3460203,549,1342.60%+203,549,134
VERTEX PHARMACEUTICALS INC(VRTX)0474,822+474,8220187,701,8852.39%+187,701,885
VISA INC - CLASS A SHARES(V)0466,914+466,9140159,395,1152.03%+159,395,115
CBRE GROUP INC - A(CBRE)0887,837+887,8370141,130,5701.80%+141,130,570
THERMO FISHER SCIENTIFIC INC(TMO)0290,896+290,8960141,090,3781.80%+141,090,378
ALBEMARLE CORP(ALB)01,596,717+1,596,7170138,722,7731.77%+138,722,773
FERRARI NV0273,092+273,0920132,509,7001.69%+132,509,700
WORKDAY INC-CLASS A(WDAY)0503,573+503,5730124,729,9961.59%+124,729,996
MOODY'S CORPORATION(MCO)0258,461+258,4610124,273,2181.59%+124,273,218
COCA COLA CO/THE(KO)01,873,650+1,873,6500124,260,4501.58%+124,260,450
BENTLEY SYSTEMS INC - CLASS B(BSY)02,347,598+2,347,5980122,028,1441.56%+122,028,144
TRANSUNION(TRU)01,429,864+1,429,8640121,867,3091.55%+121,867,309
WEST FRASER TIMBER CO LTD(WFG)01,671,846+1,671,8460113,656,1831.45%+113,656,183
INTUITIVE SURGICAL INC0240,493+240,4930107,555,6841.37%+107,555,684
TAIWAN SEMICONDUCTOR - SP ADR(TSM)762,106992,259+230,153172,608,321277,128,0163.53%+104,519,695
S&P GLOBAL INC(SPGI)0185,233+185,233091,012,3821.16%+91,012,382
NU HOLDINGS LTD/CAYMAN ISL-A(NU)05,487,582+5,487,582087,856,1881.12%+87,856,188
AMPHENOL CORP CL A0631,373+631,373078,132,4091.00%+78,132,409
ATLASSIAN CORP PLC-CLASS A0472,102+472,102078,043,1821.00%+78,043,182
ROLLINS INC(ROL)01,307,691+1,307,691076,813,7690.98%+76,813,769
NASDAQ STOCK MARKET INC(NDAQ)0861,664+861,664076,438,2130.97%+76,438,213
TJX COMPANIES INC(TJX)0521,332+521,332075,353,3270.96%+75,353,327
GLAXOSMITHKLINE PLC -ADR(GSK)183,2921,851,569+1,668,2777,038,41379,913,7181.02%+72,875,305
MERCADOLIBRE INC(MELI)027,242+27,242068,140,6870.87%+68,140,687
SHERWIN WILLIAMS CO(SHW)0196,106+196,106067,903,6640.87%+67,903,664
CIA SANEAMENTO BASICO SE ADR(SBS)567,0593,089,290+2,522,23112,458,28676,892,4280.98%+64,434,142
INTERCONTINENTALEXCHANGE INC(ICE)0381,993+381,993064,358,1810.82%+64,358,181
HEICO CORP-CL A0242,332+242,332061,574,1380.79%+61,574,138
BLACKROCK INC(BLK)052,124+52,124061,274,9140.78%+61,274,914
CLEARWATER ANALYTICS HLDGS I03,194,969+3,194,969058,148,4360.74%+58,148,436
SALESFORCE INC(CRM)0231,414+231,414056,719,5710.72%+56,719,571
ZOETIS INC(ZTS)0385,723+385,723056,438,9890.72%+56,438,989
JP MORGAN CHASE & CO(JPM)0135,446+135,446042,759,0770.55%+42,759,077
QUIMICA Y MINERA - ADR(SQM)2,980,5553,168,322+187,767105,123,968140,039,8321.79%+34,915,864
JOHNSON & JOHNSON(JNJ)0147,340+147,340027,319,7630.35%+27,319,763
EXXON MOBIL CORP0218,324+218,324024,936,9670.32%+24,936,967
BANK OF AMERICA CORP0452,900+452,900023,741,0180.30%+23,741,018
WELLS FARGO COMPANY(WFC)0262,143+262,143022,190,4050.28%+22,190,405
CATERPILLAR INC(CAT)042,140+42,140020,107,1010.26%+20,107,101
CITIGROUP INC(C)0177,814+177,814018,343,2920.23%+18,343,292
MERCK & CO INC(MRK)0186,754+186,754015,674,2630.20%+15,674,263
ENERGY TRANSFER EQUITY LP(ET)0900,000+900,000015,444,0000.20%+15,444,000
OSISKO GOLD ROYALTIES LTD(OR)0374,114+374,114014,997,8940.19%+14,997,894
SPECTRUM BRANDS HOLDINGS INC(SPB)0275,000+275,000014,445,7500.18%+14,445,750
QUALCOMM INC(QCOM)082,388+82,388013,706,0680.17%+13,706,068
GILEAD SCIENCES INC(GILD)0121,237+121,237013,653,7110.17%+13,653,711
WOLVERINE WORLD WIDE INC(WWW)0462,577+462,577012,693,1130.16%+12,693,113
PROGRESSIVE CORP(PGR)049,629+49,629012,255,8820.16%+12,255,882
CONOCOPHILLIPS(COP)0126,832+126,832012,156,8470.16%+12,156,847
LOCKHEED MARTIN CORP(LMT)023,622+23,622011,792,3390.15%+11,792,339
MEDTRONIC INC(MDT)0116,674+116,674011,112,0320.14%+11,112,032
NEWMONT GOLDCORP CORP(NEM)0125,938+125,938010,646,7990.14%+10,646,799
SOUTHERN COPPER CORPORATION(SCCO)087,003+87,003010,558,6780.13%+10,558,678
BLUE OWL CAPITAL INC(OBDC)0600,000+600,000010,158,0000.13%+10,158,000
BRISTOL MYERS SQUIBB CO(BMY)0211,054+211,05409,518,5350.12%+9,518,535
VIATRIS INC(VTRS)0960,000+960,00009,504,0000.12%+9,504,000
U.S. BANCORP(USB)0193,202+193,20209,464,9660.12%+9,464,966
BAXTER INTERNATIONAL INC0404,514+404,51409,210,7840.12%+9,210,784
MARATHON PETROLEUM CORP(MPC)044,337+44,33708,710,8900.11%+8,710,890
EQUITABLE HOLDINGS INC0170,000+170,00008,632,6000.11%+8,632,600
MATCH GROUP INC(MTCH)0237,287+237,28708,380,9770.11%+8,380,977
CUMMINS INC(CMI)019,136+19,13608,082,4720.10%+8,082,472
TRUIST FINANCIAL CORP(TFC)0175,251+175,25108,047,5260.10%+8,047,526
VANGUARD S&P 500 ETF137,953141,093+3,14078,363,56886,402,5311.10%+8,038,963
PNC FINANCIAL SERVICES GROUP(PNC)039,818+39,81808,037,2630.10%+8,037,263
TRAVELLERS COS INC(TRV)028,740+28,74008,024,7830.10%+8,024,783
MONDELEZ INTERNATIONAL INC(MDLZ)0127,999+127,99908,016,5770.10%+8,016,577
GENESIS ENERGY L.P.(GEL)0470,287+470,28707,858,4960.10%+7,858,496
ELEVANCE HEALTH INC(ELV)024,189+24,18907,815,9500.10%+7,815,950
EOG RESOURCES INC(EOG)068,224+68,22407,733,1900.10%+7,733,190
CSX CORP(CSX)0215,206+215,20607,710,8460.10%+7,710,846
EMERSON ELEC CO(EMR)057,744+57,74407,574,8580.10%+7,574,858
CAPITAL ONE FINL CORP(COF)035,381+35,38107,521,2930.10%+7,521,293
JACK IN THE BOX INC0374,666+374,66607,407,1470.09%+7,407,147
LIBERTY OILFIELD SERVICES -A(LBRT)0599,900+599,90007,402,7660.09%+7,402,766
REALTY INCOME CORP(O)0121,540+121,54007,388,4170.09%+7,388,417
ALGONQUIN POWER & UTILITIES01,375,000+1,375,00007,383,7500.09%+7,383,750
ALLSTATE CORPORATION(ALL)034,228+34,22807,347,0400.09%+7,347,040
FOUR CORNERS PROPERTY TRUST(FCPT)0300,000+300,00007,320,0000.09%+7,320,000
VALERO ENERGY(VLO)040,520+40,52006,975,1130.09%+6,975,113
FREEPORT-MCMORAN INC(FCX)0172,176+172,17606,752,7430.09%+6,752,743
FEDEX CORPORATION(FDX)028,512+28,51206,745,3690.09%+6,745,369
BECTON DICKINSON & CO(BDX)035,685+35,68506,679,1610.09%+6,679,161
OCCIDENTAL PETROLEUM CORP(OXY)0137,180+137,18006,598,3580.08%+6,598,358
SCHLUMBERGER LTD(SLB)0183,449+183,44906,440,8940.08%+6,440,894
BAKER HUGHES CO(BKR)0117,893+117,89305,959,4910.08%+5,959,491
PERDOCEO EDUCATION CORP(PRDO)0156,621+156,62105,898,3470.08%+5,898,347
FERGUSON PLC(FERG)026,125+26,12505,878,1250.07%+5,878,125
TARGET CORP(TGT)065,000+65,00005,830,5000.07%+5,830,500
EBAY INC(EBAY)063,599+63,59905,798,3210.07%+5,798,321
SYSCO CORP(SYY)070,079+70,07905,770,3050.07%+5,770,305
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