MANNING & NAPIER ADVISORS LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, MANNING & NAPIER ADVISORS LLC maintained a portfolio of 611 distinct positions. The most significant new addition to the portfolio was UNITED PARCEL SERVIC, which now represents 2.36% of the total fund value. They heavily accumulated shares in NVIDIA CORP, increasing their position by 34.2%. Conversely, MANNING & NAPIER ADVISORS LLC completely exited their position in EQUITABLE HOLDINGS I.
PCA Score Concentration Risk
Risk ENB
Total Positions
611
Quarter
2025 Q4
Top Holding
NVDA (4.8%)
Top 10 Concentration
32.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 611
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORP
Technology 4.79% 3.49% #1 3
Prev: #4
6.4 501,120 34.2%
P
S
1,967,043 $368,899,244 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 4.57% 4.26% #2 1
Prev: #1
5.3 76,041 11.8%
P
S
721,245 $351,592,465 1999 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON.COM INC
Consumer Cyclical 3.86% 3.17% #3 3
Prev: #6
4.5 156,807 14.0%
P
S
1,276,629 $296,854,541 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Technology 3.27% 3.53% #4 1
Prev: #3
2.3 -164,243 -16.6%
P
S
828,016 $251,625,782 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INC-...
Financial Services 3.15% 2.89% #5 4
Prev: #9
3.8 21,512 5.4%
P
S
419,771 $242,384,171 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC-CL...
Communication Services 2.95% 3.04% #6 1
Prev: #7
1.2 -253,771 -26.0%
P
S
724,054 $227,244,381 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VRTX
VERTEX PHARMACE...
Healthcare 2.52% 2.39% #7 5
Prev: #12
1.5 -47,219 -9.9%
P
S
427,603 $194,020,585 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NU
NU HOLDINGS LTD...
Financial Services 2.49% 1.12% #8 21
Prev: #29
4.0 5,892,092 107.4%
P
S
11,379,674 $192,088,897 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 2.47% 2.85% #9 1
Prev: #10
1.5 -14,405 -4.8%
P
S
285,836 $190,352,486 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC - CLAS...
Financial Services 2.41% 2.03% #10 3
Prev: #13
3.0 56,765 12.2%
P
S
523,679 $185,183,385 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UPS
UNITED PARCEL S...
Industrials 2.36% #11
Prev: #—
4.4 1,826,084 no change
NEW
1,826,084 $181,951,010 2005 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALB
ALBEMARLE CORP
Basic Materials 2.01% 1.77% #12 5
Prev: #17
0.8 -508,194 -31.8%
P
S
1,088,523 $154,581,151 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SQM
QUIMICA Y MINER...
Basic Materials 1.98% 1.79% #13 3
Prev: #16
0.8 -959,226 -30.3%
P
S
2,209,096 $152,383,442 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA
Healthcare 1.85% 1.72% #14 4
Prev: #18
1.2 -220,770 -12.5%
P
S
1,541,423 $142,597,008 2005 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CBRE
CBRE GROUP INC ...
Real Estate 1.71% 1.80% #15 1
Prev: #14
1.2 -82,570 -9.3%
P
S
805,267 $131,508,154 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LHX
L3HARRIS TECHNO...
Industrials 1.71% 2.94% #16 8
Prev: #8
0.7 -310,117 -41.1%
P
S
444,337 $131,288,128 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ELV
ELEVANCE HEALTH...
Healthcare 1.68% 0.10% #17 91
Prev: #108
3.7 344,237 1423.1%
P
S
368,426 $129,151,734 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COO
COOPER COS INC/...
Healthcare 1.68% #18
Prev: #—
4.2 1,564,026 no change
NEW
1,564,026 $128,985,224 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BLK
BLACKROCK INC
Financial Services 1.62% 0.78% #19 23
Prev: #42
3.6 63,014 120.9%
P
S
115,138 $124,730,180 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MCO
MOODY'S CORPORA...
Financial Services 1.60% 1.59% #20 1
Prev: #21
1.1 -19,832 -7.7%
P
S
238,629 $123,072,907 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDNS
CADENCE DESIGN ...
Technology 1.59% 3.22% #21 16
Prev: #5
0.6 -330,864 -46.0%
P
S
388,454 $122,596,082 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TJX
TJX COMPANIES I...
Consumer Cyclical 1.53% 0.96% #22 15
Prev: #37
3.1 234,682 45.0%
P
S
756,014 $117,446,775 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRU
TRANSUNION
Financial Services 1.50% 1.55% #23 1
Prev: #24
1.1 -99,658 -7.0%
P
S
1,330,206 $115,714,620 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOW
SERVICENOW INC
Technology 1.50% 2.60% #24 13
Prev: #11
3.6 530,497 245.2%
P
S
746,843 $115,185,596 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ASML
ASML HOLDING NV...
Technology 1.32% 0.00% #25 343
Prev: #368
3.5 94,730 364346.2%
P
S
94,756 $101,591,698 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQH
EQUITABLE HOLDI...
Financial Services 0.00% 0.11%
Sold All 😨
(Was: #100)
0.0 -170,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.09%
Sold All 😨
(Was: #121)
0.0 -116,091 -100.0%
CLOSED
$— 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CELESTICA INC
Unknown 0.00% 0.06%
Sold All 😨
(Was: #147)
0.0 -20,263 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SEE
SEALED AIR CORP
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #149)
0.0 -138,161 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TFII
TFI INTERNATION...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #183)
0.0 -38,452 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR PORT S&P 5...
ETF 0.00% 0.03%
Sold All 😨
(Was: #216)
0.0 -39,406 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BR
BROADRIDGE FINA...
Technology 0.00% 0.01%
Sold All 😨
(Was: #258)
0.0 -1,727 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LH
LABORATORY CORP...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #259)
0.0 -1,429 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADM
ARCHER-DANIELS-...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #261)
0.0 -6,841 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VIS
VANGUARD INDUST...
ETF 0.00% 0.00%
Sold All 😨
(Was: #303)
0.0 -420 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #311)
0.0 -518 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BW
BABCOCK & WILCO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #313)
0.0 -30,291 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
DR HORTON INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #316)
0.0 -527 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CWST
CASELLA WASTE S...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #321)
0.0 -800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MCFT
MASTERCRAFT BOA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #323)
0.0 -3,471 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NULV
NUVEEN ESG LARG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #326)
0.0 -1,493 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDX
SCHWAB FENDAMEN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #335)
0.0 -1,915 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HEI
HEICO CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #339)
0.0 -146 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IXN
ISHARES S&P GLB...
ETF 0.00% 0.00%
Sold All 😨
(Was: #345)
0.0 -381 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MCK
MCKESSON CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #347)
0.0 -50 -100.0%
CLOSED
$— 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PAR
PAR TECHNOLOGY ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #351)
0.0 -921 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FAST
FASTENAL CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #353)
0.0 -708 -100.0%
CLOSED
$— 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INSP
INSPIRE MEDICAL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #356)
0.0 -437 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HWM
HOWMET AEROSPAC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #358)
0.0 -164 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LOPE
GRAND CANYON ED...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #359)
0.0 -144 -100.0%
CLOSED
$— 2011 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CSGP
COSTAR GROUP IN...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #365)
0.0 -330 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EPAM
EPAM SYSTEMS IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #367)
0.0 -169 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEEV
VEEVA SYSTEMS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #369)
0.0 -80 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ECL
ECOLAB INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #371)
0.0 -77 -100.0%
CLOSED
$— 2009 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IYG
ISHARES TR DJ U...
ETF 0.00% 0.00%
Sold All 😨
(Was: #373)
0.0 -213 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE GROU...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #376)
0.0 -108 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
URI
UNITED RENTALS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #378)
0.0 -19 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQIX
EQUINIX INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #385)
0.0 -19 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #391)
0.0 -3 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SBUX
STARBUCKS CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #392)
0.0 -145 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIVE
FIVE BELOW
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #393)
0.0 -79 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TYL
TYLER TECHNOLOG...
Technology 0.00% 0.00%
Sold All 😨
(Was: #394)
0.0 -23 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COR
CENCORA CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #404)
0.0 -29 -100.0%
CLOSED
$— 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #406)
0.0 -36 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IQV
IQVIA HOLDINGS ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #407)
0.0 -47 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TMUS
T-MOBILE US INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #408)
0.0 -33 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WST
WEST PHARMACEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #409)
0.0 -30 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GDS
GDS HOLDINGS LT...
Technology 0.00% 0.00%
Sold All 😨
(Was: #413)
0.0 -168 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBN
ICICI BANK LTD
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #415)
0.0 -208 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CP
CANADIAN PACIFI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #416)
0.0 -84 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
USFD
US FOODS HOLDIN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #418)
0.0 -71 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKNG
BOOKING HOLDING...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #419)
0.0 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WELL
WELLTOWER INC.
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #420)
0.0 -29 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #422)
0.0 -60 -100.0%
CLOSED
$— 2006 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TCOM
TRIP COM GROUP ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #423)
0.0 -60 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPAY
CORPAY INC COM ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #425)
0.0 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRE
GUIDEWIRE SOFTW...
Technology 0.00% 0.00%
Sold All 😨
(Was: #426)
0.0 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPG
SIMON PROPERTY ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #428)
0.0 -18 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XPEV
XPENG INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #431)
0.0 -89 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #432)
0.0 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TKC
TURKCELL ILETIS...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #434)
0.0 -250 -100.0%
CLOSED
$— 2001 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL REALTY ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #435)
0.0 -8 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VLTO
VERALTO CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #436)
0.0 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RAL
RALLIANT CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #442)
0.0 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNK
CINEMARK HOLDIN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #449)
1.0 no change -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 611 holdings

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