Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
V. M. MANNING & CO., INC. (CIK 62061) reported $99.1M across 54 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: NVDA ($41.9M, 42.27%), AAPL ($9.6M, 9.70%), VMC ($3.3M, 3.35%), FDX ($2.5M, 2.51%), ABT ($2.4M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $41.9M | 42.27% | 224,679 | Trimmed |
| 2 | AAPL | APPLE INC | $9.6M | 9.70% | 35,358 | Trimmed |
| 3 | VMC | VULCAN MATLS CO | $3.3M | 3.35% | 11,651 | Added |
| 4 | FDX | FEDEX CORP | $2.5M | 2.51% | 8,621 | Trimmed |
| 5 | ABT | ABBOTT LABS | $2.4M | 2.38% | 18,859 | Trimmed |
| 6 | NUE | NUCOR CORP | $2.3M | 2.32% | 14,094 | Trimmed |
| 7 | GEV | GE VERNOVA INC | $2.2M | 2.22% | 3,366 | Trimmed |
| 8 | DUK | DUKE ENERGY CORP NEW | $2.0M | 2.03% | 17,192 | Trimmed |
| 9 | BA | BOEING CO | $1.9M | 1.90% | 8,687 | Trimmed |
| 10 | SPY | SPDR S&P 500 ETF TR | $1.9M | 1.89% | 2,747 | Trimmed |
| 11 | HON | HONEYWELL INTL INC | $1.8M | 1.84% | 9,354 | Trimmed |
| 12 | MRK | MERCK & CO INC | $1.5M | 1.49% | 14,022 | Added |
| 13 | TXT | TEXTRON INC | $1.4M | 1.38% | 15,694 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $1.4M | 1.38% | 5,550 | Trimmed |
| 15 | FCX | FREEPORT-MCMORAN INC | $1.4M | 1.36% | 26,580 | Added |
| 16 | DIS | DISNEY WALT CO | $1.3M | 1.33% | 11,618 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $1.3M | 1.29% | 1,190 | Trimmed |
| 18 | CSCO | CISCO SYS INC | $1.2M | 1.25% | 16,069 | Added |
| 19 | TGT | TARGET CORP | $1.2M | 1.18% | 12,007 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $1.1M | 1.16% | 2,375 | Trimmed |
| 21 | OLN | OLIN CORP | $938,891 | 0.95% | 45,074 | Trimmed |
| 22 | STZ | CONSTELLATION BRANDS INC | $939,921 | 0.95% | 6,813 | Trimmed |
| 23 | DE | DEERE & CO | $928,347 | 0.94% | 1,994 | Hold |
| 24 | GOOGL | ALPHABET INC | $935,776 | 0.94% | 2,989 | Trimmed |
| 25 | KMB | KIMBERLY-CLARK CORP | $789,565 | 0.80% | 7,826 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31