V. M. MANNING & CO., INC.

data from 30/09/2025

Capitalization

$ 109.778 M 21.34 %

Average holding period

1 ans

Performance

$ 10.354 M 11.45 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in V. M. MANNING & CO., INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 41.35% 45.397 M $ 260222 2025/06/30 7.440 M $ 16.39 %
2025/09/30 AAPL APPLE INC 11.08% 12.168 M $ 52347 2025/09/30 0.000 $ 0.00 %
2025/09/30 VMC VULCAN MATLS CO 3.02% 3.320 M $ 11395 2025/06/30 533.286 K $ 16.06 %
2025/09/30 ABT ABBOTT LABS 2.46% 2.704 M $ 20508 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.24% 2.464 M $ 3823 2025/06/30 184.765 K $ 7.50 %
2025/09/30 DUK DUKE ENERGY CORP NEW 2.16% 2.376 M $ 19394 2025/06/30 111.515 K $ 4.69 %
2025/09/30 NUE NUCOR CORP 2.13% 2.335 M $ 15635 2025/06/30 92.090 K $ 3.94 %
2025/09/30 BA BOEING CO 2.05% 2.255 M $ 9474 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC 1.96% 2.148 M $ 3484 2025/06/30 298.753 K $ 13.91 %
2025/09/30 GE GE AEROSPACE 1.95% 2.146 M $ 7790 2025/06/30 338.319 K $ 15.77 %
2025/09/30 HON HONEYWELL INTL INC 1.94% 2.125 M $ 9655 2025/06/30 -216.078 K $ -10.17 %
2025/09/30 FDX FEDEX CORP 1.91% 2.093 M $ 9043 2025/06/30 76.865 K $ 3.67 %
2025/09/30 AMZN AMAZON COM INC 1.54% 1.694 M $ 7404 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXT TEXTRON INC 1.28% 1.407 M $ 17570 2025/06/30 73.793 K $ 5.24 %
2025/09/30 DIS DISNEY WALT CO 1.26% 1.386 M $ 11704 2025/06/30 -111.305 K $ -8.03 %
2025/09/30 TFC TRUIST FINL CORP 1.26% 1.383 M $ 29384 2025/06/30 80.218 K $ 5.80 %
2025/09/30 MSFT MICROSOFT CORP 1.15% 1.258 M $ 2477 2025/06/30 50.877 K $ 4.04 %
2025/09/30 MRK MERCK & CO INC 1.07% 1.172 M $ 13944 2025/06/30 66.512 K $ 5.68 %
2025/09/30 OLN OLIN CORP 1.06% 1.163 M $ 49213 2025/06/30 241.143 K $ 20.74 %
2025/09/30 STZ CONSTELLATION BRANDS INC 1.06% 1.159 M $ 7201 2025/06/30 -201.700 K $ -17.40 %
2025/09/30 TGT TARGET CORP 1.05% 1.157 M $ 12071 2025/06/30 -108.035 K $ -9.34 %
2025/09/30 FCX FREEPORT-MCMORAN INC 1.05% 1.156 M $ 26005 2025/06/30 -107.400 K $ -9.29 %
2025/09/30 KMB KIMBERLY-CLARK CORP 1.00% 1.103 M $ 8536 2025/06/30 -39.094 K $ -3.55 %
2025/09/30 CSCO CISCO SYS INC 0.99% 1.092 M $ 15819 2025/06/30 -15.186 K $ -1.39 %
2025/09/30 DE DEERE & CO 0.87% 952.634 K $ 1994 2025/06/30 -102.152 K $ -10.72 %
2025/09/30 GOOGL ALPHABET INC 0.80% 877.601 K $ 4139 2025/06/30 276.774 K $ 31.54 %
2025/09/30 LLY ELI LILLY & CO 0.80% 875.458 K $ 1195 2025/06/30 -19.753 K $ -2.26 %
2025/09/30 GLD SPDR GOLD TR 0.66% 719.593 K $ 2269 2025/06/30 114.902 K $ 15.97 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.65% 715.712 K $ 25668 2025/06/30 20.534 K $ 2.87 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.62% 682.963 K $ 4354 2025/06/30 -24.687 K $ -3.61 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.57% 628.911 K $ 2597 2025/06/30 -32.774 K $ -5.21 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.57% 627.347 K $ 4004 2025/06/30 184.584 K $ 29.42 %
2025/09/30 CVX CHEVRON CORP NEW 0.56% 612.015 K $ 3813 2025/06/30 46.137 K $ 7.54 %
2025/09/30 KO COCA COLA CO 0.45% 492.424 K $ 7162 2025/06/30 -31.727 K $ -6.44 %
2025/09/30 XOM EXXON MOBIL CORP 0.44% 483.678 K $ 4230 2025/06/30 20.938 K $ 4.33 %
2025/09/30 GDX VANECK ETF TRUST 0.38% 419.851 K $ 6668 2025/06/30 162.299 K $ 38.66 %
2025/09/30 PSLV SPROTT PHYSICAL SILVER TR 0.38% 416.635 K $ 30871 2025/06/30 106.813 K $ 25.64 %
2025/09/30 IWM ISHARES TR 0.35% 378.944 K $ 1611 2025/06/30 42.159 K $ 11.13 %
2025/09/30 KGC KINROSS GOLD CORP 0.34% 371.152 K $ 17785 2025/06/30 163.977 K $ 44.18 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.33% 365.242 K $ 722 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.33% 363.851 K $ 387 2025/06/30 -24.887 K $ -6.84 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.33% 363.419 K $ 1201 2025/06/30 30.649 K $ 8.43 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.33% 359.328 K $ 14419 2025/06/30 27.107 K $ 7.54 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.33% 358.306 K $ 2036 2025/06/30 66.516 K $ 18.56 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.29% 317.278 K $ 1200 2025/06/30 16.211 K $ 5.11 %
2025/09/30 META META PLATFORMS INC 0.27% 299.692 K $ 405 2025/06/30 -1.502 K $ -0.50 %
2025/09/30 ARDX ARDELYX INC 0.24% 262.327 K $ 41558 2025/09/30 0.000 $ 0.00 %
2025/09/30 SO SOUTHERN CO 0.23% 256.642 K $ 2780 2025/06/30 8.173 K $ 3.18 %
2025/09/30 EMR EMERSON ELEC CO 0.22% 240.765 K $ 1816 2025/06/30 -3.904 K $ -1.62 %
2025/09/30 BAC BANK AMERICA CORP 0.22% 238.002 K $ 4683 2025/09/30 0.000 $ 0.00 %
2025/09/30 INTC INTEL CORP 0.21% 225.333 K $ 9184 2025/06/30 102.401 K $ 45.44 %
2025/09/30 RBLX ROBLOX CORP 0.19% 212.862 K $ 12499 2025/06/30 416.466 K $ 195.65 %
2025/09/30 ADAP ADAPTIMMUNE THERAPEUTICS PLC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KVUE KENVUE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %