StockDriftsStockDriftsTop 50 V M Manning & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 40.01% | 233.3K | $46.7M | new | $135.62(+62.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 12.14% | 48.9K | $14.2M | new | $243.69(+25.84%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.49% | 3.5K | $4.1M | new | $433.26(+135.18%) | 2026-06-30 | |
| VMC | VULCAN MATLS CO | 2.99% | 11.8K | $3.5M | new | $248.49(+15.73%) | 2026-06-30 | |
| NUE | NUCOR CORP | 2.87% | 15.0K | $3.3M | new | $129.99(+112.79%) | 2026-06-30 | |
| GE | GE AEROSPACE | 2.47% | 7.7K | $2.9M | new | $314.04(+18.09%) | 2026-06-30 | |
| FDX | FEDEX CORP | 2.39% | 8.9K | $2.8M | new | $234.51(+39.30%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP NEW | 2.08% | 19.2K | $2.4M | new | $119.80(+1.46%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.72% | 17.0K | $2.0M | new | $67.07(+80.50%) | 2026-06-30 | |
| BA | BOEING CO | 1.68% | 9.0K | $2.0M | new | $212.30(+11.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.05% |
V M Manning & CO INC reports $116.66M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (40.0%), AAPL (12.1%) and GEV (3.5%). The top 20 holdings account for 85.23% of reported assets. Its disclosed equity book has returned +14.68% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from V M Manning & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 62061). View V M Manning & CO INC’s 13F filings on SEC