FIRST MANHATTAN CO
- SEC CIK
- 0000728083
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 742
- 較 2026 年第 1 季 −11
- 總值
- $392.4 億
- 較 2026 年第 1 季 +$31.77 億 (+8.8%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 13,803 | $103.36 億 | 26.34% | −166−1.2% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 4,345,361 | $16.21 億 | 4.13% | −25,803−0.6% | 減碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 718,408 | $14.29 億 | 3.64% | −35,944−4.8% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 4,935,720 | $14.28 億 | 3.64% | −80,775−1.6% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 3,931,213 | $13.89 億 | 3.54% | −120,725−3.0% | 減碼 | 查看 |
| BNBROOKFIELD CORP | CL A LTD VT SH | 22,611,066 | $9.64 億 | 2.46% | −654,619−2.8% | 減碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 1,240,454 | $8.97 億 | 2.29% | −264,971−17.6% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,777,769 | $8.9 億 | 2.27% | −25,831−1.4% | 減碼 | 查看 |
| KKRKKR & CO INC | COM | 9,416,070 | $8.64 億 | 2.20% | +21,903+0.2% | 加碼 | 查看 |
| AZOAUTOZONE INC | COM | 262,141 | $8.38 億 | 2.14% | +326+0.1% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 2,150,271 | $8.12 億 | 2.07% | −32,886−1.5% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 3,262,397 | $7.78 億 | 1.98% | +7,292+0.2% | 加碼 | 查看 |
| INTCINTEL CORP COM | Stock | 4,638,876 | $6.48 億 | 1.65% | −1,052,184−18.5% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 1,682,548 | $5.77 億 | 1.47% | +133,732+8.6% | 加碼 | 查看 |
| LBLANDBRIDGE COMPANY LLC | CL A | 7,082,845 | $5.61 億 | 1.43% | +25,617+0.4% | 加碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 3,772,494 | $5.53 億 | 1.41% | −167,535−4.3% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,479,067 | $5.29 億 | 1.35% | −37,626−2.5% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 2,531,922 | $5.07 億 | 1.29% | −11,056−0.4% | 減碼 | 查看 |
| TPLTEXAS PACIFIC LAND CORPORATION COM | Stock | 1,064,741 | $4.66 億 | 1.19% | +1,972+0.2% | 加碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 2,248,424 | $4.29 億 | 1.09% | −90,118−3.9% | 減碼 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 841,894 | $4.22 億 | 1.08% | +74,734+9.7% | 加碼 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 1,033,680 | $4.21 億 | 1.07% | −12,971−1.2% | 減碼 | 查看 |
| HONHONEYWELL INTL INC COM | Stock | 1,858,036 | $4.16 億 | 1.06% | +1,858,036 | 新進 | 查看 |
| HONAHONEYWELL AEROSPACE INC | COM | 1,875,740 | $4.15 億 | 1.06% | +1,875,740 | 新進 | 查看 |
| SNPSSYNOPSYS INC | COM | 859,147 | $3.83 億 | 0.98% | +10,555+1.2% | 加碼 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 867,432 | $3.61 億 | 0.92% | −160,245−15.6% | 減碼 | 查看 |
| LINLINDE PLC SHS | Stock | 678,305 | $3.52 億 | 0.90% | −34,294−4.8% | 減碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 1,769,286 | $3.22 億 | 0.82% | −6,283−0.4% | 減碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 270,578 | $3.18 億 | 0.81% | −2,782−1.0% | 減碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 430,074 | $2.95 億 | 0.75% | +7,401+1.8% | 加碼 | – |
| LOWLOWES COS INC COM | Stock | 1,317,185 | $2.9 億 | 0.74% | −82,244−5.9% | 減碼 | 查看 |
| CRMSALESFORCE INC COM | Stock | 1,740,423 | $2.73 億 | 0.70% | −904,905−34.2% | 減碼 | 查看 |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | COM | 1,015,618 | $2.54 億 | 0.65% | +4,353+0.4% | 加碼 | 查看 |
| UBERUBER TECHNOLOGIES INC COM | Stock | 3,443,141 | $2.48 億 | 0.63% | +2,812,761+446.2% | 加碼 | 查看 |
| ALLYALLY FINL INC COM | Stock | 4,479,185 | $2.06 億 | 0.52% | −104,891−2.3% | 減碼 | 查看 |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 2,213,280 | $2.04 億 | 0.52% | −54,723−2.4% | 減碼 | 查看 |
| MARMARRIOTT INTL INC NEW CL A | Stock | 528,442 | $1.96 億 | 0.50% | −9,175−1.7% | 減碼 | 查看 |
| BKNGBOOKING HOLDINGS INC COM | Stock | 1,089,139 | $1.94 億 | 0.49% | +1,047,968+2,545.4% | 加碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 704,715 | $1.79 億 | 0.46% | −5,175−0.7% | 減碼 | 查看 |
| UNPUNION PAC CORP COM | Stock | 647,042 | $1.76 億 | 0.45% | −8,214−1.3% | 減碼 | 查看 |
| CSLCARLISLE COS INC | COM | 469,174 | $1.7 億 | 0.43% | +24,908+5.6% | 加碼 | 查看 |
| AMRZAMRIZE LTD | SHS | 3,144,788 | $1.68 億 | 0.43% | −793,091−20.1% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 453,549 | $1.53 億 | 0.39% | −6,141−1.3% | 減碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 594,732 | $1.5 億 | 0.38% | −10,100−1.7% | 減碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 385,836 | $1.44 億 | 0.37% | +193,085+100.2% | 加碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 519,232 | $1.4 億 | 0.36% | −21,064−3.9% | 減碼 | 查看 |
| MTCHMATCH GROUP INC NEW | COM | 3,668,235 | $1.4 億 | 0.36% | −18,056−0.5% | 減碼 | 查看 |
| VRTVERTIV HOLDINGS CO | COM CL A | 385,343 | $1.29 億 | 0.33% | −166,750−30.2% | 減碼 | 查看 |
| BALLBALL CORP | COM | 2,043,868 | $1.28 億 | 0.33% | +22,973+1.1% | 加碼 | 查看 |
| AIZASSURANT INC COM | Stock | 405,627 | $1.09 億 | 0.28% | −2,962−0.7% | 減碼 | 查看 |
| COFCAPITAL ONE FINL CORP COM | Stock | 536,652 | $1.08 億 | 0.27% | −713−0.1% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 175,882 | $9,907.26 萬 | 0.25% | −13,668−7.2% | 減碼 | 查看 |
| NORTHERN LTS FD TR IV66538H211 | FMC EXCELSIOR FO | 2,619,156 | $9,765.37 萬 | 0.25% | −397,395−13.2% | 減碼 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 294,172 | $9,629.13 萬 | 0.25% | +900+0.3% | 加碼 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 447,053 | $9,511.94 萬 | 0.24% | +39,590+9.7% | 加碼 | – |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 756,729 | $9,416.73 萬 | 0.24% | +275,540+57.3% | 加碼 | 查看 |
| ICEINTERCONTINENTAL EXCHANGE INC COM | Stock | 728,686 | $8,970.85 萬 | 0.23% | −291,017−28.5% | 減碼 | 查看 |
| SCISERVICE CORP INTL | COM | 1,157,795 | $8,794.61 萬 | 0.22% | −5,169−0.4% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 72,685 | $8,718.09 萬 | 0.22% | −997−1.4% | 減碼 | 查看 |
| QXOQXO INC | COM NEW | 4,868,271 | $8,413.13 萬 | 0.21% | +3,224,204+196.1% | 加碼 | 查看 |
| WOLFWOLFSPEED INC | COMMON STOCK | 1,644,966 | $7,936.96 萬 | 0.20% | +1,644,966 | 新進 | 查看 |
| WDAYWORKDAY INC | CL A | 639,339 | $7,826.79 萬 | 0.20% | +639,339 | 新進 | 查看 |
| CSWCSW INDUSTRIALS INC | COM | 270,170 | $7,518.84 萬 | 0.19% | +403+0.1% | 加碼 | 查看 |
| VLTOVERALTO CORP COM SHS | Stock | 821,834 | $7,298.71 萬 | 0.19% | +248,171+43.3% | 加碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 888,365 | $7,268.06 萬 | 0.19% | −36,556−4.0% | 減碼 | 查看 |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 1,697,334 | $7,244.22 萬 | 0.18% | −3,213,883−65.4% | 減碼 | 查看 |
| POOLPOOL CORP | COM | 323,110 | $6,943.64 萬 | 0.18% | +38,086+13.4% | 加碼 | 查看 |
| EROKEAGLEROCK LD LLC | CL A SHS REP LTD | 3,256,970 | $6,921.06 萬 | 0.18% | +3,256,970 | 新進 | 查看 |
| CORCENCORA INC COM | Stock | 240,747 | $6,812.66 萬 | 0.17% | −2,056−0.8% | 減碼 | 查看 |
| TMCTMC THE METALS COMPANY INC | COM | 15,315,924 | $6,784.95 萬 | 0.17% | 00.0% | 不變 | 查看 |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 90,479 | $6,775.87 萬 | 0.17% | +22,018+32.2% | 加碼 | – |
| BLBLACKLINE INC | COM | 2,403,510 | $6,746.65 萬 | 0.17% | −273,477−10.2% | 減碼 | 查看 |
| BIPBROOKFIELD INFRASTRUCTURE PA | LP INT UNIT | 1,797,215 | $6,558.47 萬 | 0.17% | −25,592−1.4% | 減碼 | 查看 |
| CBCHUBB LIMITED COM | Stock | 190,921 | $6,505.44 萬 | 0.17% | +2,842+1.5% | 加碼 | 查看 |
| KNSLKINSALE CAP GROUP INC COM | Stock | 188,375 | $6,212.8 萬 | 0.16% | −427,656−69.4% | 減碼 | 查看 |
| KEYSKEYSIGHT TECHNOLOGIES INC COM | Stock | 175,497 | $6,143.62 萬 | 0.16% | −10,695−5.7% | 減碼 | 查看 |
| IQVIQVIA HLDGS INC COM | Stock | 312,542 | $6,038.94 萬 | 0.15% | +12,486+4.2% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 698,320 | $5,626.36 萬 | 0.14% | +541,924+346.5% | 加碼 | – |
| ISHARES SEMICONDUCTOR ETF464287523 | ETF | 85,294 | $5,465.3 萬 | 0.14% | −15,978−15.8% | 減碼 | – |
| NESTLE SA ADR641069406 | COM | 528,186 | $5,423.94 萬 | 0.14% | −65,235−11.0% | 減碼 | – |
| MAMASTERCARD INCORPORATED CL A | Stock | 97,516 | $5,008.42 萬 | 0.13% | −2,807−2.8% | 減碼 | 查看 |
| BAMBROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 1,069,167 | $4,794.89 萬 | 0.12% | −37,878−3.4% | 減碼 | 查看 |
| CNQCANADIAN NAT RES LTD MED TER | COM | 1,124,614 | $4,491.25 萬 | 0.11% | −34,367−3.0% | 減碼 | 查看 |
| HLTHILTON WORLDWIDE HLDGS INC | COM | 135,896 | $4,490.83 萬 | 0.11% | −4,299−3.1% | 減碼 | 查看 |
| MSMORGAN STANLEY COM NEW | Stock | 211,022 | $4,411.2 萬 | 0.11% | −4,044−1.9% | 減碼 | 查看 |
| MDLZMONDELEZ INTL INC CL A | Stock | 740,231 | $4,318.5 萬 | 0.11% | −125,460−14.5% | 減碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 458,665 | $4,232.1 萬 | 0.11% | −5,438−1.2% | 減碼 | 查看 |
| MCOMOODYS CORP COM | Stock | 89,014 | $4,031.62 萬 | 0.10% | −288−0.3% | 減碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 139,968 | $3,936.05 萬 | 0.10% | +4,286+3.2% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 66,599 | $3,868.8 萬 | 0.10% | −17,387−20.7% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 171,366 | $3,734.58 萬 | 0.10% | +148,364+645.0% | 加碼 | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 151,279 | $3,579.57 萬 | 0.09% | +4,292+2.9% | 加碼 | – |
| AMGNAMGEN INC COM | Stock | 87,079 | $3,153.3 萬 | 0.08% | −3,830−4.2% | 減碼 | 查看 |
| CPRTCOPART INC | COM | 1,099,434 | $3,099.3 萬 | 0.08% | −1,846,696−62.7% | 減碼 | 查看 |
| SNASNAP ON INC | COM | 76,036 | $3,059.69 萬 | 0.08% | −425−0.6% | 減碼 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 364,317 | $3,010.72 萬 | 0.08% | −2,406−0.7% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 99,194 | $3,006.78 萬 | 0.08% | +9,767+10.9% | 加碼 | – |
| PGPROCTER & GAMBLE CO COM | Stock | 203,054 | $2,977.58 萬 | 0.08% | −11,239−5.2% | 減碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 39,352 | $2,938.69 萬 | 0.07% | +3,480+9.7% | 加碼 | 查看 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 184,342 | $2,913.16 萬 | 0.07% | 00.0% | 不變 | – |
2026 年第 1 季 之後清倉（61 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 1,980,789 | $4.48 億 | 1.24% |
| BAHBOOZ ALLEN HAMILTON HLDG COR | CL A | 353,892 | $2,761.42 萬 | 0.08% |
| VANGUARD HEALTH CARE ETF92204A504 | ETF | 87,532 | $2,383.76 萬 | 0.07% |
| TACTRANSALTA CORP | COM | 793,222 | $1,042.78 萬 | 0.03% |
| COTERRA ENERGY INC COM127097103 | Stock | 229,162 | $805.28 萬 | 0.02% |
| TAYLOR MORRISON HOME CORP87724P106 | COM | 136,915 | $797.39 萬 | 0.02% |
| DMACDIAMEDICA THERAPEUTICS INC | COM NEW | 455,000 | $308.04 萬 | 0.01% |
| PSNPARSONS CORP DEL | COM | 56,765 | $307.5 萬 | 0.01% |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 18,485 | $152.63 萬 | 0.00% |
| ULTAULTA BEAUTY INC COM | Stock | 2,220 | $116.04 萬 | 0.00% |
| ICLRICON PLC | COM | 10,055 | $111.27 萬 | 0.00% |
| HERITAGE COMM CORP426927109 | COM | 68,645 | $86.56 萬 | 0.00% |
| DLRDIGITAL RLTY TR INC | COM | 4,265 | $76.86 萬 | 0.00% |
| TGBTASEKO MINES LTD | COM | 100,000 | $64.5 萬 | 0.00% |
| FSEAFIRST SEACOAST BANCORP INC | COM | 50,000 | $62.8 萬 | 0.00% |
| ISHARES TR464287440 | 7-10 YR TRSY BD | 5,688 | $54.29 萬 | 0.00% |
| BRKRBRUKER CORP | COM | 14,631 | $52.92 萬 | 0.00% |
| AIR LEASE CORP00912X302 | CL A | 8,000 | $52.13 萬 | 0.00% |
| YORWYORK WTR CO | COM | 16,400 | $50.31 萬 | 0.00% |
| GOLDMAN SACHS ETF TR38149W622 | S&P 500 PREMIUM | 8,787 | $43.97 萬 | 0.00% |
| VANGUARD INDEX FDS922908652 | EXTEND MKT ETF | 2,093 | $43.07 萬 | 0.00% |
| KMIKINDER MORGAN INC DEL COM | Stock | 12,641 | $42.39 萬 | 0.00% |
| CBSHCOMMERCE BANCSHARES INC COM | Stock | 8,587 | $42.25 萬 | 0.00% |
| ULUNILEVER PLC | SPON ADR NEW | 7,042 | $40.5 萬 | 0.00% |
| CRWVCOREWEAVE INC COM CL A | Stock | 5,000 | $38.74 萬 | 0.00% |
| TYLTYLER TECHNOLOGIES INC | COM | 1,114 | $38.14 萬 | 0.00% |
| VANGUARD S&P 500 GROWTH ETF921932505 | ETF | 932 | $38 萬 | 0.00% |
| AUBATLANTIC UN BANKSHARES CORP | COM | 10,320 | $36.88 萬 | 0.00% |
| SPDR SERIES TRUST78464A763 | ST STR SP DIV | 2,386 | $34.82 萬 | 0.00% |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 4,837 | $34.43 萬 | 0.00% |
| BLDRBUILDERS FIRSTSOURCE INC COM | Stock | 4,071 | $33.52 萬 | 0.00% |
| ISHARES TR464287556 | ISHARES BIOTECH | 1,911 | $32.27 萬 | 0.00% |
| CACCAMDEN NATL CORP | COM | 6,750 | $32.03 萬 | 0.00% |
| RSGREPUBLIC SVCS INC | COM | 1,452 | $31.8 萬 | 0.00% |
| ABNBAIRBNB INC COM CL A | Stock | 2,395 | $30.24 萬 | 0.00% |
| ISHARES RUSSELL 2000 GROWTH ETF464287648 | ETF | 883 | $27.71 萬 | 0.00% |
| RYNRAYONIER INC | COM | 13,381 | $27.59 萬 | 0.00% |
| ISHARES INC464286749 | MSCI SWITZERLAND | 4,515 | $26.55 萬 | 0.00% |
| FNDFLOOR & DECOR HLDGS INC | CL A | 5,096 | $25.89 萬 | 0.00% |
| SCHWAB US AGGREGATE BOND ETF808524839 | ETF | 10,232 | $23.76 萬 | 0.00% |
| EQTEQT CORP COM | Stock | 3,718 | $23.66 萬 | 0.00% |
| YUMCYUM CHINA HLDGS INC | COM | 4,781 | $23.32 萬 | 0.00% |
| MCHPMICROCHIP TECHNOLOGY INC. COM | Stock | 3,476 | $22.46 萬 | 0.00% |
| FTNTFORTINET INC COM | Stock | 2,744 | $22.42 萬 | 0.00% |
| PRUPRUDENTIAL FINL INC COM | Stock | 2,235 | $21.84 萬 | 0.00% |
| CLXCLOROX CO DEL COM | Stock | 2,100 | $21.76 萬 | 0.00% |
| AAALCOA CORP COM | Stock | 3,250 | $21.56 萬 | 0.00% |
| AOSSMITH A O CORP | COM | 3,246 | $21.4 萬 | 0.00% |
| DDDUPONT DE NEMOURS INC | COM | 4,662 | $21.35 萬 | 0.00% |
| ZBHZIMMER BIOMET HOLDINGS INC COM | Stock | 2,332 | $21.14 萬 | 0.00% |
| BCALCALIFORNIA BANCORP | COM | 11,682 | $20.82 萬 | 0.00% |
| POSTPOST HLDGS INC | COM | 2,102 | $20.78 萬 | 0.00% |
| ONONON HLDG AG NAMEN AKT A | Stock | 5,924 | $20.15 萬 | 0.00% |
| LINKBANCORP INC53578P105 | COMMON STOCK | 22,500 | $18.77 萬 | 0.00% |
| PTENPATTERSON-UTI ENERGY INC | COM | 14,041 | $15.21 萬 | 0.00% |
| DIBS1STDIBS COM INC | COM | 18,484 | $10.17 萬 | 0.00% |
| EMERALD HOLDING INC29103W104 | COM | 21,763 | $9.85 萬 | 0.00% |
| MDXHMDXHEALTH SA | SHS NEW | 27,000 | $6.21 萬 | 0.00% |
| ALDXALDEYRA THERAPEUTICS INC | COM | 34,745 | $5.87 萬 | 0.00% |
| ORIOORION DIGITAL CORP | COM | 26,400 | $2.54 萬 | 0.00% |
| CALCCALCIMEDICA INC | COM NEW | 13,226 | $7,142 | 0.00% |