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Livermore
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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
1,658
較 2022 年第 1 季 −16
總值
$248.1 億
較 2022 年第 1 季 −$57.6 億 (−18.8%)
申報日
2022/8/15
SEC
First Manhattan Co 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BRK.ABerkshire Hathaway IncCL A18,754$76.7 億30.9%−368−1.9%減碼歷史
AAPLApple Inc.Stock9,753,415$13.3 億5.4%−92,499−0.9%減碼歷史
MSFTMicrosoft CorpStock5,055,761$13.0 億5.2%−27,973−0.6%減碼歷史
UNHUnitedHealth Group IncStock1,599,809$8.18 億3.3%−19,514−1.2%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH16,215,384$7.18 億2.9%−131,405−0.8%減碼歷史
GOOGAlphabet Inc.Stock278,878$6.09 億2.5%+2,083+0.8%加碼歷史
BRK.BBerkshire Hathaway IncStock2,165,260$5.91 億2.4%−5,455−0.3%減碼歷史
AZOAutoZone IncCOM262,787$5.65 億2.3%−5,786−2.2%減碼歷史
DHRDanaher CorpStock2,088,103$5.29 億2.1%−12,840−0.6%減碼歷史
Nestle SA ADR641069406COM3,599,812$4.19 億1.7%−59,214−1.6%減碼–
AMZNAmazon Com IncStock3,627,312$3.82 億1.5%+186,932+5.4%加碼依 20 比 1 拆股換算歷史
TMOThermo Fisher Scientific Inc.Stock643,471$3.48 億1.4%+12,837+2.0%加碼歷史
KKRKKR & Co. Inc.COM6,795,422$3.10 億1.2%−67,689−1.0%減碼歷史
ORCLOracle CorpStock4,335,690$3.03 億1.2%+144,070+3.4%加碼歷史
JNJJohnson & JohnsonStock1,544,865$2.74 億1.1%−63,132−3.9%減碼歷史
PPLIPeople IncCOM NEW3,535,484$2.66 億1.1%−206,328−5.5%減碼歷史
HONHoneywell International IncCOM1,442,826$2.50 億1.0%+5590.0%加碼歷史
TPLTexas Pacific Land CorpStock149,108$2.22 億0.9%−100−0.1%減碼歷史
ACNAccenture plcStock775,067$2.15 億0.9%−2,618−0.3%減碼歷史
ABBVAbbVie Inc.Stock1,401,603$2.15 億0.9%−67,521−4.6%減碼歷史
CMCSAComcast CorpStock5,345,261$2.09 億0.8%+247,462+4.9%加碼歷史
PMPhilip Morris International Inc.Stock1,926,196$1.90 億0.8%−10,952−0.6%減碼歷史
SPGIS&P Global Inc.Stock556,361$1.87 億0.8%+155,448+38.8%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,360,970$1.85 億0.7%+8,438+0.6%加碼歷史
GOOGLAlphabet Inc.Stock84,547$1.82 億0.7%+1,669+2.0%加碼歷史
METAMeta Platforms, Inc.Stock1,127,581$1.82 億0.7%−80,955−6.7%減碼歷史
NEENextera Energy IncStock2,310,070$1.79 億0.7%−14,224−0.6%減碼歷史
AMTAmerican Tower CorpREIT671,060$1.72 億0.7%+41,547+6.6%加碼歷史
MCDMcDonalds CorpStock696,825$1.69 億0.7%−16,174−2.3%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,704,545$1.60 億0.6%+106,544+6.7%加碼歷史
ORLYO Reilly Automotive IncStock253,505$1.57 億0.6%+2,702+1.1%加碼歷史
VVisa Inc.Stock788,880$1.55 億0.6%−5,440−0.7%減碼歷史
NKENIKE, Inc.Stock1,471,536$1.49 億0.6%+33,806+2.4%加碼歷史
MDLZMondelez International, Inc.Stock2,291,943$1.42 億0.6%−40,807−1.7%減碼歷史
LOWLowes Companies IncStock710,797$1.24 億0.5%+21,360+3.1%加碼歷史
MARMarriott International IncStock842,369$1.15 億0.5%−60,835−6.7%減碼歷史
RTXRTX CorpStock1,182,666$1.14 億0.5%+3,551+0.3%加碼歷史
KOCoca Cola CoStock1,670,334$1.05 億0.4%−112,850−6.3%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT2,573,436$9,836 萬0.4%+855,250+49.8%加碼歷史
ALLYAlly Financial Inc.Stock2,856,905$9,573 萬0.4%+31,654+1.1%加碼歷史
AXPAmerican Express CoStock625,752$8,674 萬0.3%+431+0.1%加碼歷史
ENTGEntegris IncCOM943,879$8,476 萬0.3%+157,698+20.1%加碼歷史
DPZDominos Pizza IncCOM206,490$8,047 萬0.3%−95,543−31.6%減碼歷史
MTCHMatch Group, Inc.COM1,160,224$7,866 萬0.3%−32,817−2.8%減碼歷史
CPRTCopart IncCOM704,165$7,651 萬0.3%+63,630+9.9%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS1,197,276$7,399 萬0.3%00.0%不變歷史
Northern LTS FD Tr IV66538H211FMC EXCELSIOR FO2,965,564$6,681 萬0.3%+2,965,564新進–
ENBEnbridge IncStock1,515,330$6,404 萬0.3%−2,941−0.2%減碼歷史
SCIService Corp InternationalCOM914,460$6,321 萬0.3%−81,565−8.2%減碼歷史
FTVFortive CorpStock1,156,182$6,287 萬0.3%+37,016+3.3%加碼歷史
PFEPfizer IncStock1,116,007$5,851 萬0.2%−9,579−0.9%減碼歷史
COFCapital One Financial CorpStock557,943$5,813 萬0.2%+4,813+0.9%加碼歷史
CSWCSW Industrials, Inc.COM560,920$5,779 萬0.2%−11,884−2.1%減碼歷史
Reckitt Benckiser Group PLCG74079107Common Stock788,585$5,754 萬0.2%−22,221−2.7%減碼–
IAAIAA, Inc.COM1,668,782$5,469 萬0.2%−1,013,653−37.8%減碼歷史
USBUS Bancorp DECOM NEW1,155,595$5,318 萬0.2%+171,426+17.4%加碼歷史
Vanguard S&P 500 ETF922908363ETF150,652$5,226 萬0.2%−8,154−5.1%減碼–
CNQCanadian Natural Resources LtdCOM963,753$5,173 萬0.2%−1,778−0.2%減碼歷史
DISWalt Disney CoStock545,742$5,152 萬0.2%+7,353+1.4%加碼歷史
EOLSEvolus, Inc.COM4,034,938$4,681 萬0.2%−50,000−1.2%減碼歷史
IQVIQVIA Holdings Inc.Stock210,085$4,559 萬0.2%+9,307+4.6%加碼歷史
LLYEli Lilly & CoStock131,650$4,269 萬0.2%−85−0.1%減碼歷史
MCOMoodys CorpStock156,702$4,262 萬0.2%−545−0.3%減碼歷史
CORCencora, Inc.Stock289,673$4,098 萬0.2%−310.0%減碼歷史
PGProcter & Gamble CoStock286,314$4,046 萬0.2%−7,818−2.7%減碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM1,106,662$3,897 萬0.2%−21,400−1.9%減碼歷史
SYKStryker CorpStock182,088$3,622 萬0.1%−5,806−3.1%減碼歷史
AMGNAmgen IncStock151,222$3,612 萬0.1%−10,586−6.5%減碼歷史
HOLXHologic IncCOM516,700$3,581 萬0.1%−13,200−2.5%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR654,532$3,531 萬0.1%−5,205−0.8%減碼歷史
INGRIngredion IncCOM391,276$3,449 萬0.1%−1,598−0.4%減碼歷史
BABAAlibaba Group Holding LtdADR290,557$3,303 萬0.1%−27,147−8.5%減碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM969,725$3,302 萬0.1%−144,208−12.9%減碼–
CMECME Group Inc.COM160,778$3,291 萬0.1%−6,505−3.9%減碼歷史
VMEOVimeo, Inc.COMMON STOCK5,415,852$3,260 萬0.1%−1,085,402−16.7%減碼歷史
UPSUnited Parcel Service IncStock172,888$3,156 萬0.1%−548−0.3%減碼歷史
JPMJPMorgan Chase & CoStock281,559$3,154 萬0.1%−21,412−7.1%減碼歷史
CCitigroup IncStock675,966$3,109 萬0.1%−42,675−5.9%減碼歷史
VZVerizon Communications IncStock596,915$3,029 萬0.1%−18,119−2.9%減碼歷史
SBUXStarbucks CorpStock430,211$3,012 萬0.1%+94,988+28.3%加碼歷史
UTHRUnited Therapeutics CorpCOM126,200$2,974 萬0.1%+42,600+51.0%加碼歷史
IMCRImmunocore Holdings plcADS795,849$2,969 萬0.1%−12,700−1.6%減碼歷史
BPMCBlueprint Medicines CorpCOM587,512$2,968 萬0.1%+271,956+86.2%加碼歷史
BILIBilibili Inc.SPONS ADS REP Z1,150,929$2,946 萬0.1%−2000.0%減碼歷史
AWKAmerican Water Works Company, Inc.Stock195,851$2,914 萬0.1%−552−0.3%減碼歷史
UNPUnion Pacific CorpStock136,301$2,907 萬0.1%+5,768+4.4%加碼歷史
SCHWSchwab Charles CorpStock444,414$2,808 萬0.1%−1590.0%減碼歷史
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT777,982$2,707 萬0.1%+18,469+2.4%加碼歷史
NTRNutrien Ltd.COM320,113$2,532 萬0.1%−1,782−0.6%減碼歷史
ATVIActivision Blizzard, Inc.COM323,368$2,518 萬0.1%−17,735−5.2%減碼歷史
SNASnap-on IncCOM124,177$2,447 萬0.1%−360−0.3%減碼歷史
LBRDKLiberty Broadband CorpCOM SER C224,085$2,361 萬0.1%−5,277−2.3%減碼歷史
PEPPepsiCo IncStock141,435$2,357 萬0.1%−8,981−6.0%減碼歷史
IBMInternational Business Machines CorpStock163,587$2,310 萬0.1%−2,658−1.6%減碼歷史
MRKMerck & Co., Inc.Stock246,654$2,249 萬0.1%−8,685−3.4%減碼歷史
GGGGraco IncCOM413,978$2,242 萬0.1%−9,680−2.3%減碼歷史
WFCWells Fargo & CompanyStock571,987$2,240 萬0.1%+11,755+2.1%加碼歷史
DEODiageo PLCSPON ADR NEW136,230$2,236 萬0.1%−1,552−1.1%減碼歷史
BSXBoston Scientific CorpStock599,167$2,233 萬0.1%−14,700−2.4%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF217,046$2,207 萬0.1%−870.0%減碼–

2022 年第 1 季之後清倉（88 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
ANATAmerican National Group IncCOM NEW146,361$2,768 萬0.1%歷史
Discovery Inc25470F302COM SER C755,620$1,887 萬0.1%–
ORICOric Pharmaceuticals, Inc.COM1,955,538$1,044 萬<0.1%歷史
HRMYHarmony Biosciences Holdings, Inc.COM153,673$747.6 萬<0.1%歷史
HBPHuttig Building Products IncCOM370,000$394.4 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A157,211$391.7 萬<0.1%歷史
OYSTOyster Point Pharma, Inc.COM260,553$303.2 萬<0.1%歷史
FULCFulcrum Therapeutics, Inc.COM116,622$275.8 萬<0.1%歷史
FOEFerro CorpCOM81,555$177.3 萬<0.1%歷史
MACMacerich CoCOM83,759$130.9 萬<0.1%歷史
ARCHArch Resources, Inc.CL A7,325$100.6 萬<0.1%歷史
PBCTPeople's United Financial, Inc.COM39,404$78.6 萬<0.1%歷史
AZPNASPENTECH CorpCOM4,354$72.0 萬<0.1%歷史
Abcam PLC000380204ADS22,910$41.9 萬<0.1%–
COLBColumbia Banking System, Inc.COM10,200$32.9 萬<0.1%歷史
CNACna Financial CorpCOM4,100$19.9 萬<0.1%歷史
EOIEaton Vance Enhanced Equity Income FundCOM9,373$17.2 萬<0.1%歷史
MELIMercadolibre IncCOM99$11.7 萬<0.1%歷史
FLWS1 800 Flowers Com IncCL A8,892$11.3 萬<0.1%歷史
FLFoot Locker, Inc.COM3,000$8.80 萬<0.1%歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF1,450$8.40 萬<0.1%–
LAZLazard, Inc.SHS A2,205$7.50 萬<0.1%歷史
SPDR Index Shs FDS78463X533ST MAR DIVID ETF2,500$7.30 萬<0.1%–
Coherent Inc192479103COM200$5.40 萬<0.1%–
ODFLOld Dominion Freight Line, Inc.COM175$5.20 萬<0.1%歷史
SPDR Series Trust78468R721STATE STREET SPD981$4.60 萬<0.1%–
ACTGAcacia Research CorpACACIA TCH COM10,000$4.50 萬<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock326$4.30 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF973$4.00 萬<0.1%–
INMDInMode Ltd.SHS1,100$4.00 萬<0.1%歷史
RRyder System IncCOM486$3.80 萬<0.1%歷史
CARMCarisma Therapeutics Inc.COM62,000$3.70 萬<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF1,079$3.40 萬<0.1%–
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN1,182$3.40 萬<0.1%–
VOYAVoya Financial, Inc.COM510$3.30 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF382$3.10 萬<0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF500$3.10 萬<0.1%–
iShares Tr46429B366CMBS ETF575$2.80 萬<0.1%–
Osi ETF Tr67110P704OSHS GBL INTER715$2.60 萬<0.1%–
CBTCabot CorpCOM350$2.30 萬<0.1%歷史
NKLANikola CorpCOM2,000$2.10 萬<0.1%歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF374$1.80 萬<0.1%–
ETF Managers Tr26924G102PRIME JUNIR SLVR1,300$1.80 萬<0.1%–
JOEST JOE CoCOM300$1.70 萬<0.1%歷史
WisdomTree Tr97717W281EMG MKTS SMCAP320$1.70 萬<0.1%–
iShares Inc464286871MSCI HONG KG ETF718$1.60 萬<0.1%–
CBUSCibus, Inc.COM16,000$1.60 萬<0.1%歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF152$1.50 萬<0.1%–
IMPLIPI Legacy Liquidation CoCOM2,100$1.30 萬<0.1%歷史
SPDR Index Shs FDS78463X772ST S&P INTL ETF300$1.10 萬<0.1%–
LGNDLigand Pharmaceuticals IncCOM NEW100$1.10 萬<0.1%歷史
iShares Tr464288877EAFE VALUE ETF234$1.10 萬<0.1%–
BMBLBumble Inc.COM CL A400$1.10 萬<0.1%歷史
Tidal ETF Tr886364207SOFI SELCT 500700$1.10 萬<0.1%–
KGCKinross Gold CorpCOM1,500$8,000<0.1%歷史
WisdomTree Tr97717W604US SMALLCAP DIVD280$8,000<0.1%–
ISBCInvestors Bancorp, Inc.COM544$8,000<0.1%歷史
Osi ETF Tr67110P407OSHARES US QUALT200$8,000<0.1%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF108$7,000<0.1%–
PHIPLDT Inc.SPONSORED ADR200$7,000<0.1%歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF55$6,000<0.1%–
Global X FDS37954Y848GLOBAL X SILVER166$6,000<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS160$6,000<0.1%歷史
PLANAnaplan, Inc.COM100$6,000<0.1%歷史
BCBrunswick CorpCOM62$5,000<0.1%歷史
CELPCypress Environmental Partners, L.P.LTD PARTNER INT3,047$5,000<0.1%歷史
STEMStem, Inc.CL A500$5,000<0.1%歷史
CXMSprinklr, Inc.CL A400$4,000<0.1%歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF60$3,000<0.1%–
GNCAGenocea Biosciences, Inc.COM NEW2,500$3,000<0.1%歷史
VRTVVeritiv CorpCOM23$3,000<0.1%歷史
OTLYOatly Group ABSPONSORED ADS700$3,000<0.1%歷史
EIXEdison InternationalStock29$2,000<0.1%歷史
iShares Tr464288117INTL TREA BD ETF52$2,000<0.1%–
PINSPinterest, Inc.CL A100$2,000<0.1%歷史
AGENAgenus IncCOM NEW1,000$2,000<0.1%歷史
ZENZendesk, Inc.COM20$2,000<0.1%歷史
TERTeradyne, IncStock11$1,000<0.1%歷史
iShares U.S. Treasury Bond ETF46429B267ETF47$1,000<0.1%–
CZRCaesars Entertainment, Inc.COM15$1,000<0.1%歷史
CRONCronos Group Inc.COM450$1,000<0.1%歷史
AALAmerican Airlines Group Inc.Stock1$00.0%歷史
PENNPENN Entertainment, Inc.COM19$00.0%歷史
PVHPVH Corp.COM1$00.0%歷史
iShares Tr4642874571 3 YR TREAS BD1$00.0%–
KLDOKaleido Biosciences, Inc.COM100$00.0%歷史
LTRPALiberty TripAdvisor Holdings, Inc.COM SER A318$00.0%歷史
GANGAN LtdORD SHS200$00.0%歷史