跳到主要內容
Livermore
Livermore
中文EN

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
CSGPCostar Group, Inc.COM7,500$45.3 萬<0.1%00.0%不變歷史
MRNAModerna, Inc.Stock3,205$45.7 萬<0.1%−4−0.1%減碼歷史
BFSSaul Centers, Inc.COM9,875$46.5 萬<0.1%00.0%不變歷史
HTHHilltop Holdings Inc.COM17,500$46.6 萬<0.1%00.0%不變歷史
CGCarlyle Group Inc.COM14,950$47.3 萬<0.1%00.0%不變歷史
LARKLandmark Bancorp IncCOM18,676$47.3 萬<0.1%00.0%不變歷史
ESEversource EnergyStock5,625$47.5 萬<0.1%00.0%不變歷史
MATMattel IncCOM21,360$47.6 萬<0.1%00.0%不變歷史
WUWestern Union COStock29,081$47.8 萬<0.1%−1,707−5.5%減碼歷史
BLFYBlue Foundry BancorpCOM40,000$47.9 萬<0.1%00.0%不變歷史
AKRAcadia Realty TrustCOM SH BEN INT30,771$48.0 萬<0.1%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM7,650$48.4 萬<0.1%−225−2.9%減碼歷史
WBSWebster Financial CorpCOM11,679$49.2 萬<0.1%−549−4.5%減碼歷史
VRTXVertex Pharmaceuticals IncStock1,750$49.3 萬<0.1%00.0%不變歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF8,400$49.4 萬<0.1%00.0%不變–
ALCAlcon IncStock7,125$49.7 萬<0.1%00.0%不變歷史
BPBP PLCADR17,667$50.0 萬<0.1%+180+1.0%加碼歷史
LEGLeggett & Platt IncStock14,515$50.1 萬<0.1%−3,600−19.9%減碼歷史
EWEdwards Lifesciences CorpStock5,313$50.5 萬<0.1%00.0%不變歷史
iShares Core High Dividend ETF46429B663ETF5,037$50.5 萬<0.1%−77−1.5%減碼–
FANGDiamondback Energy, Inc.Stock4,180$50.6 萬<0.1%+3,505+519.3%加碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL17,524$50.6 萬<0.1%00.0%不變–
Vanguard Morningstar Large-Cap ETF922908637ETF2,951$50.8 萬<0.1%00.0%不變–
AUBAtlantic Union Bankshares CorpCOM15,000$50.8 萬<0.1%00.0%不變歷史
TGTTarget CorpStock3,624$51.1 萬<0.1%−14−0.4%減碼歷史
GLWCorning IncCOM16,461$51.8 萬<0.1%−150−0.9%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,638$51.9 萬<0.1%−320−10.8%減碼–
Vanguard Short-Term Bond ETF921937827ETF6,807$52.2 萬<0.1%+3,596+112.0%加碼–
BLKBlackRock, Inc.COM860$52.3 萬<0.1%−209−19.6%減碼歷史
OHIOmega Healthcare Investors IncCOM18,725$52.7 萬<0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF16,823$52.9 萬<0.1%+645+4.0%加碼–
AMEAmetek IncCOM4,830$53.0 萬<0.1%−450−8.5%減碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF7,200$53.4 萬<0.1%+7,000+3,500.0%加碼–
Sandstorm Gold Ltd Com New80013R206Stock90,000$53.5 萬<0.1%00.0%不變–
iShares Core Dividend Growth ETF46434V621ETF11,256$53.6 萬<0.1%00.0%不變–
Vanguard Communication Services ETF92204A884ETF5,722$53.8 萬<0.1%−593−9.4%減碼–
GDGeneral Dynamics CorpStock2,434$53.8 萬<0.1%−47−1.9%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN53,921$53.8 萬<0.1%+2,521+4.9%加碼歷史
ABBNYABB LtdSPONSORED ADR20,200$53.9 萬<0.1%00.0%不變歷史
WEXWEX Inc.COM3,478$54.1 萬<0.1%00.0%不變歷史
STESTERIS plcSHS USD2,649$54.6 萬<0.1%00.0%不變歷史
AMTBAmerant Bancorp Inc.CL A19,500$54.8 萬<0.1%00.0%不變歷史
AVGOBroadcom Inc.Stock1,138$55.2 萬<0.1%00.0%不變歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM12,000$55.3 萬<0.1%00.0%不變歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF6,930$55.4 萬<0.1%+10.0%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF4,999$55.8 萬<0.1%−7−0.1%減碼–
HYMCHycroft Mining Holding CorpCOM CL A505,000$56.0 萬<0.1%00.0%不變歷史
SBACSba Communications CorpCL A1,757$56.2 萬<0.1%−810−31.6%減碼歷史
JBGSJBG Smith PropertiesCOM23,825$56.3 萬<0.1%−1,627−6.4%減碼歷史
SGENSeagen Inc.COM3,200$56.6 萬<0.1%00.0%不變歷史
HASHasbro, Inc.COM6,925$56.7 萬<0.1%00.0%不變歷史
IVCInvacare Holdings CorpCOM445,000$56.9 萬<0.1%+445,000新進歷史
LUMNLumen Technologies, Inc.Stock52,488$57.2 萬<0.1%−273−0.5%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE18,000$57.6 萬<0.1%00.0%不變–
iShares Core MSCI Emerging Markets ETF46434G103ETF11,796$57.8 萬<0.1%+1,469+14.2%加碼–
VEEVVeeva Systems IncStock2,925$57.9 萬<0.1%00.0%不變歷史
CMAComerica IncCOM8,025$58.8 萬<0.1%−1,300−13.9%減碼歷史
Schwab International Equity ETF808524805ETF18,767$59.0 萬<0.1%+1,445+8.3%加碼–
DDOGDatadog, Inc.CL A COM6,195$59.0 萬<0.1%00.0%不變歷史
EBMTEagle Bancorp Montana, Inc.COM30,236$60.1 萬<0.1%00.0%不變歷史
NRIMNorthrim Bancorp IncCOM15,058$60.6 萬<0.1%00.0%不變歷史
CZWICitizens Community Bancorp Inc.COM44,174$61.0 萬<0.1%00.0%不變歷史
BCOBrinks CoCOM10,069$61.1 萬<0.1%00.0%不變歷史
SBFGSB Financial Group, Inc.COM35,627$61.4 萬<0.1%00.0%不變歷史
CWBCCommunity West BancsharesCOM43,492$62.2 萬<0.1%+735+1.7%加碼歷史
PSXPhillips 66Stock7,604$62.3 萬<0.1%+223+3.0%加碼歷史
VRSKVerisk Analytics, Inc.COM3,600$62.3 萬<0.1%00.0%不變歷史
DGEAFDiageo PLCCOM15,000$62.3 萬<0.1%+725+5.1%加碼歷史
TFCTruist Financial CorpCOM13,169$62.4 萬<0.1%+715+5.7%加碼歷史
CATCaterpillar IncStock3,515$62.8 萬<0.1%+3+0.1%加碼歷史
WATWaters CorpCOM1,900$62.8 萬<0.1%−46,776−96.1%減碼歷史
PLDPrologis, Inc.REIT5,363$63.0 萬<0.1%+100+1.9%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF3,651$64.0 萬<0.1%00.0%不變–
TRTootsie Roll Industries IncCOM18,197$64.3 萬<0.1%−3,346−15.5%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW11,456$64.4 萬<0.1%−1,700−12.9%減碼–
OCSLOaktree Specialty Lending CorpCOM98,585$64.5 萬<0.1%+3,500+3.7%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock4,178$64.8 萬<0.1%+20.0%加碼歷史
ARKRARK Restaurants CorpCOM36,050$64.8 萬<0.1%00.0%不變歷史
MDCSekisui House U.S., Inc.COM20,256$65.4 萬<0.1%00.0%不變歷史
Listed FDS Tr53656F623HORI KI INFL ETF23,000$65.6 萬<0.1%00.0%不變–
OZKBank OZKCOM17,500$65.6 萬<0.1%00.0%不變歷史
Barrick Gold Corp067901108COM37,562$66.4 萬<0.1%+50.0%加碼–
SJMJ M SMUCKER CoStock5,241$67.0 萬<0.1%−4−0.1%減碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER97,395$67.2 萬<0.1%00.0%不變歷史
SPESpecial Opportunities Fund, Inc.COM54,620$67.5 萬<0.1%−5,250−8.8%減碼歷史
Vanguard Total World Stock ETF922042742ETF8,042$68.6 萬<0.1%00.0%不變–
IEXIdex CorpCOM3,816$69.3 萬<0.1%−598−13.5%減碼歷史
CF Acquisition Corp VI12521J103COM CL A69,797$69.5 萬<0.1%−19,856−22.1%減碼–
KLTRKaltura IncCOM350,000$69.6 萬<0.1%00.0%不變歷史
RYRoyal Bank of CanadaStock7,280$70.4 萬<0.1%00.0%不變歷史
SONSonoco Products CoCOM12,350$70.4 萬<0.1%−100−0.8%減碼歷史
RYNRayonier IncCOM18,871$70.5 萬<0.1%00.0%不變歷史
NFLXNetflix IncStock4,080$71.3 萬<0.1%+1,963+92.7%加碼歷史
LULUlululemon athletica inc.Stock2,660$72.5 萬<0.1%−300−10.1%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,431$72.9 萬<0.1%+140+2.6%加碼–
CETCentral Securities CorpCOM20,961$73.8 萬<0.1%−87−0.4%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW22,760$74.3 萬<0.1%00.0%不變歷史
ANSSAnsys IncCOM3,137$75.0 萬<0.1%−15−0.5%減碼歷史
AVNSAvanos Medical, Inc.Stock28,035$76.6 萬<0.1%+16,543+144.0%加碼歷史
JJacobs Solutions Inc.COM6,036$76.7 萬<0.1%00.0%不變歷史

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