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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
Vanguard Morningstar Mid-Cap ETF922908629ETF3,967$78.1 萬<0.1%−845−17.6%減碼–
Vanguard Wellington FD921935607US MULTIFACTOR8,741$78.3 萬<0.1%−22,422−72.0%減碼–
BBIOBridgeBio Pharma, Inc.COM87,490$79.4 萬<0.1%+87,490新進歷史
SASRSandy Spring Bancorp IncCOM20,546$80.2 萬<0.1%00.0%不變歷史
Brookfield Business PartnersG16234109UNIT LTD L P38,059$80.6 萬<0.1%+10,050+35.9%加碼–
NOWServiceNow, Inc.Stock1,702$80.9 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock2,732$81.1 萬<0.1%−265−8.8%減碼歷史
TDSTelephone & Data Systems IncCOM NEW51,379$81.1 萬<0.1%−40,669−44.2%減碼歷史
HESHess CorpStock7,680$81.3 萬<0.1%−6,000−43.9%減碼歷史
YAlleghany CorpCOM979$81.5 萬<0.1%−2,551−72.3%減碼歷史
CARECarter Bankshares, Inc.COM NEW62,032$81.8 萬<0.1%00.0%不變歷史
ECLEcolab Inc.Stock5,341$82.1 萬<0.1%−617−10.4%減碼歷史
WPCW. P. Carey Inc.COM10,000$82.8 萬<0.1%00.0%不變歷史
AAPAdvance Auto Parts IncCOM4,785$82.8 萬<0.1%+4,785新進歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR58,600$83.0 萬<0.1%00.0%不變歷史
SWXSouthwest Gas Holdings, Inc.COM9,585$83.4 萬<0.1%00.0%不變歷史
HOMBHome Bancshares IncCOM40,290$83.6 萬<0.1%00.0%不變歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,427$84.3 萬<0.1%00.0%不變歷史
Gateway Bank FSBPER367155COMMON RSTD2,416,667$84.5 萬<0.1%00.0%不變–
ARWArrow Electronics, Inc.COM7,628$85.5 萬<0.1%00.0%不變歷史
iShares Select Dividend ETF464287168ETF7,300$85.8 萬<0.1%00.0%不變–
PKBKParke Bancorp, Inc.COM41,149$86.2 萬<0.1%00.0%不變歷史
GSKGSK plcSPONSORED ADR19,825$86.2 萬<0.1%00.0%不變歷史
PIMCO ETF Tr72201R30415+ YR US TIPS13,245$86.3 萬<0.1%+13,245新進–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX12,628$86.3 萬<0.1%−394−3.0%減碼–
SYSo-Young International Inc.SPONSORED ADS1,007,608$86.3 萬<0.1%00.0%不變歷史
ARESAres Management CorpCL A COM STK15,250$86.7 萬<0.1%00.0%不變歷史
CARRCarrier Global CorpStock24,832$88.5 萬<0.1%−1,000−3.9%減碼歷史
VLYValley National BancorpCOM85,202$88.6 萬<0.1%−10.0%減碼歷史
SHELShell plcADR17,078$89.3 萬<0.1%00.0%不變歷史
STORStore Capital LLCCOM34,420$89.7 萬<0.1%−4,750−12.1%減碼歷史
CFFIC & F Financial CorpCOM20,295$93.2 萬<0.1%00.0%不變歷史
EMREmerson Electric CoStock11,753$93.4 萬<0.1%−462−3.8%減碼歷史
LITELumentum Holdings Inc.COM11,845$94.0 萬<0.1%00.0%不變歷史
PXDPioneer Natural Resources CoCOM4,290$95.7 萬<0.1%+490+12.9%加碼歷史
RHIRobert Half Inc.COM12,845$96.2 萬<0.1%−2,998−18.9%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF13,638$97.5 萬<0.1%+2,965+27.8%加碼–
YORWYork Water CoCOM24,264$98.0 萬<0.1%00.0%不變歷史
PDSBPDS Biotechnology CorpCOM271,576$99.1 萬<0.1%00.0%不變歷史
TJXTJX Companies IncStock17,924$100.1 萬<0.1%−121−0.7%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -11,515$100.7 萬<0.1%−11,423−49.8%減碼歷史
EQCEQC Liquidating TrustCOM SH BEN INT36,625$100.8 萬<0.1%00.0%不變歷史
FELEFranklin Electric Co IncCOM13,850$101.4 萬<0.1%00.0%不變歷史
OXYOccidental Petroleum CorpStock17,357$102.1 萬<0.1%+2,510+16.9%加碼歷史
UVSPUnivest Financial CorpCOM40,225$102.3 萬<0.1%00.0%不變歷史
CPCanadian Pacific Kansas City LtdCOM14,691$102.6 萬<0.1%+28+0.2%加碼歷史
DNMRDanimer Scientific, Inc.COM CL A225,200$102.6 萬<0.1%−125,000−35.7%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF20,688$103.3 萬<0.1%+3,547+20.7%加碼–
CABOCable One, Inc.COM803$103.5 萬<0.1%00.0%不變歷史
GTLSChart Industries IncCOM6,225$104.1 萬<0.1%−100−1.6%減碼歷史
CMPCompass Minerals International IncStock29,500$104.4 萬<0.1%00.0%不變歷史
SIVBSVB Financial GroupCOM2,650$104.6 萬<0.1%+75+2.9%加碼歷史
MPCMarathon Petroleum CorpStock12,788$105.1 萬<0.1%−251−1.9%減碼歷史
iShares Core S&P US Value ETF464287663ETF15,803$105.6 萬<0.1%−1,025−6.1%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,530$109.3 萬<0.1%−65−0.8%減碼–
BHBBar Harbor BanksharesCOM43,120$111.5 萬<0.1%00.0%不變歷史
iShares Tr464288687PFD AND INCM SEC34,150$112.2 萬<0.1%−4,800−12.3%減碼–
HTBKHeritage Commerce CorpCOM107,045$114.4 萬<0.1%00.0%不變歷史
SSentinelOne, Inc.CL A49,218$114.8 萬<0.1%+49,218新進歷史
ULUnilever PLCSPON ADR NEW25,295$115.9 萬<0.1%−10,402−29.1%減碼歷史
AWIArmstrong World Industries IncCOM15,500$116.1 萬<0.1%−100−0.6%減碼歷史
QCOMQualcomm IncStock9,160$117.0 萬<0.1%+1,210+15.2%加碼歷史
EGEverest Group, Ltd.COM4,200$117.7 萬<0.1%00.0%不變歷史
Vanguard Morningstar Growth ETF922908736ETF5,404$120.4 萬<0.1%+21+0.4%加碼–
FOXAFox CorpCL A COM38,058$122.3 萬<0.1%−23−0.1%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF48,339$122.6 萬<0.1%+6,000+14.2%加碼–
ACUAcme United CorpCOM38,863$123.0 萬<0.1%00.0%不變歷史
Nestle SAH57312649COM10,617$123.5 萬<0.1%+1,270+13.6%加碼–
MSCIMSCI Inc.Stock3,000$123.6 萬<0.1%00.0%不變歷史
Vanguard Dividend Appreciation ETF921908844ETF8,626$123.7 萬<0.1%+225+2.7%加碼–
SNOWSnowflake Inc.Stock8,915$123.9 萬<0.1%00.0%不變歷史
IGIWestern Asset Investment Grade Opportunity Trust Inc.COM74,812$126.2 萬<0.1%00.0%不變歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN17,111$126.8 萬<0.1%−2,505−12.8%減碼歷史
DUKDuke Energy CORPStock12,038$129.0 萬<0.1%−416−3.3%減碼歷史
VMCVulcan Materials COCOM9,089$129.1 萬<0.1%−7−0.1%減碼歷史
DBCInvesco DB Commodity Index Tracking FundUNIT49,200$131.0 萬<0.1%−22,800−31.7%減碼歷史
HURCHurco Companies IncCOM53,975$133.5 萬<0.1%00.0%不變歷史
APOApollo Global Management, Inc.COM27,672$134.1 萬<0.1%+7,947+40.3%加碼歷史
LBTYKLiberty Global Ltd.SHS CL C61,905$136.7 萬<0.1%−19,910−24.3%減碼歷史
FRPHFRP Holdings, Inc.COM22,766$137.3 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF48,645$140.2 萬<0.1%−5,375−10.0%減碼–
PLXSPlexus CorpCOM17,900$140.5 萬<0.1%00.0%不變歷史
YUMCYum China Holdings, Inc.COM36,635$142.1 萬<0.1%+321+0.9%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD18,704$142.6 萬<0.1%−1,864−9.1%減碼–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP29,917$142.8 萬<0.1%−4,461−13.0%減碼歷史
CLXClorox CoStock10,162$143.2 萬<0.1%+1,978+24.2%加碼歷史
ProShares Tr74347R735PSHS ULT HLTHCRE16,475$143.7 萬<0.1%−1,800−9.8%減碼–
NOCNorthrop Grumman CorpStock3,007$143.9 萬<0.1%−5−0.2%減碼歷史
MKLMarkel Group Inc.COM1,129$146.0 萬<0.1%00.0%不變歷史
XPOXPO, Inc.COM30,500$146.8 萬<0.1%−13,225−30.2%減碼歷史
GEGeneral Electric CoStock23,246$148.0 萬<0.1%−6,260−21.2%減碼歷史
NSCNorfolk Southern CorpStock6,577$149.4 萬<0.1%00.0%不變歷史
PRKPark National CorpCOM12,527$151.8 萬<0.1%00.0%不變歷史
FWONALiberty Media CorpCOM SER A FRMLA26,469$153.4 萬<0.1%−762−2.8%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF7,245$158.4 萬<0.1%−174−2.3%減碼–
Vanguard Information Technology ETF92204A702ETF4,908$160.2 萬<0.1%+85+1.8%加碼–
American Centy ETF Tr025072877US SML CP VALU23,700$162.0 萬<0.1%+2,468+11.6%加碼–
RGENRepligen CorpCOM10,095$163.9 萬<0.1%00.0%不變歷史
OLPOne Liberty Properties IncCOM63,343$164.5 萬<0.1%−6,005−8.7%減碼歷史
LAMRLamar Advertising CoREIT18,840$165.7 萬<0.1%+6,655+54.6%加碼歷史

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