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 4 季持倉

持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
1,682
較 2022 年第 3 季 +45
總值
$272.9 億
較 2022 年第 3 季 +$36.7 億 (+15.6%)
申報日
2023/2/14
SEC
First Manhattan Co 在 2022 年第 4 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 A22,365$104.8 億38.4%+3,636+19.4%加碼歷史
MSFTMicrosoft CorpStock5,065,890$12.1 億4.4%+21,162+0.4%加碼歷史
AAPLApple Inc.Stock8,554,942$11.1 億4.1%−816,799−8.7%減碼歷史
UNHUnitedHealth Group IncStock1,520,421$8.02 億2.9%−22,373−1.5%減碼歷史
BRK.BBerkshire Hathaway IncStock2,168,319$6.70 億2.5%+36,124+1.7%加碼歷史
AZOAutoZone IncCOM249,719$6.16 億2.3%−8,881−3.4%減碼歷史
DHRDanaher CorpStock2,090,038$5.54 億2.0%−2,384−0.1%減碼歷史
BNBROOKFIELD CorpCL A LTD VT SH16,418,897$5.14 億1.9%+16,418,897新進歷史
GOOGAlphabet Inc.Stock5,483,835$4.86 億1.8%−19,361−0.4%減碼歷史
Nestle SA ADR641069406COM3,664,328$4.23 億1.5%+74,588+2.1%加碼–
ORCLOracle CorpStock4,803,686$3.90 億1.4%+335,373+7.5%加碼歷史
TMOThermo Fisher Scientific Inc.Stock652,052$3.59 億1.3%+13,055+2.0%加碼歷史
TPLTexas Pacific Land CorpStock144,103$3.38 億1.2%−4,755−3.2%減碼歷史
KKRKKR & Co. Inc.COM7,041,159$3.27 億1.2%+87,205+1.3%加碼歷史
HONHoneywell International IncCOM1,444,713$3.08 億1.1%−16,017−1.1%減碼歷史
JNJJohnson & JohnsonStock1,500,910$2.65 億1.0%+6,102+0.4%加碼歷史
LOWLowes Companies IncStock1,155,256$2.30 億0.8%+410,546+55.1%加碼歷史
AMZNAmazon Com IncStock2,700,442$2.27 億0.8%−629,354−18.9%減碼歷史
SPGIS&P Global Inc.Stock667,332$2.22 億0.8%+52,628+8.6%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,276,414$2.16 億0.8%−89,684−6.6%減碼歷史
ABBVAbbVie Inc.Stock1,293,366$2.09 億0.8%−46,699−3.5%減碼歷史
ACNAccenture plcStock772,284$2.06 億0.8%−2,875−0.4%減碼歷史
ORLYO Reilly Automotive IncStock235,426$1.95 億0.7%−13,380−5.4%減碼歷史
PMPhilip Morris International Inc.Stock1,856,501$1.88 億0.7%−11,239−0.6%減碼歷史
NKENIKE, Inc.Stock1,599,308$1.87 億0.7%−111,596−6.5%減碼歷史
NEENextera Energy IncStock2,236,888$1.87 億0.7%−33,488−1.5%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,709,453$1.75 億0.6%−7,702−0.4%減碼歷史
MCDMcDonalds CorpStock669,897$1.75 億0.6%−22,953−3.3%減碼歷史
VVisa Inc.Stock828,323$1.72 億0.6%+39,625+5.0%加碼歷史
AMTAmerican Tower CorpREIT796,063$1.69 億0.6%+43,934+5.8%加碼歷史
CMCSAComcast CorpStock4,797,599$1.67 億0.6%+40,118+0.8%加碼歷史
LINLinde PLCSHS492,043$1.58 億0.6%+9,604+2.0%加碼歷史
GOOGLAlphabet Inc.Stock1,756,687$1.54 億0.6%+55,442+3.3%加碼歷史
MDLZMondelez International, Inc.Stock2,243,438$1.50 億0.5%−10,419−0.5%減碼歷史
ENTGEntegris IncCOM1,806,111$1.16 億0.4%−234,950−11.5%減碼歷史
RTXRTX CorpStock1,105,315$1.12 億0.4%−50,025−4.3%減碼歷史
MARMarriott International IncStock747,837$1.11 億0.4%−72,117−8.8%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS3,875,454$1.11 億0.4%+3,875,454新進歷史
CPRTCopart IncCOM1,721,716$1.05 億0.4%00.0%不變依 2 比 1 拆股換算歷史
PPLIPeople IncCOM NEW2,375,245$1.04 億0.4%−870,323−26.8%減碼歷史
KOCoca Cola CoStock1,626,735$1.03 億0.4%−27,089−1.6%減碼歷史
ASMLASML Holding NVADR165,928$9,066 萬0.3%+165,466+35,815.2%加碼歷史
AXPAmerican Express CoStock598,778$8,847 萬0.3%−13,993−2.3%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT2,538,878$7,868 萬0.3%−25,094−1.0%減碼歷史
FTVFortive CorpStock1,181,281$7,590 萬0.3%+37,389+3.3%加碼歷史
ALLYAlly Financial Inc.Stock2,846,970$6,961 萬0.3%+69,670+2.5%加碼歷史
Northern LTS FD Tr IV66538H211FMC EXCELSIOR FO3,002,035$6,640 萬0.2%+19,393+0.7%加碼–
CSWCSW Industrials, Inc.COM556,714$6,454 萬0.2%−499−0.1%減碼歷史
SCIService Corp InternationalCOM908,379$6,281 萬0.2%+999+0.1%加碼歷史
USBUS Bancorp DECOM NEW1,459,193$6,259 萬0.2%+218,868+17.6%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS733,340$5,980 萬0.2%−399,910−35.3%減碼歷史
ENBEnbridge IncStock1,477,459$5,777 萬0.2%−19,303−1.3%減碼歷史
PFEPfizer IncStock1,113,438$5,705 萬0.2%−11,152−1.0%減碼歷史
CNQCanadian Natural Resources LtdCOM961,859$5,341 萬0.2%−9,457−1.0%減碼歷史
Reckitt Benckiser Group PLCG74079107Common Stock758,155$5,317 萬0.2%−19,383−2.5%減碼–
SCHWSchwab Charles CorpStock621,435$5,174 萬0.2%+177,118+39.9%加碼歷史
UTHRUnited Therapeutics CorpCOM183,400$5,100 萬0.2%00.0%不變歷史
COFCapital One Financial CorpStock547,685$5,091 萬0.2%+14,784+2.8%加碼歷史
Vanguard S&P 500 ETF922908363ETF136,983$4,813 萬0.2%−15,320−10.1%減碼–
SYKStryker CorpStock192,692$4,711 萬0.2%+16,276+9.2%加碼歷史
CORCencora, Inc.Stock259,887$4,307 萬0.2%−20,859−7.4%減碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM1,025,654$4,160 萬0.2%−79,933−7.2%減碼歷史
DISWalt Disney CoStock472,862$4,108 萬0.2%−69,789−12.9%減碼歷史
PGProcter & Gamble CoStock275,209$4,102 萬0.2%−5,557−2.0%減碼歷史
IQVIQVIA Holdings Inc.Stock195,145$3,998 萬0.1%−6,676−3.3%減碼歷史
MCOMoodys CorpStock143,394$3,995 萬0.1%−1,844−1.3%減碼歷史
HOLXHologic IncCOM516,766$3,866 萬0.1%+660.0%加碼歷史
JPMJPMorgan Chase & CoStock276,937$3,695 萬0.1%−3,667−1.3%減碼歷史
INGRIngredion IncCOM370,470$3,628 萬0.1%−4,186−1.1%減碼歷史
AMGNAmgen IncStock139,782$3,602 萬0.1%−4,478−3.1%減碼歷史
MTCHMatch Group, Inc.COM859,983$3,568 萬0.1%−296,156−25.6%減碼歷史
IMCRImmunocore Holdings plcADS613,749$3,503 萬0.1%−182,100−22.9%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR583,147$3,501 萬0.1%−52,465−8.3%減碼歷史
GGGGraco IncCOM549,773$3,463 萬0.1%+144,045+35.5%加碼歷史
SBUXStarbucks CorpStock374,212$3,373 萬0.1%−38,199−9.3%減碼歷史
LLYEli Lilly & CoStock88,070$3,222 萬0.1%−33,078−27.3%減碼歷史
EOLSEvolus, Inc.COM4,016,138$3,016 萬0.1%−18,800−0.5%減碼歷史
AWKAmerican Water Works Company, Inc.Stock195,668$2,982 萬0.1%+369+0.2%加碼歷史
UPSUnited Parcel Service IncStock170,359$2,962 萬0.1%−1,012−0.6%減碼歷史
CHTRCharter Communications, Inc.CL A87,105$2,954 萬0.1%+59,917+220.4%加碼歷史
BILIBilibili Inc.SPONS ADS REP Z1,233,826$2,923 萬0.1%+83,172+7.2%加碼歷史
UNPUnion Pacific CorpStock138,235$2,862 萬0.1%+1,103+0.8%加碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM763,500$2,854 萬0.1%+68,638+9.9%加碼–
BSXBoston Scientific CorpStock600,685$2,779 萬0.1%−2,632−0.4%減碼歷史
IBMInternational Business Machines CorpStock193,245$2,723 萬0.1%+27,291+16.4%加碼歷史
SNASnap-on IncCOM119,116$2,722 萬0.1%−1,431−1.2%減碼歷史
ATVIActivision Blizzard, Inc.COM372,690$2,639 萬0.1%+56,013+17.7%加碼歷史
MRKMerck & Co., Inc.Stock237,384$2,634 萬0.1%−1,359−0.6%減碼歷史
PEPPepsiCo IncStock143,122$2,586 萬0.1%+4,142+3.0%加碼歷史
XOMExxonMobil Holdings CorpCOM221,576$2,444 萬0.1%−7,968−3.5%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF218,377$2,363 萬0.1%00.0%不變–
ABTAbbott LaboratoriesStock213,531$2,344 萬0.1%+12,100+6.0%加碼歷史
WFCWells Fargo & CompanyStock565,233$2,334 萬0.1%−5,828−1.0%減碼歷史
METAMeta Platforms, Inc.Stock193,778$2,332 萬0.1%−601,913−75.6%減碼歷史
NTRNutrien Ltd.COM321,221$2,329 萬0.1%+1,910+0.6%加碼歷史
HLTHilton Worldwide Holdings Inc.COM183,444$2,318 萬0.1%−13,768−7.0%減碼歷史
CMCCommercial Metals CoStock464,004$2,241 萬0.1%−19,670−4.1%減碼歷史
DEODiageo PLCSPON ADR NEW125,565$2,237 萬0.1%−10,455−7.7%減碼歷史
BCRXBiocryst Pharmaceuticals IncCOM1,868,672$2,145 萬0.1%+63,600+3.5%加碼歷史
AEEAmeren CorpCOM233,470$2,076 萬0.1%+22,387+10.6%加碼歷史

2022 年第 3 季之後清倉（161 檔）

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 161 檔。

First Manhattan Co 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
BAMBrookfield Asset Management Ltd.CL A LTD VT SH16,078,114$6.54 億2.8%歷史
0000000000Stock12,113$323.7 萬<0.1%–
YAlleghany CorpCOM1,279$107.3 萬<0.1%歷史
Tenneco Inc880349105CL A VTG COM STK25,000$43.4 萬<0.1%–
BKCCBlackRock Capital Investment CorpCOM95,000$32.2 萬<0.1%歷史
First Tr Exchange-Traded FD336917109SHS12,000$20.0 萬<0.1%–
WDCWestern Digital CorpCOM4,500$14.6 萬<0.1%歷史
MNDOMind Cti LtdORD60,000$12.5 萬<0.1%歷史
UXINUxin LtdADS200,000$12.0 萬<0.1%歷史
Vanguard S&P 500 Value ETF921932703ETF786$9.70 萬<0.1%–
LCIILci IndustriesCOM850$8.60 萬<0.1%歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH3,979$7.30 萬<0.1%–
APLTApplied Therapeutics, Inc.COM73,783$6.80 萬<0.1%歷史
TTECTTEC Holdings, Inc.COM1,500$6.60 萬<0.1%歷史
Global X FDS37954Y830GLOBAL X COPPER2,125$6.00 萬<0.1%–
Vanguard Consumer Discretionary ETF92204A108ETF200$4.70 萬<0.1%–
Global X FDS37954Y483NASDAQ 100 COVER3,000$4.60 萬<0.1%–
Maxeon Solar Technologies LTY58473102SHS1,850$4.30 萬<0.1%–
TMXTerminix Global Holdings IncCOM1,108$4.20 萬<0.1%歷史
iShares Global Clean Energy ETF464288224ETF2,200$4.10 萬<0.1%–
CRCCalifornia Resources CorpCOM STOCK1,000$3.80 萬<0.1%歷史
PHKPIMCO High Income FundCOM SHS7,572$3.50 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock125$3.40 萬<0.1%歷史
Imv Inc44974L103COM66,368$3.40 萬<0.1%–
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG764$3.10 萬<0.1%–
ChemoCentryx, Inc.16383L106COM600$3.00 萬<0.1%–
Vanguard Industrials ETF92204A603ETF190$2.90 萬<0.1%–
GGTGabelli Multimedia Trust Inc.COM4,779$2.90 萬<0.1%歷史
CSLCarlisle Companies IncCOM106$2.90 萬<0.1%歷史
SLFSun Life Financial IncCOM724$2.80 萬<0.1%歷史
SANWS&W Seed CoCOM39,200$2.80 萬<0.1%歷史
Alps Clean Energy ETF00162Q460ETF504$2.70 萬<0.1%–
Vanguard Real Estate ETF922908553ETF325$2.60 萬<0.1%–
TWTRTwitter, Inc.COM516$2.20 萬<0.1%歷史
SONOSonos IncCOM1,300$1.80 萬<0.1%歷史
iShares Tr464288729GLOB INDSTRL ETF200$1.70 萬<0.1%–
ENREnergizer Holdings, Inc.COM700$1.70 萬<0.1%歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET200$1.60 萬<0.1%歷史
LFUSLittelfuse IncCOM85$1.60 萬<0.1%歷史
iShares Tr464288448INTL SEL DIV ETF731$1.60 萬<0.1%–
iShares Inc464286533MSCI EMERG MRKT300$1.50 萬<0.1%–
AMGAffiliated Managers Group, Inc.Stock127$1.40 萬<0.1%歷史
JNCEJounce Therapeutics, Inc.COM6,400$1.40 萬<0.1%歷史
BROBrown & Brown, Inc.Stock218$1.30 萬<0.1%歷史
iShares Tr46434V381FUTU EXPO TE ETF300$1.30 萬<0.1%–
ULTAUlta Beauty, Inc.Stock31$1.20 萬<0.1%歷史
First Trust Cloud Computing ETF33734X192ETF200$1.20 萬<0.1%–
iShares Core S&P U.S. Growth ETF464287671ETF151$1.20 萬<0.1%–
NVSTEnvista Holdings CorpCOM370$1.20 萬<0.1%歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT410$1.10 萬<0.1%–
REREATRenew Inc.SPONSORED ADS5,000$1.10 萬<0.1%歷史
GRXGabelli Healthcare & WellnessRx TrustSHS1,177$1.10 萬<0.1%歷史
UALUnited Airlines Holdings, Inc.COM330$1.00 萬<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS900$1.00 萬<0.1%歷史
MANHManhattan Associates IncStock71$9,000<0.1%歷史
CACICACI International IncCL A37$9,000<0.1%歷史
SABRSabre CorpCOM1,800$9,000<0.1%歷史
CHHChoice Hotels International IncCOM86$9,000<0.1%歷史
SALSalisbury Bancorp, Inc.COM400$9,000<0.1%歷史
Vanguard Materials ETF92204A801ETF55$8,000<0.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF214$8,000<0.1%–
iShares Tr46435G425ESG AWR MSCI USA109$8,000<0.1%–
LKQLKQ CorpCOM161$7,000<0.1%歷史
JLLJones Lang Lasalle IncCOM52$7,000<0.1%歷史
AYIAcuity Inc. (DE)Stock39$6,000<0.1%歷史
AOUTAmerican Outdoor Brands, Inc.COM725$6,000<0.1%歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI393$6,000<0.1%歷史
UMPQUmpqua Holdings CorpCOM355$6,000<0.1%歷史
FDSFactset Research Systems IncStock13$5,000<0.1%歷史
NTLAIntellia Therapeutics, Inc.COM105$5,000<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM60$5,000<0.1%歷史
MRAMEverspin Technologies Inc.COM1,000$5,000<0.1%歷史
Crucible Acquisition Corp22877P108COM CL A600$5,000<0.1%–
PINGPing Identity Holding Corp.COM200$5,000<0.1%歷史
TMPOTempo Automation Holdings, Inc.CL A500$5,000<0.1%歷史
HROWHarrow, Inc.COM340$4,000<0.1%歷史
OPENOpendoor Technologies Inc.COM1,400$4,000<0.1%歷史
BLKBBlackbaud IncCOM101$4,000<0.1%歷史
iShares Tr46435G342MORTGE REL ETF235$4,000<0.1%–
Health Assurn Acquisition Co42226W109COM CL A500$4,000<0.1%–
Liberty Media Acquisition Corp53073L203UNIT 01/22/2026500$4,000<0.1%–
Nightdragon Acquisition Corp65413D204UNIT 02/26/20266500$4,000<0.1%–
Colicity Inc194170106COM CL A500$4,000<0.1%–
Revolution Healthcar Aq Corp76155Y108CLASS A COM500$4,000<0.1%–
DCIDonaldson Co IncStock67$3,000<0.1%歷史
VKTXViking Therapeutics, Inc.COM1,400$3,000<0.1%歷史
WWDWoodward, Inc.COM43$3,000<0.1%歷史
SLPSimulations Plus, Inc.COM65$3,000<0.1%歷史
BWABorgwarner IncCOM100$3,000<0.1%歷史
BURLBurlington Stores, Inc.COM32$3,000<0.1%歷史
iShares Tr464288877EAFE VALUE ETF97$3,000<0.1%–
BGCBGC Group, Inc.CL A1,000$3,000<0.1%歷史
SCPSScopus BioPharma Inc.COM13,100$3,000<0.1%歷史
ARCTArcturus Therapeutics Holdings Inc.COM200$2,000<0.1%歷史
ESPREsperion Therapeutics, Inc.COM340$2,000<0.1%歷史
AIOTPowerfleet, Inc.COM730$2,000<0.1%歷史
COMPCompass, Inc.CL A1,000$2,000<0.1%歷史
TRUTransUnionCOM36$2,000<0.1%歷史
HSICHenry Schein IncCOM41$2,000<0.1%歷史
WisdomTree Tr97717X578EM EX ST-OWNED95$2,000<0.1%–