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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2023 年第 2 季持倉

持倉截至 2023/6/30,2023/8/14 申報。只含多頭部位,變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
1,426
較 2023 年第 1 季 −92
總值
$273.0 億
較 2023 年第 1 季 +$12.2 億 (+4.7%)
申報日
2023/8/14
SEC
First Manhattan Co 在 2023 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
HSBCHSBC Holdings PLCSPON ADR NEW18,452$73.1 萬<0.1%−946−4.9%減碼歷史
PXDPioneer Natural Resources CoCOM3,600$74.6 萬<0.1%00.0%不變歷史
NWLNewell Brands Inc.Stock86,100$74.9 萬<0.1%+2,700+3.2%加碼歷史
SHELShell plcADR12,507$75.5 萬<0.1%+750+6.4%加碼歷史
NATHNathans Famous, Inc.COM9,675$76.0 萬<0.1%−3,025−23.8%減碼歷史
HTBKHeritage Commerce CorpCOM92,045$76.2 萬<0.1%00.0%不變歷史
CETCentral Securities CorpCOM21,019$76.8 萬<0.1%00.0%不變歷史
LULUlululemon athletica inc.Stock2,039$77.2 萬<0.1%+18+0.9%加碼歷史
SGCSuperior Group of Companies, Inc.COM82,845$77.4 萬<0.1%+500+0.6%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF14,234$77.4 萬<0.1%00.0%不變–
EMREmerson Electric CoStock8,583$77.6 萬<0.1%−829−8.8%減碼歷史
VTSVitesse Energy, Inc.COMMON STOCK34,645$77.6 萬<0.1%−10,746−23.7%減碼歷史
BLKBlackRock, Inc.COM1,136$78.5 萬<0.1%+161+16.5%加碼歷史
GSGoldman Sachs Group IncStock2,437$78.6 萬<0.1%−132−5.1%減碼歷史
AMEAmetek IncCOM4,890$79.2 萬<0.1%−2,200−31.0%減碼歷史
AWIArmstrong World Industries IncCOM10,900$80.1 萬<0.1%−3,500−24.3%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW11,317$80.1 萬<0.1%−697−5.8%減碼–
APGAPi Group CorpCOM STK29,680$80.9 萬<0.1%+29,680新進歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A135,149$81.1 萬<0.1%−36,708−21.4%減碼歷史
LOVSpark Networks SESPONSORED ADR2,581,300$81.3 萬<0.1%00.0%不變歷史
Nestle SAH57312649COM6,867$82.6 萬<0.1%00.0%不變–
OCSLOaktree Specialty Lending CorpCOM42,588$82.7 萬<0.1%−3,766−8.1%減碼歷史
BRKLBrookline Bancorp IncCOM94,855$82.9 萬<0.1%−50,202−34.6%減碼歷史
Gateway Bank FSBPER367155COMMON RSTD2,416,667$84.6 萬<0.1%00.0%不變–
ARWArrow Electronics, Inc.COM5,958$85.3 萬<0.1%00.0%不變歷史
LBTYKLiberty Global Ltd.SHS CL C48,242$85.7 萬<0.1%−6,081−11.2%減碼歷史
EOGEOG Resources IncStock7,493$85.8 萬<0.1%+245+3.4%加碼歷史
CPCanadian Pacific Kansas City LtdCOM10,704$86.5 萬<0.1%−4,227−28.3%減碼歷史
CFFIC & F Financial CorpCOM16,295$87.5 萬<0.1%00.0%不變歷史
SWKStanley Black & Decker, Inc.COM9,443$88.5 萬<0.1%−1,852−16.4%減碼歷史
DNMRDanimer Scientific, Inc.COM CL A375,000$89.3 萬<0.1%00.0%不變歷史
CATCaterpillar IncStock3,628$89.3 萬<0.1%+253+7.5%加碼歷史
VLYValley National BancorpCOM116,515$90.3 萬<0.1%+27,312+30.6%加碼歷史
YORWYork Water CoCOM21,933$90.5 萬<0.1%+3,200+17.1%加碼歷史
Vanguard Wellington FD921935607US MULTIFACTOR8,741$90.8 萬<0.1%00.0%不變–
SNOWSnowflake Inc.Stock5,237$92.2 萬<0.1%−3,678−41.3%減碼歷史
ACUAcme United CorpCOM36,998$92.3 萬<0.1%+376+1.0%加碼歷史
ORealty Income CorpREIT15,620$93.4 萬<0.1%−6,957−30.8%減碼歷史
MDCSekisui House U.S., Inc.COM20,060$93.8 萬<0.1%00.0%不變歷史
SYSo-Young International Inc.SPONSORED ADS510,900$94.0 萬<0.1%−496,708−49.3%減碼歷史
HESHess CorpStock6,980$94.9 萬<0.1%00.0%不變歷史
PPBIPacific Premier Bancorp IncCOM45,969$95.1 萬<0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF11,738$95.3 萬<0.1%−541−4.4%減碼–
TASTCarrols Restaurant Group, Inc.COM194,000$97.8 萬<0.1%−23,400−10.8%減碼歷史
CARECarter Bankshares, Inc.COM NEW67,032$99.1 萬<0.1%00.0%不變歷史
Vanguard Morningstar Growth ETF922908736ETF3,504$99.1 萬<0.1%−2,440−41.0%減碼–
PRKPark National CorpCOM9,727$99.5 萬<0.1%−100−1.0%減碼歷史
DUKDuke Energy CORPStock11,115$99.7 萬<0.1%−168−1.5%減碼歷史
CMPCompass Minerals International IncStock29,500$100.3 萬<0.1%00.0%不變歷史
ULUnilever PLCSPON ADR NEW19,314$100.7 萬<0.1%−3,542−15.5%減碼歷史
RGENRepligen CorpCOM7,158$101.3 萬<0.1%00.0%不變歷史
ECLEcolab Inc.Stock5,608$104.7 萬<0.1%−759−11.9%減碼歷史
IAUiShares Gold TrustETF29,582$107.6 萬<0.1%−41,450−58.4%減碼歷史
Paramount Global92556H206CL B67,699$107.7 萬<0.1%−356−0.5%減碼–
NOWServiceNow, Inc.Stock1,932$108.6 萬<0.1%+13+0.7%加碼歷史
BAERBridger Aerospace Group Holdings, Inc.COM200,000$112.0 萬<0.1%00.0%不變歷史
OLPOne Liberty Properties IncCOM56,726$115.3 萬<0.1%−5,986−9.5%減碼歷史
iShares Russell 1000 Value ETF464287598ETF7,536$118.9 萬<0.1%+10.0%加碼–
SEESealed Air CorpCOM29,997$120.0 萬<0.1%−1,900−6.0%減碼歷史
NSCNorfolk Southern CorpStock5,334$121.0 萬<0.1%−1,262−19.1%減碼歷史
MLIMueller Industries IncCOM13,900$121.3 萬<0.1%+12,400+826.7%加碼歷史
CTRACoterra Energy Inc.Stock48,540$122.8 萬<0.1%00.0%不變歷史
CARRCarrier Global CorpStock24,990$124.2 萬<0.1%+228+0.9%加碼歷史
Grand Riv Comm386441109COM319,704$126.7 萬<0.1%00.0%不變–
SFESSafeguard Scientifics IncCOM NEW800,896$132.1 萬<0.1%−85,865−9.7%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM46,528$132.6 萬<0.1%−4,673−9.1%減碼歷史
ProShares Tr74347R735PSHS ULT HLTHCRE14,925$132.9 萬<0.1%00.0%不變–
PNWPinnacle West Capital CorpCOM16,429$133.8 萬<0.1%−9,275−36.1%減碼歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG75,414$134.2 萬<0.1%−150−0.2%減碼歷史
NOCNorthrop Grumman CorpStock2,970$135.4 萬<0.1%+153+5.4%加碼歷史
VNOVornado Realty TrustSH BEN INT75,307$136.6 萬<0.1%−4,690−5.9%減碼歷史
SSentinelOne, Inc.CL A90,951$137.3 萬<0.1%−31,655−25.8%減碼歷史
FELEFranklin Electric Co IncCOM13,500$138.9 萬<0.1%00.0%不變歷史
YUMCYum China Holdings, Inc.COM24,811$140.2 萬<0.1%−10,863−30.5%減碼歷史
Mountain Comm Bancor624004107COM85,000$140.3 萬<0.1%+5,000+6.3%加碼–
CFGCitizens Financial Group IncCOM54,396$141.9 萬<0.1%−23,435−30.1%減碼歷史
TRSTTrustco Bank Corp N YCOM NEW49,733$142.3 萬<0.1%−5,235−9.5%減碼歷史
VMCVulcan Materials COCOM6,339$142.9 萬<0.1%−2,400−27.5%減碼歷史
MPCMarathon Petroleum CorpStock12,303$143.5 萬<0.1%−600−4.7%減碼歷史
EGEverest Group, Ltd.COM4,200$143.6 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT13,156$144.5 萬<0.1%+4,895+59.3%加碼–
PSXPhillips 66Stock15,259$145.5 萬<0.1%−125−0.8%減碼歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA29,725$146.1 萬<0.1%+29,725新進–
iShares Core S&P 500 ETF464287200ETF3,296$147.0 萬<0.1%−467−12.4%減碼–
CABACabaletta Bio, Inc.COM117,600$151.8 萬<0.1%+117,600新進歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD20,387$154.2 萬<0.1%−3,590−15.0%減碼–
PAASPan American Silver CorpStock106,864$155.8 萬<0.1%−16,000−13.0%減碼歷史
BNYBank of New York Mellon CorpStock35,276$157.0 萬<0.1%−8,684−19.8%減碼歷史
BCMLBayCom CorpCOM94,240$157.2 萬<0.1%+8,260+9.6%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF48,316$157.2 萬<0.1%00.0%不變–
APOApollo Global Management, Inc.COM20,855$160.2 萬<0.1%−12,447−37.4%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX21,231$160.5 萬<0.1%−11,340−34.8%減碼–
CFRCullen/Frost Bankers, Inc.COM14,949$160.7 萬<0.1%−1,400−8.6%減碼歷史
CICigna GroupStock5,750$161.3 萬<0.1%−51−0.9%減碼歷史
APHAmphenol CorpCL A19,119$162.4 萬<0.1%−7,100−27.1%減碼歷史
MKLMarkel Group Inc.COM1,179$163.1 萬<0.1%00.0%不變歷史
PLXSPlexus CorpCOM16,700$164.1 萬<0.1%−500−2.9%減碼歷史
PSAPublic StorageCOM5,660$165.2 萬<0.1%−25−0.4%減碼歷史
CMSCMS Energy CorpCOM28,449$167.1 萬<0.1%00.0%不變歷史
TJXTJX Companies IncStock19,731$167.3 萬<0.1%+538+2.8%加碼歷史

2023 年第 1 季之後清倉(163 檔)

2023 年第 1 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 163 檔。

First Manhattan Co 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
ENTAEnanta Pharmaceuticals IncCOM263,375$1,065 萬<0.1%歷史
AGFSAgroFresh Solutions, Inc.COM1,216,071$364.8 萬<0.1%歷史
ESIElement Solutions IncCOM148,150$286.1 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF24,481$224.8 萬<0.1%–
PDSBPDS Biotechnology CorpCOM271,576$167.0 萬<0.1%歷史
AFGAmerican Financial Group IncCOM10,322$125.4 萬<0.1%歷史
ABBNYABB LtdSPONSORED ADR20,200$69.3 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM3,600$69.1 萬<0.1%歷史
TRIThomson Reuters CorpCOM NEW3,850$50.1 萬<0.1%歷史
KEXKirby CorpCOM9,808$49.8 萬<0.1%歷史
iShares Tr46429B671MSCI CHINA ETF6,415$32.0 萬<0.1%–
DBX ETF Tr233051879XTRACK HRVST CSI10,600$31.2 萬<0.1%–
SPBSpectrum Brands Holdings, Inc.COM4,546$30.1 萬<0.1%歷史
MBIMbia IncCOM32,000$29.6 萬<0.1%歷史
LBAILakeland Bancorp IncCOM17,800$27.8 萬<0.1%歷史
CBAYCymaBay Therapeutics, Inc.COM25,000$21.8 萬<0.1%歷史
CAHCardinal Health IncStock2,800$21.1 萬<0.1%歷史
WWWWolverine World Wide IncCOM12,000$20.5 萬<0.1%歷史
BANCBanc of California, Inc.COM15,000$18.8 萬<0.1%歷史
HRBH&R Block IncCOM5,000$17.6 萬<0.1%歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR17,100$17.1 萬<0.1%歷史
WTSWatts Water Technologies IncCL A1,000$16.8 萬<0.1%歷史
ANAutonation, Inc.COM1,247$16.8 萬<0.1%歷史
FFICFlushing Financial CorpCOM10,009$14.9 萬<0.1%歷史
GPCGenuine Parts CoStock800$13.4 萬<0.1%歷史
GATXGatx CorpCOM1,200$13.2 萬<0.1%歷史
IGIWestern Asset Investment Grade Opportunity Trust Inc.COM7,500$12.7 萬<0.1%歷史
TFXTeleflex IncCOM500$12.7 萬<0.1%歷史
FLOFlowers Foods IncCOM4,050$11.1 萬<0.1%歷史
PIPRPiper Sandler CompaniesCOM800$11.1 萬<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM1,816$10.3 萬<0.1%歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD6,000$10.2 萬<0.1%–
BCEBce IncCOM NEW2,000$8.96 萬<0.1%歷史
iShares Tr464288802ESG OPTIMIZED1,000$8.78 萬<0.1%–
SSTISoundthinking, Inc.COM2,000$7.86 萬<0.1%歷史
SPDR Ser Tr78464A813S&P 600 SML CAP930$7.81 萬<0.1%–
RHPRyman Hospitality Properties, Inc.COM792$7.11 萬<0.1%歷史
KDPKeurig Dr Pepper Inc.COM1,994$7.03 萬<0.1%歷史
NFGNational Fuel Gas CoStock1,200$6.93 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF723$6.58 萬<0.1%–
MYDBlackRock Muniyield Fund, Inc.COM5,929$6.37 萬<0.1%歷史
AVYAvery Dennison CorpCOM300$5.37 萬<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND262$5.36 萬<0.1%–
SORSource CapitalCOM1,293$4.89 萬<0.1%歷史
BGBunge Global SACOM500$4.78 萬<0.1%歷史
Vanguard Energy ETF92204A306ETF400$4.57 萬<0.1%–
CXTCrane NXT, Co.COM400$4.54 萬<0.1%歷史
Alps ETF Tr00162Q205EQUAL SEC ETF430$4.28 萬<0.1%–
TRPTC Energy CorpCOM1,039$4.04 萬<0.1%歷史
ESSEssex Property Trust, Inc.COM185$3.87 萬<0.1%歷史
CNHCNH Industrial N.V.SHS2,500$3.82 萬<0.1%歷史
GEFGreif, IncCL A600$3.80 萬<0.1%歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,000$3.66 萬<0.1%歷史
DOCUDocuSign, Inc.Stock625$3.64 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST392$3.58 萬<0.1%–
VVVValvoline IncCOM1,000$3.49 萬<0.1%歷史
FLSFlowserve CorpCOM900$3.06 萬<0.1%歷史
GTGoodyear Tire & Rubber CoCOM2,699$2.97 萬<0.1%歷史
EPCEdgewell Personal Care CoCOM700$2.97 萬<0.1%歷史
HQHabrdn Healthcare InvestorsSH BEN INT1,484$2.62 萬<0.1%歷史
Paramount Global92556H107CL A1,000$2.58 萬<0.1%–
First BK Williamstown New Je31931U102COM2,548$2.57 萬<0.1%–
ENREnergizer Holdings, Inc.COM700$2.43 萬<0.1%歷史
SBGISinclair, Inc.CL A1,400$2.40 萬<0.1%歷史
MODModine Manufacturing CoCOM1,000$2.31 萬<0.1%歷史
KAMNKAMAN CorpCOM1,000$2.29 萬<0.1%歷史
MYEMyers Industries IncCOM1,000$2.14 萬<0.1%歷史
SPDR Index Shs FDS78463X426MSCI EMRG MKTS379$2.11 萬<0.1%–
ADCAgree Realty CorpCOM300$2.06 萬<0.1%歷史
HYHyster-Yale, Inc.CL A400$2.00 萬<0.1%歷史
IBNIcici Bank LtdADR923$1.99 萬<0.1%歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW11507$1.98 萬<0.1%歷史
HNVRHanover Bancorp, Inc.COM NEW1,000$1.80 萬<0.1%歷史
RDYDr Reddys Laboratories LtdADR308$1.75 萬<0.1%歷史
OSHOak Street Health, Inc.COM438$1.69 萬<0.1%歷史
HOGHarley-Davidson, Inc.COM440$1.67 萬<0.1%歷史
FRGIFiesta Restaurant Group, Inc.COM2,000$1.64 萬<0.1%歷史
PDCOPatterson Companies, Inc.COM600$1.61 萬<0.1%歷史
INFYInfosys LtdSPONSORED ADR903$1.57 萬<0.1%歷史
GGenpact LTDSHS337$1.56 萬<0.1%歷史
WFWoori Financial Group Inc.SPONSORED ADS590$1.55 萬<0.1%歷史
HSTHost Hotels & Resorts, Inc.COM936$1.54 萬<0.1%歷史
DNPDNP Select Income Fund IncCOM1,346$1.48 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS100$1.48 萬<0.1%–
INGING Groep NVSPONSORED ADR1,244$1.48 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS818$1.47 萬<0.1%歷史
MPXMarine Products Group, LLCCOM1,106$1.46 萬<0.1%歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD529$1.43 萬<0.1%歷史
SPTSprout Social, Inc.COM CL A227$1.38 萬<0.1%歷史
LSTRLandstar System IncCOM75$1.34 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD873$1.29 萬<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE480$1.22 萬<0.1%–
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP334$1.15 萬<0.1%歷史
FNWBFirst Northwest BancorpCOM1,000$1.15 萬<0.1%歷史
INVXInnovex International, Inc.COM400$1.15 萬<0.1%歷史
DSLDoubleLine Income Solutions FundCOM1,000$1.14 萬<0.1%歷史
TSTenaris SASPONSORED ADS367$1.04 萬<0.1%歷史
BCSBarclays PLCADR1,445$1.04 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD299$1.03 萬<0.1%歷史
WSCWillScot Holdings CorpCOM CL A216$1.01 萬<0.1%歷史