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Livermore
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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
SNYSanofiSPONSORED ADR200$1.08 萬<0.1%−299−59.9%減碼歷史
CPAYCorpay, Inc.COM43$1.08 萬<0.1%+43新進歷史
CARSCars.com Inc.COM549$1.09 萬<0.1%−83−13.1%減碼歷史
ORIOld Republic International CorpCOM434$1.10 萬<0.1%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF140$1.10 萬<0.1%−1,470−91.3%減碼–
CRD.ACrawford & CoCL A999$1.11 萬<0.1%−1−0.1%減碼歷史
ALEXAlexander & Baldwin, Inc.COM600$1.11 萬<0.1%−8,971−93.7%減碼歷史
UFIUnifi IncCOM NEW1,400$1.13 萬<0.1%+1,400新進歷史
VLOValero Energy CorpStock97$1.14 萬<0.1%00.0%不變歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF229$1.14 萬<0.1%00.0%不變–
FCPTFour Corners Property Trust, Inc.COM452$1.15 萬<0.1%00.0%不變歷史
MBLYMobileye Global Inc.Stock300$1.15 萬<0.1%+300新進歷史
PRUPrudential Financial IncStock131$1.16 萬<0.1%00.0%不變歷史
Flexshares Tr33939L860QUALT DIVD IDX200$1.16 萬<0.1%00.0%不變–
UBSIUnited Bankshares IncCOM393$1.17 萬<0.1%+393新進歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF190$1.18 萬<0.1%+1+0.5%加碼–
PPGPPG Industries IncStock80$1.19 萬<0.1%00.0%不變歷史
PFGPrincipal Financial Group IncCOM158$1.20 萬<0.1%−98−38.3%減碼歷史
DOCNDigitalOcean Holdings, Inc.COM300$1.20 萬<0.1%00.0%不變歷史
WULFTerawulf Inc.COM6,950$1.22 萬<0.1%00.0%不變歷史
HTGCHercules Capital, Inc.COM825$1.22 萬<0.1%−300−26.7%減碼歷史
HESMHess Midstream LPCL A SHS400$1.23 萬<0.1%+400新進歷史
AVTRAvantor, Inc.COM600$1.23 萬<0.1%00.0%不變歷史
Alps ETF Tr00162Q593MED BREAKTHGH400$1.26 萬<0.1%+400新進–
AUAngloGold Ashanti PLCSPONSORED ADR600$1.27 萬<0.1%00.0%不變歷史
NBBNuveen Taxable Municipal Income FundCOM807$1.27 萬<0.1%00.0%不變歷史
UTZUtz Brands, Inc.COM CL A775$1.27 萬<0.1%00.0%不變歷史
INVAInnoviva, Inc.COM1,000$1.27 萬<0.1%+1,000新進歷史
BEAMBeam Therapeutics Inc.COM400$1.28 萬<0.1%00.0%不變歷史
Global X FDS37954Y657US PFD ETF660$1.28 萬<0.1%00.0%不變–
PKPark Hotels & Resorts Inc.COM1,000$1.28 萬<0.1%00.0%不變歷史
IPGInterpublic Group of Companies, Inc.COM335$1.29 萬<0.1%−750−69.1%減碼歷史
SPLKSplunk IncCOM122$1.29 萬<0.1%+122新進歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF232$1.31 萬<0.1%00.0%不變–
Renaissance Cap Greenwich FD759937204IPO ETF400$1.31 萬<0.1%00.0%不變–
WECWec Energy Group, Inc.Stock150$1.32 萬<0.1%−153−50.5%減碼歷史
SEELSeelos Therapeutics, Inc.COM11,175$1.34 萬<0.1%00.0%不變歷史
SJMJ M SMUCKER CoStock91$1.34 萬<0.1%−5,150−98.3%減碼歷史
SIRISirius XM Holdings Inc.COM3,000$1.36 萬<0.1%00.0%不變歷史
HRIHerc Holdings IncCOM100$1.37 萬<0.1%00.0%不變歷史
BIDUBaidu, Inc.ADR100$1.37 萬<0.1%−80−44.4%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW428$1.38 萬<0.1%+6+1.4%加碼歷史
SSLSasol LtdSPONSORED ADR1,124$1.39 萬<0.1%00.0%不變歷史
CPNGCoupang, Inc.CL A800$1.39 萬<0.1%00.0%不變歷史
WEXWEX Inc.COM78$1.42 萬<0.1%−3,400−97.8%減碼歷史
LDPCohen & Steers Ltd Duration Preferred & Income Fund, Inc.COM800$1.46 萬<0.1%00.0%不變歷史
LEGLeggett & Platt IncStock500$1.48 萬<0.1%−6,500−92.9%減碼歷史
ENOVEnovis CORPCOM233$1.49 萬<0.1%00.0%不變歷史
CHRSCoherus Oncology, Inc.COM3,500$1.49 萬<0.1%00.0%不變歷史
AVNSAvanos Medical, Inc.Stock591$1.51 萬<0.1%−33,876−98.3%減碼歷史
ROSTRoss Stores, Inc.COM136$1.52 萬<0.1%00.0%不變歷史
ANDEAndersons, Inc.COM331$1.53 萬<0.1%+331新進歷史
Vanguard Total Bond Market ETF921937835ETF212$1.54 萬<0.1%00.0%不變–
ESABESAB CorpCOM233$1.55 萬<0.1%00.0%不變歷史
ABRArbor Realty Trust IncCOM1,055$1.56 萬<0.1%00.0%不變歷史
DGXQuest Diagnostics IncCOM112$1.57 萬<0.1%00.0%不變歷史
BASECouchbase, Inc.COM1,000$1.58 萬<0.1%00.0%不變歷史
SSPE.W. Scripps CoCL A NEW1,731$1.58 萬<0.1%00.0%不變歷史
CECelanese CorpStock139$1.61 萬<0.1%+139新進歷史
PKGPackaging Corp of AmericaStock122$1.61 萬<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM137$1.63 萬<0.1%00.0%不變歷史
DVADavita Inc.COM163$1.64 萬<0.1%00.0%不變歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF56$1.65 萬<0.1%+56新進–
iShares Tr464287374NORTH AMERN NAT432$1.68 萬<0.1%00.0%不變–
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT1,073$1.68 萬<0.1%00.0%不變歷史
ARCArc Document Solutions, Inc.COM5,200$1.68 萬<0.1%+5,200新進歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF451$1.70 萬<0.1%00.0%不變–
UMCUnited Microelectronics CorpSPON ADR NEW2,155$1.70 萬<0.1%00.0%不變歷史
WisdomTree Tr97717Y790US EFFIC CORE FD460$1.71 萬<0.1%00.0%不變–
UDRUDR, Inc.COM400$1.72 萬<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF160$1.72 萬<0.1%−3,633−95.8%減碼–
NFBKNorthfield Bancorp, Inc.COM1,581$1.74 萬<0.1%00.0%不變歷史
LNTAlliant Energy CorpStock332$1.74 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F429PREFERRED SECURT1,000$1.77 萬<0.1%00.0%不變–
PCHPotlatchdeltic CorpCOM338$1.79 萬<0.1%−184−35.2%減碼歷史
Invesco Exchange Traded FD T46137V696DYNMC MEDIA520$1.80 萬<0.1%+7+1.4%加碼–
CMAComerica IncCOM425$1.80 萬<0.1%−2,800−86.8%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF219$1.81 萬<0.1%00.0%不變–
SLVMSylvamo CorpCOMMON STOCK448$1.82 萬<0.1%−8−1.8%減碼歷史
OCOwens CorningStock140$1.83 萬<0.1%00.0%不變歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN800$1.83 萬<0.1%−800−50.0%減碼–
FEFirstenergy CorpCOM472$1.84 萬<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM260$1.87 萬<0.1%−1,762−87.1%減碼歷史
HWMHowmet Aerospace Inc.Stock379$1.88 萬<0.1%+246+185.0%加碼歷史
CHKPCheck Point Software Technologies LtdORD150$1.88 萬<0.1%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF288$1.88 萬<0.1%00.0%不變–
STMSTMicroelectronics N.V.NY REGISTRY378$1.89 萬<0.1%00.0%不變歷史
iShares Tr464288638ISHS 5-10YR INVT375$1.90 萬<0.1%00.0%不變–
FSLRFirst Solar, Inc.Stock100$1.90 萬<0.1%00.0%不變歷史
WCCWesco International IncCOM107$1.92 萬<0.1%00.0%不變歷史
COLMColumbia Sportswear CoCOM250$1.93 萬<0.1%00.0%不變歷史
MPWRMonolithic Power Systems, Inc.COM36$1.94 萬<0.1%00.0%不變歷史
ETREntergy CorpCOM200$1.95 萬<0.1%00.0%不變歷史
LYGLloyds Banking Group plcSPONSORED ADR9,229$2.03 萬<0.1%00.0%不變歷史
Alps ETF Tr00162Q361OSHS GBL INTER635$2.03 萬<0.1%00.0%不變–
iShares Tr464288356CALIF MUN BD ETF361$2.06 萬<0.1%00.0%不變–
HUMHumana IncStock46$2.06 萬<0.1%−243−84.1%減碼歷史
LWLamb Weston Holdings, Inc.Stock179$2.06 萬<0.1%00.0%不變歷史
GROVGrove Collaborative Holdings, Inc.COM CL A11,662$2.06 萬<0.1%00.0%不變依 1 比 5 拆股換算歷史
BF.BBrown Forman CorpStock312$2.08 萬<0.1%−625−66.7%減碼歷史

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