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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
JBGSJBG Smith PropertiesCOM15,909$23.9 萬<0.1%00.0%不變歷史
COHRCoherent Corp.COM4,725$24.1 萬<0.1%00.0%不變歷史
PGRProgressive CorpStock1,820$24.1 萬<0.1%00.0%不變歷史
MAGNMagnera CorpCOM83,202$25.1 萬<0.1%−150−0.2%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,527$25.3 萬<0.1%00.0%不變歷史
DHIHorton D R IncCOM2,100$25.6 萬<0.1%−241−10.3%減碼歷史
AVAVAeroVironment IncCOM2,512$25.7 萬<0.1%00.0%不變歷史
CDNSCadence Design Systems IncStock1,097$25.7 萬<0.1%+28+2.6%加碼歷史
UBERUber Technologies, IncStock5,980$25.8 萬<0.1%00.0%不變歷史
AZZAzz IncCOM5,945$25.8 萬<0.1%+5,945新進歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV2,900$25.9 萬<0.1%00.0%不變–
VTRSViatris IncStock26,119$26.1 萬<0.1%−176−0.7%減碼歷史
CRWSCrown Crafts IncCOM52,095$26.1 萬<0.1%00.0%不變歷史
TXTTextron IncCOM3,900$26.4 萬<0.1%−1,554−28.5%減碼歷史
IFFInternational Flavors & Fragrances IncCOM3,328$26.5 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV7,050$27.0 萬<0.1%00.0%不變–
NECBNorthEast Community Bancorp, Inc.COM18,313$27.2 萬<0.1%00.0%不變歷史
GBNYGenerations Bancorp NY, Inc.COM30,064$27.3 萬<0.1%00.0%不變歷史
ATRAptargroup, Inc.Stock2,358$27.3 萬<0.1%00.0%不變歷史
BPRNPrinceton Bancorp, Inc.COM10,000$27.3 萬<0.1%00.0%不變歷史
RHRHCOM830$27.4 萬<0.1%00.0%不變歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1800$27.5 萬<0.1%00.0%不變歷史
GTLSChart Industries IncCOM1,725$27.6 萬<0.1%−275−13.8%減碼歷史
LBTYALiberty Global Ltd.SHS CL A16,387$27.6 萬<0.1%−1,370−7.7%減碼歷史
WBSWebster Financial CorpCOM7,331$27.7 萬<0.1%−2,107−22.3%減碼歷史
USAPUniversal Stainless & Alloy Products IncCOM19,905$27.9 萬<0.1%00.0%不變歷史
Global X FDS37954Y673US INFR DEV ETF8,900$28.0 萬<0.1%00.0%不變–
iShares Tr464288158SHRT NAT MUN ETF2,700$28.1 萬<0.1%00.0%不變–
PWRQuanta Services, Inc.COM1,430$28.1 萬<0.1%00.0%不變歷史
FISVFiserv IncStock2,234$28.2 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF3,450$28.2 萬<0.1%00.0%不變–
SNXTD Synnex CorpCOM3,000$28.2 萬<0.1%00.0%不變歷史
VBFCVillage Bank & Trust Financial Corp.COM NEW6,559$28.3 萬<0.1%00.0%不變歷史
MGYRMagyar Bancorp, Inc.COM28,015$29.0 萬<0.1%00.0%不變歷史
AVBAvalonbay Communities IncCOM1,531$29.0 萬<0.1%−47−3.0%減碼歷史
ALDXAldeyra Therapeutics, Inc.COM34,745$29.2 萬<0.1%00.0%不變歷史
AZPNAspen Technology, Inc.COM1,771$29.7 萬<0.1%+490+38.3%加碼歷史
iShares Core S&P US Value ETF464287663ETF3,797$29.7 萬<0.1%−9,175−70.7%減碼–
MROMarathon Oil CorpCOM12,927$29.8 萬<0.1%00.0%不變歷史
iShares Tr464287622RUS 1000 ETF1,224$29.8 萬<0.1%00.0%不變–
HUNHuntsman CORPCOM11,050$29.9 萬<0.1%+10,050+1,005.0%加碼歷史
ELEstee Lauder Companies IncCL A1,533$30.1 萬<0.1%+43+2.9%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF1,187$30.2 萬<0.1%−11−0.9%減碼–
BLFYBlue Foundry BancorpCOM30,000$30.3 萬<0.1%00.0%不變歷史
RBARB Global Inc.COM5,066$30.4 萬<0.1%−221−4.2%減碼歷史
PTONPeloton Interactive, Inc.CL A COM40,550$31.2 萬<0.1%+20,000+97.3%加碼歷史
COOCooper Companies, Inc.COM NEW815$31.2 萬<0.1%00.0%不變歷史
Northeast BK Portland Me66405S100COM7,500$31.3 萬<0.1%00.0%不變–
WTWWillis Towers Watson PLCSHS1,333$31.4 萬<0.1%−1,159−46.5%減碼歷史
MCKMcKesson CorpStock746$31.9 萬<0.1%00.0%不變歷史
PAYXPaychex IncStock2,881$32.2 萬<0.1%−96−3.2%減碼歷史
WHRWhirlpool CorpStock2,168$32.3 萬<0.1%+1,568+261.3%加碼歷史
TGTTarget CorpStock2,479$32.7 萬<0.1%−1,418−36.4%減碼歷史
PANWPalo Alto Networks IncStock1,281$32.7 萬<0.1%−19,955−94.0%減碼歷史
TTTrane Technologies plcSHS1,725$33.0 萬<0.1%00.0%不變歷史
iShares Tr464288109MORNINGSTAR VALU5,000$33.3 萬<0.1%00.0%不變–
ALSumisho Air Lease CorpCL A8,000$33.5 萬<0.1%00.0%不變歷史
AMTBAmerant Bancorp Inc.CL A19,500$33.5 萬<0.1%00.0%不變歷史
ESEversource EnergyStock4,752$33.7 萬<0.1%−3,185−40.1%減碼歷史
NUENucor CorpCOM2,060$33.8 萬<0.1%00.0%不變歷史
GLWCorning IncCOM9,661$33.9 萬<0.1%−3,000−23.7%減碼歷史
BHKBlackRock Core Bond TrustSHS BEN INT31,900$33.9 萬<0.1%00.0%不變歷史
RGAReinsurance Group of America IncCOM NEW2,450$34.0 萬<0.1%00.0%不變歷史
State Street SPDR S&P Biotech ETF78464A870ETF4,100$34.1 萬<0.1%00.0%不變–
Vanguard Utilities ETF92204A876ETF2,400$34.1 萬<0.1%00.0%不變–
XRAYDentsply Sirona Inc.Stock8,537$34.2 萬<0.1%00.0%不變歷史
DGEAFDiageo PLCCOM8,000$34.3 萬<0.1%00.0%不變歷史
GAMGeneral American Investors Co IncCOM8,284$34.6 萬<0.1%+5,074+158.1%加碼歷史
PNRPENTAIR plcSHS5,350$34.6 萬<0.1%00.0%不變歷史
FCXFreeport-McMoran IncStock8,773$35.1 萬<0.1%+173+2.0%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,037$35.5 萬<0.1%−9−0.9%減碼歷史
MCHPMicrochip Technology IncStock3,962$35.5 萬<0.1%+3,480+722.0%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,850$36.0 萬<0.1%00.0%不變–
LNTHLantheus Holdings, Inc.Stock4,324$36.3 萬<0.1%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM5,881$36.8 萬<0.1%−2,283−28.0%減碼歷史
OKEONEOK IncCOM6,037$37.3 萬<0.1%00.0%不變歷史
Vanguard Health Care ETF92204A504ETF1,521$37.3 萬<0.1%00.0%不變–
BHBBar Harbor BanksharesCOM15,170$37.4 萬<0.1%+600+4.1%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF4,990$37.7 萬<0.1%+1,889+60.9%加碼–
CHDChurch & Dwight Co IncCOM3,786$37.9 萬<0.1%00.0%不變歷史
SPESpecial Opportunities Fund, Inc.COM33,870$38.0 萬<0.1%−28,850−46.0%減碼歷史
CVGICommercial Vehicle Group, Inc.COM34,300$38.1 萬<0.1%+31,700+1,219.2%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF2,197$38.2 萬<0.1%00.0%不變–
ROLRollins IncCOM8,959$38.4 萬<0.1%00.0%不變歷史
WMWaste Management IncStock2,237$38.8 萬<0.1%−722−24.4%減碼歷史
AUBAtlantic Union Bankshares CorpCOM15,000$38.9 萬<0.1%00.0%不變歷史
OFGOfg BancorpCOM15,000$39.1 萬<0.1%00.0%不變歷史
Vanguard Information Technology ETF92204A702ETF887$39.2 萬<0.1%00.0%不變–
NVONovo Nordisk A SADR2,463$39.9 萬<0.1%00.0%不變歷史
EBMTEagle Bancorp Montana, Inc.COM30,236$40.0 萬<0.1%00.0%不變歷史
iShares Tr46435G524INTL DIV GRWTH6,500$40.4 萬<0.1%00.0%不變–
RFRegions Financial CorpCOM22,659$40.4 萬<0.1%−4,690−17.1%減碼歷史
GSKGSK plcADR11,333$40.4 萬<0.1%00.0%不變歷史
IBTXIndependent Bank Group, Inc.COM8,325$40.4 萬<0.1%00.0%不變歷史
PHParker-Hannifin CorpStock1,063$41.5 萬<0.1%00.0%不變歷史
OMCOmnicom Group Inc.COM4,379$41.7 萬<0.1%−492−10.1%減碼歷史
HASHasbro, Inc.COM6,440$41.7 萬<0.1%−85−1.3%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,826$42.0 萬<0.1%−705−27.9%減碼–
WMBWilliams Companies, Inc.COM12,860$42.0 萬<0.1%00.0%不變歷史
iShares Core S&P Mid-Cap ETF464287507ETF1,604$42.0 萬<0.1%−1−0.1%減碼–

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