First Manhattan Co
- SEC CIK
- 0000728083
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 678
- 較 2024 年第 4 季 −2
- 總值
- $342.8 億
- 較 2024 年第 4 季 +$1.84 億 (+0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 14,253 | $113.8 億 | 33.2% | −548−3.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,477,461 | $16.8 億 | 4.9% | +45,827+1.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,291,537 | $14.0 億 | 4.1% | −241,647−3.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,932,962 | $10.3 億 | 3.0% | +26,508+1.4% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 256,411 | $9.78 億 | 2.9% | −1,913−0.7% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 8,342,388 | $9.64 億 | 2.8% | −49,753−0.6% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 16,732,379 | $8.76 億 | 2.6% | −175,372−1.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,362,521 | $8.38 億 | 2.4% | −40,783−0.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,908,228 | $6.86 億 | 2.0% | −192,994−3.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,145,481 | $6.00 億 | 1.8% | −377,517−24.8% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 2,397,679 | $4.97 億 | 1.4% | +147,077+6.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 948,563 | $4.72 億 | 1.4% | +57,242+6.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 708,062 | $4.69 億 | 1.4% | +268,172+61.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,299,273 | $4.55 億 | 1.3% | +45,615+3.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,088,624 | $4.48 億 | 1.3% | +224,743+7.8% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 337,922 | $4.48 億 | 1.3% | −1100.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,541,014 | $4.14 億 | 1.2% | −17,572−1.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,933,460 | $3.97 億 | 1.2% | +29,354+1.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,290,528 | $3.84 億 | 1.1% | −18,590−0.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,407,893 | $3.28 億 | 1.0% | +8,436+0.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,512,388 | $3.20 億 | 0.9% | +126,023+9.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 608,082 | $3.09 億 | 0.9% | −21,795−3.5% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 651,875 | $3.04 億 | 0.9% | +44,019+7.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,931,548 | $2.99 億 | 0.9% | −17,309−0.9% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,867,724 | $2.99 億 | 0.9% | −4,560−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,340,008 | $2.55 億 | 0.7% | +56,899+4.4% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 175,342 | $2.51 億 | 0.7% | −14,651−7.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 459,989 | $2.36 億 | 0.7% | −27,828−5.7% | 減碼 | – |
| CPRTCopart Inc | COM | 3,912,346 | $2.21 億 | 0.6% | +10,363+0.3% | 加碼 | 歷史 |
| Louis Vuitton Moet HennessyF58485115 | COM | 328,422 | $2.03 億 | 0.6% | +18,230+5.9% | 加碼 | – |
| LBLandBridge Co LLC | CL A | 2,798,207 | $2.01 億 | 0.6% | +84,701+3.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,834,459 | $1.99 億 | 0.6% | +187,432+11.4% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,151,974 | $1.99 億 | 0.6% | +7,147+0.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 627,944 | $1.96 億 | 0.6% | −45,476−6.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 620,737 | $1.94 億 | 0.6% | −33,739−5.2% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,396,937 | $1.64 億 | 0.5% | +13,330+0.6% | 加碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 4,258,760 | $1.55 億 | 0.5% | +32,121+0.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 518,837 | $1.40 億 | 0.4% | −21,842−4.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 788,791 | $1.31 億 | 0.4% | −69,247−8.1% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 549,089 | $1.31 億 | 0.4% | −1,052−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 618,259 | $1.30 億 | 0.4% | +11,326+1.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 3,504,503 | $1.29 億 | 0.4% | −437,724−11.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 498,430 | $1.18 億 | 0.3% | +117,356+30.8% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 3,473,359 | $1.08 億 | 0.3% | +6,465+0.2% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 1,368,940 | $1.00 億 | 0.3% | −22,135−1.6% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 201,272 | $9,796 萬 | 0.3% | +161,132+401.4% | 加碼 | 歷史 |
| SCIService Corp International | COM | 1,205,881 | $9,671 萬 | 0.3% | −11,473−0.9% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 518,723 | $9,301 萬 | 0.3% | −23,199−4.3% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H211 | FMC EXCELSIOR FO | 3,054,180 | $9,090 萬 | 0.3% | +12,683+0.4% | 加碼 | – |
| Nestle SA ADR641069406 | COM | 892,482 | $9,029 萬 | 0.3% | −324,410−26.7% | 減碼 | – |
| NICENICE Ltd. | SPONSORED ADR | 582,559 | $8,981 萬 | 0.3% | +94,039+19.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 502,611 | $8,707 萬 | 0.3% | +13,377+2.7% | 加碼 | – |
| BALLBALL Corp | COM | 1,653,305 | $8,609 萬 | 0.3% | +457,230+38.2% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 570,648 | $8,547 萬 | 0.2% | −326,651−36.4% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 286,055 | $8,339 萬 | 0.2% | −10,615−3.6% | 減碼 | 歷史 |
| AIZAssurant, Inc. | Stock | 380,784 | $7,987 萬 | 0.2% | −13,260−3.4% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 276,478 | $7,689 萬 | 0.2% | +10,695+4.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 302,296 | $7,415 萬 | 0.2% | +72,265+31.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 121,343 | $6,994 萬 | 0.2% | +16,907+16.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 228,283 | $6,969 萬 | 0.2% | +194,410+573.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 951,457 | $6,862 萬 | 0.2% | +71,582+8.1% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 918,021 | $6,628 萬 | 0.2% | +521,762+131.7% | 加碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 1,211,977 | $5,867 萬 | 0.2% | −26,889−2.2% | 減碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 1,935,136 | $5,765 萬 | 0.2% | −100,130−4.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 849,446 | $5,423 萬 | 0.2% | +156,895+22.7% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,162,207 | $4,963 萬 | 0.1% | −30,795−2.6% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 507,463 | $4,950 萬 | 0.1% | −26,240−4.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 219,514 | $4,777 萬 | 0.1% | +9,246+4.4% | 加碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 25,369 | $4,743 萬 | 0.1% | −23,672−48.3% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 155,359 | $4,705 萬 | 0.1% | +29,995+23.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 55,817 | $4,610 萬 | 0.1% | −2,382−4.1% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 95,177 | $4,432 萬 | 0.1% | −3,580−3.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 446,294 | $4,378 萬 | 0.1% | +111,015+33.1% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 1,395,152 | $4,354 萬 | 0.1% | −24,583−1.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 245,867 | $4,190 萬 | 0.1% | −6,938−2.7% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 233,412 | $4,115 萬 | 0.1% | +27,861+13.6% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 295,556 | $3,996 萬 | 0.1% | −2,080−0.7% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 815,975 | $3,951 萬 | 0.1% | +655,565+408.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 186,580 | $3,740 萬 | 0.1% | −4,594−2.4% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 842,067 | $3,727 萬 | 0.1% | −56,012−6.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 461,397 | $3,612 萬 | 0.1% | −400−0.1% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 151,915 | $3,457 萬 | 0.1% | −6,825−4.3% | 減碼 | 歷史 |
| TMCTMC the metals Co Inc. | COM | 18,587,785 | $3,197 萬 | 0.1% | −139,015−0.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 98,336 | $3,064 萬 | 0.1% | −3,414−3.4% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 82,115 | $3,026 萬 | 0.1% | −9,714−10.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 149,269 | $2,896 萬 | 0.1% | +160.0% | 加碼 | – |
| CNCCentene Corp | Stock | 474,879 | $2,883 萬 | 0.1% | +474,879 | 新進 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 270,800 | $2,879 萬 | 0.1% | +28,633+11.8% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 85,386 | $2,878 萬 | 0.1% | −295−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 110,126 | $2,848 萬 | 0.1% | +715+0.7% | 加碼 | – |
| BABoeing Co | Stock | 165,876 | $2,829 萬 | 0.1% | −6,184−3.6% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 437,077 | $2,691 萬 | 0.1% | +82,454+23.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 107,462 | $2,672 萬 | 0.1% | −2,964−2.7% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 318,731 | $2,662 萬 | 0.1% | −4,978−1.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 362,594 | $2,603 萬 | 0.1% | −18,741−4.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 255,660 | $2,523 萬 | 0.1% | −12,656−4.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 67,268 | $2,510 萬 | 0.1% | −996−1.5% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 92,057 | $2,437 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 181,937 | $2,346 萬 | 0.1% | −450.0% | 減碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 158,592 | $2,340 萬 | 0.1% | −12,265−7.2% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（40 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AZPNAspen Technology, Inc. | COM | 674,006 | $1.70 億 | 0.5% | 歷史 |
| IONQIonQ, Inc. | COM | 177,525 | $741.5 萬 | <0.1% | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 10,322 | $111.5 萬 | <0.1% | 歷史 |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 66,775 | $101.9 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 12,507 | $90.2 萬 | <0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,029 | $85.5 萬 | <0.1% | – |
| DDOGDatadog, Inc. | CL A COM | 5,270 | $75.3 萬 | <0.1% | 歷史 |
| PBHPrestige Consumer Healthcare Inc. | COM | 7,600 | $59.3 萬 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 36,900 | $57.2 萬 | <0.1% | – |
| SESea Ltd | SPONSORD ADS | 5,208 | $55.3 萬 | <0.1% | 歷史 |
| BECNQxo Building Products, Inc. | COM | 5,400 | $54.9 萬 | <0.1% | 歷史 |
| BROBrown & Brown, Inc. | Stock | 4,541 | $46.3 萬 | <0.1% | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 2,123 | $45.4 萬 | <0.1% | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 19,709 | $43.8 萬 | <0.1% | – |
| AZZAzz Inc | COM | 5,300 | $43.4 萬 | <0.1% | 歷史 |
| ROLRollins Inc | COM | 8,959 | $41.5 萬 | <0.1% | 歷史 |
| SUMSummit Materials, Inc. | CL A | 8,200 | $41.5 萬 | <0.1% | 歷史 |
| USAPUniversal Stainless & Alloy Products Inc | COM | 8,250 | $36.3 萬 | <0.1% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 1,569 | $34.8 萬 | <0.1% | 歷史 |
| RHRH | COM | 830 | $32.7 萬 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,524 | $27.9 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,465 | $25.7 萬 | <0.1% | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 3,248 | $24.9 萬 | <0.1% | 歷史 |
| CTVInnovid Corp. | COMMON STOCK | 78,367 | $24.2 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 10,000 | $24.2 萬 | <0.1% | – |
| THOThor Industries Inc | COM | 2,350 | $22.5 萬 | <0.1% | 歷史 |
| GLWCorning Inc | COM | 4,728 | $22.5 萬 | <0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,084 | $22.0 萬 | <0.1% | – |
| RHIRobert Half Inc. | COM | 3,098 | $21.8 萬 | <0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 309 | $21.8 萬 | <0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 515 | $21.6 萬 | <0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,412 | $21.3 萬 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 2,398 | $20.4 萬 | <0.1% | 歷史 |
| MUSAMurphy USA Inc. | COM | 400 | $20.1 萬 | <0.1% | 歷史 |
| SBRASabra Health Care REIT, Inc. | REIT | 10,000 | $17.3 萬 | <0.1% | 歷史 |
| MATVMativ Holdings, Inc. | COM | 14,506 | $15.8 萬 | <0.1% | 歷史 |
| TKTeekay Corp Ltd | SHS | 22,686 | $15.7 萬 | <0.1% | 歷史 |
| EGYVaalco Energy Inc | COM NEW | 11,337 | $4.95 萬 | <0.1% | 歷史 |
| OTLYOatly Group AB | SPONSORED ADS | 20,000 | $1.33 萬 | <0.1% | 歷史 |
| PNSTPinstripes Holdings, Inc. | CL A COM | 10,171 | $4,018 | <0.1% | 歷史 |