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 |
|---|---|---|---|---|---|---|---|
| CHDChurch & Dwight Co Inc | COM | 2,875 | $31.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 746 | $32.0 萬 | <0.1% | −5−0.7% | 減碼 | 歷史 |
| NATHNathans Famous, Inc. | COM | 3,320 | $32.0 萬 | <0.1% | −2,280−40.7% | 減碼 | 歷史 |
| ARKRARK Restaurants Corp | COM | 31,757 | $32.1 萬 | <0.1% | −1,200−3.6% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,150 | $32.4 萬 | <0.1% | −4,583−59.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,900 | $32.7 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,276 | $32.8 萬 | <0.1% | +1,276 | 新進 | – |
| BOTJBank of the James Financial Group Inc | COM | 22,311 | $33.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 21,675 | $33.3 萬 | <0.1% | −40,000−64.9% | 減碼 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 5,800 | $33.3 萬 | <0.1% | +5,800 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 5,150 | $33.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 800 | $33.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,967 | $33.9 萬 | <0.1% | 00.0% | 不變 | – |
| HSYHershey Co | COM | 2,012 | $34.4 萬 | <0.1% | −12,168−85.8% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 15,800 | $34.6 萬 | <0.1% | −400−2.5% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,926 | $34.8 萬 | <0.1% | −2,056−22.9% | 減碼 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 3,375 | $35.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 2,277 | $35.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UVSPUnivest Financial Corp | COM | 12,434 | $35.3 萬 | <0.1% | −328−2.6% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 3,600 | $35.5 萬 | <0.1% | −200−5.3% | 減碼 | 歷史 |
| WATWaters Corp | COM | 975 | $35.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,660 | $36.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 16,525 | $36.3 萬 | <0.1% | −3,400−17.1% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 6,850 | $36.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRUPTrupanion, Inc. | COM | 9,837 | $36.7 萬 | <0.1% | +9,837 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 7,993 | $36.8 萬 | <0.1% | −187−2.3% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 905 | $38.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 8,000 | $38.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APGAPi Group Corp | COM STK | 10,867 | $38.9 萬 | <0.1% | −16,850−60.8% | 減碼 | 歷史 |
| MGYRMagyar Bancorp, Inc. | COM | 28,015 | $38.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,588 | $39.0 萬 | <0.1% | +399+9.5% | 加碼 | – |
| QXOQXO, Inc. | COM NEW | 29,015 | $39.3 萬 | <0.1% | +15,940+121.9% | 加碼 | 歷史 |
| VLYValley National Bancorp | COM | 43,798 | $39.4 萬 | <0.1% | −21,000−32.4% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 20,116 | $39.8 萬 | <0.1% | +180+0.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,645 | $40.0 萬 | <0.1% | +143+1.9% | 加碼 | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,000 | $40.7 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,168 | $40.7 萬 | <0.1% | +104+2.1% | 加碼 | – |
| PRUPrudential Financial Inc | Stock | 3,649 | $40.8 萬 | <0.1% | −55−1.5% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 5,096 | $41.0 萬 | <0.1% | −91−1.8% | 減碼 | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 13,200 | $41.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 2,394 | $41.2 萬 | <0.1% | −200−7.7% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 10,919 | $41.3 萬 | <0.1% | −15−0.1% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 15,952 | $41.8 萬 | <0.1% | 00.0% | 不變 | – |
| FELEFranklin Electric Co Inc | COM | 4,475 | $42.0 萬 | <0.1% | −150−3.2% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,249 | $42.1 萬 | <0.1% | −28−2.2% | 減碼 | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 38,675 | $42.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,999 | $42.2 萬 | <0.1% | +2,249+81.8% | 加碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 4,324 | $42.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRSTTrustco Bank Corp N Y | COM NEW | 13,749 | $42.4 萬 | <0.1% | −256−1.8% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,947 | $42.6 萬 | <0.1% | −7−0.4% | 減碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,504 | $42.8 萬 | <0.1% | 00.0% | 不變 | – |
| NECBNorthEast Community Bancorp, Inc. | COM | 18,313 | $42.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 19,200 | $43.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 5,364 | $43.3 萬 | <0.1% | +59+1.1% | 加碼 | 歷史 |
| BEEPMobile Infrastructure Corp | COM SHS | 105,342 | $43.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 3,477 | $44.2 萬 | <0.1% | +1,009+40.9% | 加碼 | 歷史 |
| BKUBankUnited, Inc. | COM | 13,000 | $44.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,786 | $45.0 萬 | <0.1% | 00.0% | 不變 | – |
| TRIThomson Reuters Corp | COM NO PAR | 2,606 | $45.0 萬 | <0.1% | −732−21.9% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 5,944 | $45.2 萬 | <0.1% | −174−2.8% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,484 | $45.5 萬 | <0.1% | +260+21.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 848 | $46.0 萬 | <0.1% | −117−12.1% | 減碼 | – |
| EXPDExpeditors International of Washington Inc | COM | 3,879 | $46.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 1,927 | $46.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 5,186 | $47.0 萬 | <0.1% | −178−3.3% | 減碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 6,500 | $47.1 萬 | <0.1% | 00.0% | 不變 | – |
| LULUlululemon athletica inc. | Stock | 1,667 | $47.2 萬 | <0.1% | −905−35.2% | 減碼 | 歷史 |
| SPESpecial Opportunities Fund, Inc. | COM | 31,510 | $47.3 萬 | <0.1% | +1,010+3.3% | 加碼 | 歷史 |
| OPBKOP Bancorp | COM | 39,804 | $47.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,130 | $48.1 萬 | <0.1% | −1,219−28.0% | 減碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 40,000 | $48.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 5,807 | $48.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 2,080 | $48.4 萬 | <0.1% | −10−0.5% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 721 | $48.6 萬 | <0.1% | +14+2.0% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 5,638 | $49.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 69,797 | $49.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MVBFMVB Financial Corp | COM | 28,500 | $49.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 10,126 | $50.2 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| SGCSuperior Group of Companies, Inc. | COM | 46,066 | $50.4 萬 | <0.1% | −696−1.5% | 減碼 | 歷史 |
| EBMTEagle Bancorp Montana, Inc. | COM | 30,236 | $50.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 23,106 | $51.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,261 | $51.0 萬 | <0.1% | +20.0% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 7,241 | $51.1 萬 | <0.1% | −225−3.0% | 減碼 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 9,025 | $51.3 萬 | <0.1% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,984 | $51.3 萬 | <0.1% | +599+9.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,887 | $51.4 萬 | <0.1% | −40−2.1% | 減碼 | 歷史 |
| VTSVitesse Energy, Inc. | COMMON STOCK | 20,929 | $51.5 萬 | <0.1% | +20,929 | 新進 | 歷史 |
| PAVMPAVmed Inc. | COM NEW | 714,100 | $51.5 萬 | <0.1% | +14,100+2.0% | 加碼 | 歷史 |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 10,644 | $51.8 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,849 | $52.6 萬 | <0.1% | +1,316+17.5% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 3,300 | $52.8 萬 | <0.1% | +70+2.2% | 加碼 | 歷史 |
| FPHFive Point Holdings, LLC | COM CL A | 99,150 | $52.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HTHHilltop Holdings Inc. | COM | 17,500 | $53.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 540 | $53.3 萬 | <0.1% | −19−3.4% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 2,370 | $53.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSGPCostar Group, Inc. | COM | 6,847 | $54.2 萬 | <0.1% | +1,847+36.9% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 17,745 | $54.5 萬 | <0.1% | 00.0% | 不變 | – |
| CRWSCrown Crafts Inc | COM | 147,401 | $54.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 7,551 | $55.1 萬 | <0.1% | −290−3.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,671 | $55.2 萬 | <0.1% | +40+1.5% | 加碼 | – |
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 |