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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288406 | MRGSTR MD CP VAL | 7,438 | $55.2 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 4,843 | $56.2 萬 | <0.1% | 00.0% | 不變 | – |
| MLIMueller Industries Inc | COM | 7,505 | $57.1 萬 | <0.1% | −15,540−67.4% | 減碼 | 歷史 |
| FSEAFirst Seacoast Bancorp, Inc. | COM | 50,000 | $58.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 9,382 | $58.3 萬 | <0.1% | +251+2.7% | 加碼 | 歷史 |
| CICigna Group | Stock | 1,787 | $58.8 萬 | <0.1% | −540−23.2% | 減碼 | 歷史 |
| LARKLandmark Bancorp Inc | COM | 21,618 | $58.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 7,540 | $59.0 萬 | <0.1% | +1,451+23.8% | 加碼 | – |
| AKRAcadia Realty Trust | COM SH BEN INT | 28,271 | $59.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 4,081 | $60.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,347 | $60.4 萬 | <0.1% | 00.0% | 不變 | – |
| OFGOfg Bancorp | COM | 15,000 | $60.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KKellanova | Stock | 7,334 | $60.5 萬 | <0.1% | −11,584−61.2% | 減碼 | 歷史 |
| YORWYork Water Co | COM | 17,400 | $60.7 萬 | <0.1% | −1,764−9.2% | 減碼 | 歷史 |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 9,115 | $61.3 萬 | <0.1% | −384−4.0% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 14,075 | $61.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,400 | $61.9 萬 | <0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 18,386 | $62.1 萬 | <0.1% | +18,386 | 新進 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 22,721 | $62.6 萬 | <0.1% | +100.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,753 | $62.7 萬 | <0.1% | +694+11.5% | 加碼 | – |
| PCYOPure Cycle Corp | COM NEW | 60,225 | $63.1 萬 | <0.1% | +1,600+2.7% | 加碼 | 歷史 |
| CWBCCommunity West Bancshares | COM | 34,358 | $63.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 3,169 | $63.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,773 | $64.0 萬 | <0.1% | −611−25.6% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,913 | $64.3 萬 | <0.1% | +3,530+42.1% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 5,041 | $64.6 萬 | <0.1% | −164−3.2% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 3,778 | $68.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,989 | $68.5 萬 | <0.1% | −77−2.5% | 減碼 | 歷史 |
| Northeast BK Portland Me66405S100 | COM | 7,500 | $68.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,692 | $69.5 萬 | <0.1% | +1,393+32.4% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 5,180 | $69.6 萬 | <0.1% | 00.0% | 不變 | – |
| FASTFastenal Co | Stock | 9,008 | $69.9 萬 | <0.1% | +9,008 | 新進 | 歷史 |
| CETCentral Securities Corp | COM | 15,586 | $70.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 3,235 | $71.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDGTransDigm Group INC | COM | 525 | $72.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 6,003 | $72.7 萬 | <0.1% | 00.0% | 不變 | – |
| SBFGSB Financial Group, Inc. | COM | 35,627 | $74.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,201 | $74.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,061 | $74.9 萬 | <0.1% | +50+1.7% | 加碼 | – |
| RHLDResolute Holdings Management, Inc. | COM | 23,994 | $75.2 萬 | <0.1% | +23,994 | 新進 | 歷史 |
| LENLennar Corp | CL A | 6,564 | $75.3 萬 | <0.1% | −57,323−89.7% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,555 | $75.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 29,670 | $75.8 萬 | <0.1% | +29,670 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,266 | $76.9 萬 | <0.1% | −13−0.2% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 17,697 | $77.3 萬 | <0.1% | +478+2.8% | 加碼 | – |
| DGDollar General Corp | COM | 8,903 | $78.3 萬 | <0.1% | −1,080−10.8% | 減碼 | 歷史 |
| OLPOne Liberty Properties Inc | COM | 29,389 | $78.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 11,230 | $79.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,599 | $79.2 萬 | <0.1% | +462+40.6% | 加碼 | 歷史 |
| FXNCFirst National Corp | COM | 35,500 | $79.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCOBrinks Co | COM | 9,387 | $80.9 萬 | <0.1% | −670−6.7% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,351 | $81.0 萬 | <0.1% | −6,703−33.4% | 減碼 | – |
| EDConsolidated Edison Inc | Stock | 7,324 | $81.0 萬 | <0.1% | +7,324 | 新進 | 歷史 |
| PPBIPacific Premier Bancorp Inc | COM | 38,469 | $82.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RYRoyal Bank of Canada | Stock | 7,280 | $82.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CZWICitizens Community Bancorp Inc. | COM | 57,624 | $82.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 9,554 | $83.1 萬 | <0.1% | +1,925+25.2% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 6,550 | $83.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 7,377 | $83.7 萬 | <0.1% | −100−1.3% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 10,201 | $84.0 萬 | <0.1% | +470+4.8% | 加碼 | 歷史 |
| BPRNPrinceton Bancorp, Inc. | COM | 27,790 | $84.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 4,705 | $85.3 萬 | <0.1% | +7+0.1% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 19,825 | $86.4 萬 | <0.1% | −800−3.9% | 減碼 | 歷史 |
| PKBKParke Bancorp, Inc. | COM | 46,149 | $86.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 3,553 | $87.1 萬 | <0.1% | −200−5.3% | 減碼 | 歷史 |
| HTBKHeritage Commerce Corp | COM | 92,045 | $87.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 10,777 | $88.0 萬 | <0.1% | +7+0.1% | 加碼 | – |
| OZKBank OZK | COM | 20,446 | $88.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SKTTanger Inc. | COM | 26,675 | $90.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,763 | $90.3 萬 | <0.1% | −1,175−40.0% | 減碼 | 歷史 |
| ESGREnstar Group LTD | SHS | 2,720 | $90.4 萬 | <0.1% | +425+18.5% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 9,456 | $90.9 萬 | <0.1% | +3,598+61.4% | 加碼 | 歷史 |
| SHELShell plc | ADR | 12,417 | $91.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 9,555 | $91.2 萬 | <0.1% | +9,555 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,354 | $91.4 萬 | <0.1% | −50−0.9% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 12,381 | $92.5 萬 | <0.1% | −1,635−11.7% | 減碼 | 歷史 |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 13,630 | $92.9 萬 | <0.1% | −21,252−60.9% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 12,407 | $93.9 萬 | <0.1% | +651+5.5% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 1,554 | $94.5 萬 | <0.1% | −26−1.6% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 15,943 | $95.3 萬 | <0.1% | +128+0.8% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,614 | $95.9 萬 | <0.1% | −370−6.2% | 減碼 | – |
| ANSSAnsys Inc | COM | 3,043 | $96.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 16,454 | $97.0 萬 | <0.1% | −28,750−63.6% | 減碼 | 歷史 |
| CARECarter Bankshares, Inc. | COM NEW | 60,000 | $97.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 121,359 | $98.5 萬 | <0.1% | +121,359 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 53,707 | $99.8 萬 | <0.1% | +53,707 | 新進 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 4,105 | $100.0 萬 | <0.1% | −600−12.8% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 20,362 | $101.4 萬 | <0.1% | −127−0.6% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,745 | $101.8 萬 | <0.1% | +693+11.5% | 加碼 | – |
| SAFTSafety Insurance Group Inc | COM | 12,915 | $101.9 萬 | <0.1% | +115+0.9% | 加碼 | 歷史 |
| HESHess Corp | Stock | 6,380 | $101.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIBS1stdibs.com, Inc. | COM | 337,773 | $102.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,346 | $102.9 萬 | <0.1% | −142−3.2% | 減碼 | 歷史 |
| Vanguard Wellington FD921935607 | US MULTIFACTOR | 8,408 | $106.2 萬 | <0.1% | −10−0.1% | 減碼 | – |
| ECGEverus Construction Group, Inc. | Stock | 28,930 | $107.3 萬 | <0.1% | −6,572−18.5% | 減碼 | 歷史 |
| AWIArmstrong World Industries Inc | COM | 7,625 | $107.4 萬 | <0.1% | −125−1.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 15,151 | $107.6 萬 | <0.1% | −12,103−44.4% | 減碼 | 歷史 |
| CFFIC & F Financial Corp | COM | 15,935 | $108.1 萬 | <0.1% | −2,000−11.2% | 減碼 | 歷史 |
| PRKPark National Corp | COM | 7,217 | $109.3 萬 | <0.1% | −350−4.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,255 | $110.3 萬 | <0.1% | +198+4.9% | 加碼 | 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 |