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Livermore
Livermore
中文EN

First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
698
較 2025 年第 1 季 +20
總值
$354.2 億
較 2025 年第 1 季 +$11.4 億 (+3.3%)
申報日
2025/8/14
SEC
First Manhattan Co 在 2025 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
NATHNathans Famous, Inc.COM3,120$34.7 萬<0.1%−200−6.0%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1800$35.3 萬<0.1%00.0%不變歷史
SOLVSolventum CorpStock4,663$35.4 萬<0.1%−1,281−21.6%減碼歷史
LNTHLantheus Holdings, Inc.Stock4,324$35.4 萬<0.1%00.0%不變歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,245$35.6 萬<0.1%−31−2.4%減碼–
MTSIMACOM Technology Solutions Holdings, Inc.COM2,500$35.8 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV2,900$35.8 萬<0.1%00.0%不變–
TELTE Connectivity plcStock2,129$35.9 萬<0.1%00.0%不變歷史
MDTMedtronic plcStock4,091$36.0 萬<0.1%−1,095−21.1%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS21,675$36.3 萬<0.1%00.0%不變歷史
AMTMAmentum Holdings, Inc.COM15,435$36.4 萬<0.1%−574−3.6%減碼歷史
DOWDow Inc.Stock13,910$36.8 萬<0.1%−21,261−60.5%減碼歷史
ProShares Tr74347R735PSHS ULT HLTHCRE9,044$36.9 萬<0.1%−1,600−15.0%減碼–
PRUPrudential Financial IncStock3,462$37.2 萬<0.1%−187−5.1%減碼歷史
LUCDLucid Diagnostics Inc.COM323,450$37.2 萬<0.1%+310,850+2,467.1%加碼歷史
UVSPUnivest Financial CorpCOM12,434$37.4 萬<0.1%00.0%不變歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,980$38.2 萬<0.1%+13+0.7%加碼–
NUENucor CorpCOM2,935$38.2 萬<0.1%+645+28.2%加碼歷史
FNDFloor & Decor Holdings, Inc.CL A5,096$38.7 萬<0.1%00.0%不變歷史
FELEFranklin Electric Co IncCOM4,325$38.8 萬<0.1%−150−3.4%減碼歷史
AMEAmetek IncCOM2,163$39.1 萬<0.1%−231−9.6%減碼歷史
RFRegions Financial CorpCOM16,525$39.3 萬<0.1%00.0%不變歷史
EXPDExpeditors International of Washington IncCOM3,447$39.4 萬<0.1%−432−11.1%減碼歷史
VLYValley National BancorpCOM43,798$39.6 萬<0.1%00.0%不變歷史
Northeast BK Portland Me66405S100COM4,500$40.0 萬<0.1%−3,000−40.0%減碼–
DBCInvesco DB Commodity Index Tracking FundUNIT18,600$40.6 萬<0.1%−600−3.1%減碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF12,110$40.7 萬<0.1%+12,110新進–
PWRQuanta Services, Inc.COM1,078$40.8 萬<0.1%−56−4.9%減碼歷史
BRKLBrookline Bancorp IncCOM38,675$40.8 萬<0.1%00.0%不變歷史
TRSTTrustco Bank Corp N YCOM NEW12,249$41.4 萬<0.1%−1,500−10.9%減碼歷史
iShares Tr464288109MORNINGSTAR VALU5,000$41.7 萬<0.1%00.0%不變–
OXYOccidental Petroleum CorpStock9,875$41.7 萬<0.1%−251−2.5%減碼歷史
ARWArrow Electronics, Inc.COM3,325$42.4 萬<0.1%−50−1.5%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,937$42.4 萬<0.1%−10−0.5%減碼–
NECBNorthEast Community Bancorp, Inc.COM18,313$42.6 萬<0.1%00.0%不變歷史
PAVMPAVmed Inc.COM NEW714,100$42.9 萬<0.1%00.0%不變歷史
CRWSCrown Crafts IncCOM147,401$43.5 萬<0.1%00.0%不變歷史
CDNSCadence Design Systems IncStock1,414$43.6 萬<0.1%+383+37.1%加碼歷史
SGCSuperior Group of Companies, Inc.COM42,692$44.0 萬<0.1%−3,374−7.3%減碼歷史
Vanguard Utilities ETF92204A876ETF2,504$44.2 萬<0.1%00.0%不變–
iShares Tr464288646ISHS 1-5YR INVS8,402$44.3 萬<0.1%+757+9.9%加碼–
DHIHorton D R IncCOM3,476$44.8 萬<0.1%−10.0%減碼歷史
PRIMPrimoris Services CorpStock5,800$45.3 萬<0.1%00.0%不變歷史
Vanguard Real Estate ETF922908553ETF5,169$46.0 萬<0.1%+5,169新進–
Parnassus Income FDS701769507CORE SELECT ETF18,145$46.2 萬<0.1%+18,145新進–
BKUBankUnited, Inc.COM13,000$46.3 萬<0.1%00.0%不變歷史
URIUnited Rentals, Inc.COM614$46.3 萬<0.1%+614新進歷史
MGYRMagyar Bancorp, Inc.COM28,015$46.7 萬<0.1%00.0%不變歷史
Schwab International Equity ETF808524805ETF21,199$46.8 萬<0.1%+1,083+5.4%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF15,952$46.9 萬<0.1%00.0%不變–
ALSumisho Air Lease CorpCL A8,000$47.0 萬<0.1%00.0%不變歷史
CPNGCoupang, Inc.CL A15,800$47.3 萬<0.1%00.0%不變歷史
iShares Inc464286749MSCI SWITZERLAND8,695$47.7 萬<0.1%+8,695新進–
iShares Tr464287622RUS 1000 ETF1,404$47.7 萬<0.1%−80−5.4%減碼–
BEEPMobile Infrastructure CorpCOM SHS105,342$47.7 萬<0.1%00.0%不變歷史
FCXFreeport-McMoran IncStock11,054$47.9 萬<0.1%+135+1.2%加碼歷史
Vanguard Information Technology ETF92204A702ETF724$48.0 萬<0.1%−124−14.6%減碼–
CLXClorox CoStock4,040$48.5 萬<0.1%−41−1.0%減碼歷史
IDXXIDEXX Laboratories IncCOM905$48.5 萬<0.1%00.0%不變歷史
SPESpecial Opportunities Fund, Inc.COM31,510$48.8 萬<0.1%00.0%不變歷史
ESGREnstar Group LTDSHS1,461$49.1 萬<0.1%−1,259−46.3%減碼歷史
TRIThomson Reuters CorpCOM NO PAR2,475$49.7 萬<0.1%−131−5.0%減碼歷史
EFXEquifax IncCOM1,927$50.0 萬<0.1%00.0%不變歷史
NVONovo Nordisk A SADR7,300$50.4 萬<0.1%+59+0.8%加碼歷史
EBMTEagle Bancorp Montana, Inc.COM30,236$50.4 萬<0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,828$50.7 萬<0.1%+42+2.4%加碼–
BDXBecton Dickinson & CoStock2,966$51.1 萬<0.1%−23−0.8%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR7,316$51.1 萬<0.1%+332+4.8%加碼歷史
PLTRPalantir Technologies Inc.Stock3,755$51.2 萬<0.1%−1,244−24.9%減碼歷史
iShares Tr46435G524INTL DIV GRWTH6,500$51.3 萬<0.1%00.0%不變–
LARKLandmark Bancorp IncCOM19,500$51.6 萬<0.1%−2,118−9.8%減碼歷史
OPBKOP BancorpCOM39,804$51.7 萬<0.1%00.0%不變歷史
BWXTBWX Technologies, Inc.COM3,600$51.9 萬<0.1%00.0%不變歷史
EXCExelon CorpStock11,993$52.1 萬<0.1%+4,000+50.0%加碼歷史
YORWYork Water CoCOM16,400$52.2 萬<0.1%−1,000−5.7%減碼歷史
GEHCGE HealthCare Technologies Inc.Stock7,091$52.5 萬<0.1%+1,727+32.2%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF8,259$52.8 萬<0.1%−20.0%減碼–
State Street SPDR S&P Regional Banking ETF78464A698ETF8,900$52.9 萬<0.1%−125−1.4%減碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD6,652$52.9 萬<0.1%+6,652新進–
AKRAcadia Realty TrustCOM SH BEN INT28,271$53.1 萬<0.1%00.0%不變歷史
HTHHilltop Holdings Inc.COM17,500$53.1 萬<0.1%00.0%不變歷史
MCKMcKesson CorpStock731$53.6 萬<0.1%+10+1.4%加碼歷史
iShares Tr464288687PFD AND INCM SEC17,745$54.4 萬<0.1%00.0%不變–
FISVFiserv IncStock3,160$54.5 萬<0.1%−75−2.3%減碼歷史
FPHFive Point Holdings, LLCCOM CL A99,150$54.5 萬<0.1%00.0%不變歷史
TRUPTrupanion, Inc.COM9,930$55.0 萬<0.1%+93+0.9%加碼歷史
GDGeneral Dynamics CorpStock1,887$55.0 萬<0.1%00.0%不變歷史
CSGPCostar Group, Inc.COM6,847$55.0 萬<0.1%00.0%不變歷史
APGAPi Group CorpCOM STK10,867$55.5 萬<0.1%00.0%不變歷史
TTTrane Technologies plcSHS1,271$55.6 萬<0.1%+22+1.8%加碼歷史
GWWW.W. Grainger, Inc.Stock540$56.2 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap ETF808524201ETF23,106$56.5 萬<0.1%00.0%不變–
iShares Tr464288406MRGSTR MD CP VAL7,438$56.5 萬<0.1%00.0%不變–
STESTERIS plcSHS USD2,370$56.9 萬<0.1%00.0%不變歷史
FSEAFirst Seacoast Bancorp, Inc.COM50,000$57.0 萬<0.1%00.0%不變歷史
BA.PABoeing CoDEP CONV PFD A8,445$57.4 萬<0.1%+8,445新進歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF7,086$57.9 萬<0.1%+1,918+37.1%加碼–
PNRPENTAIR plcSHS5,660$58.1 萬<0.1%+22+0.4%加碼歷史
CICigna GroupStock1,759$58.1 萬<0.1%−28−1.6%減碼歷史
CMPCompass Minerals International IncStock29,500$59.3 萬<0.1%00.0%不變歷史

2025 年第 1 季之後清倉（26 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
SPRSpirit AeroSystems Holdings, Inc.COM CL A198,689$684.7 萬<0.1%歷史
ESIElement Solutions IncCOM166,130$375.6 萬<0.1%歷史
MIRMirion Technologies, Inc.COM CL A76,932$111.6 萬<0.1%歷史
ECGEverus Construction Group, Inc.Stock28,930$107.3 萬<0.1%歷史
WABWestinghouse Air Brake Technologies CorpStock4,705$85.3 萬<0.1%歷史
DGDollar General CorpCOM8,903$78.3 萬<0.1%歷史
FANGDiamondback Energy, Inc.Stock3,300$52.8 萬<0.1%歷史
WATWaters CorpCOM975$35.9 萬<0.1%歷史
COHRCoherent Corp.COM5,150$33.4 萬<0.1%歷史
SASRSandy Spring Bancorp IncCOM10,347$28.9 萬<0.1%歷史
MANManpowerGroup Inc.COM4,975$28.8 萬<0.1%歷史
RYNRayonier IncCOM10,165$28.3 萬<0.1%歷史
SPDR Series Trust78468R556SP O&G EXPL PRO1,977$26.0 萬<0.1%–
GSKGSK plcADR6,019$23.6 萬<0.1%歷史
iShares Tr46429B655FLTG RATE NT ETF4,387$22.4 萬<0.1%–
AVDAmerican Vanguard CorpCOM50,000$22.0 萬<0.1%歷史
AVYAvery Dennison CorpCOM1,216$21.6 萬<0.1%歷史
DFSDiscover Financial ServicesCOM1,233$21.0 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock1,871$20.4 萬<0.1%歷史
NOVNOV Inc.COM12,995$19.8 萬<0.1%歷史
UEUrban Edge PropertiesCOM10,317$19.6 萬<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM18,500$16.3 萬<0.1%歷史
XRAYDentsply Sirona Inc.Stock10,525$15.9 萬<0.1%歷史
ACPabrdn Income Credit Strategies FundCOM13,712$8.08 萬<0.1%歷史
CHWCalamos Global Dynamic Income FundCOM10,522$6.72 萬<0.1%歷史
NRONeuberger Real Estate Securities Income Fund IncCOM14,081$4.65 萬<0.1%歷史