First Manhattan Co
- SEC CIK
- 0000728083
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 714
- 較 2025 年第 2 季 +16
- 總值
- $378.6 億
- 較 2025 年第 2 季 +$24.5 億 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PDSBPDS Biotechnology Corp | COM | 15,000 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GROVGrove Collaborative Holdings, Inc. | COM CL A | 11,662 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 26,000 | $3.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CALCCalciMedica, Inc. | COM NEW | 13,226 | $4.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Mogo Inc60800C208 | COM | 26,400 | $4.88 萬 | <0.1% | 00.0% | 不變 | – |
| ZVIAZevia PBC | CL A | 22,000 | $5.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 14,000 | $6.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KLTRKaltura Inc | COM | 50,000 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 14,041 | $7.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLNValens Semiconductor Ltd. | ORDINARY SHARES | 43,458 | $7.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPKOpko Health, Inc. | COM | 51,750 | $8.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLSDClearside Biomedical, Inc. | COM NEW | 22,846 | $9.07 萬 | <0.1% | 00.0% | 不變依 1 比 15 拆股換算 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 28,500 | $9.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 10,438 | $11.1 萬 | <0.1% | −4,810−31.5% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 54,300 | $11.8 萬 | <0.1% | +54,300 | 新進 | 歷史 |
| MYNBlackRock Muniyield New York Quality Fund, Inc. | COM | 12,068 | $12.0 萬 | <0.1% | +12,068 | 新進 | 歷史 |
| NCANuveen California Municipal Value Fund | COM STK | 13,621 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDXHMDxHealth SA | SHS NEW | 27,000 | $12.6 萬 | <0.1% | +27,000 | 新進 | 歷史 |
| EEXEmerald Holding, Inc. | COM | 25,338 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 82,000 | $13.0 萬 | <0.1% | +25,000+43.9% | 加碼 | 歷史 |
| UGUnited Guardian Inc | COM | 17,062 | $13.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 22,500 | $16.0 萬 | <0.1% | +5,000+28.6% | 加碼 | 歷史 |
| IMRXImmuneering Corp | CLASS A COM | 24,245 | $17.0 萬 | <0.1% | −8,080−25.0% | 減碼 | 歷史 |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 10,000 | $17.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 34,745 | $18.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 12,100 | $18.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WNEBWestern New England Bancorp, Inc. | COM | 15,518 | $18.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nestle SAH57312649 | COM | 2,107 | $19.4 萬 | <0.1% | 00.0% | 不變 | – |
| BCALCalifornia BanCorp | COM | 11,682 | $19.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEXTNextDecade Corp | COM | 29,550 | $20.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 4,679 | $20.4 萬 | <0.1% | +4,679 | 新進 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,457 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,471 | $20.6 萬 | <0.1% | +1,471 | 新進 | – |
| EQTEQT Corp | Stock | 3,801 | $20.7 萬 | <0.1% | +3,801 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,454 | $20.7 萬 | <0.1% | −9−0.6% | 減碼 | – |
| EXASExact Sciences Corp | COM | 3,795 | $20.8 萬 | <0.1% | +3,795 | 新進 | 歷史 |
| ECGEverus Construction Group, Inc. | Stock | 2,452 | $21.0 萬 | <0.1% | +2,452 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $21.0 萬 | <0.1% | −475−16.5% | 減碼 | 歷史 |
| HEI.AHeico Corp | CL A | 838 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,265 | $21.3 萬 | <0.1% | +1,265 | 新進 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 4,500 | $21.4 萬 | <0.1% | −1,700−27.4% | 減碼 | – |
| TATTTat Technologies Ltd | ORD NEW | 4,900 | $21.6 萬 | <0.1% | +4,900 | 新進 | 歷史 |
| BANFBancfirst Corp | COM | 1,700 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 958 | $21.6 萬 | <0.1% | −494−34.0% | 減碼 | 歷史 |
| AZZAzz Inc | COM | 2,000 | $21.8 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,275 | $22.0 萬 | <0.1% | −100−4.2% | 減碼 | 歷史 |
| ARKRARK Restaurants Corp | COM | 31,057 | $22.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 4,324 | $22.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,460 | $22.2 萬 | <0.1% | −109−3.1% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,190 | $22.3 萬 | <0.1% | +1,190 | 新進 | 歷史 |
| COOCooper Companies, Inc. | COM | 3,260 | $22.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 5,261 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMBAAmbarella Inc | SHS | 2,745 | $22.7 萬 | <0.1% | +2,745 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,744 | $23.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,228 | $23.1 萬 | <0.1% | −1,234−35.6% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 2,834 | $23.3 萬 | <0.1% | −449−13.7% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 8,328 | $23.6 萬 | <0.1% | +1,000+13.6% | 加碼 | 歷史 |
| TGNATegna Inc | COM | 11,608 | $23.7 萬 | <0.1% | +11,608 | 新進 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,469 | $23.7 萬 | <0.1% | 00.0% | 不變 | – |
| AFLAflac Inc | Stock | 2,128 | $23.8 萬 | <0.1% | −22−1.0% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 5,724 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 15,002 | $24.3 萬 | <0.1% | +15,002 | 新進 | 歷史 |
| SOSouthern Co | Stock | 2,575 | $24.4 萬 | <0.1% | −10.0% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,684 | $24.5 萬 | <0.1% | +1,684 | 新進 | 歷史 |
| CTOCTO Realty Growth, Inc. | COM | 15,175 | $24.7 萬 | <0.1% | −25−0.2% | 減碼 | 歷史 |
| TRCTejon Ranch Co | COM | 15,600 | $24.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,050 | $25.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2,561 | $25.3 萬 | <0.1% | −28,138−91.7% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,135 | $25.3 萬 | <0.1% | +2,135 | 新進 | – |
| POSTPost Holdings, Inc. | COM | 2,395 | $25.7 萬 | <0.1% | −48−2.0% | 減碼 | 歷史 |
| RMBSRambus Inc | COM | 2,495 | $26.0 萬 | <0.1% | +2,495 | 新進 | 歷史 |
| CACCamden National Corp | COM | 6,750 | $26.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXTTextron Inc | COM | 3,100 | $26.2 萬 | <0.1% | −200−6.1% | 減碼 | 歷史 |
| XPOXPO, Inc. | COM | 2,028 | $26.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,294 | $26.3 萬 | <0.1% | +287+4.8% | 加碼 | – |
| MPMP Materials Corp. | COM CL A | 3,965 | $26.6 萬 | <0.1% | +3,965 | 新進 | 歷史 |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 26,497 | $27.1 萬 | <0.1% | +16,487+164.7% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,911 | $27.6 萬 | <0.1% | −31−1.6% | 減碼 | – |
| FSBWFS Bancorp, Inc. | COM | 7,000 | $27.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 980 | $28.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 2,235 | $28.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 895 | $28.6 萬 | <0.1% | +895 | 新進 | – |
| MTBM&T Bank Corp | COM | 1,459 | $28.8 萬 | <0.1% | −6,861−82.5% | 減碼 | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 4,752 | $29.6 萬 | <0.1% | −733−13.4% | 減碼 | 歷史 |
| FWONALiberty Media Corp | COM LBTY ONE S A | 3,117 | $29.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SSentinelOne, Inc. | CL A | 16,985 | $29.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,440 | $30.0 萬 | <0.1% | +280+24.1% | 加碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 2,238 | $30.4 萬 | <0.1% | 00.0% | 不變 | – |
| ORealty Income Corp | REIT | 5,046 | $30.7 萬 | <0.1% | +537+11.9% | 加碼 | 歷史 |
| VTSVitesse Energy, Inc. | COMMON STOCK | 13,230 | $30.7 萬 | <0.1% | −576−4.2% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 4,211 | $30.7 萬 | <0.1% | −452−9.7% | 減碼 | 歷史 |
| PAVMPAVmed Inc. | COM NEW | 714,100 | $30.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 3,765 | $31.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 3,805 | $31.0 萬 | <0.1% | +3,805 | 新進 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 2,500 | $31.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 6,874 | $31.4 萬 | <0.1% | +6,874 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,030 | $31.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 2,729 | $31.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,680 | $31.7 萬 | <0.1% | +40+1.5% | 加碼 | – |
| IPInternational Paper Co | COM | 6,850 | $31.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（30 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 639,344 | $2.25 億 | 0.6% | 歷史 |
| METCRamaco Resources, Inc. | COM CL A | 264,415 | $347.4 萬 | <0.1% | 歷史 |
| METCBRamaco Resources, Inc. | COM CL B | 251,702 | $205.9 萬 | <0.1% | 歷史 |
| EOLSEvolus, Inc. | COM | 150,000 | $138.2 萬 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 22,724 | $109.8 萬 | <0.1% | 歷史 |
| HESHess Corp | Stock | 6,380 | $88.4 萬 | <0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 3,823 | $83.6 萬 | <0.1% | 歷史 |
| PPBIPacific Premier Bancorp Inc | COM | 38,469 | $81.1 萬 | <0.1% | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 401 | $72.0 萬 | <0.1% | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 16,898 | $65.6 萬 | <0.1% | – |
| ESGREnstar Group LTD | SHS | 1,461 | $49.1 萬 | <0.1% | 歷史 |
| BRKLBrookline Bancorp Inc | COM | 38,675 | $40.8 萬 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,078 | $40.8 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 12,110 | $40.7 萬 | <0.1% | – |
| EXPDExpeditors International of Washington Inc | COM | 3,447 | $39.4 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 13,910 | $36.8 萬 | <0.1% | 歷史 |
| KKellanova | Stock | 4,276 | $34.0 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,408 | $33.5 萬 | <0.1% | 歷史 |
| LSBKLake Shore Bancorp, Inc. | COM | 18,507 | $29.2 萬 | <0.1% | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 4,343 | $28.4 萬 | <0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 631 | $25.0 萬 | <0.1% | – |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 4,009 | $24.4 萬 | <0.1% | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 2,240 | $22.6 萬 | <0.1% | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 2,662 | $22.3 萬 | <0.1% | – |
| HESMHess Midstream LP | CL A SHS | 5,750 | $22.1 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 4,010 | $21.0 萬 | <0.1% | – |
| ATRAptargroup, Inc. | Stock | 1,312 | $20.5 萬 | <0.1% | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,230 | $20.1 萬 | <0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 393 | $20.0 萬 | <0.1% | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 28,465 | $17.8 萬 | <0.1% | 歷史 |