First Manhattan Co
- SEC CIK
- 0000728083
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 729
- 較 2025 年第 3 季 +15
- 總值
- $380.9 億
- 較 2025 年第 3 季 +$2.24 億 (+0.6%)
| 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 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GROVGrove Collaborative Holdings, Inc. | COM CL A | 11,662 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Mogo Inc60800C208 | COM | 26,400 | $2.87 萬 | <0.1% | 00.0% | 不變 | – |
| OVIDOvid Therapeutics Inc. | COM | 26,000 | $4.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZVIAZevia PBC | CL A | 22,000 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLNValens Semiconductor Ltd. | ORDINARY SHARES | 43,458 | $6.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPKOpko Health, Inc. | COM | 51,750 | $6.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 14,000 | $6.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 10,301 | $7.39 萬 | <0.1% | −137−1.3% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 28,998 | $7.92 萬 | <0.1% | −25,302−46.6% | 減碼 | 歷史 |
| KLTRKaltura Inc | COM | 50,000 | $8.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 14,041 | $8.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CALCCalciMedica, Inc. | COM NEW | 13,226 | $8.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDXHMDxHealth SA | SHS NEW | 27,000 | $9.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EEXEmerald Holding, Inc. | COM | 21,763 | $9.73 萬 | <0.1% | −3,575−14.1% | 減碼 | 歷史 |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 10,010 | $10.1 萬 | <0.1% | −16,487−62.2% | 減碼 | 歷史 |
| UGUnited Guardian Inc | COM | 17,062 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NCANuveen California Municipal Value Fund | COM STK | 13,621 | $12.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 13,638 | $13.7 萬 | <0.1% | +13,638 | 新進 | 歷史 |
| NEXTNextDecade Corp | COM | 29,550 | $15.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAVMPAVmed Inc. | COM NEW | 714,100 | $15.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IMRXImmuneering Corp | CLASS A COM | 24,245 | $16.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 82,000 | $16.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 34,745 | $18.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 10,000 | $18.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 22,500 | $18.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WNEBWestern New England Bancorp, Inc. | COM | 15,518 | $19.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 2,187 | $20.0 萬 | <0.1% | +2,187 | 新進 | 歷史 |
| MPMP Materials Corp. | COM CL A | 4,038 | $20.4 萬 | <0.1% | +73+1.8% | 加碼 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 100 | $20.8 萬 | <0.1% | +100 | 新進 | 歷史 |
| ARKRARK Restaurants Corp | COM | 31,057 | $20.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PENPenumbra Inc | COM | 671 | $20.9 萬 | <0.1% | +671 | 新進 | 歷史 |
| Nestle SAH57312649 | COM | 2,107 | $20.9 萬 | <0.1% | 00.0% | 不變 | – |
| HEI.AHeico Corp | CL A | 838 | $21.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECGEverus Construction Group, Inc. | Stock | 2,481 | $21.2 萬 | <0.1% | +29+1.2% | 加碼 | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 3,595 | $21.6 萬 | <0.1% | −5,280−59.5% | 減碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 4,500 | $21.7 萬 | <0.1% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 2,744 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TATTTat Technologies Ltd | ORD NEW | 4,900 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCALCalifornia BanCorp | COM | 11,682 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,476 | $22.1 萬 | <0.1% | +16+0.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 473 | $22.2 萬 | <0.1% | +473 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,022 | $22.4 萬 | <0.1% | +64+6.7% | 加碼 | 歷史 |
| TGNATegna Inc | COM | 11,608 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 4,781 | $22.8 萬 | <0.1% | −480−9.1% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 8,321 | $22.9 萬 | <0.1% | −7−0.1% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,505 | $22.9 萬 | <0.1% | +2,505 | 新進 | – |
| RMBSRambus Inc | COM | 2,495 | $22.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,440 | $22.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,660 | $23.2 萬 | <0.1% | +85+3.3% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,050 | $23.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,405 | $23.8 萬 | <0.1% | +140+11.1% | 加碼 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 43,500 | $23.9 萬 | <0.1% | +15,000+52.6% | 加碼 | 歷史 |
| FMAOFarmers & Merchants Bancorp Inc | COM | 9,605 | $24.0 萬 | <0.1% | +9,605 | 新進 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,469 | $24.2 萬 | <0.1% | 00.0% | 不變 | – |
| ROIVRoivant Sciences Ltd. | SHS | 11,146 | $24.2 萬 | <0.1% | −954−7.9% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 4,953 | $24.5 萬 | <0.1% | +274+5.9% | 加碼 | 歷史 |
| TRCTejon Ranch Co | COM | 15,600 | $24.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 4,379 | $24.8 萬 | <0.1% | −667−13.2% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,562 | $24.8 萬 | <0.1% | +2,562 | 新進 | – |
| VTSVitesse Energy, Inc. | COMMON STOCK | 12,968 | $25.0 萬 | <0.1% | −262−2.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,354 | $25.2 萬 | <0.1% | +2,354 | 新進 | – |
| METMetlife Inc | Stock | 3,206 | $25.3 萬 | <0.1% | +372+13.1% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,247 | $25.4 萬 | <0.1% | +19+0.9% | 加碼 | 歷史 |
| ACAArcosa, Inc. | COM | 2,435 | $25.9 萬 | <0.1% | +2,435 | 新進 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 5,800 | $25.9 萬 | <0.1% | +5,800 | 新進 | – |
| COOCooper Companies, Inc. | COM | 3,160 | $25.9 萬 | <0.1% | −100−3.1% | 減碼 | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 23,000 | $26.4 萬 | <0.1% | +23,000 | 新進 | 歷史 |
| ONONOn Holding AG | Stock | 5,724 | $26.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 6,850 | $27.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 2,451 | $27.5 萬 | <0.1% | +216+9.7% | 加碼 | 歷史 |
| BEEPMobile Infrastructure Corp | COM SHS | 108,050 | $27.6 萬 | <0.1% | +2,708+2.6% | 加碼 | 歷史 |
| XPOXPO, Inc. | COM | 2,028 | $27.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 2,544 | $28.1 萬 | <0.1% | +416+19.5% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 883 | $28.5 萬 | <0.1% | −12−1.3% | 減碼 | – |
| NVTnVent Electric plc | SHS | 2,812 | $28.7 萬 | <0.1% | +251+9.8% | 加碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 4,324 | $28.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FSBWFS Bancorp, Inc. | COM | 7,000 | $28.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RYNRayonier Inc | COM | 13,381 | $29.0 萬 | <0.1% | +13,381 | 新進 | 歷史 |
| ENTGEntegris Inc | COM | 3,456 | $29.1 萬 | <0.1% | −20,846−85.8% | 減碼 | 歷史 |
| NATHNathans Famous, Inc. | COM | 3,120 | $29.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CACCamden National Corp | COM | 6,750 | $29.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,456 | $29.5 萬 | <0.1% | +2,456 | 新進 | 歷史 |
| AOSSmith A O Corp | COM | 4,446 | $29.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,120 | $30.0 萬 | <0.1% | −518−14.2% | 減碼 | – |
| TXTTextron Inc | COM | 3,450 | $30.1 萬 | <0.1% | +350+11.3% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 2,990 | $30.4 萬 | <0.1% | −805−21.2% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,452 | $30.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 7,900 | $30.9 萬 | <0.1% | +7,900 | 新進 | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 5,096 | $31.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 2,238 | $31.2 萬 | <0.1% | 00.0% | 不變 | – |
| OMCOmnicom Group Inc. | COM | 3,825 | $31.2 萬 | <0.1% | +60+1.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,271 | $31.6 萬 | <0.1% | +800+54.4% | 加碼 | – |
| SOLVSolventum Corp | Stock | 4,007 | $31.8 萬 | <0.1% | −204−4.8% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 1,584 | $31.9 萬 | <0.1% | +125+8.6% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,992 | $31.9 萬 | <0.1% | +2,992 | 新進 | – |
| LHLabcorp Holdings Inc. | Stock | 1,280 | $32.1 萬 | <0.1% | +300+30.6% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,911 | $32.3 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 2,680 | $32.4 萬 | <0.1% | 00.0% | 不變 | – |
| TRIThomson Reuters Corp | COM NO PAR | 2,475 | $32.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（38 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NICENICE Ltd. | SPONSORED ADR | 219,986 | $3,185 萬 | 0.1% | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 153,682 | $1,584 萬 | <0.1% | – |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 611,435 | $1,508 萬 | <0.1% | – |
| PPLIPeople Inc | COM NEW | 377,431 | $1,286 萬 | <0.1% | 歷史 |
| VBTXVeritex Holdings, Inc. | COM | 308,172 | $1,033 萬 | <0.1% | 歷史 |
| QIPTQuipt Home Medical Corp. | COM | 1,650,000 | $430.6 萬 | <0.1% | 歷史 |
| HOSHornbeck Offshore Services, Inc. | Stock | 600,000 | $393.6 萬 | <0.1% | 歷史 |
| CNCCentene Corp | Stock | 84,381 | $301.1 萬 | <0.1% | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 73,853 | $186.0 萬 | <0.1% | – |
| IONQIonQ, Inc. | COM | 20,200 | $124.2 萬 | <0.1% | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 150,000 | $116.3 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 12,128 | $71.9 萬 | <0.1% | 歷史 |
| CWBCCommunity West Bancshares | COM | 34,358 | $71.6 萬 | <0.1% | 歷史 |
| GLIBKLiberty Capital Corp | SER C GCI GROUP | 19,019 | $70.9 萬 | <0.1% | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 27,450 | $70.7 萬 | <0.1% | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 5,018 | $68.7 萬 | <0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 18,615 | $61.5 萬 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 4,048 | $54.5 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 2,215 | $53.3 萬 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,602 | $42.1 萬 | <0.1% | – |
| FISVFiserv Inc | Stock | 2,810 | $36.2 萬 | <0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 6,874 | $31.4 萬 | <0.1% | 歷史 |
| SSentinelOne, Inc. | CL A | 16,985 | $29.9 萬 | <0.1% | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,294 | $26.3 萬 | <0.1% | – |
| POSTPost Holdings, Inc. | COM | 2,395 | $25.7 萬 | <0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,135 | $25.3 萬 | <0.1% | – |
| KVUEKenvue Inc. | Stock | 15,002 | $24.3 萬 | <0.1% | 歷史 |
| AMBAAmbarella Inc | SHS | 2,745 | $22.7 萬 | <0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,190 | $22.3 萬 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 2,275 | $22.0 萬 | <0.1% | 歷史 |
| AZZAzz Inc | COM | 2,000 | $21.8 萬 | <0.1% | 歷史 |
| BANFBancfirst Corp | COM | 1,700 | $21.6 萬 | <0.1% | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $21.0 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,454 | $20.7 萬 | <0.1% | – |
| EQTEQT Corp | Stock | 3,801 | $20.7 萬 | <0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,457 | $20.5 萬 | <0.1% | 歷史 |
| MYNBlackRock Muniyield New York Quality Fund, Inc. | COM | 12,068 | $12.0 萬 | <0.1% | 歷史 |
| CLSDClearside Biomedical, Inc. | COM NEW | 22,846 | $9.07 萬 | <0.1% | 歷史 |