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 |
|---|---|---|---|---|---|---|---|
| SWXSouthwest Gas Holdings, Inc. | COM | 4,100 | $32.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 6,400 | $33.0 萬 | <0.1% | 00.0% | 不變 | – |
| WSMWilliams Sonoma Inc | COM | 1,910 | $34.1 萬 | <0.1% | +10+0.5% | 加碼 | 歷史 |
| SGCSuperior Group of Companies, Inc. | COM | 35,692 | $34.5 萬 | <0.1% | −1,000−2.7% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,359 | $34.6 萬 | <0.1% | +165+7.5% | 加碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 4,253 | $34.7 萬 | <0.1% | +4,253 | 新進 | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 5,930 | $34.8 萬 | <0.1% | +1,178+24.8% | 加碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 4,829 | $34.8 萬 | <0.1% | +4,829 | 新進 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 3,175 | $35.0 萬 | <0.1% | −100−3.1% | 減碼 | 歷史 |
| STTState Street Corp | COM | 2,729 | $35.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LUCDLucid Diagnostics Inc. | COM | 323,450 | $35.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,217 | $35.7 萬 | <0.1% | +187+18.2% | 加碼 | 歷史 |
| WBSWebster Financial Corp | COM | 5,718 | $36.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 10,320 | $36.4 萬 | <0.1% | −12,192−54.2% | 減碼 | 歷史 |
| LSBKLake Shore Bancorp, Inc. | COM | 25,075 | $36.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 14,454 | $36.8 萬 | <0.1% | +14,454 | 新進 | – |
| NVONovo Nordisk A S | ADR | 7,247 | $36.9 萬 | <0.1% | −243−3.2% | 減碼 | 歷史 |
| TRUPTrupanion, Inc. | COM | 9,893 | $37.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 3,683 | $37.1 萬 | <0.1% | −699−16.0% | 減碼 | 歷史 |
| CTOCTO Realty Growth, Inc. | COM | 20,200 | $37.2 萬 | <0.1% | +5,025+33.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,745 | $37.3 萬 | <0.1% | +2,745 | 新進 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 6,281 | $37.4 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,188 | $37.4 萬 | <0.1% | −55−4.4% | 減碼 | – |
| FELEFranklin Electric Co Inc | COM | 3,991 | $38.1 萬 | <0.1% | −234−5.5% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 669 | $38.8 萬 | <0.1% | +669 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,900 | $39.0 萬 | <0.1% | 00.0% | 不變 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,352 | $39.2 萬 | <0.1% | −1,735−28.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45784N726 | EQUI DEFI 1 APRI | 15,300 | $39.4 萬 | <0.1% | +15,300 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 821 | $39.5 萬 | <0.1% | +21+2.6% | 加碼 | 歷史 |
| GLXYGalaxy Digital Inc. | CL A | 17,890 | $40.0 萬 | <0.1% | +2,950+19.7% | 加碼 | 歷史 |
| UVSPUnivest Financial Corp | COM | 12,434 | $40.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,937 | $40.9 萬 | <0.1% | 00.0% | 不變 | – |
| OXYOccidental Petroleum Corp | Stock | 9,893 | $40.9 萬 | <0.1% | +20.0% | 加碼 | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 14,117 | $40.9 萬 | <0.1% | −83−0.6% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 17,450 | $41.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NECBNorthEast Community Bancorp, Inc. | COM | 18,313 | $41.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOTJBank of the James Financial Group Inc | COM | 22,311 | $41.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 18,600 | $41.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 1,927 | $41.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWSCrown Crafts Inc | COM | 147,401 | $42.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 12,109 | $42.1 萬 | <0.1% | −7,056−36.8% | 減碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 2,500 | $42.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,057 | $43.0 萬 | <0.1% | +10+0.5% | 加碼 | – |
| TYLTyler Technologies Inc | COM | 949 | $43.1 萬 | <0.1% | −985−50.9% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 2,130 | $43.7 萬 | <0.1% | −92−4.1% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 10,917 | $43.9 萬 | <0.1% | −447−3.9% | 減碼 | 歷史 |
| HSYHershey Co | COM | 2,414 | $43.9 萬 | <0.1% | +402+20.0% | 加碼 | 歷史 |
| BBTBeacon Financial Corp | COM | 16,673 | $44.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 69,797 | $44.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 779 | $44.2 萬 | <0.1% | +779 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 779 | $44.7 萬 | <0.1% | +779 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 16,424 | $44.9 萬 | <0.1% | −450−2.7% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,438 | $44.9 萬 | <0.1% | +28+2.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V159 | S&P SPIN OFF | 4,515 | $45.0 萬 | <0.1% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 9,136 | $45.4 萬 | <0.1% | +2,620+40.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,742 | $45.9 萬 | <0.1% | +406+3.9% | 加碼依 2 比 1 拆股換算 | – |
| CSGPCostar Group, Inc. | COM | 6,847 | $46.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,504 | $46.3 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,249 | $46.6 萬 | <0.1% | −155−11.0% | 減碼 | – |
| Northeast BK Portland Me66405S100 | COM | 4,500 | $46.8 萬 | <0.1% | 00.0% | 不變 | – |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 9,044 | $46.9 萬 | <0.1% | 00.0% | 不變 | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 11,249 | $46.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,000 | $47.2 萬 | <0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 8,409 | $47.3 萬 | <0.1% | +8,409 | 新進 | – |
| APGAPi Group Corp | COM STK | 12,375 | $47.3 萬 | <0.1% | −3,500−22.0% | 減碼 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 7,350 | $47.6 萬 | <0.1% | −1,550−17.4% | 減碼 | – |
| VLYValley National Bancorp | COM | 40,798 | $48.1 萬 | <0.1% | −3,000−6.8% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 6,553 | $48.3 萬 | <0.1% | +103+1.6% | 加碼 | 歷史 |
| MGYRMagyar Bancorp, Inc. | COM | 28,015 | $48.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,222 | $48.8 萬 | <0.1% | −840−8.3% | 減碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 4,100 | $50.0 萬 | <0.1% | −340−7.7% | 減碼 | – |
| FICOFair Isaac Corp | COM | 298 | $50.4 萬 | <0.1% | +298 | 新進 | 歷史 |
| CICigna Group | Stock | 1,835 | $50.5 萬 | <0.1% | +34+1.9% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 9,962 | $50.6 萬 | <0.1% | +472+5.0% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 6,209 | $50.9 萬 | <0.1% | −3,547−36.4% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 3,546 | $51.1 萬 | <0.1% | +70+2.0% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 21,253 | $51.1 萬 | <0.1% | −544−2.5% | 減碼 | – |
| CODICompass Diversified Holdings | SH BEN INT | 107,000 | $51.4 萬 | <0.1% | +53,400+99.6% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 7,872 | $51.5 萬 | <0.1% | +7,872 | 新進 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 8,000 | $51.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | Stock | 2,274 | $51.7 萬 | <0.1% | +360+18.8% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 15,952 | $52.2 萬 | <0.1% | 00.0% | 不變 | – |
| YORWYork Water Co | COM | 16,400 | $52.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 12,148 | $53.0 萬 | <0.1% | −90−0.7% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 3,745 | $53.1 萬 | <0.1% | −60−1.6% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,742 | $53.2 萬 | <0.1% | −89−3.1% | 減碼 | 歷史 |
| LARKLandmark Bancorp Inc | COM | 20,475 | $53.6 萬 | <0.1% | +975+5.0% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 6,500 | $53.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,245 | $55.3 萬 | <0.1% | −156−6.5% | 減碼 | – |
| FPHFive Point Holdings, LLC | COM CL A | 99,150 | $55.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGCPeapack Gladstone Financial Corp | COM | 20,000 | $55.7 萬 | <0.1% | +5,000+33.3% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 6,377 | $55.8 萬 | <0.1% | +2,049+47.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,853 | $56.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 18,095 | $56.0 萬 | <0.1% | +350+2.0% | 加碼 | – |
| OPBKOP Bancorp | COM | 39,804 | $56.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 749 | $56.5 萬 | <0.1% | −28−3.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 5,840 | $56.5 萬 | <0.1% | +1,514+35.0% | 加碼 | 歷史 |
| TGBTrekor Metals Ltd | COM | 100,000 | $56.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,259 | $57.3 萬 | <0.1% | 00.0% | 不變 | – |
| CMPCompass Minerals International Inc | Stock | 29,500 | $57.9 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 |