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 |
|---|---|---|---|---|---|---|---|
| BKUBankUnited, Inc. | COM | 13,000 | $57.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,915 | $58.0 萬 | <0.1% | −200−9.5% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 4,433 | $58.1 萬 | <0.1% | +2,749+163.2% | 加碼 | 歷史 |
| AKRAcadia Realty Trust | COM SH BEN INT | 28,271 | $58.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 583 | $58.8 萬 | <0.1% | +43+8.0% | 加碼 | 歷史 |
| HTHHilltop Holdings Inc. | COM | 17,500 | $59.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STESTERIS plc | SHS USD | 2,373 | $60.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBMTEagle Bancorp Montana, Inc. | COM | 30,236 | $60.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAVAeroVironment Inc | COM | 2,500 | $60.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 2,619 | $60.9 萬 | <0.1% | +2,619 | 新進 | 歷史 |
| OLPOne Liberty Properties Inc | COM | 29,389 | $61.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 7,438 | $61.2 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 22,986 | $61.9 萬 | <0.1% | −1,248−5.1% | 減碼 | – |
| OFGOfg Bancorp | COM | 15,000 | $61.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPESpecial Opportunities Fund, Inc. | COM | 40,010 | $62.0 萬 | <0.1% | +8,500+27.0% | 加碼 | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 56,725 | $62.3 萬 | <0.1% | −2,000−3.4% | 減碼 | 歷史 |
| Global X FDS37954Y376 | RATE PREFERRED | 28,086 | $62.4 萬 | <0.1% | 00.0% | 不變 | – |
| BWXTBWX Technologies, Inc. | COM | 3,615 | $62.5 萬 | <0.1% | +15+0.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,169 | $62.6 萬 | <0.1% | −325−13.0% | 減碼 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 14,363 | $62.8 萬 | <0.1% | +14,363 | 新進 | – |
| TTTrane Technologies plc | SHS | 1,615 | $62.9 萬 | <0.1% | +349+27.6% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 9,396 | $63.3 萬 | <0.1% | +14+0.1% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 17,940 | $64.5 萬 | <0.1% | +1,800+11.2% | 加碼 | 歷史 |
| PNRPENTAIR plc | SHS | 6,213 | $64.7 萬 | <0.1% | +575+10.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,928 | $64.9 萬 | <0.1% | +62+3.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,111 | $65.4 萬 | <0.1% | +11+0.2% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,476 | $65.7 萬 | <0.1% | −4,080−73.4% | 減碼 | 歷史 |
| FSEAFirst Seacoast Bancorp, Inc. | COM | 50,000 | $66.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 4,691 | $66.2 萬 | <0.1% | +3+0.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 15,300 | $66.2 萬 | <0.1% | 00.0% | 不變 | – |
| IEXIdex Corp | COM | 3,778 | $67.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 44,425 | $67.4 萬 | <0.1% | −28,383−39.0% | 減碼 | 歷史 |
| MLIMueller Industries Inc | COM | 5,880 | $67.5 萬 | <0.1% | −1,225−17.2% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,365 | $68.1 萬 | <0.1% | −1,020−18.9% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,842 | $68.3 萬 | <0.1% | +329+9.4% | 加碼 | 歷史 |
| FORRForrester Research, Inc. | COM | 87,200 | $70.8 萬 | <0.1% | +87,200 | 新進 | 歷史 |
| MGMMGM Resorts International | Stock | 19,467 | $71.0 萬 | <0.1% | −10,376−34.8% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,843 | $71.1 萬 | <0.1% | 00.0% | 不變 | – |
| NWPXNWPX Infrastructure, Inc. | COM | 11,500 | $71.9 萬 | <0.1% | +11,500 | 新進 | 歷史 |
| LLYVALiberty Live Holdings, Inc. | COM SER A | 8,828 | $71.9 萬 | <0.1% | +1,019+13.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,851 | $72.1 萬 | <0.1% | −132−2.6% | 減碼 | – |
| FASTFastenal Co | Stock | 18,016 | $72.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CGCarlyle Group Inc. | COM | 12,250 | $72.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 895 | $72.5 萬 | <0.1% | +272+43.7% | 加碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,204 | $72.6 萬 | <0.1% | +3+0.1% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9,221 | $72.7 萬 | <0.1% | −251−2.6% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 5,180 | $73.1 萬 | <0.1% | 00.0% | 不變 | – |
| Parnassus Income FDS701769507 | CORE SELECT ETF | 27,245 | $73.2 萬 | <0.1% | 00.0% | 不變 | – |
| BA.PABoeing Co | DEP CONV PFD A | 10,535 | $73.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MVBFMVB Financial Corp | COM | 28,500 | $73.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 22,887 | $75.0 萬 | <0.1% | −404−1.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 12,578 | $75.4 萬 | <0.1% | −3,048−19.5% | 減碼 | – |
| KIMKimco Realty Corp | COM | 37,286 | $75.6 萬 | <0.1% | −490−1.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 29,670 | $75.6 萬 | <0.1% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 6,658 | $76.8 萬 | <0.1% | −138−2.0% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,640 | $77.8 萬 | <0.1% | +240+2.9% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 9,690 | $77.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LITELumentum Holdings Inc. | COM | 2,125 | $78.3 萬 | <0.1% | −430−16.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,456 | $78.6 萬 | <0.1% | −120−1.8% | 減碼 | – |
| TRGPTarga Resources Corp. | COM | 4,272 | $78.8 萬 | <0.1% | −1,263−22.8% | 減碼 | 歷史 |
| SBFGSB Financial Group, Inc. | COM | 35,627 | $79.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,163 | $79.9 萬 | <0.1% | −570−9.9% | 減碼 | – |
| CETCentral Securities Corp | COM | 15,799 | $80.1 萬 | <0.1% | +728+4.8% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 7,820 | $80.4 萬 | <0.1% | −1,116−12.5% | 減碼 | 歷史 |
| SHELShell plc | ADR | 11,004 | $80.9 萬 | <0.1% | +2,672+32.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 10,559 | $82.0 萬 | <0.1% | −5,611−34.7% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,082 | $82.2 萬 | <0.1% | −1,596−16.5% | 減碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 9,750 | $83.6 萬 | <0.1% | +9,750 | 新進 | – |
| FDXFedEx Corp | Stock | 2,914 | $84.6 萬 | <0.1% | −105−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,108 | $86.8 萬 | <0.1% | +53+1.7% | 加碼 | – |
| SKTTanger Inc. | COM | 26,675 | $89.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,278 | $89.1 萬 | <0.1% | −42−0.3% | 減碼 | – |
| LOARLoar Holdings Inc. | COM SHS | 13,105 | $89.1 萬 | <0.1% | +13,105 | 新進 | 歷史 |
| FXNCFirst National Corp | COM | 35,500 | $89.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMIValmont Industries Inc | COM | 2,229 | $89.7 萬 | <0.1% | +2,229 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 47,117 | $90.1 萬 | <0.1% | +1,100+2.4% | 加碼 | 歷史 |
| LLYVKLiberty Live Holdings, Inc. | COM SHS SER C | 10,859 | $90.3 萬 | <0.1% | −119−1.1% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 9,490 | $91.0 萬 | <0.1% | +34+0.4% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 17,405 | $92.0 萬 | <0.1% | −451−2.5% | 減碼 | 歷史 |
| GENGen Digital Inc. | Stock | 33,864 | $92.1 萬 | <0.1% | −10,069−22.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,059 | $93.3 萬 | <0.1% | +479+30.3% | 加碼 | 歷史 |
| OZKBank OZK | COM | 20,421 | $94.0 萬 | <0.1% | −25−0.1% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,821 | $95.8 萬 | <0.1% | −311−6.1% | 減碼 | – |
| DALDelta Air Lines, Inc. | COM NEW | 13,817 | $95.9 萬 | <0.1% | −2,458−15.1% | 減碼 | 歷史 |
| ESABESAB Corp | COM | 8,628 | $96.5 萬 | <0.1% | +8,628 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 13,104 | $96.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRKPark National Corp | COM | 6,398 | $97.4 萬 | <0.1% | −100−1.5% | 減碼 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 66,050 | $98.7 萬 | <0.1% | +600+0.9% | 加碼 | 歷史 |
| SAFTSafety Insurance Group Inc | COM | 12,800 | $99.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BAFNBayFirst Financial Corp. | COM | 127,926 | $100.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALCAlcon Inc | Stock | 12,712 | $101.6 萬 | <0.1% | +156+1.2% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,885 | $102.1 萬 | <0.1% | +103+0.7% | 加碼 | – |
| EBAYeBay Inc | COM | 11,770 | $102.5 萬 | <0.1% | −3,346−22.1% | 減碼 | 歷史 |
| CZWICitizens Community Bancorp Inc. | COM | 57,624 | $102.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 10,422 | $103.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,829 | $104.3 萬 | <0.1% | −14−0.8% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 785 | $104.4 萬 | <0.1% | +255+48.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 4,248 | $104.9 萬 | <0.1% | −3,315−43.8% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 14,324 | $105.3 萬 | <0.1% | +4,333+43.4% | 加碼 | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 31,660 | $105.4 萬 | <0.1% | −46−0.1% | 減碼 | 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 |