First Manhattan Co
- SEC CIK
- 0000728083
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 753
- 較 2025 年第 4 季 +24
- 總值
- $360.6 億
- 較 2025 年第 4 季 −$20.2 億 (−5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CALCCalciMedica, Inc. | COM NEW | 13,226 | $7,142 | <0.1% | 00.0% | 不變 | 歷史 |
| GROVGrove Collaborative Holdings, Inc. | COM CL A | 11,662 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORIOOrion Digital Corp. | COM | 26,400 | $2.54 萬 | <0.1% | +26,400 | 新進 | 歷史 |
| VLNValens Semiconductor Ltd. | ORDINARY SHARES | 43,458 | $4.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 26,000 | $5.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALDXAldeyra Therapeutics, Inc. | COM | 34,745 | $5.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPKOpko Health, Inc. | COM | 52,150 | $5.95 萬 | <0.1% | +400+0.8% | 加碼 | 歷史 |
| KLTRKaltura Inc | COM | 50,000 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDXHMDxHealth SA | SHS NEW | 27,000 | $6.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 14,000 | $6.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EEXEmerald Holding, Inc. | COM | 21,763 | $9.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIBS1stdibs.com, Inc. | COM | 18,484 | $10.2 萬 | <0.1% | −319,289−94.5% | 減碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 28,998 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 10,010 | $10.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UGUnited Guardian Inc | COM | 16,062 | $10.8 萬 | <0.1% | −1,000−5.9% | 減碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 16,176 | $11.2 萬 | <0.1% | +16,176 | 新進 | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 23,000 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IMRXImmuneering Corp | CLASS A COM | 24,245 | $12.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NCANuveen California Municipal Value Fund | COM STK | 13,621 | $12.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CERSCerus Corp | COM | 82,000 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 14,041 | $15.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USCBUscb Financial Holdings, Inc. | CLASS A COM | 10,000 | $18.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FSKFS KKR Capital Corp | COM | 17,400 | $18.5 萬 | <0.1% | +17,400 | 新進 | 歷史 |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 22,500 | $18.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nestle SAH57312649 | COM | 1,957 | $19.1 萬 | <0.1% | −150−7.1% | 減碼 | – |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 43,500 | $19.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 21,400 | $19.7 萬 | <0.1% | +21,400 | 新進 | 歷史 |
| WNEBWestern New England Bancorp, Inc. | COM | 15,518 | $20.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ONONOn Holding AG | Stock | 5,924 | $20.2 萬 | <0.1% | +200+3.5% | 加碼 | 歷史 |
| ARKRARK Restaurants Corp | COM | 31,057 | $20.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 10,596 | $20.7 萬 | <0.1% | +10,596 | 新進 | – |
| POSTPost Holdings, Inc. | COM | 2,102 | $20.8 萬 | <0.1% | +2,102 | 新進 | 歷史 |
| BCALCalifornia BanCorp | COM | 11,682 | $20.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 18,300 | $20.9 萬 | <0.1% | +18,300 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,332 | $21.1 萬 | <0.1% | −2,020−46.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 1,270 | $21.2 萬 | <0.1% | +1,270 | 新進 | – |
| DDDuPont de Nemours, Inc. | COM | 4,662 | $21.3 萬 | <0.1% | −6,255−57.3% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 3,246 | $21.4 萬 | <0.1% | −1,200−27.0% | 減碼 | 歷史 |
| RMBSRambus Inc | COM | 2,495 | $21.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAAlcoa Corp | Stock | 3,250 | $21.6 萬 | <0.1% | +3,250 | 新進 | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 3,697 | $21.6 萬 | <0.1% | −2,233−37.7% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 5,636 | $21.7 萬 | <0.1% | −3,500−38.3% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 2,100 | $21.8 萬 | <0.1% | −1,583−43.0% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,235 | $21.8 萬 | <0.1% | −12−0.5% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 3,941 | $21.9 萬 | <0.1% | −1,012−20.4% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 1,054 | $22.0 萬 | <0.1% | +1,054 | 新進 | 歷史 |
| PENPenumbra Inc | COM | 671 | $22.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,505 | $22.2 萬 | <0.1% | 00.0% | 不變 | – |
| VTSVitesse Energy, Inc. | COMMON STOCK | 12,242 | $22.2 萬 | <0.1% | −726−5.6% | 減碼 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 5,750 | $22.4 萬 | <0.1% | +5,750 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,744 | $22.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,476 | $22.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEXTNextDecade Corp | COM | 29,550 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 4,500 | $22.9 萬 | <0.1% | 00.0% | 不變 | – |
| YUMCYum China Holdings, Inc. | COM | 4,781 | $23.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EQTEQT Corp | Stock | 3,718 | $23.7 萬 | <0.1% | +3,718 | 新進 | 歷史 |
| CCJCameco Corp | Stock | 2,187 | $23.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 10,232 | $23.8 萬 | <0.1% | +10,232 | 新進 | – |
| ARCCAres Capital Corp | CEF | 13,351 | $24.1 萬 | <0.1% | +13,351 | 新進 | 歷史 |
| PAVMPAVmed Inc. | Stock | 23,805 | $24.2 萬 | <0.1% | 00.0% | 不變依 1 比 30 拆股換算 | 歷史 |
| BEEPMobile Infrastructure Corp | COM SHS | 108,050 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 6,850 | $24.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,306 | $24.5 萬 | <0.1% | −48−2.0% | 減碼 | – |
| FMAOFarmers & Merchants Bancorp Inc | COM | 9,605 | $24.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,469 | $24.7 萬 | <0.1% | 00.0% | 不變 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 636 | $25.0 萬 | <0.1% | +636 | 新進 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 115 | $25.3 萬 | <0.1% | +15+15.0% | 加碼 | 歷史 |
| TRUPTrupanion, Inc. | COM | 9,893 | $25.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLNGGolar LNG Ltd | SHS | 4,700 | $25.4 萬 | <0.1% | +4,700 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,562 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| ACAArcosa, Inc. | COM | 2,435 | $25.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 5,096 | $25.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 680 | $26.1 萬 | <0.1% | +680 | 新進 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 5,800 | $26.1 萬 | <0.1% | 00.0% | 不變 | – |
| GBDCGolub Capital BDC, Inc. | COM | 20,800 | $26.3 萬 | <0.1% | +20,800 | 新進 | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 4,515 | $26.6 萬 | <0.1% | +920+25.6% | 加碼 | – |
| XPOXPO, Inc. | COM | 1,368 | $26.6 萬 | <0.1% | −660−32.5% | 減碼 | 歷史 |
| FSBWFS Bancorp, Inc. | COM | 7,000 | $27.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,856 | $27.2 萬 | <0.1% | +10,856 | 新進 | – |
| ESLTElbit Systems Ltd | Stock | 329 | $27.5 萬 | <0.1% | +329 | 新進 | 歷史 |
| RYNRayonier Inc | COM | 13,381 | $27.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 883 | $27.7 萬 | <0.1% | 00.0% | 不變 | – |
| SGCSuperior Group of Companies, Inc. | COM | 27,331 | $27.8 萬 | <0.1% | −8,361−23.4% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,384 | $28.1 萬 | <0.1% | −21−1.5% | 減碼 | 歷史 |
| VTRSViatris Inc | Stock | 21,167 | $28.6 萬 | <0.1% | +21,167 | 新進 | 歷史 |
| AZZAzz Inc | COM | 2,300 | $28.8 萬 | <0.1% | +2,300 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,989 | $29.1 萬 | <0.1% | −131−4.2% | 減碼 | – |
| ECGEverus Construction Group, Inc. | Stock | 2,481 | $29.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 4,417 | $29.4 萬 | <0.1% | −9,400−68.0% | 減碼 | 歷史 |
| TRCTejon Ranch Co | COM | 15,600 | $29.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 2,238 | $29.6 萬 | <0.1% | 00.0% | 不變 | – |
| AFLAflac Inc | Stock | 2,714 | $29.8 萬 | <0.1% | +170+6.7% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 3,450 | $30.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,395 | $30.2 萬 | <0.1% | −350−12.8% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,705 | $30.4 萬 | <0.1% | +25+0.9% | 加碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 7,900 | $30.6 萬 | <0.1% | 00.0% | 不變 | – |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 4,035 | $30.7 萬 | <0.1% | −31,696−88.7% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 11,146 | $30.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,452 | $31.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,992 | $31.9 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（43 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KDKyndryl Holdings, Inc. | Stock | 496,726 | $1,319 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 180,074 | $743.2 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 350,000 | $735.0 萬 | <0.1% | – |
| INTUIntuit Inc. | Stock | 5,161 | $341.9 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 10,837 | $216.2 萬 | <0.1% | 歷史 |
| LEN.BLennar Corp | CL B | 21,717 | $206.6 萬 | <0.1% | 歷史 |
| RALRalliant Corp | Stock | 40,313 | $205.2 萬 | <0.1% | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 19,771 | $166.3 萬 | <0.1% | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 80,225 | $137.2 萬 | <0.1% | 歷史 |
| SAFTSafety Insurance Group Inc | COM | 12,800 | $99.7 萬 | <0.1% | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,082 | $82.2 萬 | <0.1% | – |
| MGMMGM Resorts International | Stock | 19,467 | $71.0 萬 | <0.1% | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 44,425 | $67.4 萬 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,476 | $65.7 萬 | <0.1% | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 2,619 | $60.9 萬 | <0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,915 | $58.0 萬 | <0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 298 | $50.4 萬 | <0.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 6,847 | $46.0 萬 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 779 | $44.7 萬 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 779 | $44.2 萬 | <0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 669 | $38.8 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 7,247 | $36.9 萬 | <0.1% | 歷史 |
| WHRWhirlpool Corp | Stock | 4,829 | $34.8 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 2,475 | $32.7 萬 | <0.1% | 歷史 |
| SOLVSolventum Corp | Stock | 4,007 | $31.8 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 2,990 | $30.4 萬 | <0.1% | 歷史 |
| NATHNathans Famous, Inc. | COM | 3,120 | $29.2 萬 | <0.1% | 歷史 |
| ENTGEntegris Inc | COM | 3,456 | $29.1 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 2,451 | $27.5 萬 | <0.1% | 歷史 |
| COOCooper Companies, Inc. | COM | 3,160 | $25.9 萬 | <0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,050 | $23.5 萬 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 2,660 | $23.2 萬 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,440 | $22.9 萬 | <0.1% | 歷史 |
| TGNATegna Inc | COM | 11,608 | $22.7 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,022 | $22.4 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 473 | $22.2 萬 | <0.1% | 歷史 |
| TATTTat Technologies Ltd | ORD NEW | 4,900 | $21.9 萬 | <0.1% | 歷史 |
| HEI.AHeico Corp | CL A | 838 | $21.2 萬 | <0.1% | 歷史 |
| MPMP Materials Corp. | COM CL A | 4,038 | $20.4 萬 | <0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 13,638 | $13.7 萬 | <0.1% | 歷史 |
| ZVIAZevia PBC | CL A | 22,000 | $5.10 萬 | <0.1% | 歷史 |
| Mogo Inc60800C208 | COM | 26,400 | $2.87 萬 | <0.1% | – |
| PDSBPDS Biotechnology Corp | COM | 15,000 | $1.15 萬 | <0.1% | 歷史 |