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 |
|---|---|---|---|---|---|---|---|
| CACCamden National Corp | COM | 6,750 | $32.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45784N726 | EQUI DEFI 1 APRI | 12,300 | $32.1 萬 | <0.1% | −3,000−19.6% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,911 | $32.3 萬 | <0.1% | 00.0% | 不變 | – |
| JCIJohnson Controls International plc | Stock | 2,477 | $32.5 萬 | <0.1% | +21+0.9% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 4,295 | $32.7 萬 | <0.1% | +470+12.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 6,400 | $32.7 萬 | <0.1% | 00.0% | 不變 | – |
| FELEFranklin Electric Co Inc | COM | 3,551 | $32.7 萬 | <0.1% | −440−11.0% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 4,324 | $32.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVTnVent Electric plc | SHS | 2,777 | $32.8 萬 | <0.1% | −35−1.2% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 17,450 | $32.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLXYGalaxy Digital Inc. | CL A | 17,890 | $33.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 2,870 | $33.1 萬 | <0.1% | −1,383−32.5% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,646 | $33.2 萬 | <0.1% | +287+12.2% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 4,071 | $33.5 萬 | <0.1% | +4,071 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 1,280 | $34.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,837 | $34.4 萬 | <0.1% | −1,372−22.1% | 減碼 | 歷史 |
| STTState Street Corp | COM | 2,729 | $34.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 1,927 | $34.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,164 | $34.8 萬 | <0.1% | −24−2.0% | 減碼 | – |
| MTBM&T Bank Corp | COM | 1,684 | $34.8 萬 | <0.1% | +100+6.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,386 | $34.8 萬 | <0.1% | +115+5.1% | 加碼 | – |
| WSMWilliams Sonoma Inc | COM | 1,910 | $34.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RHLDResolute Holdings Management, Inc. | COM | 2,148 | $34.9 萬 | <0.1% | −20,692−90.6% | 減碼 | 歷史 |
| LLYVKLiberty Live Holdings, Inc. | COM SHS SER C | 3,726 | $35.1 萬 | <0.1% | −7,133−65.7% | 減碼 | 歷史 |
| BNY Mellon ETF Trust II05613H803 | MUN OPPTYS ETF | 14,298 | $35.2 萬 | <0.1% | +14,298 | 新進 | – |
| RUMRUM Group Inc. | Stock | 69,797 | $35.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWXSouthwest Gas Holdings, Inc. | COM | 4,100 | $35.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 14,117 | $36.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 10,320 | $36.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 2,234 | $36.9 萬 | <0.1% | +2,234 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 661 | $37.1 萬 | <0.1% | −1,510−69.6% | 減碼 | 歷史 |
| LUCDLucid Diagnostics Inc. | COM | 323,450 | $37.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFPMTriple Flag Precious Metals Corp. | Stock | 10,750 | $37.3 萬 | <0.1% | +10,750 | 新進 | 歷史 |
| CTOCTO Realty Growth, Inc. | COM | 20,200 | $37.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 932 | $38.0 萬 | <0.1% | +932 | 新進 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 2,900 | $38.1 萬 | <0.1% | 00.0% | 不變 | – |
| LSBKLake Shore Bancorp, Inc. | COM | 25,075 | $38.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,003 | $38.1 萬 | <0.1% | +1,003 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 821 | $38.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TYLTyler Technologies Inc | COM | 1,114 | $38.1 萬 | <0.1% | +165+17.4% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 12,409 | $38.4 萬 | <0.1% | +12,409 | 新進 | – |
| CDNSCadence Design Systems Inc | Stock | 1,384 | $38.5 萬 | <0.1% | −54−3.8% | 減碼 | 歷史 |
| BBTBeacon Financial Corp | COM | 12,862 | $38.6 萬 | <0.1% | −3,811−22.9% | 減碼 | 歷史 |
| DNOWDNOW Inc. | COM | 32,463 | $38.7 萬 | <0.1% | +32,463 | 新進 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 5,000 | $38.7 萬 | <0.1% | +5,000 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 6,320 | $38.8 萬 | <0.1% | +1,941+44.3% | 加碼 | 歷史 |
| CRWSCrown Crafts Inc | COM | 147,401 | $39.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 6,281 | $39.2 萬 | <0.1% | 00.0% | 不變 | – |
| RFRegions Financial Corp | COM | 14,958 | $39.5 萬 | <0.1% | −1,466−8.9% | 減碼 | 歷史 |
| WBSWebster Financial Corp | COM | 5,718 | $39.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 7,042 | $40.5 萬 | <0.1% | −830−10.5% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 1,931 | $41.4 萬 | <0.1% | −199−9.3% | 減碼 | 歷史 |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 9,044 | $41.5 萬 | <0.1% | 00.0% | 不變 | – |
| MXCMexco Energy Corp | COM | 40,663 | $41.6 萬 | <0.1% | +40,663 | 新進 | 歷史 |
| SPDR Series Trust78468R796 | ST STR SP500FF | 7,909 | $41.9 萬 | <0.1% | −500−5.9% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,217 | $42.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 8,587 | $42.2 萬 | <0.1% | +8,587 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 12,641 | $42.4 萬 | <0.1% | +4,320+51.9% | 加碼 | 歷史 |
| UVSPUnivest Financial Corp | COM | 12,434 | $42.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,093 | $43.1 萬 | <0.1% | +36+1.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,209 | $43.1 萬 | <0.1% | −40−3.2% | 減碼 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 6,625 | $43.2 萬 | <0.1% | −725−9.9% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,937 | $43.5 萬 | <0.1% | 00.0% | 不變 | – |
| NECBNorthEast Community Bancorp, Inc. | COM | 18,313 | $43.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,774 | $43.6 萬 | <0.1% | +32+1.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 8,787 | $44.0 萬 | <0.1% | +8,787 | 新進 | – |
| ARWArrow Electronics, Inc. | COM | 3,075 | $44.1 萬 | <0.1% | −100−3.1% | 減碼 | 歷史 |
| LVMH Moet Hennessy Louis Vuitt502441306 | COM | 4,081 | $44.6 萬 | <0.1% | −71,330−94.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,593 | $45.2 萬 | <0.1% | −4,985−39.6% | 減碼 | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 10,300 | $45.5 萬 | <0.1% | −949−8.4% | 減碼 | 歷史 |
| GENGen Digital Inc. | Stock | 24,200 | $45.6 萬 | <0.1% | −9,664−28.5% | 減碼 | 歷史 |
| AVAVAeroVironment Inc | COM | 2,500 | $45.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOTJBank of the James Financial Group Inc | COM | 22,311 | $46.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 50,550 | $46.2 萬 | <0.1% | −15,500−23.5% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,745 | $46.5 萬 | <0.1% | −90−4.9% | 減碼 | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,000 | $46.6 萬 | <0.1% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 6,533 | $46.6 萬 | <0.1% | −20−0.3% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 2,264 | $47.3 萬 | <0.1% | −10−0.4% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 3,476 | $47.7 萬 | <0.1% | −70−2.0% | 減碼 | 歷史 |
| FPHFive Point Holdings, LLC | COM CL A | 99,150 | $48.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 47,850 | $48.1 萬 | <0.1% | −8,875−15.6% | 減碼 | 歷史 |
| MGYRMagyar Bancorp, Inc. | COM | 28,015 | $48.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 9,908 | $48.6 萬 | <0.1% | −2,240−18.4% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 5,632 | $48.9 萬 | <0.1% | −2,188−28.0% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 704 | $49.1 萬 | <0.1% | −45−6.0% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,742 | $49.3 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,504 | $49.6 萬 | <0.1% | 00.0% | 不變 | – |
| APGAPi Group Corp | COM STK | 12,375 | $50.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YORWYork Water Co | COM | 16,400 | $50.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLYValley National Bancorp | COM | 40,798 | $50.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Northeast BK Portland Me66405S100 | COM | 4,500 | $50.6 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 21,794 | $50.7 萬 | <0.1% | +21,794 | 新進 | – |
| LARKLandmark Bancorp Inc | COM | 20,475 | $50.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V159 | S&P SPIN OFF | 4,515 | $50.9 萬 | <0.1% | 00.0% | 不變 | – |
| ALSumisho Air Lease Corp | CL A | 8,000 | $52.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 4,100 | $52.4 萬 | <0.1% | 00.0% | 不變 | – |
| STESTERIS plc | SHS USD | 2,373 | $52.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 7,475 | $52.9 萬 | <0.1% | +4,269+133.2% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 14,631 | $52.9 萬 | <0.1% | −33,392−69.5% | 減碼 | 歷史 |
| OPBKOP Bancorp | COM | 39,804 | $52.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
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 |