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Livermore
Livermore
中文EN

First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
742
較 2026 年第 1 季 −11
總值
$392.4 億
較 2026 年第 1 季 +$31.8 億 (+8.8%)
申報日
2026/8/14
SEC
First Manhattan Co 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF3,110$95.3 萬<0.1%+55+1.8%加碼–
iShares Inc464286509MSCI CDA ETF16,530$95.3 萬<0.1%−504−3.0%減碼–
ISRGIntuitive Surgical IncCOM NEW2,441$97.1 萬<0.1%−30−1.2%減碼歷史
SHOPShopify Inc.Stock8,661$98.9 萬<0.1%00.0%不變歷史
Parnassus Income FDS701769507CORE SELECT ETF34,870$100.4 萬<0.1%+1,350+4.0%加碼–
OZKBank OZKCOM19,335$100.7 萬<0.1%−1,086−5.3%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS30,035$101.8 萬<0.1%−13,640−31.2%減碼歷史
OKEONEOK IncCOM11,707$101.8 萬<0.1%−2,417−17.1%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF28,221$102.3 萬<0.1%+2,525+9.8%加碼–
iShares Russell 2000 ETF464287655ETF3,491$104.9 萬<0.1%+469+15.5%加碼–
SKTTanger Inc.COM26,675$105.3 萬<0.1%00.0%不變歷史
FXNCFirst National CorpCOM35,500$106.6 萬<0.1%00.0%不變歷史
APDAir Products & Chemicals, Inc.Stock3,638$106.7 萬<0.1%−375−9.3%減碼歷史
HSYHershey CoCOM6,116$107.3 萬<0.1%+3,481+132.1%加碼歷史
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF47,164$109.2 萬<0.1%+25,370+116.4%加碼–
BUDAnheuser-Busch InBev SA/NVADR13,282$109.4 萬<0.1%−4,619−25.8%減碼歷史
CODICompass Diversified HoldingsSH BEN INT103,500$110.3 萬<0.1%00.0%不變歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF13,257$111.0 萬<0.1%+106+0.8%加碼–
Global X FDS37954Y293GLB X MLP ENRG I15,146$111.6 萬<0.1%−690−4.4%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF20,998$112.6 萬<0.1%−77−0.4%減碼–
BLNDBlend Labs, Inc.CL A659,768$112.8 萬<0.1%+123,176+23.0%加碼歷史
EDConsolidated Edison IncStock10,220$113.1 萬<0.1%+1,015+11.0%加碼歷史
CPCanadian Pacific Kansas City LtdCOM13,059$113.4 萬<0.1%00.0%不變歷史
Vanguard Information Technology ETF92204A702ETF9,754$116.6 萬<0.1%+4,122+73.2%加碼依 8 比 1 拆股換算–
CARRCarrier Global CorpStock15,965$117.1 萬<0.1%−1,440−8.3%減碼歷史
MPBMid Penn Bancorp IncCOM34,787$121.2 萬<0.1%−42,019−54.7%減碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG32,677$121.3 萬<0.1%−4,874−13.0%減碼歷史
CZWICitizens Community Bancorp Inc.COM52,624$123.1 萬<0.1%−5,000−8.7%減碼歷史
Vanguard Total Bond Market ETF921937835ETF16,858$123.8 萬<0.1%+981+6.2%加碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW9,699$124.0 萬<0.1%+275+2.9%加碼–
SUNBSunbelt Rentals Holdings, Inc.SHS16,591$124.1 萬<0.1%+191+1.2%加碼歷史
AIGAmerican International Group, Inc.Stock16,663$124.2 萬<0.1%−1,645−9.0%減碼歷史
DUKDuke Energy CORPStock9,820$124.3 萬<0.1%−2,324−19.1%減碼歷史
ACUAcme United CorpCOM26,217$125.1 萬<0.1%−1,288−4.7%減碼歷史
VMCVulcan Materials COCOM4,258$125.6 萬<0.1%−8−0.2%減碼歷史
Schwab US Dividend Equity ETF808524797ETF40,409$128.1 萬<0.1%−40.0%減碼–
CFFIC & F Financial CorpCOM15,935$128.2 萬<0.1%00.0%不變歷史
VZVerizon Communications IncStock30,381$128.6 萬<0.1%−6,186−16.9%減碼歷史
CFRCullen/Frost Bankers, Inc.COM8,338$128.8 萬<0.1%−50−0.6%減碼歷史
VMIValmont Industries IncCOM2,229$128.9 萬<0.1%00.0%不變歷史
DRIDarden Restaurants IncCOM6,424$132.3 萬<0.1%+675+11.7%加碼歷史
NWPXNWPX Infrastructure, Inc.COM8,970$134.5 萬<0.1%−2,030−18.5%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF11,636$136.5 萬<0.1%−40.0%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF13,848$137.1 萬<0.1%+1,377+11.0%加碼–
FTVFortive CorpStock22,511$137.7 萬<0.1%−79,561−77.9%減碼歷史
COTYCoty Inc.COM CL A642,225$138.7 萬<0.1%−21,586−3.3%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF11,256$139.8 萬<0.1%+1,136+11.2%加碼依 4 比 1 拆股換算–
LITELumentum Holdings Inc.COM1,630$139.9 萬<0.1%−335−17.0%減碼歷史
FSLRFirst Solar, Inc.Stock5,968$140.8 萬<0.1%−1,237−17.2%減碼歷史
PHParker-Hannifin CorpStock1,466$143.4 萬<0.1%−4−0.3%減碼歷史
CMECME Group Inc.COM6,501$143.6 萬<0.1%−152−2.3%減碼歷史
LBRDALiberty Broadband CorpCOM SER A43,239$143.9 萬<0.1%+7,082+19.6%加碼歷史
Vanguard Wellington FD921935607US MULTIFACTOR8,339$147.6 萬<0.1%00.0%不變–
CGNXCognex CorpCOM20,540$148.8 萬<0.1%00.0%不變歷史
EGEverest Group, Ltd.COM4,200$150.0 萬<0.1%00.0%不變歷史
PKBKParke Bancorp, Inc.COM45,271$150.1 萬<0.1%00.0%不變歷史
LMTLockheed Martin CorpStock2,947$150.1 萬<0.1%−504−14.6%減碼歷史
ESABESAB CorpCOM15,305$151.0 萬<0.1%+3,053+24.9%加碼歷史
PSAPublic StorageCOM4,744$151.0 萬<0.1%00.0%不變歷史
UTLUnitil CorpCOM28,723$151.3 萬<0.1%00.0%不變歷史
RYRoyal Bank of CanadaStock7,333$151.8 萬<0.1%−30−0.4%減碼歷史
CARAvis Budget Group, Inc.COM10,275$151.9 萬<0.1%−16,749−62.0%減碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER80,900$152.7 萬<0.1%00.0%不變歷史
EXPEExpedia Group, Inc.Stock6,183$158.2 萬<0.1%−2,147−25.8%減碼歷史
GMGeneral Motors CoCOM20,570$158.6 萬<0.1%−646−3.0%減碼歷史
TXNMTXNM Energy IncCOM28,464$161.6 萬<0.1%00.0%不變歷史
SBUXStarbucks CorpStock15,970$163.2 萬<0.1%−3,879−19.5%減碼歷史
URIUnited Rentals, Inc.COM1,450$164.3 萬<0.1%+111+8.3%加碼歷史
MAAMid America Apartment Communities Inc.COM11,895$165.3 萬<0.1%−915−7.1%減碼歷史
Schwab International Equity ETF808524805ETF59,705$165.4 萬<0.1%+21,201+55.1%加碼–
NFLXNetflix IncStock23,184$165.5 萬<0.1%−16,058−40.9%減碼歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN41,307$166.2 萬<0.1%−3,156−7.1%減碼歷史
ECLEcolab Inc.Stock5,973$166.8 萬<0.1%+1,390+30.3%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF31,528$167.4 萬<0.1%−1,306−4.0%減碼–
MOG.AMoog Inc.CL A3,955$167.6 萬<0.1%00.0%不變歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF8,845$168.5 萬<0.1%+98+1.1%加碼–
CMSCMS Energy CorpCOM22,073$168.9 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap ETF808524201ETF57,725$169.9 萬<0.1%−1,866−3.1%減碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY45,636$170.0 萬<0.1%−1,041−2.2%減碼–
ARESAres Management CorpCL A COM STK15,339$170.7 萬<0.1%−2,295−13.0%減碼歷史
SONYSony Group CorpSPONSORED ADR85,175$170.9 萬<0.1%+85,175新進歷史
iShares MSCI Eafe ETF464287465ETF16,501$171.4 萬<0.1%+160+1.0%加碼–
ILMNIllumina, Inc.COM9,873$173.6 萬<0.1%+815+9.0%加碼歷史
GLWCorning IncCOM6,817$174.1 萬<0.1%+200+3.0%加碼歷史
CACCCredit Acceptance CorpCOM2,757$175.5 萬<0.1%−106−3.7%減碼歷史
TSLATesla, Inc.Stock4,269$179.6 萬<0.1%−1,356−24.1%減碼歷史
MWAMueller Water Products, Inc.COM SER A69,716$180.1 萬<0.1%−1,580−2.2%減碼歷史
IAUiShares Gold TrustETF23,920$180.6 萬<0.1%+548+2.3%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN96,791$185.1 萬<0.1%−8,774−8.3%減碼歷史
iShares Russell 1000 Value ETF464287598ETF7,692$186.5 萬<0.1%+664+9.4%加碼–
PGRProgressive CorpStock8,542$186.6 萬<0.1%−5,073−37.3%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX15,385$186.8 萬<0.1%+1,254+8.9%加碼–
SKYHSky Harbour Group CorpCOM CL A190,572$187.5 萬<0.1%+6,808+3.7%加碼歷史
PAASPan American Silver CorpStock41,965$188.0 萬<0.1%−2,897−6.5%減碼歷史
JJacobs Solutions Inc.COM14,955$188.4 萬<0.1%−219−1.4%減碼歷史
VNOVornado Realty TrustSH BEN INT49,520$194.6 萬<0.1%00.0%不變歷史
CPTCamden Property TrustREIT17,024$194.9 萬<0.1%−12,676−42.7%減碼歷史
PAVMPAVmed Inc.Stock332,911$197.7 萬<0.1%+309,106+1,298.5%加碼歷史
iShares Tr464287515EXPANDED TECH21,927$198.7 萬<0.1%−55,681−71.7%減碼–
OTISOtis Worldwide CorpStock28,187$201.8 萬<0.1%−4,062−12.6%減碼歷史

2026 年第 1 季之後清倉（61 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

First Manhattan Co 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM1,980,789$4.48 億1.2%歷史
BAHBooz Allen Hamilton Holding CorpCL A353,892$2,761 萬0.1%歷史
Vanguard Health Care ETF92204A504ETF87,532$2,384 萬0.1%–
TACTransalta CorpCOM793,222$1,043 萬<0.1%歷史
CTRACoterra Energy Inc.Stock229,162$805.3 萬<0.1%歷史
TMHCTaylor Morrison Home CorpCOM136,915$797.4 萬<0.1%歷史
DMACDiaMedica Therapeutics Inc.COM NEW455,000$308.0 萬<0.1%歷史
PSNParsons CorpCOM56,765$307.5 萬<0.1%歷史
iShares Tr4642874571 3 YR TREAS BD18,485$152.6 萬<0.1%–
ULTAUlta Beauty, Inc.Stock2,220$116.0 萬<0.1%歷史
ICLRIcon PLCCOM10,055$111.3 萬<0.1%歷史
HTBKHeritage Commerce CorpCOM68,645$86.6 萬<0.1%歷史
DLRDigital Realty Trust, Inc.COM4,265$76.9 萬<0.1%歷史
TGBTrekor Metals LtdCOM100,000$64.5 萬<0.1%歷史
FSEAFirst Seacoast Bancorp, Inc.COM50,000$62.8 萬<0.1%歷史
iShares Tr4642874407-10 YR TRSY BD5,688$54.3 萬<0.1%–
BRKRBruker CorpCOM14,631$52.9 萬<0.1%歷史
ALSumisho Air Lease CorpCL A8,000$52.1 萬<0.1%歷史
YORWYork Water CoCOM16,400$50.3 萬<0.1%歷史
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM8,787$44.0 萬<0.1%–
Vanguard Index FDS922908652EXTEND MKT ETF2,093$43.1 萬<0.1%–
KMIKinder Morgan, Inc.Stock12,641$42.4 萬<0.1%歷史
CBSHCommerce Bancshares IncStock8,587$42.2 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW7,042$40.5 萬<0.1%歷史
CRWVCoreWeave, Inc.Stock5,000$38.7 萬<0.1%歷史
TYLTyler Technologies IncCOM1,114$38.1 萬<0.1%歷史
Vanguard S&P 500 Growth ETF921932505ETF932$38.0 萬<0.1%–
AUBAtlantic Union Bankshares CorpCOM10,320$36.9 萬<0.1%歷史
SPDR Series Trust78464A763ST STR SP DIV2,386$34.8 萬<0.1%–
GEHCGE HealthCare Technologies Inc.Stock4,837$34.4 萬<0.1%歷史
BLDRBuilders FirstSource, Inc.Stock4,071$33.5 萬<0.1%歷史
iShares Tr464287556ISHARES BIOTECH1,911$32.3 萬<0.1%–
CACCamden National CorpCOM6,750$32.0 萬<0.1%歷史
RSGRepublic Services, Inc.COM1,452$31.8 萬<0.1%歷史
ABNBAirbnb, Inc.Stock2,395$30.2 萬<0.1%歷史
iShares Russell 2000 Growth ETF464287648ETF883$27.7 萬<0.1%–
RYNRayonier IncCOM13,381$27.6 萬<0.1%歷史
iShares Inc464286749MSCI SWITZERLAND4,515$26.6 萬<0.1%–
FNDFloor & Decor Holdings, Inc.CL A5,096$25.9 萬<0.1%歷史
Schwab US Aggregate Bond ETF808524839ETF10,232$23.8 萬<0.1%–
EQTEQT CorpStock3,718$23.7 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM4,781$23.3 萬<0.1%歷史
MCHPMicrochip Technology IncStock3,476$22.5 萬<0.1%歷史
FTNTFortinet, Inc.Stock2,744$22.4 萬<0.1%歷史
PRUPrudential Financial IncStock2,235$21.8 萬<0.1%歷史
CLXClorox CoStock2,100$21.8 萬<0.1%歷史
AAAlcoa CorpStock3,250$21.6 萬<0.1%歷史
AOSSmith A O CorpCOM3,246$21.4 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM4,662$21.3 萬<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,332$21.1 萬<0.1%歷史
BCALCalifornia BanCorpCOM11,682$20.8 萬<0.1%歷史
POSTPost Holdings, Inc.COM2,102$20.8 萬<0.1%歷史
ONONOn Holding AGStock5,924$20.2 萬<0.1%歷史
LNKBLINKBANCORP, Inc.COMMON STOCK22,500$18.8 萬<0.1%歷史
PTENPatterson Uti Energy IncCOM14,041$15.2 萬<0.1%歷史
DIBS1stdibs.com, Inc.COM18,484$10.2 萬<0.1%歷史
EEXEmerald Holding, Inc.COM21,763$9.85 萬<0.1%歷史
MDXHMDxHealth SASHS NEW27,000$6.21 萬<0.1%歷史
ALDXAldeyra Therapeutics, Inc.COM34,745$5.87 萬<0.1%歷史
ORIOOrion Digital Corp.COM26,400$2.54 萬<0.1%歷史
CALCCalciMedica, Inc.COM NEW13,226$7,142<0.1%歷史