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First Manhattan Portfolio holdings
AUM
$39.2B
1-Year Est. Return
21.04%
This Fund
S&P 500
This Quarter
Est. Return
+1.8%
1 Year Est. Return
+21.04%
3 Year Est. Return
+83.94%
5 Year Est. Return
+115.5%
10 Year Est. Return
+416.22%
AUM
$38.1B
AUM Growth
+$224M
(+0.59%)
Cap. Flow
-$29.6M
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
55.36%
Holding
766
New
52
Increased
218
Reduced
307
Closed
37
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boston Scientific
BSX
|
+$166M |
| 2 |
Carlisle Companies
CSL
|
+$142M |
| 3 |
Salesforce
CRM
|
+$109M |
| 4 |
LB
LandBridge Co
LB
|
+$77.3M |
| 5 |
Synopsys
SNPS
|
+$46M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$434M |
| 2 |
Take-Two Interactive
TTWO
|
+$54.9M |
| 3 |
Applied Materials
AMAT
|
+$34.5M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$33.3M |
| 5 |
Nice
NICE
|
+$31.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 42.89% |
| 2 | Technology | 22.5% |
| 3 | Consumer Discretionary | 7.19% |
| 4 | Communication Services | 6.82% |
| 5 | Healthcare | 6.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Vanguard Morningstar Growth ETF
VUG
$228B
| $1.83M | ﹤0.01% |
22,446
-1,410
| -6% | -$114K |
|
|
COSO
352
CoastalSouth Bancshares
COSO
$333M
| $1.81M | ﹤0.01% |
77,638
| – | – |
|
353
Mid-America Apartment Communities
MAA
$14.9B
| $1.78M | ﹤0.01% |
12,810
-233
| -2% | -$31K |
|
354
Verizon
VZ
$208B
| $1.75M | ﹤0.01% |
43,083
-3,092
| -7% | -$125K |
|
355
State Street Energy Select Sector SPDR ETF
XLE
$42.2B
| $1.75M | ﹤0.01% |
39,168
-21,086
| -35% | -$939K |
|
356
Mueller Water Products
MWA
$3.74B
| $1.74M | ﹤0.01% |
73,167
| – | – |
|
|
SOLS
357
Solstice Advanced Materials
SOLS
$10.1B
| $1.74M | ﹤0.01% |
+35,731
| New | +$1.68M |
|
358
iShares Gold Trust
IAU
$65.8B
| $1.7M | ﹤0.01% |
20,966
+6,866
| +49% | +$537K |
|
|
TXNM
359
TXNM Energy Inc
TXNM
$5.98B
| $1.68M | ﹤0.01% |
28,464
| – | – |
|
360
iShares Russell 1000 Value ETF
IWD
$84.1B
| $1.67M | ﹤0.01% |
7,954
+72
| +0.9% | +$14.9K |
|
361
Energy Transfer Partners
ET
$74B
| $1.67M | ﹤0.01% |
101,154
+22,198
| +28% | +$369K |
|
362
MSC Industrial Direct
MSM
$6.78B
| $1.66M | ﹤0.01% |
+19,771
| New | +$1.71M |
|
363
CMS Energy
CMS
$21.5B
| $1.65M | ﹤0.01% |
23,624
-690
| -3% | -$50.2K |
|
364
Brookfield Renewable
BEPC
$5.89B
| $1.65M | ﹤0.01% |
43,030
-21,449
| -33% | -$863K |
|
365
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
| $1.64M | ﹤0.01% |
17,026
-9,934
| -37% | -$961K |
|
366
Lockheed Martin
LMT
$121B
| $1.63M | ﹤0.01% |
3,378
-675
| -17% | -$323K |
|
367
Sterling Infrastructure
STRL
$14.9B
| $1.62M | ﹤0.01% |
+5,277
| New | +$1.82M |
|
368
Dimensional International Core Equity 2 ETF
DFIC
$15.6B
| $1.61M | ﹤0.01% |
46,677
| – | – |
|
369
iShares MSCI EAFE ETF
EFA
$80.1B
| $1.57M | ﹤0.01% |
16,341
-225
| -1% | -$21.3K |
|
370
Unitil
UTL
$979M
| $1.56M | ﹤0.01% |
32,178
-42
| -0.1% | -$2.04K |
|
371
Duke Energy
DUK
$93.7B
| $1.56M | ﹤0.01% |
13,295
+103
| +0.8% | +$12.6K |
|
372
iShares Core S&P Mid-Cap ETF
IJH
$126B
| $1.55M | ﹤0.01% |
23,426
+2,961
| +14% | +$194K |
|
373
AT&T
T
$176B
| $1.52M | ﹤0.01% |
61,352
-9,716
| -14% | -$246K |
|
374
Allstate
ALL
$65.6B
| $1.52M | ﹤0.01% |
7,274
-174
| -2% | -$35.6K |
|
375
Princeton Bancorp
BPRN
$297M
| $1.49M | ﹤0.01% |
42,990
+7,500
| +21% | +$247K |
|
Similar funds
PPF
CS
First Manhattan's Q4 2025 Portfolio in Review
As of Q4 2025, First Manhattan held 766 positions worth $38.1B, up 0.59% from $37.9B the previous quarter. Its ten largest holdings account for 55% of the portfolio.
First Manhattan's Q4 2025 filing shows 52 new, 218 increased, 307 reduced and 37 closed positions. Its largest new stake was Carlisle Companies: 438,491 shares worth $140M. The largest sale was Berkshire Hathaway Class A, an estimated $434M.
By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 44% a quarter earlier, followed by Technology and Consumer Discretionary.
- First Manhattan's largest Q4 2025 buy was Carlisle Companies: 438,491 shares worth $140M.
- First Manhattan added most to Boston Scientific in Q4 2025, an estimated $166M increase.
- First Manhattan's biggest Q4 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $434M.
- First Manhattan fully exited Nice in Q4 2025, selling an estimated $31.8M.
- First Manhattan's ten largest holdings make up 55% of its $38.1B portfolio in Q4 2025.
- First Manhattan opened 52 new positions and closed 37 in Q4 2025.
- First Manhattan's portfolio value rose 0.59% quarter-over-quarter to $38.1B.
Based on First Manhattan's 13F filing for Q4 2025, filed 17 Feb 2026.