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First Manhattan

First Manhattan Portfolio holdings

AUM $36.1B
1-Year Est. Return 11.5%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+11.5%
3 Year Est. Return
+74.65%
5 Year Est. Return
+103.66%
10 Year Est. Return
+354.63%
AUM
$38.1B
AUM Growth
+$224M
Cap. Flow
-$29.6M
Cap. Flow %
-0.08%
Top 10 Hldgs %
55.36%
Holding
766
New
52
Increased
218
Reduced
307
Closed
37

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$166M
2
CSL icon
Carlisle Companies
CSL
+$142M
3
CRM icon
Salesforce
CRM
+$109M
4
LB
LandBridge Co
LB
+$77.3M
5
SNPS icon
Synopsys
SNPS
+$46M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434M
2
TTWO icon
Take-Two Interactive
TTWO
+$54.9M
3
AMAT icon
Applied Materials
AMAT
+$34.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.3M
5
NICE icon
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
BKU icon
526
Bankunited
BKU
$3.38B
$579K ﹤0.01%
13,000
– –
CMP icon
527
Compass Minerals
CMP
$1.24B
$579K ﹤0.01%
29,500
– –
DGRO icon
528
iShares Core Dividend Growth ETF
DGRO
$42.6B
$573K ﹤0.01%
8,259
– –
TGB
529
Trekor Metals
TGB
$2.56B
$566K ﹤0.01%
100,000
– –
MDT icon
530
Medtronic
MDT
$107B
$565K ﹤0.01%
5,840
+1,514
+35% +$147K
VGT icon
531
Vanguard Information Technology ETF
VGT
$139B
$565K ﹤0.01%
5,992
-224
-4% -$21.3K
OPBK icon
532
OP Bancorp
OPBK
$233M
$562K ﹤0.01%
39,804
– –
PFF icon
533
iShares Preferred and Income Securities ETF
PFF
$13.2B
$560K ﹤0.01%
18,095
+350
+2% +$10.9K
VBK icon
534
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$560K ﹤0.01%
1,853
– –
GLW icon
535
Corning
GLW
$126B
$558K ﹤0.01%
6,377
+2,049
+47% +$176K
PGC icon
536
Peapack-Gladstone Financial
PGC
$822M
$557K ﹤0.01%
20,000
+5,000
+33% +$136K
FPH icon
537
Five Point Holdings
FPH
$379M
$554K ﹤0.01%
99,150
– –
IWM icon
538
iShares Russell 2000 ETF
IWM
$80.9B
$553K ﹤0.01%
2,245
-156
-6% -$38.4K
IGRO icon
539
iShares International Dividend Growth ETF
IGRO
$1.27B
$538K ﹤0.01%
6,500
– –
LARK icon
540
Landmark Bancorp
LARK
$192M
$536K ﹤0.01%
20,475
– –
BDX icon
541
Becton Dickinson
BDX
$43.1B
$532K ﹤0.01%
2,742
-89
-3% -$16.9K
ALB icon
542
Albemarle
ALB
$13.5B
$531K ﹤0.01%
3,745
-60
-2% -$6.81K
EXC icon
543
Exelon
EXC
$48.6B
$530K ﹤0.01%
12,148
-90
-0.7% -$4.11K
YORW icon
544
York Water
YORW
$505M
$526K ﹤0.01%
16,400
– –
DFAX icon
545
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$522K ﹤0.01%
15,952
– –
TEL icon
546
TE Connectivity
TEL
$58.8B
$517K ﹤0.01%
2,274
+360
+19% +$83.3K
AL
547
DELISTED
Air Lease Corp
AL
$516K ﹤0.01%
8,000
– –
UL icon
548
Unilever
UL
$131B
$515K ﹤0.01%
7,872
-2,908
-27% -$195K
CODI icon
549
Compass Diversified
CODI
$755M
$514K ﹤0.01%
107,000
+53,400
+100% +$337K
SCHF icon
550
Schwab International Equity ETF
SCHF
$65.6B
$511K ﹤0.01%
21,253
-544
-2% -$12.9K
20 21
22
23 24

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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.