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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
DHI icon
551
D.R. Horton
DHI
$41.2B
$511K ﹤0.01%
3,546
+70
+2% +$10.7K
GEHC icon
552
GE HealthCare
GEHC
$27.6B
$509K ﹤0.01%
6,209
-3,547
-36% -$276K
FCX icon
553
Freeport-McMoran
FCX
$90B
$506K ﹤0.01%
9,962
+472
+5% +$20.5K
CI icon
554
Cigna
CI
$76.6B
$505K ﹤0.01%
1,835
+34
+2% +$9.53K
FICO icon
555
Fair Isaac
FICO
$28.7B
$504K ﹤0.01%
+298
New +$513K
XBI icon
556
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$500K ﹤0.01%
4,100
-340
-8% -$39K
IGSB icon
557
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$488K ﹤0.01%
9,222
-840
-8% -$44.5K
MGYR icon
558
Magyar Bancorp
MGYR
$118M
$484K ﹤0.01%
28,015
– –
SYY icon
559
Sysco
SYY
$39.7B
$483K ﹤0.01%
6,553
+103
+2% +$7.84K
VLY icon
560
Valley National Bancorp
VLY
$7.93B
$481K ﹤0.01%
40,798
-3,000
-7% -$33.3K
KRE icon
561
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
$476K ﹤0.01%
7,350
-1,550
-17% -$97.4K
APG icon
562
APi Group
APG
$17.1B
$473K ﹤0.01%
12,375
-3,500
-22% -$129K
SPYX icon
563
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.71B
$473K ﹤0.01%
+8,409
New +$468K
ILCV icon
564
iShares Morningstar Value ETF
ILCV
$1.3B
$472K ﹤0.01%
5,000
– –
TRST
565
Trustco Bank Corp NY
TRST
$1B
$469K ﹤0.01%
11,249
– –
RXL icon
566
ProShares Ultra Health Care
RXL
$84.4M
$469K ﹤0.01%
9,044
– –
NBN icon
567
Northeast Bank
NBN
$1.11B
$468K ﹤0.01%
4,500
– –
IWB icon
568
iShares Russell 1000 ETF
IWB
$47.7B
$466K ﹤0.01%
1,249
-155
-11% -$57.4K
VPU
569
Vanguard Utilities ETF
VPU
$8.83B
$463K ﹤0.01%
2,504
– –
CSGP icon
570
CoStar Group
CSGP
$11.3B
$460K ﹤0.01%
6,847
– –
XLU icon
571
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$459K ﹤0.01%
10,742
+406
+4% +$18K
IBIT icon
572
iShares Bitcoin Trust
IBIT
$47.2B
$454K ﹤0.01%
9,136
+2,620
+40% +$149K
CSD icon
573
Invesco S&P Spin-Off ETF
CSD
$225M
$450K ﹤0.01%
4,515
– –
CDNS icon
574
Cadence Design Systems
CDNS
$90B
$449K ﹤0.01%
1,438
+28
+2% +$9.14K
RF icon
575
Regions Financial
RF
$26.3B
$449K ﹤0.01%
16,424
-450
-3% -$11.5K
21 22
23
24 25

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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.