We are live on ! Find out more
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
MSCI icon
576
MSCI
MSCI
$40B
$447K ﹤0.01%
+779
New +$437K
AXON
577
Axon Enterprise
AXON
$40.5B
$442K ﹤0.01%
+779
New +$483K
RUM icon
578
RUM Group Inc
RUM
$1.57B
$441K ﹤0.01%
69,797
– –
BBT
579
Beacon Financial Corp
BBT
$2.53B
$440K ﹤0.01%
16,673
– –
HSY icon
580
Hershey
HSY
$35.4B
$439K ﹤0.01%
2,414
+402
+20% +$73.5K
DD icon
581
DuPont de Nemours
DD
$18.6B
$439K ﹤0.01%
3,639
-5,414
-60% -$609K
AME icon
582
Ametek
AME
$55.5B
$437K ﹤0.01%
2,130
-92
-4% -$17.9K
TYL icon
583
Tyler Technologies
TYL
$12.2B
$431K ﹤0.01%
949
-985
-51% -$469K
VXF icon
584
Vanguard Extended Market ETF
VXF
$30.3B
$430K ﹤0.01%
2,057
+10
+0.5% +$2.1K
MTSI icon
585
MACOM Technology Solutions
MTSI
$20.4B
$428K ﹤0.01%
2,500
– –
BP icon
586
BP
BP
$113B
$421K ﹤0.01%
12,109
-7,056
-37% -$248K
CRWS icon
587
Crown Crafts
CRWS
$32.2M
$420K ﹤0.01%
147,401
– –
EFX icon
588
Equifax
EFX
$20.3B
$418K ﹤0.01%
1,927
– –
DBC icon
589
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$416K ﹤0.01%
18,600
– –
BOTJ icon
590
Bank Of The James
BOTJ
$122M
$415K ﹤0.01%
22,311
– –
NECB icon
591
Northeast Community Bancorp
NECB
$368M
$414K ﹤0.01%
18,313
– –
CPNG icon
592
Coupang
CPNG
$27.8B
$412K ﹤0.01%
17,450
– –
AMTM
593
Amentum Holdings
AMTM
$5.51B
$409K ﹤0.01%
14,117
-83
-0.6% -$2.12K
OXY icon
594
Occidental Petroleum
OXY
$57B
$409K ﹤0.01%
9,893
+2
+0% +$83
VDC icon
595
Vanguard Consumer Staples ETF
VDC
$7.86B
$409K ﹤0.01%
1,937
– –
UVSP icon
596
Univest Financial
UVSP
$1.23B
$407K ﹤0.01%
12,434
– –
GLXY
597
Galaxy Digital Inc
GLXY
$4.34B
$400K ﹤0.01%
17,890
+2,950
+20% +$91.4K
DIA icon
598
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$395K ﹤0.01%
821
+21
+3% +$9.93K
ZAPR
599
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$64.7M
$394K ﹤0.01%
+15,300
New +$392K
ZBH icon
600
Zimmer Biomet
ZBH
$17.7B
$392K ﹤0.01%
4,352
-1,735
-29% -$165K
22 23
24
25 26

Similar funds

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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.