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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
(+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 | |
|---|---|---|---|---|---|---|
176
Henry Schein
HSIC
$9.74B
| $8.9M | 0.02% |
117,726
-94,746
| -45% | -$6.67M |
|
177
Citigroup
C
$222B
| $8.85M | 0.02% |
75,811
-5,667
| -7% | -$588K |
|
178
Sempra
SRE
$60.8B
| $8.84M | 0.02% |
99,376
-1,960
| -2% | -$178K |
|
179
ADT
ADT
$5.16B
| $8.75M | 0.02% |
1,076,725
| – | – |
|
180
Yum! Brands
YUM
$41B
| $8.66M | 0.02% |
57,259
-1,027
| -2% | -$152K |
|
181
Emerson Electric
EMR
$82.9B
| $8.38M | 0.02% |
63,132
-2,724
| -4% | -$361K |
|
182
Eaton
ETN
$157B
| $8.31M | 0.02% |
26,076
-504
| -2% | -$179K |
|
183
Fortive
FTV
$19B
| $8.22M | 0.02% |
148,905
-8,575
| -5% | -$445K |
|
184
Ameriprise Financial
AMP
$46.8B
| $8.13M | 0.02% |
16,585
-1,257
| -7% | -$597K |
|
185
Apollo Global Management
APO
$70.7B
| $8.12M | 0.02% |
56,102
+22,725
| +68% | +$3.02M |
|
186
Taylor Morrison
TMHC
$6.67B
| $8.06M | 0.02% |
136,880
+2,750
| +2% | +$168K |
|
187
Chevron
CVX
$388B
| $8.01M | 0.02% |
52,582
+922
| +2% | +$140K |
|
188
Nasdaq
NDAQ
$52.1B
| $7.88M | 0.02% |
81,118
-1,934
| -2% | -$174K |
|
189
GMO US Quality ETF
QLTY
$4.71B
| $7.73M | 0.02% |
+200,937
| New | +$7.56M |
|
190
Meridian
MRBK
$236M
| $7.69M | 0.02% |
437,696
+5,100
| +1% | +$79.7K |
|
191
Brookfield Renewable
BEP
$10B
| $7.56M | 0.02% |
280,433
-66,464
| -19% | -$1.89M |
|
192
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
| $7.43M | 0.02% |
180,074
-2,275
| -1% | -$93.9K |
|
193
Middlesex Water
MSEX
$1.05B
| $7.42M | 0.02% |
147,228
-125
| -0.1% | -$6.72K |
|
194
Invesco Senior Loan ETF
BKLN
$7.1B
| $7.35M | 0.02% |
350,000
| – | – |
|
|
FMCE
195
FM Compounders Equity ETF
FMCE
$66.4M
| $7.35M | 0.02% |
279,716
+100
| +0% | +$2.68K |
|
196
Minerals Technologies
MTX
$2.31B
| $7.35M | 0.02% |
120,515
-4,800
| -4% | -$284K |
|
197
Phillips 66
PSX
$82.9B
| $7.16M | 0.02% |
55,494
+31,740
| +134% | +$4.27M |
|
198
TJX Companies
TJX
$170B
| $7.15M | 0.02% |
46,551
+14,987
| +47% | +$2.22M |
|
199
CBIZ
CBZ
$2.29B
| $6.97M | 0.02% |
138,220
| – | – |
|
|
PR
200
Permian Resources
PR
$17.9B
| $6.87M | 0.02% |
489,755
-8,235
| -2% | -$111K |
|
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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.