First Manhattan CO Incresed Positions in Q2 2025

First Manhattan CO

  • $33.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
478
+ 1.07%
$32.66 - $40.75 $15.6K - $19.5K
45.1K $1.82M
SMHI
Seacor Marine Holdings Inc.

Industrials
36.5K
+ 10.25%
$3.94 - $6.17 $144K - $225K
393K $2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
198
+ 11.17%
$320.42 - $424.58 $63.4K - $84.1K
1.97K $836K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
65
+ 0.05%
$53.93 - $61.5 $3.51K - $4K
134K $8.24M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.04K
+ 2.28%
$24.94 - $31.15 $26K - $32.4K
46.7K $1.45M
TRUP
Trupanion, Inc.

Financial Services
93
+ 0.95%
$32.91 - $56.45 $3.06K - $5.25K
9.93K $549K
CARR
Carrier Global Corp

Industrials
37
+ 0.2%
$55.55 - $75.83 $2.06K - $2.81K
18.4K $1.34M
APO
Apollo Global Management, Inc.

Financial Services
380
+ 1.51%
$108.68 - $145.07 $41.3K - $55.1K
25.5K $3.61M
CDNS
Cadence Design Systems Inc

Technology
383
+ 37.15%
$231.64 - $323.08 $88.7K - $124K
1.41K $435K
XLU
Utilities Sector Spdr

ETFs
1.92K
+ 37.11%
$73.09 - $82.77 $140K - $159K
7.09K $578K
LEN
Lennar Corp

Consumer Cyclical
1.78K
+ 27.04%
$102.76 - $115.66 $182K - $205K
8.34K $922K
VTWO
Vanguard Russell 2000 ETF

ETFs
799
+ 5.41%
$70.56 - $87.22 $56.4K - $69.7K
15.6K $1.36M
TRV
Travelers Companies, Inc.

Financial Services
110
+ 0.26%
$233.83 - $276.34 $25.7K - $30.4K
41.8K $11.2M
EXC
Exelon Corp

Utilities
4K
+ 50.04%
$42.2 - $47.37 $169K - $189K
12K $520K
PH
Parker Hannifin Corp

Industrials
3
+ 0.19%
$517.23 - $700.54 $1.55K - $2.1K
1.56K $1.09M
TT
Trane Technologies PLC

Industrials
22
+ 1.76%
$315.21 - $437.41 $6.93K - $9.62K
1.27K $555K
GILD
Gilead Sciences, Inc.

Healthcare
1.82K
+ 3.14%
$96.91 - $113.0 $177K - $206K
59.9K $6.64M
IEFA
Ishares Tr

ETFs
368
+ 2.97%
$67.83 - $84.09 $25K - $30.9K
12.8K $1.07M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.52K
+ 20.21%
$77.74 - $78.78 $118K - $120K
9.06K $713K
VEU
Vanguard Ftse All World Ex Us

ETFs
460
+ 3.45%
$54.19 - $67.22 $24.9K - $30.9K
13.8K $928K
NUE
Nucor Corp

Basic Materials
645
+ 28.17%
$103.22 - $131.43 $66.6K - $84.8K
2.94K $380K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.8K
+ 6.39%
$23.96 - $24.27 $91K - $92.2K
63.2K $1.53M
TDY
Teledyne Technologies Inc

Technology
57
+ 1.23%
$435.54 - $512.31 $24.8K - $29.2K
4.7K $2.41M
ECL
Ecolab Inc.

Basic Materials
35
+ 0.68%
$225.65 - $270.95 $7.9K - $9.48K
5.19K $1.4M
LLY
Eli Lilly & CO

Healthcare
3.44K
+ 6.16%
$713.71 - $898.95 $2.45M - $3.09M
59.3K $46.2M
ONON
On Holding Ag

Consumer Cyclical
1.02K
+ 21.79%
$37.65 - $60.68 $38.6K - $62.1K
5.72K $297K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.8K
+ 4.85%
N/A
82K $1.95M
PNR
Pentair PLC

Industrials
22
+ 0.39%
$76.17 - $103.58 $1.68K - $2.28K
5.66K $581K
ITOT
Ishares Core S&P Total U.S. St

ETFs
59
+ 1.04%
$108.12 - $135.04 $6.38K - $7.97K
5.75K $776K
TDG
Trans Digm Group Inc

Industrials
2
+ 0.38%
$1231.75 - $1520.64 $2.46K - $3.04K
527 $801K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.08K
+ 5.38%
$17.76 - $22.1 $19.2K - $23.9K
21.2K $468K
BP
Bp PLC

Energy
4.68K
+ 25.43%
$26.11 - $33.81 $122K - $158K
23.1K $690K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
323
+ 1.42%
$24.38 - $30.18 $7.87K - $9.75K
23K $694K
FCX
Freeport Mcmoran Inc

Basic Materials
135
+ 1.24%
$29.15 - $44.46 $3.94K - $6K
11.1K $479K
VT
Vanguard Total World Stk Index

ETFs
28
+ 0.58%
$103.16 - $128.52 $2.89K - $3.6K
4.87K $626K
WM
Waste Management Inc

Industrials
360
+ 5.16%
$216.47 - $242.1 $77.9K - $87.2K
7.34K $1.68M
FAST
Fastenal CO

Industrials
9.01K
+ 100.0%
$40.65 - $83.16 $366K - $749K
18K $756K
IWD
Ishares Russell 1000 Val ETF

ETFs
100
+ 1.59%
$166.82 - $194.23 $16.7K - $19.4K
6.37K $1.24M
VBK
Vanguard Small Cap Growth ETF

ETFs
42
+ 2.35%
$219.76 - $276.94 $9.23K - $11.6K
1.83K $506K
TYL
Tyler Technologies Inc

Technology
50
+ 2.42%
$521.68 - $592.84 $26.1K - $29.6K
2.12K $1.26M
MCK
Mckesson Corp

Healthcare
10
+ 1.39%
$652.83 - $732.78 $6.53K - $7.33K
731 $535K
KO
Coca Cola CO

Consumer Defensive
12.4K
+ 1.3%
$68.37 - $73.9 $846K - $914K
964K $68.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
+ 2.27%
$299.15 - $396.54 $4.19K - $5.55K
631 $250K
VXF
Vanguard Extended Market ETF

ETFs
13
+ 0.66%
$150.43 - $192.71 $1.96K - $2.51K
1.98K $381K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
757
+ 9.9%
$51.68 - $52.76 $39.1K - $39.9K
8.4K $443K
O
Realty Income Corp

Real Estate
755
+ 20.11%
$52.27 - $58.52 $39.5K - $44.2K
4.51K $259K
FTNT
Fortinet, Inc.

Technology
100
+ 3.78%
$84.71 - $108.69 $8.47K - $10.9K
2.74K $290K
DVY
Ishares Tr

ETFs
285
+ 5.5%
$118.37 - $134.86 $33.7K - $38.4K
5.47K $725K
IWM
Ishares Russell 2000 ETF

ETFs
16
+ 1.03%
$174.82 - $215.79 $2.8K - $3.45K
1.57K $339K
Activity Summary
Buys All Purchases 237 New Holdings 46 Increased Positions 191 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
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