Manhattan West Asset Management, LLC Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$432.3B

Holdings

138

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
101
XLFISELECT SECTOR SPDR TR
6,271$507.8M0.12%
102
PAGSPAGSEGURO DIGITAL LTD
46,948$452.6M0.10%
103
HDHOME DEPOT INC
1,194$437.8M0.10%
104
WMTWALMART INC
4,461$436.2M0.10%
105
VOOGVANGUARD ADMIRAL FDS INC
1,073$425.5M0.10%
106
GBDCGOLUB CAP BDC INC
28,448$416.8M0.10%
107
PANWPALO ALTO NETWORKS INC
1,846$377.8M0.09%
108
SPEMSPDR INDEX SHS FDS
8,697$371.7M0.09%
109
NYFISHARES TR
6,770$353.0M0.08%
110
RTXRTX CORPORATION
2,296$335.3M0.08%
111
CRSPCRISPR THERAPEUTICS AG
6,843$332.8M0.08%
112
RSPINVESCO EXCHANGE TRADED FD T
1,815$329.9M0.08%
113
EMREMERSON ELEC CO
2,448$326.4M0.08%
114
ORCLORACLE CORP
1,461$319.4M0.07%
115
BABOEING CO
1,465$307.0M0.07%
116
XLYSELECT SECTOR SPDR TR
1,403$304.9M0.07%
117
JQUAJ P MORGAN EXCHANGE TRADED F
4,892$293.8M0.07%
118
SYKSTRYKER CORPORATION
738$292.0M0.07%
119
DWDMORGAN STANLEY
2,067$291.2M0.07%
120
ETNEATON CORP PLC
794$283.4M0.07%
121
IEMGISHARES INC
4,700$282.1M0.07%
122
IGMISHARES TR
2,400$269.6M0.06%
123
SPLVINVESCO EXCH TRADED FD TR II
3,500$254.9M0.06%
124
IYRISHARES TR
2,618$248.1M0.06%
125
BSXBOSTON SCIENTIFIC CORP
2,302$247.3M0.06%
126
VOOVANGUARD INDEX FDS
434$247.1M0.06%
127
PPAINVESCO EXCHANGE TRADED FD T
1,733$245.5M0.06%
128
IBMINTERNATIONAL BUSINESS MACHS
825$243.2M0.06%
129
IUSVISHARES TR
2,417$228.7M0.05%
130
SPYDSPDR SERIES TRUST
5,293$224.6M0.05%
131
NOWSERVICENOW INC
215$221.0M0.05%
132
GLDMWORLD GOLD TR
3,373$221.0M0.05%
133
XLESELECT SECTOR SPDR TR
2,598$220.3M0.05%
134
CITCINTAS CORP
984$219.3M0.05%
135
CITHE CIGNA GROUP
648$214.2M0.05%
136
TDOCTELADOC HEALTH INC
11,458$99.8M0.02%
137
VXRTVAXART INC
30,256$13.7M0.00%
138
SCWO374WATER INC
30,000$9.7M0.00%
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