Manhattan West Asset Management, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$488.6M

Holdings

141

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
NVDANVIDIA CORPORATION
$26.5M
GOOGLALPHABET INC
$25.8M
MSFTMICROSOFT CORP
$22.7M
CMFISHARES TR
$20.9M
MBBISHARES TR
$18.6M
AMZNAMAZON COM INC
$18.1M
AAPLAPPLE INC
$16.4M
AQLTISHARES TR
$16.3M
MUBISHARES TR
$14.8M
SPTLSPDR SERIES TRUST
$12.9M
SPTSSPDR SERIES TRUST
$11.8M
MLNVANECK ETF TRUST
$11.1M
IVVISHARES TR
$10.5M
AVGOBROADCOM INC
$10.3M
FMHIFIRST TR EXCH TRADED FD III
$10.2M
XLUSELECT SECTOR SPDR TR
$10.1M
JPMJPMORGAN CHASE & CO.
$8.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.3M
ASMLASML HOLDING N V
$7.9M
TRVCCITIGROUP INC
$6.7M
UBERUBER TECHNOLOGIES INC
$6.1M
LMBSFIRST TR EXCHANGE-TRADED FD
$5.6M
GDGENERAL DYNAMICS CORP
$5.5M
DHID R HORTON INC
$5.5M
LDOSLEIDOS HOLDINGS INC
$5.1M
IGIBISHARES TR
$5.0M
SPYMSPDR SERIES TRUST
$4.9M
COSTCOSTCO WHSL CORP NEW
$4.6M
PGPROCTER AND GAMBLE CO
$4.6M
GSGOLDMAN SACHS GROUP INC
$4.6M
4I1PHILIP MORRIS INTL INC
$4.6M
VVISA INC
$4.4M
NFLXNETFLIX INC
$4.4M
CSCOCISCO SYS INC
$4.2M
SUBISHARES TR
$4.0M
XLVSELECT SECTOR SPDR TR
$3.9M
QCOMQUALCOMM INC
$3.8M
SPMDSPDR SERIES TRUST
$3.8M
SNYSANOFI SA
$3.6M
LINLINDE PLC
$3.6M
ALVAUTOLIV INC
$3.5M
USFRWISDOMTREE TR
$3.5M
ICLRICON PLC
$3.3M
FTNTFORTINET INC
$3.2M
LMUBISHARES TR
$3.0M
UNHUNITEDHEALTH GROUP INC
$3.0M
SNOWSNOWFLAKE INC
$2.8M
JNJJOHNSON & JOHNSON
$2.7M
VNQVANGUARD INDEX FDS
$2.7M
CPCANADIAN PACIFIC KANSAS CITY
$2.6M
XOMEXXON MOBIL CORP
$2.6M
SPYSPDR S&P 500 ETF TR
$2.5M
LLYELI LILLY & CO
$2.3M
GIB/ACGI INC
$2.3M
PFEPFIZER INC
$2.3M
NDQINVESCO QQQ TR
$2.3M
AVTRAVANTOR INC
$2.2M
VTIVANGUARD INDEX FDS
$2.2M
SPSMSPDR SERIES TRUST
$2.2M
DISDISNEY WALT CO
$2.0M
TRGPTARGA RES CORP
$1.9M
VGLTVANGUARD SCOTTSDALE FDS
$1.8M
AJGGALLAGHER ARTHUR J & CO
$1.8M
LOWLOWES COS INC
$1.7M
CCOCAMECO CORP
$1.7M
NVONOVO-NORDISK A S
$1.6M
VIGVANGUARD SPECIALIZED FUNDS
$1.5M
EFAISHARES TR
$1.4M
IJHISHARES TR
$1.4M
IWFISHARES TR
$1.4M
IJRISHARES TR
$1.2M
METAMETA PLATFORMS INC
$1.2M
MAMASTERCARD INCORPORATED
$1.2M
ENBENBRIDGE INC
$1.1M
TSLATESLA INC
$1.1M
HYLSFIRST TR EXCHANGE-TRADED FD
$1.1M
XLFISELECT SECTOR SPDR TR
$1.1M
GOOGALPHABET INC
$1.1M
SCHRSCHWAB STRATEGIC TR
$993K
XLFSELECT SECTOR SPDR TR
$991K
GQ9SPDR GOLD TR
$952K
EMXCISHARES INC
$904K
IVWISHARES TR
$870K
VGSHVANGUARD SCOTTSDALE FDS
$838K
EFVISHARES TR
$820K
IWBISHARES TR
$811K
ELLAUDER ESTEE COS INC
$811K
HYMBSPDR SERIES TRUST
$771K
PYPLPAYPAL HLDGS INC
$757K
SPTMSPDR SERIES TRUST
$739K
IWDISHARES TR
$726K
AMRZAMRIZE LTD
$702K
XLKSELECT SECTOR SPDR TR
$685K
KYNKAYNE ANDERSON ENERGY INFRST
$676K
ABBVABBVIE INC
$653K
GNRCGENERAC HLDGS INC
$645K
NOCNORTHROP GRUMMAN CORP
$589K
VOOVANGUARD INDEX FDS
$536K
PAGSPAGSEGURO DIGITAL LTD
$530K
IBITISHARES BITCOIN TRUST ETF
$521K
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