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Manhattan West Asset Management, LLC 13F holdings

Filed 2026-08-11 · Manhattan West Asset Management, LLC · 185 positions · $598.9M

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION179.2K$35.8M6.0%
GOOGLALPHABET INC92.3K$33.0M5.5%
AMZNAMAZON COM INC89.3K$21.3M3.6%
AAPLAPPLE INC72.2K$20.9M3.5%
MSFTMICROSOFT CORP55.5K$20.7M3.5%
MBBISHARES TR209.1K$19.8M3.3%
IEFAISHARES TR194.3K$18.8M3.1%
CMFISHARES TR325.3K$18.8M3.1%
ASMLASML HLDG NV8.2K$16.2M2.7%
VTECVANGUARD CALIF TAX FREE FDS137.4K$13.8M2.3%
MUBISHARES TR122.8K$13.2M2.2%
FMHIFIRST TR EXCH TRADED FD III269.8K$13.1M2.2%
SPTLSPDR SERIES TRUST491.1K$12.9M2.2%
XLUSELECT SECTOR SPDR TR268.4K$12.2M2.0%
AVGOBROADCOM INC31.2K$11.8M2.0%
IVVISHARES TR15.3K$11.5M1.9%
LMUBISHARES TR206.9K$10.6M1.8%
JPMJPMORGAN CHASE & CO30.9K$10.1M1.7%
BRK-BBERKSHIRE HATHAWAY INC DEL19.3K$9.6M1.6%
SPTSSPDR SERIES TRUST310.0K$9.0M1.5%
CCITIGROUP INC63.8K$8.9M1.5%
IGIBISHARES TR161.2K$8.6M1.4%
MLNVANECK ETF TRUST466.0K$8.3M1.4%
FTNTFORTINET INC49.9K$7.7M1.3%
UBERUBER TECHNOLOGIES INC104.0K$7.5M1.3%
DHID R HORTON INC43.9K$7.1M1.2%
GDGENERAL DYNAMICS CORP19.6K$6.9M1.2%
SPYMSPDR SERIES TRUST69.8K$6.1M1.0%
COSTCOSTCO WHOLESALE CORPORATION6.5K$6.1M1.0%
PMPHILIP MORRIS INTL INC31.7K$5.7M1.0%
LINLINDE PLC11.0K$5.7M1.0%
SNOWSNOWFLAKE INC21.7K$5.5M0.9%
SPMDSPDR SERIES TRUST75.8K$5.1M0.9%
VVISA INC14.9K$5.1M0.9%
PGPROCTER & GAMBLE CO34.0K$5.0M0.8%
GSGOLDMAN SACHS GROUP INC4.7K$4.8M0.8%
UNHUNITEDHEALTH GROUP INC11.2K$4.7M0.8%
ALVAUTOLIV INC35.4K$4.1M0.7%
SUBISHARES TR37.9K$4.0M0.7%
LDOSLEIDOS HOLDINGS INC38.7K$4.0M0.7%
JNJJOHNSON & JOHNSON15.4K$3.9M0.7%
NFLXNETFLIX INC.54.3K$3.9M0.6%
XLVSELECT SECTOR SPDR TR23.4K$3.7M0.6%
CPCANADIAN PACIFIC KANSAS CITY42.4K$3.7M0.6%
TRGPTARGA RES CORP13.6K$3.6M0.6%
VNQVANGUARD INDEX FDS35.9K$3.5M0.6%
VTEBVANGUARD MUN BD FDS67.1K$3.4M0.6%
IQVIQVIA HLDGS INC16.6K$3.2M0.5%
SNYSANOFI SA73.4K$3.1M0.5%
SPSMSPDR SERIES TRUST53.7K$3.1M0.5%
QCOMQUALCOMM INC16.8K$3.1M0.5%
LLYELI LILLY & CO2.4K$2.9M0.5%
SPCXSPACE EXPLORATION TECHN CORP16.2K$2.8M0.5%
PFEPFIZER INC113.9K$2.7M0.5%
ISRGINTUIT10.0K$2.6M0.4%
VTIVANGUARD INDEX FDS6.9K$2.6M0.4%
EXMOCEXXON MOBIL CORP18.6K$2.5M0.4%
AVTRAVANTOR INC224.2K$2.2M0.4%
AJGGALLAGHER ARTHUR J & CO9.5K$2.2M0.4%
DISDISNEY WALT CO22.4K$2.2M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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