Manhattan West Asset Management, LLC Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$432.3M

Holdings

138

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (138 positions)

StockValue
XLFISELECT SECTOR SPDR TR
$508K
PAGSPAGSEGURO DIGITAL LTD
$453K
HDHOME DEPOT INC
$438K
WMTWALMART INC
$436K
VOOGVANGUARD ADMIRAL FDS INC
$425K
GBDCGOLUB CAP BDC INC
$417K
PANWPALO ALTO NETWORKS INC
$378K
SPEMSPDR INDEX SHS FDS
$372K
NYFISHARES TR
$353K
RTXRTX CORPORATION
$335K
CRSPCRISPR THERAPEUTICS AG
$333K
RSPINVESCO EXCHANGE TRADED FD T
$330K
EMREMERSON ELEC CO
$326K
ORCLORACLE CORP
$319K
BABOEING CO
$307K
XLYSELECT SECTOR SPDR TR
$305K
JQUAJ P MORGAN EXCHANGE TRADED F
$294K
SYKSTRYKER CORPORATION
$292K
DWDMORGAN STANLEY
$291K
ETNEATON CORP PLC
$283K
IEMGISHARES INC
$282K
IGMISHARES TR
$270K
SPLVINVESCO EXCH TRADED FD TR II
$255K
IYRISHARES TR
$248K
BSXBOSTON SCIENTIFIC CORP
$247K
VOOVANGUARD INDEX FDS
$247K
PPAINVESCO EXCHANGE TRADED FD T
$246K
IBMINTERNATIONAL BUSINESS MACHS
$243K
IUSVISHARES TR
$229K
SPYDSPDR SERIES TRUST
$225K
NOWSERVICENOW INC
$221K
GLDMWORLD GOLD TR
$221K
XLESELECT SECTOR SPDR TR
$220K
CITCINTAS CORP
$219K
CITHE CIGNA GROUP
$214K
TDOCTELADOC HEALTH INC
$100K
VXRTVAXART INC
$14K
SCWO374WATER INC
$10K
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