Fund HoldingsManchester Capital Management LLC

Total Portfolio Value
$674.91M
Total Bought
$32.26M
Total Sold
$77.61M
Net Transaction
-$45.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR10,04948,452+38,4031,8828,5631.27%+6,682
BERKSHIRE HATHAWAY INC DEL02+201,0630.16%+1,063
INVESCO QQQ TR(Put)0000967+967
ALPHABET INC(GOOG)56,90057,405+5056,8117,5121.11%+701
NORTHWEST PIPE CO(NWPX)022,910+22,91006910.10%+691
PIMCO ETF TR
ENHAN SHRT MA AC
07,089+7,08907100.11%+710
ALPHABET INC(GOOG)45,80446,433+6295,5416,1220.91%+581
NOVO-NORDISK A S(NVO)05,686+5,68605170.08%+517
FTAI AVIATION LTD(FTAI)119,888119,88803,7964,2620.63%+466
ALGONQUIN PWR UTILS CORP050,500+50,50002990.04%+299
ELI LILLY & CO(LLY)2,6782,877+1991,2561,5450.23%+290
ABBVIE INC(ABBV)20,27420,225-492,7323,0150.45%+283
EOG RES INC(EOG)18,63918,879+2402,1332,3930.35%+260
ISHARES TR0762+76203270.05%+327
GORMAN RUPP CO(GRC)022,698+22,69807470.11%+747
BLACKSTONE INC(BX)03,745+3,74504010.06%+401
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
05,300+5,30002350.03%+235
ISHARES TR4,8685,868+1,0001,2391,4380.21%+199
INVESCO QQQ TR01,886+1,88606760.10%+676
KKR & CO INC(KKR)03,001+3,00101850.03%+185
TOAST INC(TOST)010,752+10,75202010.03%+201
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
07,800+7,80004330.06%+433
ADOBE INC(ADBE)2,4322,681+2491,1891,3670.20%+178
CONSOLIDATED WATER CO INC
ORD
41,83041,730-1001,0141,1870.18%+173
COSTCO WHSL CORP NEW(COST)3,2483,399+1511,7491,9200.28%+172
AMGEN INC(AMGN)6,6156,077-5381,4691,6330.24%+164
UNITEDHEALTH GROUP INC(UNH)5,4245,496+722,6072,7710.41%+164
AKAMAI TECHNOLOGIES INC(AKAM)01,525+1,52501620.02%+162
META PLATFORMS INC(META)03,272+3,27209820.15%+982
FIRST TR EXCHANGE-TRADED FD01,000+1,00001600.02%+160
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,850+5,85001940.03%+194
BOOKING HOLDINGS INC(BKNG)332338+68971,0420.15%+146
NIKE INC(NKE)9,89012,822+2,9321,0921,2260.18%+134
ADIAL PHARMACEUTICALS INC048,097+48,09701340.02%+134
FEDEX CORP(FDX)0500+50001320.02%+132
SPDR SER TR
ST STR SP REGBNK
03,000+3,00001250.02%+125
CBOE GLOBAL MKTS INC(CBOE)06,479+6,47901,0120.15%+1,012
FORTREA HLDGS INC(FTRE)04,114+4,11401180.02%+118
NVIDIA CORPORATION(NVDA)7,7407,795+553,2743,3910.50%+117
CISCO SYS INC(CSCO)25,72026,848+1,1281,3311,4430.21%+113
ISHARES TR01,700+1,70001050.02%+105
FIRST TR NAS100 EQ WEIGHTED01,000+1,00001040.02%+104
US BANCORP DEL(USB)010,067+10,06703330.05%+333
EXXON MOBIL CORP04,379+4,37905150.08%+515
LIBERTY MEDIA CORP DEL(FWONA)01,786+1,78601010.01%+101
HARTFORD FINL SVCS GROUP INC(HIG)01,339+1,3390950.01%+95
CHEVRON CORP NEW(CVX)6,3266,434+1089951,0850.16%+90
HESS CORP05,022+5,02207680.11%+768
AUTOMATIC DATA PROCESSING IN02,811+2,81106760.10%+676
PARAMOUNT GLOBAL06,293+6,2930810.01%+81
PELOTON INTERACTIVE INC(PTON)097,517+97,51704920.07%+492
INTERNATIONAL BUSINESS MACHS(IBM)06,265+6,26508790.13%+879
CDW CORP(CDW)04,322+4,32208720.13%+872
JPMORGAN CHASE & CO(JPM)14,58615,163+5772,1212,1990.33%+78
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
02,250+2,25001710.03%+171
CATERPILLAR INC(CAT)02,804+2,80407650.11%+765
STANTEC INC(STN)011,244+11,24407290.11%+729
FACTSET RESH SYS INC(FDS)01,985+1,98508680.13%+868
COHEN & STEERS REIT & PFD &
COM
04,000+4,0000690.01%+69
SJW GROUP(HTO)011,161+11,16106710.10%+671
INTEL CORP(INTC)27,99928,013+149369960.15%+60
ISHARES TR22,10723,639+1,5321,5581,6170.24%+59
GLOBAL X FDS
RBTCS ARTFL INTE
02,300+2,3000570.01%+57
INTUIT(INTU)0407+40702080.03%+208
ADVANCED DRAIN SYS INC DEL(WMS)06,151+6,15107000.10%+700
CALIFORNIA WTR SVC GROUP(CWT)015,013+15,01307100.11%+710
MARRIOTT INTL INC NEW(MAR)01,799+1,79903540.05%+354
UNION PAC CORP(UNP)8,1518,451+3001,6681,7210.25%+53
DELL TECHNOLOGIES INC(DELL)03,563+3,56302450.04%+245
ISHARES INC01,300+1,3000770.01%+77
DOMINOS PIZZA INC(DPZ)01,202+1,20204550.07%+455
ISHARES TR01,000+1,0000500.01%+50
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT CSMR
0600+6000500.01%+50
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
01,500+1,5000490.01%+49
EMERSON ELEC CO(EMR)07,849+7,84907580.11%+758
AVERY DENNISON CORP04,382+4,38208000.12%+800
VERTEX PHARMACEUTICALS INC(VRTX)0195+1950680.01%+68
MARSH & MCLENNAN COS INC(MRSH)04,729+4,72909000.13%+900
VANGUARD WORLD FDS
ENERGY ETF
03,301+3,30104180.06%+418
LOCKHEED MARTIN CORP(LMT)0922+92203770.06%+377
SPLUNK INC0367+3670540.01%+54
PRUDENTIAL FINL INC(PFH)0476+4760450.01%+45
ALTRIA GROUP INC(MO)06,250+6,25002630.04%+263
COMCAST CORP NEW(CCZ)011,553+11,55305120.08%+512
CHUBB LIMITED
COM
01,814+1,81403780.06%+378
SEAGEN INC02,003+2,00304250.06%+425
COMPANHIA DE SANEAMENTO BASI(SBS)056,836+56,83606890.10%+689
TJX COS INC NEW(TJX)08,494+8,49407550.11%+755
DIAMONDBACK ENERGY INC(FANG)0753+75301170.02%+117
CHIMERA INVT CORP07,000+7,0000380.01%+38
CONOCOPHILLIPS(COP)0420+4200500.01%+50
AECOM(ACM)0457+4570380.01%+38
EATON CORP PLC(ETN)02,817+2,81706010.09%+601
VERISK ANALYTICS INC(VRSK)0188+1880440.01%+44
VMWARE INC01,578+1,57802630.04%+263
FIRST SOLAR INC(FSLR)0227+2270370.01%+37
PHILLIPS 66(PSX)01,417+1,41701700.03%+170
OLD DOMINION FREIGHT LINE IN(ODFL)0913+91303740.06%+374
GLOBAL PARTNERS LP(GLP)01,000+1,0000350.01%+35
APPLOVIN CORP(APP)02,497+2,49701000.01%+100
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