1y return+20.3%S&P 500 +20.9%
3y return+45.2%S&P 500 +68.5%
5y return+40.3%S&P 500 +74.5%
10y return+174.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $275 against $357 in the S&P 500.2
Manchester Capital Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $121.9M | 15.9% | |
| AAPLApple Inc | $71.9M | 9.4% | |
| UPSUnited Parcel Svcs Inc | $27.7M | 3.6% | −24.0% |
| VOOVanguard Index Fds | $26.1M | 3.4% | +2.7% |
| AMZNAmazon Com Inc | $26.0M | 3.4% | |
| GOOGAlphabet Inc | $19.9M | 2.6% | |
| NVDANvidia Corporation | $19.6M | 2.6% | |
| DSIIshares Tr | $18.3M | 2.4% | −4.8% |
| GOOGLAlphabet Inc | $17.6M | 2.3% | |
| MSFTMicrosoft Corp | $14.7M | 1.9% | |
| ZZillow Group Inc | $14.3M | 1.9% | +554342.7% |
| BRK/BBerkshire Hathaway Inc Del | $13.6M | 1.8% | |
| VOVanguard Index Fds | $10.3M | 1.3% | |
| XLKSelect Sector Spdr Tr | $9.7M | 1.3% | −1.5% |
| VTVVanguard Index Fds | $9.4M | 1.2% | −7.8% |
| TSLATesla Inc | $8.2M | 1.1% | +6.4% |
| OEFIshares Tr | $7.8M | 1.0% | |
| VGTVanguard World Fd | $7.4M | 1.0% | −8.9% |
| JNJJohnson & Johnson | $5.5M | 0.7% | |
| VTVanguard Intl Equity Index F | $5.4M | 0.7% | |
| ORCLOracle Corp | $5.3M | 0.7% | |
| BRK/ABerkshire Hathaway Inc Del | $5.2M | 0.7% | |
| VBVanguard Index Fds | $5.0M | 0.6% | −9.0% |
| ABBVAbbvie Inc | $4.8M | 0.6% | |
| LLYEli Lilly & Co | $4.7M | 0.6% | +1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $19.6M |
| Ftai Aviation LtdCUSIP G3730V105 | December 31, 2022 | +1480.2% | $3.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $3.8M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $4.7M |
| APHAmphenol Corp | September 30, 2022 | +426.6% | $4.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $17.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $19.9M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $9.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $4.3M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $7.4M |
Sold off last quarter
- ZGZillow Group Inc was $659K
- Honeywell Intl IncCUSIP 438516106 was $563K
- ALMUAeluma Inc was $327K
- SIBNSi Bone Inc was $317K
- PAPIMorgan Stanley Etf Trust was $141K
- GBDCGolub Cap Bdc Inc was $112K
- Thomson Reuters CorpCUSIP 884903808 was $86K
- Onestream IncCUSIP 68278B107 was $48K
- RCIRogers Communications Inc was $27K
- ACIAlbertsons Cos Inc was $20K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.5% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | +3.3% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −6.1% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −5.7% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +7.1% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −16.2% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +11.8% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Manchester Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1393389&type=13F-HR&dateb=&owner=include&count=40CIK 1393389
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1393389/000139338926000003/Filed August 13, 2026 · accession 0001393389-26-000003