FISHMAN JAY A LTD/MI

Est. AUM

$1.12B

13F long equity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC COM	com	$228.1M	898,698	20.36%	SOLE
2	ALPHABET INC CAP STK CL A	com	$110.2M	383,233	9.84%	SOLE
3	AMAZON COM INC COM	com	$87.8M	421,643	7.84%	SOLE
4	XPO INC COM	com	$55.3M	284,261	4.94%	SOLE
5	MICROSOFT CORP COM	com	$55.1M	148,848	4.92%	SOLE
6	NVIDIA CORPORATION COM	com	$54.5M	312,559	4.87%	SOLE
7	META PLATFORMS INC CL A	com	$50.9M	88,960	4.54%	SOLE
8	JPMORGAN CHASE & CO COM	com	$44.7M	152,033	3.99%	SOLE
9	VERTIV HOLDINGS CO COM CL A	com	$43.4M	173,380	3.88%	SOLE
10	BLACKSTONE INC COM	com	$40.9M	355,537	3.65%	SOLE
11	VISA INC COM CL A	com	$31.1M	102,954	2.78%	SOLE
12	ELI LILLY & CO COM	com	$28.4M	30,866	2.53%	SOLE
13	STRYKER CORPORATION COM	com	$24.5M	74,450	2.18%	SOLE
14	QXO INC COM NEW	com	$23.6M	1,216,305	2.11%	SOLE
15	REDDIT INC	com	$20.3M	151,066	1.82%	SOLE
16	GE VERNOVA INC COM	com	$19.2M	21,943	1.71%	SOLE
17	HOME DEPOT INC COM	com	$16.0M	48,649	1.43%	SOLE
18	COSTCO WHOLESALE CORPORATION COM	com	$15.9M	16,002	1.42%	SOLE
19	ABBVIE INC COM	com	$14.8M	68,267	1.33%	SOLE
20	TITAN INTL INC ILL COM	com	$14.7M	2,122,684	1.31%	SOLE
21	AMERICAN EXPRESS CO COM	com	$14.1M	46,733	1.26%	SOLE
22	ARCUTIS BIOTHERAPEUTICS INC COM	com	$13.4M	566,730	1.19%	SOLE
23	ALPHABET INC CAP STK CL C	com	$12.9M	44,941	1.15%	SOLE
24	CONSTELLATION ENERGY CORP COM	com	$11.7M	42,035	1.05%	SOLE
25	GE AEROSPACE COM NEW	com	$11.3M	39,712	1.01%	SOLE
26	MERCK & CO INC COM	com	$6.8M	56,886	0.61%	SOLE
27	SCHWAB CHARLES CORP COM	com	$5.8M	62,120	0.52%	SOLE
28	PFIZER INC COM	com	$5.5M	197,270	0.49%	SOLE
29	VANGUARD SMALL-CAP ETF	com	$4.8M	18,483	0.43%	SOLE
30	ORACLE CORP COM	com	$4.2M	28,288	0.37%	SOLE
31	SHERWIN WILLIAMS CO COM	com	$3.8M	11,700	0.33%	SOLE
32	JOHNSON & JOHNSON COM	com	$3.6M	14,906	0.33%	SOLE
33	INVESCO QQQ TRUST SERIES I	com	$3.4M	5,897	0.30%	SOLE
34	RTX CORPORATION COM	com	$2.7M	14,175	0.24%	SOLE
35	BERKSHIRE HATHAWAY INC DEL CL B NEW	com	$2.5M	5,115	0.22%	SOLE
36	TJX COS INC NEW COM	com	$2.2M	14,040	0.20%	SOLE
37	NEXTERA ENERGY INC COM	com	$2.2M	23,401	0.19%	SOLE
38	VILLAGE FARMS INTL INC COM	com	$1.6M	575,400	0.15%	SOLE
39	GENERAL DYNAMICS CORP COM	com	$1.6M	4,749	0.15%	SOLE
40	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	com	$1.5M	4,437	0.13%	SOLE
41	DEERE & CO COM	com	$1.5M	2,585	0.13%	SOLE
42	ENCOMPASS HEALTH CORP COM	com	$1.4M	14,980	0.13%	SOLE
43	LENNAR CORP CL A	com	$1.4M	16,000	0.12%	SOLE
44	DANAHER CORP DEL COM	com	$1.3M	7,085	0.12%	SOLE
45	FIFTH THIRD BANCORP COM	com	$1.2M	24,911	0.10%	SOLE
46	CBOE GLOBAL MKTS INC COM	com	$1.1M	3,756	0.09%	SOLE
47	PHILIP MORRIS INTL INC COM	com	$1.0M	6,327	0.09%	SOLE
48	BANK OF AMER CORP COM	com	$1.0M	21,142	0.09%	SOLE
49	AMPHENOL CORP CL A	com	$954K	7,550	0.09%	SOLE
50	FERRARI N V COM	com	$914K	2,700	0.08%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.