FISHMAN JAY A LTD/MI
Top Portfolio Positions
70 positions ·
$1,100,064,328 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
898,698 | $228,080,565 | 20.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
383,233 | $110,202,481 | 10.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
421,643 | $87,815,587 | 7.98% | |
| XPO |
XPO, Inc.
Industrials
|
284,261 | $55,302,977 | 5.03% | |
| MSFT |
Microsoft Corp
Technology
|
148,848 | $55,099,064 | 5.01% | |
| NVDA |
Nvidia Corp
Technology
|
312,559 | $54,510,289 | 4.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
88,960 | $50,896,684 | 4.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
152,033 | $44,722,027 | 4.07% | |
| VRT |
Vertiv Holdings Co
Industrials
|
173,380 | $43,445,560 | 3.95% | |
| BX |
Blackstone Inc.
Financial Services
|
355,537 | $40,883,199 | 3.72% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,620,643 | 1,216,305 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $16,547,733 | 857,840 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,443,736 | 547,940 | Shares | Sole | 2025-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||