FISHMAN JAY A LTD/MI

CIK

1006407

City

TROY

State / Country

Stock

XPO — XPO, Inc.

Top Portfolio Positions

70 positions · $1,100,064,328 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,302,977	284,261	-4.7%	Shares	Sole	2026-04-29
2025-12-31	$40,546,981	298,337	-1.0%	Shares	Sole	2026-01-28
2025-09-30	$38,966,760	301,437	-1.3%	Shares	Sole	2025-11-05
2025-06-30	$38,556,463	305,301	+1.6%	Shares	Sole	2025-07-22
2025-03-31	$32,325,208	300,476	-5.2%	Shares	Sole	2025-04-22
2024-12-31	$41,586,484	317,091	-0.9%	Shares	Sole	2025-01-29
2024-09-30	$34,410,510	320,068	+0.7%	Shares	Sole	2024-10-30
2024-06-30	$33,739,034	317,843	-0.4%	Shares	Sole	2024-08-05
2024-03-31	$38,954,172	319,218	-1.1%	Shares	Sole	2024-04-23
2023-12-31	$28,273,438	322,793	-2.2%	Shares	Sole	2024-01-24
2023-09-30	$24,647,356	330,128	-2.7%	Shares	Sole	2023-11-13
2023-06-30	$20,014,452	339,228	-0.8%	Shares	Sole	2023-08-15
2023-03-31	$10,909,098	341,978	+8.6%	Shares	Sole	2023-05-09
2022-12-31	$10,485,617	314,978	+10.1%	Shares	Sole	2023-02-13
2022-09-30	$7,569,548	286,153	+2.0%	Shares	Sole	2022-10-26
2022-06-30	$8,024,901	280,438	+2.3%	Shares	Sole	2022-08-09
2022-03-31	$11,855,545	274,078	+3.3%	Shares	Sole	2022-05-10
2021-12-31	$12,201,128	265,201	+9.5%	Shares	Sole	2022-02-14
2021-09-30	$11,450,060	242,152	-4.1%	Shares	Sole	2021-11-08
2021-06-30	$12,218,602	252,547	-1.5%	Shares	Sole	2021-08-09
2021-03-31	$10,931,866	256,353	-1.6%	Shares	Sole	2021-05-03
2020-12-31	$10,736,929	260,442	+1.2%	Shares	Sole	2021-02-10
2020-09-30	$7,533,656	257,297	+0.5%	Shares	Sole	2020-11-10
2020-06-30	$6,838,454	255,957	+1.4%	Shares	Sole	2020-08-10
2020-03-31	$4,254,418	252,332	—	Shares	Sole	2020-05-13
No 13F history on record for this holder in this stock.