Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FISHMAN JAY A LTD/MI (CIK 1006407) reported $1.12B across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($228.1M, 20.36%), GOOGL ($110.2M, 9.84%), AMZN ($87.8M, 7.84%), XPO ($55.3M, 4.94%), MSFT ($55.1M, 4.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $228.1M | 20.36% | 898,698 | Trimmed |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $110.2M | 9.84% | 383,233 | Trimmed |
| 3 | AMZN | AMAZON COM INC COM | $87.8M | 7.84% | 421,643 | Trimmed |
| 4 | XPO | XPO INC COM | $55.3M | 4.94% | 284,261 | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $55.1M | 4.92% | 148,848 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION COM | $54.5M | 4.87% | 312,559 | Trimmed |
| 7 | META | META PLATFORMS INC CL A | $50.9M | 4.54% | 88,960 | Added |
| 8 | JPM | JPMORGAN CHASE & CO COM | $44.7M | 3.99% | 152,033 | Trimmed |
| 9 | VRT | VERTIV HOLDINGS CO COM CL A | $43.4M | 3.88% | 173,380 | Trimmed |
| 10 | BX | BLACKSTONE INC COM | $40.9M | 3.65% | 355,537 | Trimmed |
| 11 | V | VISA INC COM CL A | $31.1M | 2.78% | 102,954 | Trimmed |
| 12 | LLY | ELI LILLY & CO COM | $28.4M | 2.53% | 30,866 | Added |
| 13 | SYK | STRYKER CORPORATION COM | $24.5M | 2.18% | 74,450 | Trimmed |
| 14 | QXO | QXO INC COM NEW | $23.6M | 2.11% | 1.2M | Added |
| 15 | RDDT | REDDIT INC | $20.3M | 1.82% | 151,066 | Added |
| 16 | GEV | GE VERNOVA INC COM | $19.2M | 1.71% | 21,943 | Added |
| 17 | HD | HOME DEPOT INC COM | $16.0M | 1.43% | 48,649 | Trimmed |
| 18 | COST | COSTCO WHOLESALE CORPORATION COM | $15.9M | 1.42% | 16,002 | Trimmed |
| 19 | ABBV | ABBVIE INC COM | $14.8M | 1.33% | 68,267 | Trimmed |
| 20 | TWI | TITAN INTL INC ILL COM | $14.7M | 1.31% | 2.1M | Trimmed |
| 21 | AXP | AMERICAN EXPRESS CO COM | $14.1M | 1.26% | 46,733 | Trimmed |
| 22 | ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $13.4M | 1.19% | 566,730 | Added |
| 23 | GOOG | ALPHABET INC CAP STK CL C | $12.9M | 1.15% | 44,941 | Trimmed |
| 24 | CEG | CONSTELLATION ENERGY CORP COM | $11.7M | 1.05% | 42,035 | Trimmed |
| 25 | GE | GE AEROSPACE COM NEW | $11.3M | 1.01% | 39,712 | Added |
Source: SEC Form 13F filings · as of 2026-03-31