FISHMAN JAY A LTD/MI

PrivateCIK: 1006407
Location

TROY, MI

76
Positions
$1.12B
Total AUM (reported)
9.07M
Total Shares

Allocation by class

TOTAL AUM$1.12B76 positions
COM$1.12B100.0%

Portfolio Concentration

Top 338.0%4–1030.8%11–2524.3%Rest6.9%TOP 1068.8%0%100%
Top 3$426.10M38.0%
4–10$344.86M30.8%
11–25$271.93M24.3%
Rest$77.15M6.9%

Top 3 weight

38.0%

Top 10 weight

68.8%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole76
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings76
Rows:

APPLE INC COM

SOLE
com
Shares898.70K
TypeSH
Market value$228.08M
20.36%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL A

SOLE
com
Shares383.23K
TypeSH
Market value$110.20M
9.84%
Sole
0.00
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
com
Shares421.64K
TypeSH
Market value$87.82M
7.84%
Sole
0.00
Shared
0.00
None
0.00

XPO INC COM

SOLE
com
Shares284.26K
TypeSH
Market value$55.30M
4.94%
Sole
0.00
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
com
Shares148.85K
TypeSH
Market value$55.10M
4.92%
Sole
0.00
Shared
0.00
None
0.00

NVIDIA CORPORATION COM

SOLE
com
Shares312.56K
TypeSH
Market value$54.51M
4.87%
Sole
0.00
Shared
0.00
None
0.00

META PLATFORMS INC CL A

SOLE
com
Shares88.96K
TypeSH
Market value$50.90M
4.54%
Sole
0.00
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
com
Shares152.03K
TypeSH
Market value$44.72M
3.99%
Sole
0.00
Shared
0.00
None
0.00

VERTIV HOLDINGS CO COM CL A

SOLE
com
Shares173.38K
TypeSH
Market value$43.45M
3.88%
Sole
0.00
Shared
0.00
None
0.00

BLACKSTONE INC COM

SOLE
com
Shares355.54K
TypeSH
Market value$40.88M
3.65%
Sole
0.00
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
com
Shares102.95K
TypeSH
Market value$31.12M
2.78%
Sole
0.00
Shared
0.00
None
0.00

ELI LILLY & CO COM

SOLE
com
Shares30.87K
TypeSH
Market value$28.39M
2.53%
Sole
0.00
Shared
0.00
None
0.00

STRYKER CORPORATION COM

SOLE
com
Shares74.45K
TypeSH
Market value$24.46M
2.18%
Sole
0.00
Shared
0.00
None
0.00

QXO INC COM NEW

SOLE
com
Shares1.22M
TypeSH
Market value$23.62M
2.11%
Sole
0.00
Shared
0.00
None
0.00

REDDIT INC

SOLE
com
Shares151.07K
TypeSH
Market value$20.34M
1.82%
Sole
0.00
Shared
0.00
None
0.00

GE VERNOVA INC COM

SOLE
com
Shares21.94K
TypeSH
Market value$19.15M
1.71%
Sole
0.00
Shared
0.00
None
0.00

HOME DEPOT INC COM

SOLE
com
Shares48.65K
TypeSH
Market value$16.00M
1.43%
Sole
0.00
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION COM

SOLE
com
Shares16K
TypeSH
Market value$15.94M
1.42%
Sole
0.00
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
com
Shares68.27K
TypeSH
Market value$14.85M
1.33%
Sole
0.00
Shared
0.00
None
0.00

TITAN INTL INC ILL COM

SOLE
com
Shares2.12M
TypeSH
Market value$14.67M
1.31%
Sole
0.00
Shared
0.00
None
0.00

AMERICAN EXPRESS CO COM

SOLE
com
Shares46.73K
TypeSH
Market value$14.14M
1.26%
Sole
0.00
Shared
0.00
None
0.00

ARCUTIS BIOTHERAPEUTICS INC COM

SOLE
com
Shares566.73K
TypeSH
Market value$13.35M
1.19%
Sole
0.00
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL C

SOLE
com
Shares44.94K
TypeSH
Market value$12.89M
1.15%
Sole
0.00
Shared
0.00
None
0.00

CONSTELLATION ENERGY CORP COM

SOLE
com
Shares42.03K
TypeSH
Market value$11.74M
1.05%
Sole
0.00
Shared
0.00
None
0.00

GE AEROSPACE COM NEW

SOLE
com
Shares39.71K
TypeSH
Market value$11.27M
1.01%
Sole
0.00
Shared
0.00
None
0.00
Page 1 of 4