FISHMAN JAY A LTD/MI 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
FJ
FISHMAN JAY A LTD/MI
Institutional Filer 7.89%$1.12B76

Current Portfolio Holdings

Showing all 76 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AAPLApple Inc.Technology899K$228.1M20.36%
2GOOGLAlphabet Inc.Technology383K$110.2M9.84%
3AMZNAmazon.com, Inc.Consumer Cyclical422K$87.8M7.84%
4XPOXPO Logistics, Inc.Industrials284K$55.3M4.94%
5MSFTMicrosoft CorporationTechnology149K$55.1M4.92%
6NVDANVIDIA CorporationTechnology313K$54.5M4.87%
7METAMeta Platforms, Inc.Technology89K$50.9M4.54%
8JPMJPMorgan Chase & Co.Financial Services152K$44.7M3.99%
9VRTVertiv Holdings CoIndustrials173K$43.4M3.88%
10BXBlackstone Inc.Financial Services356K$40.9M3.65%
11VVisa Inc.Financial Services103K$31.1M2.78%
12LLYEli Lilly and CompanyHealthcare31K$28.4M2.53%
13SYKStryker CorporationHealthcare74K$24.5M2.18%
14QXOQXO, Inc.Technology1.2M$23.6M2.11%
15RDDTReddit, Inc.Communication Services151K$20.3M1.82%
Showing 1 to 15 of 76 holdings