Fishman Jay A Ltd/Mi Top Holdings and 13F Report (2026) About Fishman Jay A Ltd/MiInvestment ActivityFishman Jay A Ltd/Mi has $1.24 billion in total holdings as of September 30, 2026.Fishman Jay A Ltd/Mi owns shares of 80 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.69% of the portfolio was purchased this quarter.About 4.42% of the portfolio was sold this quarter.This quarter, Fishman Jay A Ltd/Mi has purchased 79 new stocks and bought additional shares in 9 stocks.Fishman Jay A Ltd/Mi sold shares of 40 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $277,355,524Alphabet $122,353,128Amazon.com $101,655,692Microsoft $73,274,202NVIDIA $68,867,304 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK $317,409 Holding46438F101 - ISHARES BITCOIN TRUST ETF $224,155 Holding15675D103 - CEREBRAS SYSTEMS INC COM CL A $208,916 Holding461202103 - Intuit $201,820 Holding Largest Purchases this Quarter Eli Lilly and Company 2,034 shares (about $2.35M)GE VERNOVA INC COM 1,337 shares (about $1.27M)Charles Schwab 12,925 shares (about $1.26M)QXO INC COM NEW 105,595 shares (about $1.23M)Amphenol 7,490 shares (about $631.41K) Largest Sales this Quarter Apple 49,684 shares (about $16.55M)Alphabet 23,630 shares (about $8.13M)XPO 17,283 shares (about $3.04M)Amazon.com 12,033 shares (about $3.00M)Microsoft 5,668 shares (about $2.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFishman Jay A Ltd/Mi Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$277,355,524$16,545,775 ▼-5.6%832,84922.4%TechnologyGOOGLAlphabet$122,353,128$8,130,610 ▼-6.2%355,5959.9%Communication ServicesAMZNAmazon.com$101,655,692$2,998,022 ▼-2.9%408,0108.2%Consumer DiscretionaryMSFTMicrosoft$73,274,202$2,907,108 ▼-3.8%142,8635.9%TechnologyNVDANVIDIA$68,867,304$1,995,356 ▼-2.8%301,5475.6%TechnologyMETAMeta Platforms$65,288,681$2,139,281 ▼-3.2%90,0315.3%Communication ServicesJPMJPMorgan Chase & Co.$46,962,528$2,732,649 ▼-5.5%141,9543.8%FinanceLLYEli Lilly and Company$41,898,213$2,353,520 ▲6.0%36,2103.4%HealthcareXPOXPO$41,859,835$3,041,462 ▼-6.8%237,8673.4%IndustrialsBXBlackstone$39,183,396$1,158,786 ▼-2.9%349,5713.2%FinanceVVisa$35,221,167$1,857,736 ▼-5.0%98,0192.8%FinanceVRTVertiv$34,724,992$1,514,944 ▼-4.2%143,9022.8%IndustrialsREDDIT INC$23,046,934$390,286 ▲1.7%161,8011.9%comGE VERNOVA INC COM$20,776,761$1,270,805 ▲6.5%21,8591.7%comQXO INC COM NEW$19,683,973$1,234,406 ▲6.7%1,683,8301.6%comSYKStryker$19,490,176$967,996 ▼-4.7%70,7731.6%HealthcareABBVAbbVie$17,710,951$17,003 ▼-0.1%67,7051.4%HealthcareARQTArcutis Biotherapeutics$15,781,749$55,767 ▲0.4%597,1151.3%HealthcareGOOGAlphabet$15,036,856$34,415 ▼-0.2%44,1301.2%Communication ServicesSCHWCharles Schwab$14,290,761$1,263,290 ▲9.7%146,2121.2%FinanceAXPAmerican Express$13,877,028$684,227 ▼-4.7%45,6331.1%FinanceTWITitan International$13,341,894$851,114 ▼-6.0%1,967,8311.1%IndustrialsHDHome Depot$13,328,925$695,578 ▼-5.0%46,8521.1%Consumer DiscretionaryCOSTCostco Wholesale$13,165,337$1,547,578 ▼-10.5%14,4621.1%Consumer StaplesGEGE Aerospace$12,573,420$7,807 ▼-0.1%40,2621.0%IndustrialsMRKMerck & Co., Inc.$9,238,229$440,289 ▲5.0%63,5760.7%HealthcareCEGConstellation Energy$6,660,503$1,643,026 ▼-19.8%26,2200.5%UtilitiesVBVanguard Small-Cap ETF$4,981,704$48,932 ▼-1.0%17,5110.4%ETFQQQInvesco QQQ$4,140,493$221,931 ▼-5.1%5,5970.3%ETFPFEPfizer$4,106,766$28,520 ▼-0.7%143,9960.3%HealthcareJNJJohnson & Johnson$3,883,4710.0%14,6690.3%HealthcareORCLOracle$3,880,510$3,433 ▼-0.1%28,2630.3%TechnologyBRK.BBerkshire Hathaway$2,444,935$2,490 ▼-0.1%4,9100.2%FinanceRTXRTX$2,260,2890.0%12,1750.2%IndustrialsTSMTaiwan Semiconductor Manufacturing$2,024,1150.0%4,4370.2%TechnologySHWSherwin-Williams$1,811,928$838,885 ▼-31.6%5,6050.1%MaterialsEHCEncompass Health$1,805,341$54,670 ▼-2.9%14,8600.1%HealthcareAVGOBroadcom$1,788,259$474,106 ▼-21.0%5,0920.1%TechnologyNEENextEra Energy$1,764,8180.0%23,3010.1%UtilitiesDEDeere & Company$1,735,9570.0%2,5850.1%IndustrialsTJXTJX Companies$1,725,322$132,310 ▼-7.1%13,0400.1%Consumer DiscretionaryVFFVillage Farms International$1,674,4140.0%575,4000.1%Consumer StaplesGDGeneral Dynamics$1,575,8610.0%4,7490.1%IndustrialsDHRDanaher$1,388,011$64,250 ▼-4.4%6,2650.1%HealthcareAPHAmphenol$1,288,104$631,407 ▲96.1%15,2800.1%TechnologyPMPhilip Morris International$1,207,3180.0%6,3270.1%Consumer StaplesBACBank of America$1,150,7590.0%21,1420.1%FinanceFITBFifth Third Bancorp$1,136,229$83,305 ▼-6.8%22,4640.1%FinanceRACEFerrari$1,060,6950.0%2,7000.1%Consumer DiscretionaryCBOECboe Global Markets$1,033,9890.0%3,7560.1%FinanceVTIVanguard Total Stock Market ETF$935,6000.0%2,5000.1%ETFMCOMoody's$846,952$4,541 ▼-0.5%1,8650.1%FinanceGSThe Goldman Sachs Group$743,7100.0%8260.1%FinancePALANTIR TECHNOLOGIES INC CL A$727,625$935 ▲0.1%3,8900.1%comIJHiShares Core S&P Mid-Cap ETF$719,5000.0%10,0000.1%ETFMOAltria Group$662,2890.0%9,8350.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$652,0490.0%8550.1%ETFHCAHCA Healthcare$640,110$19,203 ▼-2.9%1,5000.1%HealthcareTSLATesla$605,3060.0%1,7060.0%Consumer DiscretionaryCSCOCisco Systems$584,4310.0%5,4300.0%TechnologyVOVanguard Mid-Cap ETF$573,093$31,368 ▼-5.2%7,3080.0%ETFUNPUnion Pacific$544,260$56,875 ▼-9.5%2,0000.0%IndustrialsMARMarriott International$518,9230.0%1,4590.0%Consumer DiscretionaryCMCSAComcast$467,8400.0%21,5000.0%Communication ServicesITWIllinois Tool Works$411,648$25,728 ▼-5.9%1,6000.0%IndustrialsLENLennar$407,950$244,770 ▼-37.5%5,0000.0%Consumer DiscretionaryMDLZMondelez International$407,2840.0%7,0440.0%Consumer StaplesCARRCarrier Global$345,618$54,860 ▼-13.7%6,3000.0%IndustrialsSPACE EXPLORATION TECHN CORP CLASS A COM STK$317,409$317,409 ▲New Holding2,1040.0%comPWRQuanta Services$291,0570.0%4530.0%IndustrialsGLDSPDR Gold Shares$285,6300.0%7500.0%ETFHONEYWELL INTL INC COM$283,925$67,712 ▼-19.3%1,3460.0%comRIVNRivian Automotive$237,5460.0%15,9000.0%Consumer DiscretionaryIWMiShares Russell 2000 ETF$236,2070.0%8500.0%ETFISHARES BITCOIN TRUST ETF$224,155$224,155 ▲New Holding4,7350.0%comPEPPepsiCo$215,4240.0%1,7000.0%Consumer StaplesCEREBRAS SYSTEMS INC COM CL A$208,916$208,916 ▲New Holding1,1760.0%comTXTTextron$207,4930.0%2,7230.0%IndustrialsPGProcter & Gamble$207,024$36,320 ▼-14.9%1,4250.0%Consumer StaplesINTUIntuit$201,820$201,820 ▲New Holding7320.0%TechnologyHONEYWELL AEROSPACE INC COM$0$368,540 ▼-100.0%00.0%comEXPEagle Materials$0$219,375 ▼-100.0%00.0%MaterialsCCitigroup$0$214,559 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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