Fishman Jay A Ltd/Mi Top Holdings and 13F Report (2026) About Fishman Jay A Ltd/MiInvestment ActivityFishman Jay A Ltd/Mi has $1.12 billion in total holdings as of March 31, 2026.Fishman Jay A Ltd/Mi owns shares of 76 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.11% of the portfolio was purchased this quarter.About 3.38% of the portfolio was sold this quarter.This quarter, Fishman Jay A Ltd/Mi has purchased 82 new stocks and bought additional shares in 10 stocks.Fishman Jay A Ltd/Mi sold shares of 40 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $228,080,680Alphabet $110,202,481Amazon.com $87,815,588XPO $55,302,978Microsoft $55,098,948 Largest New Holdings this Quarter 808513105 - Charles Schwab $5,838,038 Holding316773100 - Fifth Third Bancorp $1,157,365 Holding74762E102 - Quanta Services $252,549 Holding Largest Purchases this Quarter QXO INC COM NEW 358,465 shares (about $6.96M)Charles Schwab 62,120 shares (about $5.84M)REDDIT INC 28,490 shares (about $3.84M)Eli Lilly and Company 2,727 shares (about $2.51M)RTX 10,175 shares (about $1.96M) Largest Sales this Quarter Apple 27,032 shares (about $6.86M)Constellation Energy 11,939 shares (about $3.33M)XPO 14,076 shares (about $2.74M)Alphabet 7,179 shares (about $2.06M)Pfizer 55,687 shares (about $1.56M) 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$228,080,680$6,860,455 ▼-2.9%898,69820.4%Computer and TechnologyGOOGLAlphabet$110,202,481$2,064,393 ▼-1.8%383,2339.8%Computer and TechnologyAMZNAmazon.com$87,815,588$1,525,578 ▼-1.7%421,6437.8%Retail/WholesaleXPOXPO$55,302,978$2,738,486 ▼-4.7%284,2614.9%TransportationMSFTMicrosoft$55,098,948$532,674 ▼-1.0%148,8484.9%Computer and TechnologyNVDANVIDIA$54,510,290$422,920 ▼-0.8%312,5594.9%Computer and TechnologyMETAMeta Platforms$50,896,685$805,559 ▲1.6%88,9604.5%Computer and TechnologyJPMJPMorgan Chase & Co.$44,721,926$1,366,664 ▼-3.0%152,0334.0%FinanceVRTVertiv$43,445,560$1,444,594 ▼-3.2%173,3803.9%Computer and TechnologyBXBlackstone$40,883,182$370,843 ▼-0.9%355,5373.7%FinanceVVisa$31,116,817$308,285 ▼-1.0%102,9542.8%Business ServicesLLYEli Lilly and Company$28,389,621$2,508,213 ▲9.7%30,8662.5%MedicalSYKStryker$24,463,526$293,102 ▼-1.2%74,4502.2%MedicalQXO INC COM NEW$23,620,643$6,961,390 ▲41.8%1,216,3052.1%comREDDIT INC$20,341,037$3,836,179 ▲23.2%151,0661.8%comGE VERNOVA INC COM$19,154,045$149,266 ▲0.8%21,9431.7%comHDHome Depot$16,000,170$966,937 ▼-5.7%48,6491.4%Retail/WholesaleCOSTCostco Wholesale$15,944,873$728,390 ▼-4.4%16,0021.4%Retail/WholesaleABBVAbbVie$14,847,390$234,889 ▼-1.6%68,2671.3%MedicalTWITitan International$14,667,746$139,582 ▼-0.9%2,122,6841.3%IndustrialsAXPAmerican Express$14,135,830$20,569 ▼-0.1%46,7331.3%FinanceARQTArcutis Biotherapeutics$13,352,159$49,005 ▲0.4%566,7301.2%MedicalGOOGAlphabet$12,891,775$653,180 ▼-4.8%44,9411.2%Computer and TechnologyCEGConstellation Energy$11,738,274$3,333,966 ▼-22.1%42,0351.0%EnergyGEGE Aerospace$11,269,074$1,419 ▲0.0%39,7121.0%AerospaceMRKMerck & Co., Inc.$6,842,817$400,566 ▼-5.5%56,8860.6%MedicalSCHWCharles Schwab$5,838,038$5,838,038 ▲New Holding62,1200.5%FinancePFEPfizer$5,539,342$1,563,691 ▼-22.0%197,2700.5%MedicalVBVanguard Small-Cap ETF$4,841,067$81,195 ▼-1.6%18,4830.4%ETFORCLOracle$4,161,448$10,298 ▼-0.2%28,2880.4%Computer and TechnologySHWSherwin-Williams$3,750,435$424,729 ▼-10.2%11,7000.3%Basic MaterialsJNJJohnson & Johnson$3,643,623$658,521 ▼-15.3%14,9060.3%MedicalQQQInvesco QQQ$3,403,630$68,107 ▼-2.0%5,8970.3%FinanceRTXRTX$2,734,358$1,962,758 ▲254.4%14,1750.2%AerospaceBRK.BBerkshire Hathaway$2,451,108$45,524 ▼-1.8%5,1150.2%FinanceTJXTJX Companies$2,242,188$17,727 ▼-0.8%14,0400.2%Retail/WholesaleNEENextEra Energy$2,173,485$63,530 ▼-2.8%23,4010.2%UtilitiesVFFVillage Farms International$1,634,1360.0%575,4000.1%Consumer StaplesGDGeneral Dynamics$1,629,952$5,148 ▼-0.3%4,7490.1%AerospaceTSMTaiwan Semiconductor Manufacturing$1,499,4840.0%4,4370.1%Computer and TechnologyDEDeere & Company$1,456,131$8,450 ▼-0.6%2,5850.1%IndustrialsEHCEncompass Health$1,449,015$111,239 ▲8.3%14,9800.1%MedicalLENLennar$1,389,4400.0%16,0000.1%ConstructionDHRDanaher$1,343,316$61,620 ▼-4.4%7,0850.1%MedicalFITBFifth Third Bancorp$1,157,365$1,157,365 ▲New Holding24,9110.1%FinanceCBOECboe Global Markets$1,055,699$28,107 ▼-2.6%3,7560.1%Financial ServicesPMPhilip Morris International$1,046,1060.0%6,3270.1%Consumer StaplesBACBank of America$1,030,6730.0%21,1420.1%FinanceAPHAmphenol$953,943$21,480 ▲2.3%7,5500.1%Computer and TechnologyRACEFerrari$913,8150.0%2,7000.1%Auto/Tires/TrucksHONHoneywell International$834,729$41,816 ▼-4.8%3,6930.1%Multi-Sector ConglomeratesMCOMoody's$817,9690.0%1,8750.1%FinanceVTIVanguard Total Stock Market ETF$802,0250.0%2,5000.1%ETFHCAHCA Healthcare$759,550$37,859 ▼-4.7%1,6050.1%MedicalGSThe Goldman Sachs Group$698,800$50,760 ▼-6.8%8260.1%FinanceIJHiShares Core S&P Mid-Cap ETF$675,3000.0%10,0000.1%ETFMOAltria Group$649,0120.0%9,8350.1%Consumer StaplesTSLATesla$634,2060.0%1,7060.1%Auto/Tires/TrucksCMCSAComcast$617,2650.0%21,5000.1%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC CL A$568,298$32,913 ▼-5.5%3,8850.1%comSPYSPDR S&P 500 ETF Trust$556,0410.0%8550.0%FinanceVOVanguard Mid-Cap ETF$553,396$7,180 ▼-1.3%1,9270.0%ETFUNPUnion Pacific$535,9760.0%2,2090.0%TransportationMARMarriott International$477,1950.0%1,4590.0%Consumer DiscretionaryITWIllinois Tool Works$449,0000.0%1,7250.0%IndustrialsCSCOCisco Systems$421,3140.0%5,4300.0%Computer and TechnologyCARRCarrier Global$416,694$28,155 ▼-6.3%7,4000.0%ConstructionMDLZMondelez International$406,0160.0%7,0440.0%Consumer StaplesGLDSPDR Gold Shares$322,7180.0%7500.0%FinanceINTUIntuit$316,5020.0%7320.0%Computer and TechnologyPEPPepsiCo$271,758$15,529 ▼-5.4%1,7500.0%Consumer StaplesPWRQuanta Services$252,549$252,549 ▲New Holding4600.0%ConstructionPGProcter & Gamble$241,9370.0%1,6750.0%Consumer StaplesRIVNRivian Automotive$239,2950.0%15,9000.0%Auto/Tires/TrucksTXTTextron$238,426$13,134 ▼-5.2%2,7230.0%AerospaceIWMiShares Russell 2000 ETF$210,8000.0%8500.0%FinanceWHRWhirlpool$0$5,967,204 ▼-100.0%00.0%Consumer DiscretionaryCMAComerica$0$1,293,431 ▼-100.0%00.0%FinanceUBERUber Technologies$0$1,162,325 ▼-100.0%00.0%Computer and TechnologyMCDMcDonald's$0$491,453 ▼-100.0%00.0%Retail/WholesaleRVMDRevolution Medicines$0$398,250 ▼-100.0%00.0%MedicalDOORDASH INC CL A$0$235,539 ▼-100.0%00.0%comISHARES BITCOIN TRUST ETF$0$235,093 ▼-100.0%00.0%comAVGOBroadcom$0$207,660 ▼-100.0%00.0%Computer and TechnologyEXPEagle Materials$0$201,513 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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