FISHMAN JAY A LTD/MI — 13F holdings

FISHMAN JAY A LTD/MI reported 79 holdings worth $1.26B in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. AAPL APPLE INC — $255M (20.3%)
2. GOOGL ALPHABET INC — $136M (10.8%)
3. AMZN AMAZON COM INC — $100M (8.0%)
4. NVDA NVIDIA CORPORATION — $62.1M (4.9%)
5. MSFT MICROSOFT CORP — $55.4M (4.4%)
6. XPO XPO INC — $52.4M (4.2%)
7. META META PLATFORMS INC — $52.4M (4.2%)
8. VRT VERTIV HOLDINGS CO — $50.3M (4.0%)
9. JPM JPMorgan Chase & Co. — $49.2M (3.9%)
10. BX BLACKSTONE INC — $42.4M (3.4%)