FISHMAN JAY A LTD/MI
CIK 1006407
13F filing for Q2 2026・No. 2,213
- Holdings
- US$1.26B
- Quarter change
- +US$136.41M
- Entries
- 79
- Net bought (estimate)
- −US$3.99M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 29
- Added 15
- Corporate actions 2
- Unchanged 30
Largest holdings
79 stocks worth US$1.26B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLApplecom | Cut | 882,533 | US$255.37M | 20.32% |
| GOOGLAlphabetcom | Cut | 379,225 | US$135.52M | 10.79% |
| AMZNAmazoncom | Cut | 420,043 | US$100.11M | 7.97% |
| NVDANvidiacom | Cut | 310,284 | US$62.08M | 4.94% |
| MSFTMicrosoftcom | Cut | 148,531 | US$55.4M | 4.41% |
| XPOXPO INC COMcom | Cut | 255,150 | US$52.38M | 4.17% |
| METAMetacom | Added | 92,981 | US$52.38M | 4.17% |
| VRTVERTIV HOLDINGS CO COM CL Acom | Cut | 150,180 | US$50.28M | 4.00% |
| JPMJPMORGAN CHASE & CO COMcom | Cut | 150,214 | US$49.17M | 3.91% |
| BXBLACKSTONE INC COMcom | Added | 359,909 | US$42.35M | 3.37% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.