Fund Holdings

FISHMAN JAY A LTD/MI

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 182 of 82 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
ALPHABET INC CAP STK CL A393,937390,412-3,52595,766,085122,198,956+26,432,871
APPLE INC COM942,324925,730-16,594239,944,075251,669,081+11,725,006
ELI LILLY & CO COM26,79528,139+1,34420,444,58530,240,421+9,795,836
QXO INC COM NEW547,940857,840+309,90010,443,73616,547,734+6,103,998
ARCUTIS BIOTHERAPEUTICS INC COM565,650564,650-1,00010,662,50316,397,436+5,734,933
AMAZON COM INC COM430,733428,968-1,76594,576,04599,014,394+4,438,349
ALPHABET INC CAP STK CL C48,41047,218-1,19211,790,25614,817,008+3,026,752
VERTIV HOLDINGS CO COM CL A178,370179,145+77526,908,89829,023,281+2,114,383
CONSTELLATION ENERGY CORP COM51,61453,974+2,36016,984,61919,067,395+2,082,776
AMERICAN EXPRESS CO COM47,26646,801-46515,699,91017,314,069+1,614,159
XPO INC COM301,437298,337-3,10038,966,76140,546,982+1,580,221
ENCOMPASS HEALTH CORP COM013,830+13,83001,467,916+1,467,916
UBER TECHNOLOGIES INC COM014,225+14,22501,162,325+1,162,325
GE VERNOVA INC COM21,50121,772+27113,220,96514,229,526+1,008,561
MERCK & CO INC COM64,96160,216-4,7455,452,1776,338,336+886,159
JPMORGAN CHASE & CO. COM157,772156,679-1,09349,765,91450,484,997+719,083
VISA INC COM CL A105,659103,974-1,68536,069,86936,464,722+394,853
JOHNSON & JOHNSON COM17,62517,600-253,268,0283,642,320+374,292
VILLAGE FARMS INTL INC COM575,400575,40001,801,0022,100,210+299,208
SPDR GOLD SHARES0750+7500297,233+297,233
GE AEROSPACE COM NEW39,71739,707-1011,947,66812,230,947+283,279
DANAHER CORPORATION COM7,4107,41001,469,1071,696,297+227,190
TITAN INTL INC ILL COM2,190,3842,142,884-47,50016,559,30316,778,782+219,479
COMERICA INC COM15,98014,879-1,1011,094,9501,293,431+198,481
REVOLUTION MEDICINES INC COM5,0005,0000233,500398,250+164,750
AMPHENOL CORP NEW CL A7,0007,380+380866,250997,333+131,083
TJX COS INC NEW COM14,25114,151-1002,059,8402,173,735+113,895
NEXTERA ENERGY INC COM24,13524,085-501,821,9511,933,544+111,593
REDDIT INC122,031122,576+54528,065,91028,176,545+110,635
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS4,4774,437-401,250,3811,348,360+97,979
INVESCO QQQ TRUST SERIES I6,0156,01503,611,2263,695,075+83,849
RIVIAN AUTOMOTIVE INC COM CL A15,90015,9000233,412313,389+79,977
GOLDMAN SACHS GROUP INC COM8868860705,577778,806+73,229
MARRIOTT INTL INC NEW CL A1,4591,4590379,982452,640+72,658
BANK AMERICA CORP COM21,14221,14201,090,7161,162,810+72,094
HCA HEALTHCARE INC COM1,6851,6850718,147786,659+68,512
MOODYS CORP COM1,8751,8750893,400957,844+64,444
RTX CORPORATION COM4,0004,0000669,320733,600+64,280
CISCO SYS INC COM5,4305,4300371,521418,273+46,752
CBOE GLOBAL MKTS INC COM3,8563,8560945,684967,856+22,172
DEERE & CO COM2,6002,60001,188,8761,210,482+21,606
TESLA INC COM1,6821,706+24748,019767,222+19,203
VANGUARD TOTAL STOCK MARKET ETF2,5002,5000820,425838,175+17,750
SPDR S&P 500 ETF TRUST8558550569,584583,042+13,458
ISHARES CORE S&P MID-CAP ETF10,00010,0000652,600660,000+7,400
PEPSICO INC COM1,8501,8500259,814265,512+5,698
TEXTRON INC COM2,8982,873-25244,852250,439+5,587
ISHARES RUSSELL 2000 ETF8508500205,666209,236+3,570
MCDONALDS CORP COM1,6081,6080488,655491,453+2,798
BROADCOM INC COM660600-60217,741207,660-10,081
VANGUARD MID-CAP ETF1,9651,952-13577,199566,509-10,690
UNION PAC CORP COM2,2092,2090522,169511,013-11,156
PHILIP MORRIS INTL INC COM6,3276,32701,026,2391,014,851-11,388
INTUIT COM7327320499,890484,891-14,999
PROCTER & GAMBLE CO COM1,6751,6750257,364240,044-17,320
GENERAL DYNAMICS CORP COM4,7644,76401,624,5241,603,848-20,676
PALANTIR TECHNOLOGIES INC CL A4,1554,110-45757,955730,553-27,402
BERKSHIRE HATHAWAY INC DEL CL B NEW5,2705,210-602,649,4402,618,807-30,633
COMCAST CORP NEW CL A21,50021,5000675,530642,635-32,895
DOORDASH INC CL A1,0401,0400282,870235,539-47,331
EAGLE MATLS INC COM1,125975-150262,170201,513-60,657
MONDELEZ INTL INC CL A7,0447,0440440,039379,179-60,860
ILLINOIS TOOL WKS INC COM1,8651,725-140486,317424,868-61,449
ISHARES BITCOIN TRUST ETF4,7354,7350307,775235,093-72,682
ALTRIA GROUP INC COM9,8359,8350649,700567,086-82,614
CARRIER GLOBAL CORPORATION COM8,8007,900-900525,360417,436-107,924
VANGUARD SMALL-CAP ETF19,54418,793-7514,969,6484,847,654-121,994
NVIDIA CORPORATION COM315,559314,984-57558,876,99858,744,516-132,482
ABBVIE INC COM69,52269,347-17516,097,12415,845,096-252,028
PFIZER INC COM258,357252,957-5,4006,582,9366,298,629-284,307
SHERWIN WILLIAMS CO COM13,02513,02504,510,0374,220,491-289,546
FERRARI N V COM2,7002,70001,310,094997,812-312,282
LENNAR CORP CL A16,00016,00002,016,6401,644,800-371,840
HONEYWELL INTL INC COM8,2923,878-4,4141,745,466756,559-988,907
COSTCO WHOLESALE CORPORATION COM16,83816,733-10515,585,75814,429,535-1,156,223
STRYKER CORPORATION COM76,18775,342-84528,164,04826,480,453-1,683,595
ORACLE CORP COM27,95828,358+4007,862,9085,527,258-2,335,650
HOME DEPOT INC COM52,51951,589-93021,280,17417,751,775-3,528,399
META PLATFORMS INC CL A84,84887,552+2,70462,310,67457,792,200-4,518,474
WHIRLPOOL CORP COM136,86282,717-54,14510,757,3535,967,204-4,790,149
MICROSOFT CORP COM150,599150,287-31278,002,59072,681,647-5,320,943
BLACKSTONE INC COM365,452358,762-6,69062,437,44855,299,551-7,137,897
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