FISHMAN JAY A LTD/MI

RIA/Wealth

FISHMAN JAY A LTD/MI is a RIA/Wealth based in Troy, MI led by Jay Allen Fishman, managing $1.2B across 81 long positions as of Q3 2025 with 34% Technology concentration, 70% concentrated in top 10 holdings, and 21% allocation to AAPL.

PresidentJay Allen Fishman

Portfolio Value: $1.2B
Positions: 81
Top Holding: AAPL at 20.57%
Last Reported: Q3 2025

Address901 Wilshire Drive, Suite 555, Troy, MI, 48084-4108, United States

Top Holdings

Largest long holdings in FISHMAN JAY A LTD/MI's portfolio (70% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$239.9M	20.57%	-$6.7M Sold	0.01% 942.3K shares	≤ Q2 2013 Held for 12y 5m+
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$95.8M	8.21%	-$1.8M Sold	0.00% 393.9K shares	≤ Q2 2013 Held for 12y 5m+
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$94.6M	8.11%	-$2.8M Sold	0.00% 430.7K shares	Q4 2016 Held for 8y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$78.0M	6.69%	-$1.0M Sold	0.00% 150.6K shares	Q4 2016 Held for 8y 11m
5 Blackstone BX	Asset Management Financial Services	$62.4M	5.35%	-$2.0M Sold	0.05% 365.5K shares	≤ Q2 2013 Held for 12y 5m+
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$62.3M	5.34%	-$977.5K Sold	0.00% 84.8K shares	Q4 2013 Held for 11y 11m
7 Nvidia NVDA	Semiconductors Technology	$58.9M	5.05%	+$455.6K Bought	0.00% 315.6K shares	Q2 2022 Held for 3y 5m
8 JPMorgan Chase JPM	Banks - Diversified Financial Services	$49.8M	4.27%	-$737.2K Sold	0.01% 157.8K shares	≤ Q2 2013 Held for 12y 5m+
9 XPO XPO	Integrated Freight & Logistics Industrials	$39.0M	3.34%	-$499.5K Sold	0.26% 301.4K shares	Q4 2013 Held for 11y 11m
10 Visa V	Financial - Credit Services Financial Services	$36.1M	3.09%	-$728.8K Sold	0.01% 105.7K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FISHMAN JAY A LTD/MI's latest filing

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Market Value

$1.2B

Prior: $1.0B

Q/Q Change

+11.71%

+$122.3M

Net Flows % of MV

+0.006%

Turnover Ratio

3.23%

New Purchases

4 stocks

$11.8M

Added To

9 stocks

+$25.7M

Sold Out Of

4 stocks

$2.5M

Reduced Holdings

41 stocks

-$34.9M

Increased Positions

Position	Shares Δ	Change
1 QXO, Inc. QXO	New	0 → 547.9K +$10.4M
2 Amphenol APH	New	0 → 7.0K +$866.3K
3 Eaton Corporation ETN	New	0 → 637.0 +$238.4K
4 Broadcom Inc. AVGO	New	0 → 660.0 +$217.7K
5 Eli Lilly LLY	+339.69%	6.1K → 26.8K +$15.8M

Decreased Positions

Position	Shares Δ	Change
1 Starbucks SBUX	Sold	11.4K → 0 −$1.0M
2 Lockheed Martin LMT	Sold	1.8K → 0 −$838.7K
3 iShares Biotechnology IBB	Sold	2.9K → 0 −$371.9K
4 Zoetis ZTS	Sold	1.5K → 0 −$233.3K
5 General Dynamics GD	-66.57%	14.2K → 4.8K −$3.2M