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CIK: 0001006407
Total reported value
$1.3B
$1.3B
81 檔
37.0%
At the close of Q1 2025, Fishman Jay A Ltd/mi disclosed equity holdings valued at approximately $1.3B, spread across 81 reported holdings.
In Q1 2025, Fishman Jay A Ltd/mi displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, GOOGL) accounted for 37.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 22.80% | -0.04% | -11.64% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.18% | +0.13% | -2.24% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.66% | +0.95% | -7.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.21% | -0.51% | -3.52% | |
| 5 | BX | Blackstone Inc | Stock-Financials | 5.94% | -0.28% | -6.56% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.18% | -0.37% | -4.81% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.25% | -0.08% | -7.51% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.07% | +0.04% | -5.29% | |
| 9 | XPO | Xpo Inc | Stock-Industrials | 3.53% | -0.77% | -5.24% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.45% | +0.07% | +21.65% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 3.13% | -0.32% | -4.37% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.12% | -0.05% | -14.91% | |
| 13 | TWI | Titan International Inc | Stock-Other | 2.01% | -0.03% | -1.01% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.69% | -0.22% | -10.41% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.58% | +0.03% | +0.44% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.39% | +0.01% | -16.78% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.34% | +0.03% | -3.91% | |
| 18 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.12% | +0.38% | — | |
| 19 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.01% | — | -2.34% | |
| 20 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 0.91% | +0.05% | -0.61% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.09% | -27.30% | |
| 22 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.88% | +0.12% | — | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 0.78% | -0.21% | -2.63% | |
| 24 | GE | General Electric | Stock-Industrials | 0.73% | +0.19% | +95.86% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | — | -1.89% | |
| 26 | CEG | Constellation Energy | Stock-Utilities | 0.59% | -0.40% | — | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.57% | +0.21% | — | |
| 28 | GD | General Dynamics CORP | Stock-Industrials | 0.52% | -0.02% | -30.99% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.50% | -0.11% | -14.57% | |
| 30 | CMA | Comerica Inc | Stock-Other | 0.49% | — | -29.56% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.04% | -2.14% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.07% | EXIT | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.73% | -3.70% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.03% | -32.45% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.05% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.02% | -2.24% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.27% | -0.03% | -7.49% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.26% | -0.02% | -17.03% | |
| 39 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.20% | -0.06% | — | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.19% | -0.03% | -12.31% | |
| 41 | ZTS | Zoetis Inc | Stock-Healthcare | 0.18% | — | -88.73% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.14% | — | -3.91% | |
| 43 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.13% | — | — | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.12% | — | -69.81% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.12% | — | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.11% | — | -1.56% | |
| 47 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.11% | -0.02% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.10% | +0.01% | — | |
| 49 | COP | Conocophillips | Stock-Energy | 0.10% | — | +16.16% | |
| 50 | MCO | Moody's CORP | Stock-Financials | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | BX | Blackstone Inc | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | XPO | Xpo Inc | — | NEW | New buy |
| 10 | NVDA | Nvidia CORP | — | NEW | New buy |
| 11 | SYK | Stryker CORP | — | NEW | New buy |
| 12 | HD | Home Depot Inc | — | NEW | New buy |
| 13 | TWI | Titan International Inc | — | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 15 | ABBV | Abbvie Inc | — | NEW | New buy |
| 16 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 17 | AXP | American Express Co | — | NEW | New buy |
| 18 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 19 | WHR | Whirlpool CORP | — | NEW | New buy |
| 20 | ARQT | Arcutis Biotherapeutics Inc | — | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 22 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 23 | PFE | Pfizer Inc | — | NEW | New buy |
| 24 | GE | General Electric | — | NEW | New buy |
| 25 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 26 | CEG | Constellation Energy | — | NEW | New buy |
| 27 | GEV | GE Vernova Inc | — | NEW | New buy |
| 28 | GD | General Dynamics CORP | — | NEW | New buy |
| 29 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 30 | CMA | Comerica Inc | — | NEW | New buy |
| 31 | ORCL | Oracle CORP | — | NEW | New buy |
| 32 | HON | Honeywell International Inc | — | NEW | New buy |
| 33 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 34 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 35 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 37 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 38 | DHR | Danaher CORP | — | NEW | New buy |
| 39 | LEN | Lennar Corp-a | — | NEW | New buy |
| 40 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 41 | ZTS | Zoetis Inc | — | NEW | New buy |
| 42 | DE | Deere & Co | — | NEW | New buy |
| 43 | RACE | Ferrari N.V. | — | NEW | New buy |
| 44 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 45 | SBUX | Starbucks CORP | — | NEW | New buy |
| 46 | PM | Philip Morris International | — | NEW | New buy |
| 47 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 48 | BAC | Bank Of America CORP | — | NEW | New buy |
| 49 | COP | Conocophillips | — | NEW | New buy |
| 50 | MCO | Moody's CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Fishman Jay A Ltd/mi reported a total U.S. public equity portfolio value of $1.3B across 81 disclosed positions in Q1 2025.
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Top New Position Initiated
AAPL
市值: $208.8M
During Q1 2025, Fishman Jay A Ltd/mi's top holdings by market value included AAPL (22.8%)、AMZN (9.2%)、GOOGL (6.7%). The largest single position, AAPL, represented 22.8% of total portfolio value.
In Q1 2025, Fishman Jay A Ltd/mi made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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