Fishman Jay A Ltd holds a focused book of 79 stocks worth $1.3B as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Broadcom Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 20% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1006407/holdings"
Use Arkolith to show FISHMAN JAY A LTD/MI's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fishman Jay A Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 79 | $12.9B |
| HUNTINGTON NATIONAL BANK | 78 / 79 | $7.5B |
| IFP Advisors, Inc | 78 / 79 | $1.2B |
| GAMMA Investing LLC | 78 / 79 | $1.0B |
| VANGUARD GROUP INC | 77 / 79 | $3.2T |
| BlackRock, Inc. | 77 / 79 | $2.4T |
| MORGAN STANLEY | 77 / 79 | $610.1B |
| JPMORGAN CHASE & CO | 77 / 79 | $578.6B |
Ranked by how many of Fishman Jay A Ltd's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com com | $255.4M | 882.5K | 20.3% | ▼−1.8% Reduced · −16K sh | |
| 2 | Alphabet Inc Cap STK CL A com | $135.5M | 379.2K | 10.8% | ▼−1.0% Reduced · −4K sh | |
| 3 | Amazon Com Inc Com com | $100.1M | 420.0K | 8.0% | ▼−0.4% Reduced · −2K sh | |
| 4 | Nvidia Corporation Com com | $62.1M | 310.3K | 4.9% | ▼−0.7% Reduced · −2K sh | |
| 5 | Microsoft Corp Com com | $55.4M | 148.5K | 4.4% | ▼−0.2% Reduced · −317 sh | |
| 6 | Xpo Inc Com com | $52.4M | 255.2K | 4.2% | ▼−10% Reduced · −29K sh | |
| 7 | Meta Platforms Inc CL A com | $52.4M | 93.0K | 4.2% | ▲+4.5% Added · +4K sh | |
| 8 | Vertiv Holdings Co Com CL A com | $50.3M | 150.2K | 4.0% | ▼−13% Reduced · −23K sh | |
| 9 | JPMorgan Chase & Co Com com | $49.2M | 150.2K | 3.9% | ▼−1.2% Reduced · −2K sh | |
| 10 | Blackstone Inc Com com | $42.4M | 359.9K | 3.4% | ▲+1.2% Added · +4K sh | |
| 11 | Eli Lilly & Co Com com | $41.0M | 34.2K | 3.3% | ▲+11% Added · +3K sh | |
| 12 | Visa Inc Com CL A com | $35.4M | 103.2K | 2.8% | ▲+0.2% Added · +235 sh | |
| 13 | Reddit Inc com | $27.6M | 159.1K | 2.2% | ▲+5.3% Added · +8K sh | |
| 14 | Qxo Inc Com New com | $27.3M | 1.58M | 2.2% | ▲+30% Added · +362K sh | |
| 15 | Ge Vernova Inc Com com | $24.1M | 20.5K | 1.9% | ▼−6.5% Reduced · −1K sh | |
| 16 | Stryker Corporation Com com | $23.4M | 74.3K | 1.9% | ▼−0.2% Reduced · −162 sh | |
| 17 | Home Depot Inc Com com | $17.4M | 49.3K | 1.4% | ▲+1.3% Added · +648 sh | |
| 18 | Abbvie Inc Com com | $17.1M | 67.8K | 1.4% | ▼−0.7% Reduced · −497 sh | |
| 19 | American Express Co Com com | $16.2M | 47.9K | 1.3% | ▲+2.5% Added · +1K sh | |
| 20 | Titan Intl Inc Ill Com com | $16.1M | 2.09M | 1.3% | ▼−1.4% Reduced · −29K sh | |
| 21 | Alphabet Inc Cap STK CL C com | $15.6M | 44.2K | 1.2% | ▼−1.6% Reduced · −710 sh | |
| 22 | Arcutis Biotherapeutics Inc Com com | $15.6M | 595.0K | 1.2% | ▲+5.0% Added · +28K sh | |
| 23 | Costco Wholesale Corporation Com com | $15.1M | 16.2K | 1.2% | ▲+1.0% Added · +160 sh | |
| 24 | Ge Aerospace Com New com | $15.1M | 40.3K | 1.2% | ▲+1.4% Added · +575 sh | |
| 25 | Schwab Charles Corp Com com | $12.3M | 133.3K | 1.0% | ▲+115% Added · +71K sh | |
| 26 | Constellation Energy Corp Com com | $8.1M | 32.7K | 0.6% | ▼−22% Reduced · −9K sh | |
| 27 | Merck & Co Inc Com com | $7.8M | 60.5K | 0.6% | ▲+6.4% Added · +4K sh | |
| 28 | Vanguard Small-Cap ETF com | $5.4M | 17.7K | 0.4% | ▼−4.3% Reduced · −800 sh | |
| 29 | Invesco QQQ Trust Series I com | $4.3M | 5.9K | 0.3% | —Held | |
| 30 | Oracle Corp Com com | $4.1M | 28.3K | 0.3% | —Held | |
| 31 | Johnson & Johnson Com com | $3.7M | 14.7K | 0.3% | ▼−1.6% Reduced · −237 sh | |
| 32 | Pfizer Inc Com com | $3.5M | 145.0K | 0.3% | ▼−26% Reduced · −52K sh | |
| 33 | Sherwin Williams Co Com com | $2.8M | 8.2K | 0.2% | ▼−30% Reduced · −4K sh | |
| 34 | Berkshire Hathaway Inc Del CL B New com | $2.5M | 4.9K | 0.2% | ▼−3.9% Reduced · −200 sh | |
| 35 | Broadcom Inc Com com | $2.4M | 6.4K | 0.2% | ▲New New position | |
| 36 | RTX Corporation Com com | $2.3M | 12.2K | 0.2% | ▼−14% Reduced · −2K sh | |
| 37 | TJX Cos Inc New Com com | $2.1M | 14.0K | 0.2% | —Held | |
| 38 | Taiwan Semiconductor Manufact Sponsored Ads com | $2.1M | 4.4K | 0.2% | —Held | |
| 39 | NextEra Energy Inc Com com | $2.0M | 23.3K | 0.2% | ▼−0.4% Reduced · −100 sh | |
| 40 | General Dynamics Corp Com com | $1.7M | 4.7K | 0.1% | —Held | |
| 41 | Deere & Co Com com | $1.6M | 2.6K | 0.1% | —Held | |
| 42 | Encompass Health Corp Com com | $1.5M | 15.3K | 0.1% | ▲+2.2% Added · +330 sh | |
| 43 | Amphenol Corp CL A com | $1.4M | 7.8K | 0.1% | ▲+3.2% Added · +240 sh | |
| 44 | Fifth Third Bancorp Com com | $1.4M | 24.1K | 0.1% | ▼−3.2% Reduced · −800 sh | |
| 45 | Danaher Corp Del Com com | $1.2M | 6.6K | 0.1% | ▼−7.5% Reduced · −530 sh | |
| 46 | Bank Of Amer Corp Com com | $1.2M | 21.1K | 0.1% | —Held | |
| 47 | Village Farms Intl Inc Com com | $1.2M | 575.4K | 0.1% | —Held | |
| 48 | Philip Morris Intl Inc Com com | $1.1M | 6.3K | 0.1% | —Held | |
| 49 | Ferrari N V Com com | $1.0M | 2.7K | 0.1% | —Held | |
| 50 | Vanguard Total Stock Market ETF com | $925K | 2.5K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 79 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 76 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 82 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 81 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 79 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 81 | $915.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 85 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 85 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.