FISHMAN JAY A LTD/MI Diversified Active

CIK: 0001006407 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 2, 2015

Total Value ($000): $417,160,869 (100.0% shares, 0.0% debt)

Holdings (90)

AAPL APPLE INC. 13.1%
Value ($000) $54,829,689 Shares 497,096 Est. Cost $17.85 Unrealized +47.2%
VALEANT PHARMACEUTICAL INT'L 5.5%
Value ($000) $23,074,345 Shares 129,355 Est. Cost $104586.96 Unrealized
PFE PFIZER INC 4.8%
Value ($000) $20,027,362 Shares 637,611 Est. Cost $16.46 Unrealized +25.2%
JPM JPMORGAN CHASE & CO 4.6%
Value ($000) $19,313,040 Shares 316,763 Est. Cost $36.61 Unrealized +35.5%
JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $17,082,476 Shares 182,994 Est. Cost $59.66 Unrealized +21.5%
GILD GILEAD SCIENCES INC 4.0%
Value ($000) $16,762,997 Shares 170,720 Est. Cost $50.81 Unrealized +52.5%
TWI TITAN INTERNATIONAL INC 3.8%
Value ($000) $15,928,295 Shares 2,409,727 Est. Cost $18.81 Unrealized -54.5%
ALPHABET, INC. A 3.7%
Value ($000) $15,643,257 Shares 24,505 Est. Cost $638370.00 Unrealized
FACEBOOK INC 3.4%
Value ($000) $14,379,505 Shares 159,950 Est. Cost $62570.66 Unrealized
SBUX STARBUCKS CORP 3.3%
Value ($000) $13,730,725 Shares 241,568 Est. Cost $32.92 Unrealized +37.7%
THE BLACKSTONE GROUP L.P. 2.8%
Value ($000) $11,815,285 Shares 373,075 Est. Cost $24746.87 Unrealized
ALLERGAN PLC 2.8%
Value ($000) $11,729,961 Shares 43,155 Est. Cost $298714.88 Unrealized
VISA INC CLASS A 2.7%
Value ($000) $11,086,110 Shares 159,146 Est. Cost $96202.98 Unrealized
ORCL ORACLE CORP 2.4%
Value ($000) $10,041,071 Shares 277,992 Est. Cost $27.58 Unrealized +19.3%
IEP ICAHN ENTERPRISES LP 2.4%
Value ($000) $9,853,728 Shares 147,027 Est. Cost $87295.35 Unrealized
AMGN AMGEN INC. 2.1%
Value ($000) $8,925,513 Shares 64,528 Est. Cost $105.38 Unrealized +10.3%
HANESBRANDS INC 2.0%
Value ($000) $8,519,502 Shares 294,385 Est. Cost $44330.44 Unrealized
CMCSA COMCAST CORP NEW CL A 1.8%
Value ($000) $7,705,761 Shares 135,474 Est. Cost $18.34 Unrealized +27.3%
RL RALPH LAUREN CORP 1.8%
Value ($000) $7,679,809 Shares 64,995 Est. Cost $134.42 Unrealized -28.3%
COP CONOCOPHILLIPS 1.8%
Value ($000) $7,449,483 Shares 155,327 Est. Cost $40.28 Unrealized -8.6%
UNITED TECHNOLOGIES CORP 1.8%
Value ($000) $7,311,418 Shares 82,160 Est. Cost $92940.00 Unrealized
DIAGEO PLC SPONSORED ADR 1.5%
Value ($000) $6,264,755 Shares 58,120 Est. Cost $114950.00 Unrealized
CHECK POINT SOFTWARE TECH 1.4%
Value ($000) $5,959,270 Shares 75,120 Est. Cost $79330.01 Unrealized
NOBLE ENERGY INC 1.4%
Value ($000) $5,864,940 Shares 194,332 Est. Cost $56712.04 Unrealized
SYK STRYKER CORPORATION 1.2%
Value ($000) $5,053,170 Shares 53,700 Est. Cost $59.64 Unrealized +47.4%
MERCK & CO INC 1.1%
Value ($000) $4,639,071 Shares 93,927 Est. Cost $46562.94 Unrealized
NKE NIKE INC CL B 1.0%
Value ($000) $4,355,843 Shares 35,422 Est. Cost $27.57 Unrealized +79.9%
ALPHABET, INC. C 1.0%
Value ($000) $4,305,181 Shares 7,076 Est. Cost $608420.10 Unrealized
H&E EQUIPMENT SERVICES 1.0%
Value ($000) $4,262,045 Shares 254,907 Est. Cost $24265.56 Unrealized
LUV SOUTHWEST AIRLINE CO. 1.0%
Value ($000) $4,195,812 Shares 110,300 Est. Cost $35.24 Unrealized -7.1%
XPO XPO LOGISTICS 0.9%
Value ($000) $3,787,778 Shares 158,950 Est. Cost $9.12 Unrealized +43.8%
CELGENE CORP 0.8%
Value ($000) $3,537,159 Shares 32,700 Est. Cost $115428.18 Unrealized
CVS CVS CAREMARK CORP 0.7%
Value ($000) $3,001,686 Shares 31,112 Est. Cost $75.88 Unrealized +2.5%
TALMER BANCORP INC 0.7%
Value ($000) $2,762,152 Shares 165,895 Est. Cost $14286.00 Unrealized
LEN LENNAR CORP 0.7%
Value ($000) $2,719,345 Shares 56,500 Est. Cost $33.89 Unrealized +31.6%
CSCO CISCO SYSTEMS INC. 0.6%
Value ($000) $2,343,469 Shares 89,275 Est. Cost $15.24 Unrealized +28.5%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $1,984,892 Shares 127,400 Est. Cost $10.34 Unrealized +30.0%
HD HOME DEPOT INC. 0.5%
Value ($000) $1,886,876 Shares 16,338 Est. Cost $56.05 Unrealized +61.4%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,876,120 Shares 13,600 Est. Cost $56.44 Unrealized +104.6%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $1,832,312 Shares 25,470 Est. Cost $55.04 Unrealized +2.3%
TXT TEXTRON INC 0.4%
Value ($000) $1,727,769 Shares 45,902 Est. Cost $26.50 Unrealized +54.0%
MONSANTO CO 0.4%
Value ($000) $1,717,041 Shares 20,120 Est. Cost $98800.02 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,362,964 Shares 54,043 Est. Cost $24447.77 Unrealized
M MACY'S INC 0.3%
Value ($000) $1,359,980 Shares 26,500 Est. Cost $46.53 Unrealized +34.8%
ECL ECOLAB INC 0.3%
Value ($000) $1,305,668 Shares 11,900 Est. Cost $73.48 Unrealized +35.8%
INTC INTEL CORP 0.3%
Value ($000) $1,293,910 Shares 42,930 Est. Cost $17.18 Unrealized +31.7%
CITIGROUP INC 0.3%
Value ($000) $1,212,369 Shares 24,438 Est. Cost $47969.99 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,186,524 Shares 20,700 Est. Cost $57300.00 Unrealized
BWA BORGWARNER INC 0.3%
Value ($000) $1,143,101 Shares 27,485 Est. Cost $42.57 Unrealized -16.7%
DE DEERE & CO 0.3%
Value ($000) $1,127,538 Shares 15,237 Est. Cost $68.04 Unrealized +7.8%
LKQ LKQ CORP 0.3%
Value ($000) $1,049,320 Shares 37,000 Est. Cost $21.42 Unrealized +27.7%
FIRST TRUST NYSE ARCA BIOTECH 0.2%
Value ($000) $1,030,931 Shares 10,175 Est. Cost $117318.63 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,024,067 Shares 14,848 Est. Cost $52.90 Unrealized +11.4%
SU SUNCOR ENERGY INC. NEW 0.2%
Value ($000) $1,018,032 Shares 38,100 Est. Cost $19.99 Unrealized -7.2%
DAL DELTA AIRLINES 0.2%
Value ($000) $852,530 Shares 19,000 Est. Cost $37.30 Unrealized +6.0%
CBOE CBOE HOLDINGS INC 0.2%
Value ($000) $771,984 Shares 11,508 Est. Cost $33.33 Unrealized +65.3%
F FORD MOTOR COMPANY 0.2%
Value ($000) $770,952 Shares 56,813 Est. Cost $7.61 Unrealized +7.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $770,645 Shares 7,900 Est. Cost $14.46 Unrealized +34.4%
ALTRIA GROUP INC 0.2%
Value ($000) $763,450 Shares 14,034 Est. Cost $35216.02 Unrealized
MEDTRONIC INC 0.2%
Value ($000) $737,411 Shares 11,016 Est. Cost $77990.02 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $708,895 Shares 8,987 Est. Cost $71.30 Unrealized -24.5%
PM PHILIP MORRIS INT'L 0.1%
Value ($000) $605,050 Shares 7,627 Est. Cost $49.85 Unrealized -1.9%
NFLX NETFLIX INC 0.1%
Value ($000) $588,582 Shares 5,700 Est. Cost $10.74 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value ($000) $563,816 Shares 17,200 Est. Cost $38500.00 Unrealized
WISCONSIN ENERGY CORP 0.1%
Value ($000) $553,793 Shares 10,605 Est. Cost $40990.00 Unrealized
VFC VF CORP 0.1%
Value ($000) $544,316 Shares 7,980 Est. Cost $60.12 Unrealized +13.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $528,034 Shares 7,102 Est. Cost $53.69 Unrealized -8.6%
ABBV ABBVIE INC 0.1%
Value ($000) $509,060 Shares 9,356 Est. Cost $27.06 Unrealized +57.2%
RAYTHEON CO 0.1%
Value ($000) $506,092 Shares 4,632 Est. Cost $67036.06 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $470,725 Shares 6,350 Est. Cost $64.33 Unrealized +3.0%
HCA HOLDINGS, INC. 0.1%
Value ($000) $428,574 Shares 5,540 Est. Cost $76863.90 Unrealized
MCO MOODY'S CORPORATION 0.1%
Value ($000) $395,255 Shares 4,025 Est. Cost $53.10 Unrealized +80.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $392,160 Shares 6,000 Est. Cost $61.88 Unrealized -4.5%
BRK/A BERKSHIRE HATHAWAY INC. CLASS A 0.1%
Value ($000) $390,480 Shares 2 Est. Cost $165023.42 Unrealized +24.8%
BRK/B BERKSHIRE HATHAWAY INC. CL B 0.1%
Value ($000) $352,080 Shares 2,700 Est. Cost $133.21 Unrealized +2.8%
ABT ABBOTT LABS. 0.1%
Value ($000) $344,122 Shares 8,556 Est. Cost $28.85 Unrealized +34.5%
BOEING CO 0.1%
Value ($000) $339,160 Shares 2,590 Est. Cost $142474.44 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $335,003 Shares 2,363 Est. Cost $61.26 Unrealized +42.8%
BEST BUY CO INC 0.1%
Value ($000) $326,656 Shares 8,800 Est. Cost $38787.14 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $312,778 Shares 3,800 Est. Cost $49.85 Unrealized +37.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $309,419 Shares 7,390 Est. Cost $30.85 Unrealized +10.3%
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $307,400 Shares 29,000 Est. Cost $5.27 Unrealized +38.9%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $265,230 Shares 3,000 Est. Cost $65.92 Unrealized +9.5%
CSX CSX CORP 0.1%
Value ($000) $254,851 Shares 9,474 Est. Cost $9.68 Unrealized -13.5%
PEP PEPSICO INC 0.1%
Value ($000) $253,290 Shares 2,686 Est. Cost $56.00 Unrealized +24.1%
GOLD TRUST ETF SPRD 0.1%
Value ($000) $235,092 Shares 2,200 Est. Cost $112370.00 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $224,672 Shares 5,600 Est. Cost $27.85 Unrealized +3.5%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $220,890 Shares 1,500 Est. Cost $132.29 Unrealized +27.9%
OCWEN FINANCIAL CORP 0.0%
Value ($000) $134,200 Shares 20,000 Est. Cost $6710.00 Unrealized
ELITE PHARMACEUTICALS 0.0%
Value ($000) $13,800 Shares 60,000 Est. Cost $72.00 Unrealized