FISHMAN JAY A LTD/MI Diversified Active

Location: Troy, MI

CIK: 0001006407 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 8, 2021

Total Value: $807.5B (100.0% shares, 0.0% debt)

Holdings (93)

AAPL APPLE INC 21.0%
Value $169.7B Shares 1,199,087 Est. Cost $83.93 Unrealized +71.5%
AMZN AMAZON.COM INC 7.3%
Value $58.61B Shares 17,841 Est. Cost $52.18 Unrealized +230.6%
BX BLACKSTONE INC 7.1%
Value $56.94B Shares 489,464 Est. Cost $42.09 Unrealized +138.4%
ALPHABET, INC. A 6.8%
Value $54.58B Shares 20,416 Est. Cost $671166.50 Unrealized
JPM JPMORGAN CHASE & CO 4.8%
Value $38.52B Shares 235,348 Est. Cost $36.95 Unrealized +279.7%
META META PLATFORMS INC 4.6%
Value $37.12B Shares 109,360 Est. Cost $192.35 Unrealized +85.9%
MSFT MICROSOFT CORP 4.3%
Value $34.56B Shares 122,580 Est. Cost $151.39 Unrealized +85.4%
SYK STRYKER CORPORATION 3.3%
Value $26.51B Shares 100,512 Est. Cost $118.98 Unrealized +114.5%
VISA INC CLASS A 3.1%
Value $25.08B Shares 112,589 Est. Cost $102521.61 Unrealized
HD HOME DEPOT INC 2.9%
Value $23.09B Shares 70,351 Est. Cost $113.48 Unrealized +159.6%
JNJ JOHNSON & JOHNSON 2.6%
Value $20.68B Shares 128,031 Est. Cost $62.82 Unrealized +139.2%
XPO XPO LOGISTICS 2.4%
Value $19.27B Shares 242,152 Est. Cost $15.17 Unrealized +230.4%
GXO LOGISTICS INC 2.3%
Value $18.88B Shares 240,752 Est. Cost $78440.00 Unrealized
TWI TITAN INTL INC 2.2%
Value $17.84B Shares 2,492,175 Est. Cost $15.51 Unrealized -49.1%
ABBV ABBVIE INC 1.9%
Value $15.24B Shares 141,266 Est. Cost $90.39 Unrealized +7.6%
RAYTHEON TECHNOLOGIES CORP 1.9%
Value $15.16B Shares 176,339 Est. Cost $61620.24 Unrealized
PFE PFIZER INC COM 1.7%
Value $14.1B Shares 327,777 Est. Cost $17.31 Unrealized +106.0%
HON HONEYWELL INTL INC 1.6%
Value $12.86B Shares 60,590 Est. Cost $122.05 Unrealized +59.4%
ALPHABET, INC. C 1.6%
Value $12.81B Shares 4,806 Est. Cost $629413.50 Unrealized
SPLUNK INC 1.2%
Value $9.375B Shares 64,788 Est. Cost $128163.49 Unrealized
VB VANGUARD SMALL-CAP ETF 1.0%
Value $8.321B Shares 38,053 Est. Cost $150192.05 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.8%
Value $6.092B Shares 102,960 Est. Cost $50.48 Unrealized +8.6%
DHR DANAHER CORP 0.8%
Value $6.08B Shares 19,971 Est. Cost $76.82 Unrealized +247.3%
COSTCO WHOLESALE CORP 0.7%
Value $5.672B Shares 12,623 Est. Cost $163744.12 Unrealized
SHW SHERWIN-WILLIAMS CO 0.7%
Value $5.568B Shares 19,905 Est. Cost $202.60 Unrealized +38.9%
BA BOEING CO 0.6%
Value $5.16B Shares 23,460 Est. Cost $193.01 Unrealized +15.5%
DIS WALT DISNEY CO 0.6%
Value $4.98B Shares 29,436 Est. Cost $135.82 Unrealized +28.2%
VILLAGE FARMS INTERNATIONAL INC 0.6%
Value $4.932B Shares 591,400 Est. Cost $3349.64 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value $4.673B Shares 110,078 Est. Cost $19.49 Unrealized +85.1%
DEO DIAGEO PLC SPONSORED ADR 0.5%
Value $4.383B Shares 22,710 Est. Cost $167196.58 Unrealized
MERCK & CO INC 0.5%
Value $4.282B Shares 57,005 Est. Cost $54785.32 Unrealized
DOCU DOCUSIGN INC 0.5%
Value $4.174B Shares 16,215 Est. Cost $240.17 Unrealized +20.0%
TJX TJX INC 0.5%
Value $3.767B Shares 57,100 Est. Cost $53.03 Unrealized +23.4%
IEP ICAHN ENTERPRISES LP 0.5%
Value $3.645B Shares 72,977 Est. Cost $80672.64 Unrealized
ORCL ORACLE CORP 0.4%
Value $3.214B Shares 36,885 Est. Cost $37.63 Unrealized +121.4%
ZTS ZOETIS INC 0.4%
Value $2.832B Shares 14,588 Est. Cost $119.99 Unrealized +61.4%
VO VANGUARD MID-CAP ETF 0.3%
Value $2.482B Shares 10,484 Est. Cost $145520.90 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value $2.425B Shares 30,890 Est. Cost $54.56 Unrealized +31.7%
SBUX STARBUCKS CORP 0.3%
Value $2.335B Shares 21,170 Est. Cost $73.24 Unrealized +44.3%
PAYSAFE LTD. 0.3%
Value $2.239B Shares 288,850 Est. Cost $12940.62 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value $1.927B Shares 5,340 Est. Cost $306.82 Unrealized +17.7%
PLANET FITNESS INC CL A 0.2%
Value $1.815B Shares 23,100 Est. Cost $70921.70 Unrealized
PJT PARTNERS INC 0.2%
Value $1.795B Shares 22,692 Est. Cost $34267.82 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value $1.714B Shares 21,975 Est. Cost $60552.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC. CL B 0.2%
Value $1.541B Shares 5,646 Est. Cost $160.71 Unrealized +74.8%
GD GENERAL DYNAMICS CORP 0.2%
Value $1.529B Shares 7,800 Est. Cost $57.71 Unrealized +209.4%
LEN LENNAR CORP CL A 0.2%
Value $1.513B Shares 16,150 Est. Cost $50.53 Unrealized +83.7%
JACOBS ENGINEERING GROUP INC 0.2%
Value $1.485B Shares 11,205 Est. Cost $124941.75 Unrealized
CARR CARRIER GLOBAL CORP 0.2%
Value $1.427B Shares 27,567 Est. Cost $18.13 Unrealized +179.7%
CMCSA COMCAST CORP NEW CL A 0.2%
Value $1.265B Shares 22,621 Est. Cost $24.88 Unrealized +106.5%
LIONS GATE ENTERTAINMENT CORP-A 0.1%
Value $1.21B Shares 85,300 Est. Cost $7643.61 Unrealized
GM GENERAL MOTORS CORP 0.1%
Value $1.16B Shares 22,000 Est. Cost $41.80 Unrealized +22.7%
ZOOM VIDEO COMMUNICATIONS-A 0.1%
Value $1.063B Shares 4,065 Est. Cost $261499.88 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value $1.051B Shares 19,305 Est. Cost $34.32 Unrealized +43.5%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value $1.048B Shares 20,800 Est. Cost $41615.68 Unrealized
DE DEERE & CO 0.1%
Value $1.032B Shares 3,080 Est. Cost $69.02 Unrealized +391.6%
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value $900M Shares 3,420 Est. Cost $172644.48 Unrealized
BROOKFIELD ASSET MGMT INC 0.1%
Value $835M Shares 15,600 Est. Cost $43451.71 Unrealized
CBOE CBOE HOLDINGS INC 0.1%
Value $799M Shares 6,454 Est. Cost $33.33 Unrealized +247.0%
WHR WHIRLPOOL CORP 0.1%
Value $750M Shares 3,677 Est. Cost $167.57 Unrealized +30.9%
PM PHILIP MORRIS INT'L 0.1%
Value $695M Shares 7,333 Est. Cost $62.38 Unrealized +29.9%
MCO MOODY'S CORPORATION 0.1%
Value $684M Shares 1,925 Est. Cost $94.84 Unrealized +283.0%
HCA HOLDINGS, INC. 0.1%
Value $649M Shares 2,675 Est. Cost $125633.25 Unrealized
ISHARES CORE MSCI EMERG ETF 0.1%
Value $615M Shares 9,950 Est. Cost $58584.31 Unrealized
RACE FERRARI 0.1%
Value $565M Shares 2,700 Est. Cost $119.29 Unrealized +79.9%
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value $555M Shares 2,500 Est. Cost $121738.81 Unrealized
LIONS GATE ENTERTAINMENT CORP-B 0.1%
Value $508M Shares 39,080 Est. Cost $8857.31 Unrealized
IBB ISHARES NASDAQ BIOTECH INDEX 0.1%
Value $492M Shares 3,040 Est. Cost $163221.88 Unrealized
TXT TEXTRON INC 0.1%
Value $485M Shares 6,948 Est. Cost $27.07 Unrealized +158.3%
ALTRIA GROUP INC 0.1%
Value $484M Shares 10,635 Est. Cost $58967.30 Unrealized
FISV FISERV INC 0.1%
Value $454M Shares 4,180 Est. Cost $59.01 Unrealized +89.3%
ROYAL CARIBBEAN CRUISES 0.1%
Value $445M Shares 5,000 Est. Cost $50300.00 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value $434M Shares 2,100 Est. Cost $52.27 Unrealized +288.2%
MAR MARRIOTT INTERNATIONAL 0.1%
Value $429M Shares 2,900 Est. Cost $116.35 Unrealized +15.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value $416M Shares 7,144 Est. Cost $35.16 Unrealized +57.7%
INTU INTUIT INC 0.0%
Value $395M Shares 732 Est. Cost $421.44 Unrealized +24.4%
NETFLEX INC 0.0%
Value $392M Shares 643 Est. Cost $540729.40 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value $392M Shares 2,000 Est. Cost $82.17 Unrealized +137.6%
VEEV VEEVA SYSTEMS 0.0%
Value $378M Shares 1,310 Est. Cost $263.54 Unrealized +20.4%
F FORD MOTOR COMPANY 0.0%
Value $366M Shares 25,882 Est. Cost $7.97 Unrealized +29.5%
PEP PEPSICO INC 0.0%
Value $364M Shares 2,423 Est. Cost $88.37 Unrealized +52.8%
MSCI INC. 0.0%
Value $351M Shares 577 Est. Cost $288958.75 Unrealized
BHC BAUSCH HEALTH CO 0.0%
Value $347M Shares 12,450 Est. Cost $24.11 Unrealized +17.6%
COP CONOCOPHILLIPS 0.0%
Value $317M Shares 4,675 Est. Cost $41.39 Unrealized +19.1%
EXTRA SPACE STORAGE INC 0.0%
Value $294M Shares 1,750 Est. Cost $115860.00 Unrealized
GOLDMAN SACHS GROUP INC 0.0%
Value $284M Shares 750 Est. Cost $327000.00 Unrealized
INTC INTEL CORP 0.0%
Value $280M Shares 5,250 Est. Cost $38.98 Unrealized +27.8%
PG PROCTER & GAMBLE CO 0.0%
Value $262M Shares 1,875 Est. Cost $64.44 Unrealized +97.5%
MMM 3M COMPANY 0.0%
Value $246M Shares 1,400 Est. Cost $64.32 Unrealized +113.5%
OTIS WORLDWIDE CORP 0.0%
Value $241M Shares 2,933 Est. Cost $56859.97 Unrealized
EAGLE MATERIALS INC 0.0%
Value $223M Shares 1,700 Est. Cost $134410.00 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $222M Shares 2,000 Est. Cost $75.81 Unrealized +38.7%
IWM ISHARES TRUST RUSSELL 2000 INDEX FUND 0.0%
Value $219M Shares 1,000 Est. Cost $196060.00 Unrealized