FISHMAN JAY A LTD/MI Diversified Active

Location: Troy, MI

CIK: 0001006407 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value: $907.8B (100.0% shares, 0.0% debt)

Holdings (93)

AAPL APPLE INC 24.1%
Value $218.9B Shares 1,253,486 Est. Cost $87.05 Unrealized +89.4%
BX BLACKSTONE INC 7.2%
Value $64.94B Shares 511,591 Est. Cost $45.15 Unrealized +137.5%
AMZN AMAZON.COM INC 7.1%
Value $64.37B Shares 19,746 Est. Cost $62.62 Unrealized +146.7%
ALPHABET, INC. A 6.5%
Value $58.96B Shares 21,199 Est. Cost $750342.75 Unrealized
MSFT MICROSOFT CORP 4.5%
Value $40.85B Shares 132,492 Est. Cost $162.94 Unrealized +78.8%
TWI TITAN INTL INC 4.4%
Value $39.66B Shares 2,692,201 Est. Cost $15.16 Unrealized -22.9%
JPM JPMORGAN CHASE & CO 3.6%
Value $33.11B Shares 242,921 Est. Cost $40.25 Unrealized +232.1%
VISA INC CLASS A 3.0%
Value $27.58B Shares 124,359 Est. Cost $113383.13 Unrealized
ABBV ABBVIE INC 3.0%
Value $27.45B Shares 169,330 Est. Cost $93.07 Unrealized +35.8%
SYK STRYKER CORPORATION 2.9%
Value $26.76B Shares 100,097 Est. Cost $120.93 Unrealized +105.3%
JNJ JOHNSON & JOHNSON 2.7%
Value $24.58B Shares 138,699 Est. Cost $69.30 Unrealized +119.0%
META META PLATFORMS INC 2.6%
Value $23.39B Shares 105,180 Est. Cost $192.35 Unrealized +29.0%
HD HOME DEPOT INC 2.4%
Value $21.62B Shares 72,231 Est. Cost $118.33 Unrealized +165.3%
PFE PFIZER INC COM 2.3%
Value $21.1B Shares 407,642 Est. Cost $22.17 Unrealized +91.6%
XPO XPO LOGISTICS 2.2%
Value $19.95B Shares 274,078 Est. Cost $18.66 Unrealized +124.0%
GXO LOGISTICS INC 2.1%
Value $18.62B Shares 261,038 Est. Cost $79085.54 Unrealized
RAYTHEON TECHNOLOGIES CORP 1.9%
Value $17.05B Shares 172,081 Est. Cost $61620.24 Unrealized
ALPHABET, INC. C 1.6%
Value $14.34B Shares 5,134 Est. Cost $787603.75 Unrealized
HON HONEYWELL INTL INC 1.2%
Value $11.08B Shares 56,925 Est. Cost $122.05 Unrealized +39.6%
VB VANGUARD SMALL-CAP ETF 1.0%
Value $9.261B Shares 43,578 Est. Cost $159450.12 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.9%
Value $7.723B Shares 105,757 Est. Cost $50.69 Unrealized +12.1%
COSTCO WHOLESALE CORP 0.8%
Value $7.321B Shares 12,713 Est. Cost $163744.12 Unrealized
DIS WALT DISNEY CO 0.8%
Value $6.899B Shares 50,301 Est. Cost $140.69 Unrealized +0.4%
DHR DANAHER CORP 0.7%
Value $5.939B Shares 20,246 Est. Cost $78.74 Unrealized +212.1%
SHW SHERWIN-WILLIAMS CO 0.6%
Value $5.343B Shares 21,405 Est. Cost $210.22 Unrealized +26.8%
DEO DIAGEO PLC SPONSORED ADR 0.6%
Value $5.148B Shares 25,340 Est. Cost $173016.92 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value $4.909B Shares 119,103 Est. Cost $21.12 Unrealized +93.3%
MERCK & CO INC 0.5%
Value $4.405B Shares 53,686 Est. Cost $54785.32 Unrealized
IEP ICAHN ENTERPRISES LP 0.4%
Value $3.669B Shares 70,651 Est. Cost $79777.63 Unrealized
ZTS ZOETIS INC 0.4%
Value $3.653B Shares 19,368 Est. Cost $142.33 Unrealized +33.7%
NEE NEXTERA ENERGY INC 0.4%
Value $3.519B Shares 41,540 Est. Cost $59.05 Unrealized +22.1%
TJX TJX INC 0.4%
Value $3.302B Shares 54,500 Est. Cost $53.03 Unrealized +19.2%
VILLAGE FARMS INTERNATIONAL INC 0.3%
Value $3.101B Shares 587,400 Est. Cost $3349.64 Unrealized
SPLUNK INC 0.3%
Value $3.041B Shares 20,460 Est. Cost $128163.49 Unrealized
ORCL ORACLE CORP 0.3%
Value $2.943B Shares 35,568 Est. Cost $37.63 Unrealized +104.5%
VO VANGUARD MID-CAP ETF 0.3%
Value $2.488B Shares 10,459 Est. Cost $145520.90 Unrealized
INVESCO QQQ TRUST UNIT SER 1 ETF 0.3%
Value $2.393B Shares 6,600 Est. Cost $362540.00 Unrealized
GM GENERAL MOTORS CORP 0.3%
Value $2.309B Shares 52,800 Est. Cost $48.59 Unrealized -0.9%
ULTA ULTA BEAUTY INC 0.2%
Value $2.126B Shares 5,340 Est. Cost $306.82 Unrealized +22.7%
BRK/B BERKSHIRE HATHAWAY INC. CL B 0.2%
Value $1.993B Shares 5,646 Est. Cost $160.71 Unrealized +101.3%
PLANET FITNESS INC CL A 0.2%
Value $1.951B Shares 23,100 Est. Cost $70921.70 Unrealized
MCD MCDONALDS CORP. 0.2%
Value $1.922B Shares 7,774 Est. Cost $228.17 Unrealized -0.2%
JACOBS ENGINEERING GROUP INC 0.2%
Value $1.885B Shares 13,680 Est. Cost $127397.03 Unrealized
SBUX STARBUCKS CORP 0.2%
Value $1.835B Shares 20,170 Est. Cost $77.30 Unrealized +11.2%
GD GENERAL DYNAMICS CORP 0.2%
Value $1.653B Shares 6,855 Est. Cost $57.71 Unrealized +254.9%
EFA ISHARES MSCI EAFE ETF 0.2%
Value $1.643B Shares 22,325 Est. Cost $60757.16 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.636B Shares 3,706 Est. Cost $365.10 Unrealized 0.0%
PJT PARTNERS INC 0.2%
Value $1.432B Shares 22,691 Est. Cost $34267.82 Unrealized
DOCU DOCUSIGN INC 0.1%
Value $1.331B Shares 12,425 Est. Cost $189.00 Unrealized -39.3%
LEN LENNAR CORP CL A 0.1%
Value $1.315B Shares 16,200 Est. Cost $50.53 Unrealized +68.1%
CVX CHEVRON CORPORATION 0.1%
Value $1.299B Shares 7,979 Est. Cost $99.78 Unrealized +23.0%
DE DEERE & CO 0.1%
Value $1.28B Shares 3,080 Est. Cost $69.02 Unrealized +425.9%
CARR CARRIER GLOBAL CORP 0.1%
Value $1.247B Shares 27,192 Est. Cost $18.13 Unrealized +146.0%
TESLA MOTORS INC 0.1%
Value $1.174B Shares 1,089 Est. Cost $1057142.80 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value $1.076B Shares 19,305 Est. Cost $34.32 Unrealized +46.5%
LIONS GATE ENTERTAINMENT CORP-A 0.1%
Value $1.061B Shares 65,300 Est. Cost $7643.61 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value $1.059B Shares 22,621 Est. Cost $24.88 Unrealized +72.2%
IJH ISHARES CORE S&P MIDCAP ETF 0.1%
Value $915M Shares 3,410 Est. Cost $172644.48 Unrealized
F FORD MOTOR COMPANY 0.1%
Value $910M Shares 53,832 Est. Cost $11.25 Unrealized +29.3%
EEM ISHARES MSCI EMERGING MKTS ETF 0.1%
Value $849M Shares 18,800 Est. Cost $41615.68 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $838M Shares 8,375 Est. Cost $50.78 Unrealized +56.9%
BROOKFIELD ASSET MGMT INC 0.1%
Value $815M Shares 14,400 Est. Cost $43665.99 Unrealized
CBOE CBOE HOLDINGS INC 0.1%
Value $738M Shares 6,454 Est. Cost $33.33 Unrealized +239.0%
PM PHILIP MORRIS INT'L 0.1%
Value $675M Shares 7,183 Est. Cost $62.38 Unrealized +32.7%
HCA HOLDINGS, INC. 0.1%
Value $670M Shares 2,675 Est. Cost $125633.25 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value $635M Shares 3,677 Est. Cost $167.57 Unrealized +20.9%
MCO MOODY'S CORPORATION 0.1%
Value $633M Shares 1,875 Est. Cost $94.84 Unrealized +242.9%
RACE FERRARI 0.1%
Value $589M Shares 2,700 Est. Cost $119.29 Unrealized +87.2%
ALTRIA GROUP INC 0.1%
Value $577M Shares 11,035 Est. Cost $58547.64 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value $569M Shares 2,500 Est. Cost $121738.81 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value $546M Shares 2,000 Est. Cost $82.17 Unrealized +180.6%
MAR MARRIOTT INTERNATIONAL 0.1%
Value $545M Shares 3,100 Est. Cost $118.63 Unrealized +35.1%
TXT TEXTRON INC 0.1%
Value $517M Shares 6,948 Est. Cost $27.07 Unrealized +165.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $442M Shares 7,044 Est. Cost $35.16 Unrealized +66.8%
ITW ILLINOIS TOOL WORKS 0.0%
Value $440M Shares 2,100 Est. Cost $52.27 Unrealized +289.7%
FISV FISERV INC 0.0%
Value $424M Shares 4,180 Est. Cost $59.01 Unrealized +71.5%
PEP PEPSICO INC 0.0%
Value $406M Shares 2,423 Est. Cost $88.37 Unrealized +68.0%
SPY STANDARD & POOR DEPOSITARY RECEIPTS 0.0%
Value $386M Shares 855 Est. Cost $451639.78 Unrealized
IBB ISHARES NASDAQ BIOTECH INDEX 0.0%
Value $383M Shares 2,940 Est. Cost $163221.88 Unrealized
EXTRA SPACE STORAGE INC 0.0%
Value $360M Shares 1,750 Est. Cost $115860.00 Unrealized
INTU INTUIT INC 0.0%
Value $352M Shares 732 Est. Cost $421.44 Unrealized +18.5%
ISHARES CORE MSCI EMERG ETF 0.0%
Value $347M Shares 6,250 Est. Cost $58438.66 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $287M Shares 1,875 Est. Cost $64.44 Unrealized +120.6%
MSCI INC. 0.0%
Value $284M Shares 565 Est. Cost $288958.75 Unrealized
GOLDMAN SACHS GROUP INC 0.0%
Value $254M Shares 770 Est. Cost $327080.53 Unrealized
ROYAL CARIBBEAN CRUISES 0.0%
Value $251M Shares 3,000 Est. Cost $50300.00 Unrealized
OTIS WORLDWIDE CORP 0.0%
Value $250M Shares 3,245 Est. Cost $59764.60 Unrealized
LIONS GATE ENTERTAINMENT CORP-B 0.0%
Value $242M Shares 16,080 Est. Cost $8857.31 Unrealized
NETFLEX INC 0.0%
Value $241M Shares 643 Est. Cost $540729.40 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $227M Shares 2,000 Est. Cost $75.81 Unrealized +43.0%
EAGLE MATERIALS INC 0.0%
Value $218M Shares 1,700 Est. Cost $134410.00 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value $211M Shares 1,011 Est. Cost $220461.95 Unrealized
MMM 3M COMPANY 0.0%
Value $208M Shares 1,400 Est. Cost $64.32 Unrealized +78.2%