Fishman Jay A Ltd, a registered investment adviser based in Troy, Michigan, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity portfolio as of September 30, 2026. The filing, signed by Performance Manager Laurie Clawson, lists the firm's total assets under management and details the specific securities held in its portfolio.
The report indicates that Fishman Jay A Ltd holds 80 individual securities across various sectors, including technology, healthcare, and finance. The top holdings in the portfolio include Apple Inc., with 832,849 shares, and Microsoft Corporation, with 142,863 shares. Other significant positions include NVIDIA Corporation with 301,547 shares, Meta Platforms Inc. with 90,031 shares, and Visa Inc. with 98,019 shares.
The filing also lists a diverse mix of exchange-traded funds (ETFs) within the portfolio, such as the Invesco QQQ Trust Series I, the iShares Bitcoin Trust ETF, and various Vanguard ETFs tracking the S&P 500, Mid-Cap, and Small-Cap indices. Additionally, the report includes positions in companies like Eli Lilly & Co., Johnson & Johnson, and Procter & Gamble Co.
