Laurie A. Clawson
Fishman Jay A Ltd Mi
Assets Managed
$1.12B
Holdings
76
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-7.88%(2Q avg: -1.83%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Fishman Jay A Ltd Mi's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.
Assets under management
The assets under management (AUM) of Fishman Jay A Ltd Mi over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.12B in assets, with a quarterly growth rate of -7.88% and a 2-quarter average growth rate of -1.83%. The portfolio is managed by Laurie A. Clawson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 20.37% | $228.081M 898,698 shares@ $253.8 avg price | Decreased -2.92% |
GOOGL Alphabet Inc-cl A
| 9.84% | $110.202M 383,233 shares@ $287.56 avg price | Decreased -1.83% |
AMZN Amazon.com Inc
| 7.85% | $87.816M 421,643 shares@ $208.28 avg price | Decreased -1.7% |
XPO Xpo Inc
| 4.94% | $55.303M 284,261 shares@ $194.56 avg price | Decreased -4.71% |
MSFT Microsoft Corp
| 4.92% | $55.099M 148,848 shares@ $370.17 avg price | Decreased -0.95% |
NVDA Nvidia Corp
| 4.87% | $54.51M 312,559 shares@ $174.41 avg price | Decreased -0.76% |
META Meta Platforms Inc-class A
| 4.55% | $50.897M 88,960 shares@ $572.14 avg price | Increased 1.61% |
JPM Jpmorgan Chase & Co
| 4% | $44.722M 152,033 shares@ $294.16 avg price | Decreased -2.96% |
VRT Vertiv Holdings Co-a
| 3.88% | $43.446M 173,380 shares@ $250.58 avg price | Decreased -3.21% |
BX Blackstone Inc
| 3.66% | $40.883M 355,537 shares@ $114.99 avg price | Decreased -0.89% |
1-10 of 76