0001006407-24-000004.txt : 20240423
0001006407-24-000004.hdr.sgml : 20240423
20240423145109
ACCESSION NUMBER: 0001006407-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240423
DATE AS OF CHANGE: 20240423
EFFECTIVENESS DATE: 20240423
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FISHMAN JAY A LTD/MI
CENTRAL INDEX KEY: 0001006407
ORGANIZATION NAME:
IRS NUMBER: 381910843
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05212
FILM NUMBER: 24864249
BUSINESS ADDRESS:
STREET 1: 901 WILSHIRE DRIVE
STREET 2: SUITE 555
CITY: TROY
STATE: MI
ZIP: 48084
BUSINESS PHONE: 2487409400
MAIL ADDRESS:
STREET 1: 901 WILSHIRE DRIVE
STREET 2: SUITE 555
CITY: TROY
STATE: MI
ZIP: 48084
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001006407
XXXXXXXX
03-31-2024
03-31-2024
FISHMAN JAY A LTD/MI
901 WILSHIRE DRIVE
SUITE 555
TROY
MI
48084
13F HOLDINGS REPORT
028-05212
000105609
801-6618
N
Laurie A. Clawson
Portfolio Manager
2487409400
Laurie A. Clawson
Troy
MI
04-23-2024
0
90
905142020
false
INFORMATION TABLE
2
marchfiling.xml
ABBVIE INC COM
com
00287Y109
12773405
70145
SH
SOLE
0
0
0
ALPHABET INC CAP STK CL A
com
02079K305
64679542
428540
SH
SOLE
0
0
0
ALPHABET INC CAP STK CL C
com
02079K107
11277137
74065
SH
SOLE
0
0
0
ALTRIA GROUP INC COM
com
02209S103
464771
10655
SH
SOLE
0
0
0
AMAZON COM INC COM
com
023135106
80723477
447519
SH
SOLE
0
0
0
AMERICAN EXPRESS CO COM
com
025816109
8187732
35960
SH
SOLE
0
0
0
APPLE INC COM
com
037833100
189550905
1105382
SH
SOLE
0
0
0
ARCUTIS BIOTHERAPEUTICS INC COM
com
03969K108
2222813
224300
SH
SOLE
0
0
0
BANK AMERICA CORP COM
com
060505104
910080
24000
SH
SOLE
0
0
0
BEAM THERAPEUTICS INC COM
com
07373V105
330400
10000
SH
SOLE
0
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
com
084670702
2100497
4995
SH
SOLE
0
0
0
BICYCLE THERAPEUTICS PLC SPONSORED ADS
com
088786108
224100
9000
SH
SOLE
0
0
0
BLACKSTONE INC COM
com
09260D107
61590985
468836
SH
SOLE
0
0
0
CARRIER GLOBAL CORPORATION COM
com
14448C104
624898
10750
SH
SOLE
0
0
0
CBOE GLOBAL MKTS INC COM
com
12503M108
781955
4256
SH
SOLE
0
0
0
CHEVRON CORP NEW COM
com
166764100
1569198
9948
SH
SOLE
0
0
0
CISCO SYS INC COM
com
17275R102
609152
12205
SH
SOLE
0
0
0
CITIGROUP INC COM NEW
com
172967424
200787
3175
SH
SOLE
0
0
0
COMCAST CORP NEW CL A
com
20030N101
932025
21500
SH
SOLE
0
0
0
COMERICA INC COM
com
200340107
15932253
289730
SH
SOLE
0
0
0
CONOCOPHILLIPS COM
com
20825C104
1180522
9275
SH
SOLE
0
0
0
COSTCO WHSL CORP NEW COM
com
22160K105
13405664
18298
SH
SOLE
0
0
0
DANAHER CORPORATION COM
com
235851102
3825960
15321
SH
SOLE
0
0
0
DEERE & CO COM
com
244199105
1341066
3265
SH
SOLE
0
0
0
DIAGEO PLC SPON ADR NEW
com
25243Q205
1493350
10040
SH
SOLE
0
0
0
DOW INC COM
com
260557103
231720
4000
SH
SOLE
0
0
0
EAGLE MATLS INC COM
com
26969P108
461975
1700
SH
SOLE
0
0
0
ELI LILLY & CO COM
com
532457108
3027042
3891
SH
SOLE
0
0
0
EXTRA SPACE STORAGE INC COM
com
30225T102
257250
1750
SH
SOLE
0
0
0
EXXON MOBIL CORP COM
com
30231G102
273978
2357
SH
SOLE
0
0
0
FERRARI N V COM
com
N3167Y103
1177038
2700
SH
SOLE
0
0
0
FISERV INC COM
com
337738108
567041
3548
SH
SOLE
0
0
0
FORD MTR CO DEL COM
com
345370860
278960
21006
SH
SOLE
0
0
0
GERON CORP COM
com
374163103
165000
50000
SH
SOLE
0
0
0
GOLDMAN SACHS GROUP INC COM
com
38141G104
305331
731
SH
SOLE
0
0
0
GXO LOGISTICS INCORPORATED COMMON STOCK
com
36262G101
7355121
136814
SH
SOLE
0
0
0
HCA HEALTHCARE INC COM
com
40412C101
787131
2360
SH
SOLE
0
0
0
HOME DEPOT INC COM
com
437076102
24886434
64876
SH
SOLE
0
0
0
HONEYWELL INTL INC COM
com
438516106
8799068
42870
SH
SOLE
0
0
0
ICAHN ENTERPRISES LP DEPOSITARY UNIT
com
451100101
1625408
95556
SH
SOLE
0
0
0
ILLINOIS TOOL WKS INC COM
com
452308109
563493
2100
SH
SOLE
0
0
0
INTUIT COM
com
461202103
475800
732
SH
SOLE
0
0
0
INVESCO QQQ TRUST SERIES I
com
46090E103
2908266
6550
SH
SOLE
0
0
0
ISHARES BIOTECHNOLOGY ETF
com
464287556
403427
2940
SH
SOLE
0
0
0
ISHARES CORE S&P MID-CAP ETF
com
464287507
941470
15500
SH
SOLE
0
0
0
ISHARES MSCI EAFE ETF
com
464287465
858495
10750
SH
SOLE
0
0
0
JOHNSON & JOHNSON COM
com
478160104
9452790
59756
SH
SOLE
0
0
0
JPMORGAN CHASE & CO COM
com
46625H100
34503878
172261
SH
SOLE
0
0
0
LENNAR CORP CL A
com
526057104
2751680
16000
SH
SOLE
0
0
0
LOCKHEED MARTIN CORP COM
com
539830109
4530050
9959
SH
SOLE
0
0
0
MARRIOTT INTL INC NEW CL A
com
571903202
416312
1650
SH
SOLE
0
0
0
MCDONALDS CORP COM
com
580135101
2272517
8060
SH
SOLE
0
0
0
MERCK & CO INC COM
com
58933Y105
17854946
135316
SH
SOLE
0
0
0
META PLATFORMS INC CL A
com
30303M102
35153564
72395
SH
SOLE
0
0
0
MICROSOFT CORP COM
com
594918104
64779100
153972
SH
SOLE
0
0
0
MONDELEZ INTL INC CL A
com
609207105
526960
7528
SH
SOLE
0
0
0
MOODYS CORP COM
com
615369105
736931
1875
SH
SOLE
0
0
0
MSCI INC COM
com
55354G100
235389
420
SH
SOLE
0
0
0
NEXTERA ENERGY INC COM
com
65339F101
2506231
39215
SH
SOLE
0
0
0
NVIDIA CORPORATION COM
com
67066G104
11936931
13211
SH
SOLE
0
0
0
ORACLE CORP COM
com
68389X105
3593702
28610
SH
SOLE
0
0
0
PEPSICO INC COM
com
713448108
498779
2850
SH
SOLE
0
0
0
PFIZER INC COM
com
717081103
8166464
294287
SH
SOLE
0
0
0
PHILIP MORRIS INTL INC COM
com
718172109
659664
7200
SH
SOLE
0
0
0
PMV PHARMACEUTICALS INC COM
com
69353Y103
136000
80000
SH
SOLE
0
0
0
PNC FINL SVCS GROUP INC COM
com
693475105
1721040
10650
SH
SOLE
0
0
0
PROCTER AND GAMBLE CO COM
com
742718109
353705
2180
SH
SOLE
0
0
0
RIVIAN AUTOMOTIVE INC COM CL A
com
76954A103
174105
15900
SH
SOLE
0
0
0
RTX CORPORATION COM
com
75513E101
390218
4001
SH
SOLE
0
0
0
SHERWIN WILLIAMS CO COM
com
824348106
5253366
15125
SH
SOLE
0
0
0
SPDR S&P 500 ETF TRUST
com
78462F103
447225
855
SH
SOLE
0
0
0
STARBUCKS CORP COM
com
855244109
634247
6940
SH
SOLE
0
0
0
STRYKER CORPORATION COM
com
863667101
29605511
82727
SH
SOLE
0
0
0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
com
874039100
458080
3367
SH
SOLE
0
0
0
TANGO THERAPEUTICS INC COM
com
87583X109
190560
24000
SH
SOLE
0
0
0
TEXTRON INC COM
com
883203101
628150
6548
SH
SOLE
0
0
0
THE CIGNA GROUP COM
com
125523100
319970
881
SH
SOLE
0
0
0
TITAN INTL INC ILL COM
com
88830M102
30811624
2472843
SH
SOLE
0
0
0
TJX COS INC NEW COM
com
872540109
1606493
15840
SH
SOLE
0
0
0
TYRA BIOSCIENCES INC COM
com
90240B106
246000
15000
SH
SOLE
0
0
0
ULTA BEAUTY INC COM
com
90384S303
2177795
4165
SH
SOLE
0
0
0
UNION PAC CORP COM
com
907818108
491860
2000
SH
SOLE
0
0
0
VANGUARD MID-CAP ETF
com
922908629
1044915
4182
SH
SOLE
0
0
0
VANGUARD SMALL-CAP ETF
com
922908751
6895646
30166
SH
SOLE
0
0
0
VANGUARD TOTAL STOCK MARKET ETF
com
922908769
649750
2500
SH
SOLE
0
0
0
VERALTO CORP COM SHS
com
92338C103
228920
2582
SH
SOLE
0
0
0
VILLAGE FARMS INTL INC COM
com
92707Y108
713496
575400
SH
SOLE
0
0
0
VISA INC COM CL A
com
92826C839
31447293
112682
SH
SOLE
0
0
0
XPO INC COM
com
983793100
38954173
319218
SH
SOLE
0
0
0
ZOETIS INC CL A
com
98978V103
15703872
92807
SH
SOLE
0
0
0