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Portfolio (Quarterly) Guide ↗

Joel Isaacson & Co., LLC

· CIK 0001599330
13F Portfolio $3.0B AUM 455 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 156 Added 82 Reduced 25 Exited
Page 2 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 58,614.0 $17.2M 0.57% +592.0 +1.0% $294.16 +4.2%
22 VONG VANGUARD SCOTTSDALE FDS 140,294.0 $15.4M 0.51% +5K +3.5% $109.69 +17.3%
23 GLD SPDR GOLD TR Financial Services 28,616.0 $12.3M 0.41% +893.0 +3.2% $430.29 -3.8%
24 XOM EXXON MOBIL CORP Energy 71,633.0 $12.2M 0.40% +1K +1.5% $169.66 -8.7%
25 XLF SELECT SECTOR SPDR TR 243,715.0 $12.0M 0.40% +7K +3.0% $49.37 +5.2%
26 VTV VANGUARD INDEX FDS 54,936.0 $10.8M 0.36% +21K +60.9% $196.20 +7.5%
27 LLY ELI LILLY & CO Healthcare 11,707.0 $10.8M 0.36% +508.0 +4.5% $919.80 +15.8%
28 VT VANGUARD INTL EQUITY INDEX F 71,375.0 $9.9M 0.33% +2K +2.2% $138.32 +12.5%
29 IVV ISHARES TR 15,040.0 $9.8M 0.33% +560.0 +3.9% $653.21 +14.7%
30 NFLX NETFLIX INC. Communication Services 95,643.0 $9.2M 0.30% +2K +1.8% $96.15 -7.9%
31 BIV VANGUARD BD INDEX FDS 118,975.0 $9.2M 0.30% +5K +4.5% $77.18 -1.1%
32 GS GOLDMAN SACHS GROUP INC Financial Services 9,899.0 $8.4M 0.28% +211.0 +2.2% $846.03 +17.8%
33 SUB ISHARES TR 73,035.0 $7.8M 0.26% +17K +29.7% $106.50 -0.3%
34 MGK VANGUARD WORLD FD 19,609.0 $7.2M 0.24% +756.0 +4.0% $367.44 -75.8%
35 VGT VANGUARD WORLD FD 9,994.0 $7.0M 0.23% +204.0 +2.1% $697.69 -83.4%
36 MUB ISHARES TR 60,169.0 $6.4M 0.21% +13K +27.8% $106.15 +0.0%
37 RSP INVESCO EXCHANGE TRADED FD T 31,097.0 $6.0M 0.20% +15K +98.3% $191.92 +7.6%
38 VBK VANGUARD INDEX FDS 18,748.0 $5.7M 0.19% +133.0 +0.7% $302.25 +14.8%
39 IBM INTERNATIONAL BUSINESS MACHS Technology 23,008.0 $5.6M 0.18% +3K +17.1% $242.39 +4.7%
40 IWF ISHARES TR 12,640.0 $5.4M 0.18% +240.0 +1.9% $426.39 -70.7%
Page 2 of 8  ·  156 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 31.6%
Financial Services 23.8%
Technology 21.5%
Consumer Cyclical 6.4%
Healthcare 5.7%
Consumer Defensive 3.3%
Industrials 3.1%
Energy 2.9%
Utilities 1.2%
Real Estate 0.4%