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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 5 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 8,193.0 $1.8M 0.06% +101.0 +1.2% $217.49 -0.8%
82 NSC NORFOLK SOUTHN CORP Industrials 5,987.0 $1.7M 0.06% +500.0 +9.1% $287.00 +9.6%
83 DGRO ISHARES TR 24,227.0 $1.7M 0.06% +2K +9.4% $70.18 +6.7%
84 IVE ISHARES TR 7,854.0 $1.7M 0.06% +3K +54.2% $211.15 +8.0%
85 T AT&T INC Communication Services 56,732.0 $1.6M 0.06% +2K +3.6% $28.99 -12.9%
86 MA MASTERCARD INCORPORATED Financial Services 3,200.0 $1.6M 0.05% +44.0 +1.4% $499.63 -0.2%
87 SRLN SSGA ACTIVE ETF TR 39,538.0 $1.6M 0.05% +2K +5.3% $40.14 +0.8%
88 ESGV VANGUARD WORLD FD 13,119.0 $1.5M 0.05% +295.0 +2.3% $112.27 +17.1%
89 IEFA ISHARES TR 15,152.0 $1.4M 0.04% +1K +9.2% $90.53 +7.4%
90 AMAT APPLIED MATLS INC Technology 3,835.0 $1.3M 0.04% +73.0 +1.9% $341.76 +26.5%
91 VBIL VANGUARD INSTL INDEX FD 14,630.0 $1.1M 0.04% +4K +37.0% $75.65 -0.0%
92 MET METLIFE INC Financial Services 15,358.0 $1.1M 0.04% +1K +8.5% $70.72 +18.9%
93 UBER UBER TECHNOLOGIES INC Technology 14,815.0 $1.1M 0.04% +1K +7.7% $71.93 -0.2%
94 SBUX STARBUCKS CORP Consumer Cyclical 11,716.0 $1.0M 0.04% +1K +12.3% $89.59 +15.1%
95 CRM SALESFORCE INC Technology 5,526.0 $1.0M 0.03% +423.0 +8.3% $186.66 -3.5%
96 IXUS ISHARES TR 11,765.0 $1.0M 0.03% +510.0 +4.5% $86.64 +9.6%
97 NVS NOVARTIS AG Healthcare 6,486.0 $991K 0.03% +44.0 +0.7% $152.75 -0.5%
98 AMD ADVANCED MICRO DEVICES INC Technology 4,728.0 $962K 0.03% +2K +63.9% $203.43 +129.8%
99 QCOM QUALCOMM INC Technology 7,355.0 $947K 0.03% +85.0 +1.2% $128.77 +84.9%
100 IYF ISHARES TR 7,970.0 $938K 0.03% +57.0 +0.7% $117.66 +5.2%
Page 5 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%