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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 7 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BIL SPDR SERIES TRUST 6,060.0 $555K 0.02% +34.0 +0.6% $91.64 -0.1%
122 DIVZ ELEVATION SERIES TRUST 14,198.0 $529K 0.02% +5K +55.2% $37.23 +3.1%
123 VANGUARD NY TAX FREE FDS 5,153.0 $528K 0.02% +3K +110.2% $102.46
124 MTB M & T BK CORP Financial Services 2,542.0 $526K 0.02% +152.0 +6.4% $206.74 +3.1%
125 MPC MARATHON PETE CORP Energy 2,094.0 $511K 0.02% +138.0 +7.1% $244.18 +4.3%
126 AZO AUTOZONE INC Consumer Cyclical 151.0 $510K 0.02% +1.0 +0.7% $3377.78 +0.9%
127 ARES ARES MANAGEMENT CORPORATION Financial Services 4,531.0 $494K 0.02% +51.0 +1.1% $109.10 +14.0%
128 STUBHUB HLDGS INC 79,121.0 $494K 0.02% +51K +177.6% $6.24
129 AGG ISHARES TR 4,503.0 $447K 0.01% +25.0 +0.6% $99.28 -0.8%
130 SYK STRYKER CORPORATION Healthcare 1,272.0 $418K 0.01% +13.0 +1.0% $328.59 -3.7%
131 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,156.0 $417K 0.01% +2K +62.8% $80.95 -1.8%
132 XLU SELECT SECTOR SPDR TR 8,749.0 $401K 0.01% +2K +27.2% $45.89 -1.2%
133 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,692.0 $391K 0.01% +16.0 +0.9% $230.89 -7.0%
134 XLY SELECT SECTOR SPDR TR 3,547.0 $387K 0.01% +369.0 +11.6% $108.99 +9.3%
135 SPGI S&P GLOBAL INC Financial Services 872.0 $371K 0.01% +10.0 +1.2% $425.34 -1.8%
136 MKC MCCORMICK & CO INC Consumer Defensive 7,275.0 $367K 0.01% +831.0 +12.9% $50.44 -5.2%
137 CARR CARRIER GLOBAL CORPORATION Industrials 5,880.0 $331K 0.01% +975.0 +19.9% $56.31 +12.1%
138 ACWV ISHARES INC 2,743.0 $328K 0.01% +250.0 +10.0% $119.53 +2.4%
139 SO SOUTHERN CO Utilities 3,377.0 $326K 0.01% +59.0 +1.8% $96.51 -2.0%
140 WBD WARNER BROS DISCOVERY INC Communication Services 11,440.0 $314K 0.01% +1K +12.0% $27.46 -1.6%
Page 7 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%