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Portfolio (Quarterly) Guide ↗

Joel Isaacson & Co., LLC

· CIK 0001599330
13F Portfolio $3.0B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 460 New
Page 22 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AIG AMERICAN INTL GROUP INC Financial Services 2,594.0 $222K 0.01% NEW $85.55 -11.7%
422 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,704.0 $222K 0.01% NEW $82.03 -21.6%
423 INDA ISHARES TR 4,095.0 $221K 0.01% NEW $54.05 -11.1%
424 GENI GENIUS SPORTS LIMITED Communication Services 20,000.0 $220K 0.01% NEW $11.02 -48.1%
425 BBJP J P MORGAN EXCHANGE TRADED F 3,332.0 $220K 0.01% NEW $65.90 +18.7%
426 LNG CHENIERE ENERGY INC Energy 1,124.0 $218K 0.01% NEW $194.39 +38.9%
427 XSD SPDR SERIES TRUST 679.0 $218K 0.01% NEW $321.70 +56.1%
428 SU SUNCOR ENERGY INC NEW Energy 4,918.0 $218K 0.01% NEW $44.36 +56.1%
429 CPNG COUPANG INC Consumer Cyclical 9,227.0 $218K 0.01% NEW $23.59 -39.4%
430 GDX VANECK ETF TRUST 2,532.0 $217K 0.01% NEW $85.76 +11.2%
431 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 657.0 $216K 0.01% NEW $328.60 -4.9%
432 BILL BILL HOLDINGS INC Technology 3,944.0 $215K 0.01% NEW $54.54 -12.3%
433 SYF SYNCHRONY FINANCIAL Financial Services 2,557.0 $213K 0.01% NEW $83.43 -9.8%
434 GILD GILEAD SCIENCES INC Healthcare 1,725.0 $212K 0.01% NEW $122.74 +22.9%
435 EME EMCOR GROUP INC Industrials 345.0 $211K 0.01% NEW $611.79 +22.4%
436 BEACON FINANCIAL CORP. 7,844.0 $207K 0.01% NEW $26.37
437 SCHM SCHWAB STRATEGIC TR 6,775.0 $204K 0.01% NEW $30.07 +15.8%
438 ULTA ULTA BEAUTY INC Consumer Cyclical 333.0 $201K 0.01% NEW $605.01 -10.4%
439 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 5,125.0 $201K 0.01% NEW $39.21 +1.5%
440 OMC OMNICOM GROUP INC Communication Services 2,485.0 $201K 0.01% NEW $80.75 -6.0%
Page 22 of 23  ·  460 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
Financial Services 26.8%
Technology 26.1%
Communication Services 22.8%
Consumer Cyclical 7.7%
Healthcare 6.0%
Consumer Defensive 3.7%
Industrials 3.2%
Energy 2.0%
Utilities 1.0%
Real Estate 0.5%