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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 5 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK AMERICA CORP Financial Services 65,659.0 $3.6M 0.12% NEW $55.00 -5.8%
82 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 5,796.0 $3.5M 0.12% NEW $603.29 +11.2%
83 IWM ISHARES TR 14,195.0 $3.5M 0.12% NEW $246.16 +15.8%
84 WINN HARBOR ETF TRUST 111,214.0 $3.5M 0.11% NEW $31.10 +5.1%
85 NEE NEXTERA ENERGY INC Utilities 42,511.0 $3.4M 0.11% NEW $80.28 +10.3%
86 VEA VANGUARD TAX-MANAGED FDS 54,494.0 $3.4M 0.11% NEW $62.47 +12.8%
87 ARCC ARES CAPITAL CORP Financial Services 165,460.0 $3.3M 0.11% NEW $20.23 -8.1%
88 VTEB VANGUARD MUN BD FDS 66,476.0 $3.3M 0.11% NEW $50.29 -0.8%
89 DVY ISHARES TR 23,497.0 $3.3M 0.11% NEW $141.14 +10.4%
90 EPD ENTERPRISE PRODS PARTNERS L Energy 102,771.0 $3.3M 0.11% NEW $32.06 +23.6%
91 LC LENDINGCLUB CORP Financial Services 165,301.0 $3.1M 0.10% NEW $18.94 -17.5%
92 CMCSA COMCAST CORP NEW Communication Services 104,225.0 $3.1M 0.10% NEW $29.89 -15.7%
93 IWD ISHARES TR 14,402.0 $3.0M 0.10% NEW $210.34 +12.4%
94 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.10% NEW $754800.00
95 XLC SELECT SECTOR SPDR TR 25,529.0 $3.0M 0.10% NEW $117.72 -1.9%
96 RSP INVESCO EXCHANGE TRADED FD T 15,678.0 $3.0M 0.10% NEW $191.56 +7.8%
97 RTX RTX CORPORATION Industrials 16,298.0 $3.0M 0.10% NEW $183.40 -3.5%
98 ROST ROSS STORES INC Consumer Cyclical 16,042.0 $2.9M 0.10% NEW $180.14 +30.4%
99 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 37,692.0 $2.9M 0.10% NEW $76.23 -13.4%
100 IVW ISHARES TR 23,250.0 $2.9M 0.10% NEW $123.26 +10.8%
Page 5 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
Communication Services 32.5%
Financial Services 24.0%
Technology 22.4%
Consumer Cyclical 6.6%
Healthcare 5.2%
Consumer Defensive 3.2%
Industrials 2.7%
Energy 2.0%
Utilities 0.9%
Real Estate 0.4%