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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 7 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SGU STAR GROUP L P Energy 191,935.0 $2.3M 0.07% NEW $11.84 +6.3%
122 ED CONSOLIDATED EDISON INC Utilities 22,142.0 $2.2M 0.07% NEW $99.32 +9.3%
123 VV VANGUARD INDEX FDS 6,972.0 $2.2M 0.07% NEW $314.79 +9.0%
124 ANGI ANGI INC Communication Services 167,798.0 $2.2M 0.07% NEW $12.93 -57.3%
125 VOT VANGUARD INDEX FDS 7,672.0 $2.1M 0.07% NEW $279.13 +4.3%
126 PFE PFIZER INC Healthcare 85,462.0 $2.1M 0.07% NEW $24.90 +4.0%
127 CB CHUBB LIMITED Financial Services 6,789.0 $2.1M 0.07% NEW $312.12 +5.1%
128 VPU VANGUARD WORLD FD 11,406.0 $2.1M 0.07% NEW $185.04 +6.2%
129 NET CLOUDFLARE INC Technology 10,692.0 $2.1M 0.07% NEW $197.15 +9.6%
130 MTCH MATCH GROUP INC NEW Communication Services 64,471.0 $2.1M 0.07% NEW $32.29 +10.9%
131 LRCX LAM RESEARCH CORP Technology 12,071.0 $2.1M 0.07% NEW $171.18 +78.4%
132 BA BOEING CO Industrials 9,294.0 $2.0M 0.07% NEW $217.12 +0.9%
133 VZ VERIZON COMMUNICATIONS INC Communication Services 48,864.0 $2.0M 0.07% NEW $40.73 +18.7%
134 PODD INSULET CORP Healthcare 6,671.0 $1.9M 0.06% NEW $284.24 -45.5%
135 BND VANGUARD BD INDEX FDS 25,206.0 $1.9M 0.06% NEW $74.07 -1.4%
136 ABBV ABBVIE INC Healthcare 8,092.0 $1.8M 0.06% NEW $228.49 -5.6%
137 MA MASTERCARD INCORPORATED Financial Services 3,156.0 $1.8M 0.06% NEW $570.92 -12.7%
138 GLW CORNING INC Technology 20,518.0 $1.8M 0.06% NEW $87.56 +121.6%
139 VOE VANGUARD INDEX FDS 9,838.0 $1.7M 0.06% NEW $177.36 +9.6%
140 CRWD CROWDSTRIKE HLDGS INC Technology 3,713.0 $1.7M 0.06% NEW $468.76 +41.5%
Page 7 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%