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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CI THE CIGNA GROUP Healthcare 3,717.0 $992K 0.03% -45.0 -1.2% $266.75 +7.3%
42 PSX PHILLIPS 66 Energy 4,889.0 $891K 0.03% -619.0 -11.2% $182.17 -2.5%
43 SCHW SCHWAB CHARLES CORP Financial Services 8,731.0 $820K 0.03% -243.0 -2.7% $93.98 -4.1%
44 FRT FEDERAL RLTY INVT TR NEW Real Estate 7,496.0 $796K 0.03% -389.0 -4.9% $106.21 +12.7%
45 NVO NOVO-NORDISK A S Healthcare 21,026.0 $773K 0.03% -458.0 -2.1% $36.75 +22.3%
46 MMM 3M CO Industrials 5,204.0 $756K 0.03% -50.0 -0.9% $145.23 +5.0%
47 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,458.0 $720K 0.02% -103.0 -4.0% $292.75 +34.8%
48 ACWI ISHARES TR 5,138.0 $711K 0.02% -690.0 -11.8% $138.37 +12.7%
49 URTH ISHARES INC 3,561.0 $641K 0.02% -529.0 -12.9% $180.02 +12.5%
50 SPG SIMON PPTY GROUP INC NEW Real Estate 3,316.0 $619K 0.02% -702.0 -17.5% $186.53 +9.6%
51 BXSL BLACKSTONE SECD LENDING FD Financial Services 25,380.0 $601K 0.02% -620.0 -2.4% $23.69 -1.5%
52 DFSV DIMENSIONAL ETF TRUST 16,671.0 $584K 0.02% -519.0 -3.0% $35.04 +6.8%
53 UPS UNITED PARCEL SVCS INC Industrials 5,437.0 $535K 0.02% -208.0 -3.7% $98.38 +2.7%
54 DXCM DEXCOM INC Healthcare 8,260.0 $519K 0.02% -400.0 -4.6% $62.80 +14.8%
55 AEP AMERICAN ELEC PWR CO INC Utilities 3,925.0 $514K 0.02% -80.0 -2.0% $131.08 +0.4%
56 ABT ABBOTT LABORATORIES Healthcare 4,950.0 $508K 0.02% -154.0 -3.0% $102.67 -14.9%
57 SHV ISHARES TR 4,023.0 $444K 0.01% -55.0 -1.4% $110.39 -0.1%
58 ACN ACCENTURE PLC IRELAND Technology 2,145.0 $425K 0.01% -65.0 -2.9% $198.29 -9.6%
59 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,524.0 $418K 0.01% -45.0 -1.0% $92.31 -0.6%
60 DFAS DIMENSIONAL ETF TRUST 5,815.0 $414K 0.01% -130.0 -2.2% $71.13 +9.0%
Page 3 of 5  ·  82 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%