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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 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 F FORD MTR CO Consumer Cyclical 12,615.0 $146K 0.01% -378.0 -2.9% $11.54 +29.4%
82 VTRS VIATRIS INC Healthcare 10,114.0 $137K 0.01% -393.0 -3.7% $13.51 +23.2%
Page 5 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%