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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 10 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MET METLIFE INC Financial Services 15,358.0 $1.1M 0.04% +1K +8.5% $70.72 +18.9%
182 UBER UBER TECHNOLOGIES INC Technology 14,815.0 $1.1M 0.04% +1K +7.7% $71.93 -0.2%
183 AMT AMERICAN TOWER CORP Real Estate 6,159.0 $1.1M 0.04% $172.58 +6.5%
184 IBIT ISHARES BITCOIN TRUST ETF Financial Services 27,597.0 $1.1M 0.04% -318.0 -1.1% $38.42 +11.8%
185 SBUX STARBUCKS CORP Consumer Cyclical 11,716.0 $1.0M 0.04% +1K +12.3% $89.59 +15.1%
186 AKRE PROFESIONALLY MANAGED PORTFO 19,856.0 $1.0M 0.04% -821.0 -4.0% $52.85 +3.0%
187 CRM SALESFORCE INC Technology 5,526.0 $1.0M 0.03% +423.0 +8.3% $186.66 -3.5%
188 IXUS ISHARES TR 11,765.0 $1.0M 0.03% +510.0 +4.5% $86.64 +9.6%
189 SHEL SHELL PLC Energy 10,891.0 $1.0M 0.03% -201.0 -1.8% $93.00 -7.8%
190 CI THE CIGNA GROUP Healthcare 3,717.0 $992K 0.03% -45.0 -1.2% $266.75 +7.3%
191 NVS NOVARTIS AG Healthcare 6,486.0 $991K 0.03% +44.0 +0.7% $152.75 -0.5%
192 AMD ADVANCED MICRO DEVICES INC Technology 4,728.0 $962K 0.03% +2K +63.9% $203.43 +129.8%
193 IJT ISHARES TR 6,546.0 $947K 0.03% $144.71 +11.9%
194 QCOM QUALCOMM INC Technology 7,355.0 $947K 0.03% +85.0 +1.2% $128.77 +84.9%
195 IYF ISHARES TR 7,970.0 $938K 0.03% +57.0 +0.7% $117.66 +5.2%
196 EFAV ISHARES TR 10,258.0 $937K 0.03% $91.37 +0.1%
197 FDX FEDEX CORP Industrials 2,619.0 $933K 0.03% $356.15 +10.7%
198 ADSK AUTODESK INC Technology 3,894.0 $932K 0.03% +197.0 +5.3% $239.40 +0.7%
199 TOTALENERGIES SE 10,226.0 $930K 0.03% $90.98
200 YUM YUM BRANDS INC Consumer Cyclical 5,815.0 $904K 0.03% +500.0 +9.4% $155.48 -0.7%
Page 10 of 23  ·  455 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%