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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 11 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VXF VANGUARD INDEX FDS 4,272.0 $893K 0.03% NEW $209.10 +11.6%
202 NVS NOVARTIS AG Healthcare 6,442.0 $888K 0.03% NEW $137.87 +9.5%
203 EFAV ISHARES TR 10,258.0 $885K 0.03% NEW $86.25 +5.6%
204 SBUX STARBUCKS CORP Consumer Cyclical 10,431.0 $878K 0.03% NEW $84.21 +20.8%
205 EEMV ISHARES INC 13,324.0 $853K 0.03% NEW $64.04 +16.3%
206 C CITIGROUP INC Financial Services 7,309.0 $853K 0.03% NEW $116.69 +8.0%
207 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,767.0 $849K 0.03% NEW $480.65 +5.1%
208 DEO DIAGEO PLC Consumer Defensive 9,808.0 $846K 0.03% NEW $86.27 -1.7%
209 MMM 3M CO Industrials 5,254.0 $841K 0.03% NEW $160.10 -4.1%
210 LSPD LIGHTSPEED COMMERCE INC Technology 69,286.0 $837K 0.03% NEW $12.08 -26.0%
211 WELL WELLTOWER INC Real Estate 4,480.0 $832K 0.03% NEW $185.61 +16.6%
212 ACWI ISHARES TR 5,828.0 $825K 0.03% NEW $141.49 +11.3%
213 OWL BLUE OWL CAPITAL INC Financial Services 54,697.0 $817K 0.03% NEW $14.94 -32.5%
214 SHEL SHELL PLC Energy 11,092.0 $815K 0.03% NEW $73.48 +16.8%
215 EMR EMERSON ELEC CO Industrials 6,129.0 $813K 0.03% NEW $132.72 +4.6%
216 SCHB SCHWAB STRATEGIC TR 30,853.0 $809K 0.03% NEW $26.23 +10.1%
217 VBIL VANGUARD INSTL INDEX FD 10,682.0 $806K 0.03% NEW $75.43 +0.3%
218 YUM YUM BRANDS INC Consumer Cyclical 5,315.0 $804K 0.03% NEW $151.28 +2.7%
219 HOOD ROBINHOOD MKTS INC Financial Services 7,028.0 $795K 0.03% NEW $113.10 -34.3%
220 FRT FEDERAL RLTY INVT TR NEW Real Estate 7,885.0 $795K 0.03% NEW $100.80 +18.9%
Page 11 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%