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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 11 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PSX PHILLIPS 66 Energy 4,889.0 $891K 0.03% -619.0 -11.2% $182.17 -2.5%
202 EFAA INVESCO ACTIVELY MANAGED EXC 16,798.0 $886K 0.03% +2K +15.5% $52.74 +4.6%
203 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 92,284.0 $886K 0.03% +58K +166.2% $9.60 +2.0%
204 WELL WELLTOWER INC Real Estate 4,480.0 $886K 0.03% $197.71 +9.3%
205 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,358.0 $886K 0.03% +233.0 +5.7% $203.20 +10.9%
206 AON AON PLC Financial Services 2,734.0 $882K 0.03% $322.78 +0.6%
207 VXF VANGUARD INDEX FDS 4,272.0 $879K 0.03% $205.81 +12.1%
208 C CITIGROUP INC Financial Services 7,698.0 $873K 0.03% +389.0 +5.3% $113.41 +10.3%
209 KLAC KLA CORP Technology 591.0 $870K 0.03% $1472.35 +28.3%
210 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,791.0 $868K 0.03% +63.0 +3.6% $484.91 +7.2%
211 UNILEVER PLC 15,244.0 $868K 0.03% $56.97
212 TXN TEXAS INSTRS INC Technology 4,449.0 $864K 0.03% $194.12 +59.3%
213 EEMV ISHARES INC 13,324.0 $862K 0.03% $64.73 +12.1%
214 PTON PELOTON INTERACTIVE INC Consumer Cyclical 200,166.0 $859K 0.03% $4.29 +33.1%
215 KMI KINDER MORGAN INC DEL Energy 25,448.0 $853K 0.03% $33.53 +0.8%
216 DUK DUKE ENERGY CORP NEW Utilities 6,362.0 $833K 0.03% +693.0 +12.2% $130.94 -4.0%
217 COP CONOCOPHILLIPS Energy 6,302.0 $832K 0.03% +135.0 +2.2% $132.00 -8.7%
218 EMR EMERSON ELEC CO Industrials 6,329.0 $829K 0.03% +200.0 +3.3% $131.02 +4.1%
219 SCHW SCHWAB CHARLES CORP Financial Services 8,731.0 $820K 0.03% -243.0 -2.7% $93.98 -4.1%
220 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 19,878.0 $820K 0.03% $41.27 +25.9%
Page 11 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%