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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 15 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HSY HERSHEY CO Consumer Defensive 2,412.0 $501K 0.02% $207.86 -6.3%
282 NYT NEW YORK TIMES CO MTN BE Communication Services 5,947.0 $498K 0.02% $83.73 -10.5%
283 BLUE OWL CAPITAL CORPORATION 44,789.0 $495K 0.02% $11.06
284 ARES ARES MANAGEMENT CORPORATION Financial Services 4,531.0 $494K 0.02% +51.0 +1.1% $109.10 +14.0%
285 STUBHUB HLDGS INC 79,121.0 $494K 0.02% +51K +177.6% $6.24
286 HOOD ROBINHOOD MKTS INC Financial Services 7,028.0 $487K 0.02% $69.30 +6.3%
287 NGG NATIONAL GRID PLC Utilities 5,734.0 $485K 0.02% $84.60 +2.4%
288 FNDX SCHWAB STRATEGIC TR 17,403.0 $485K 0.02% $27.85 +10.7%
289 IWR ISHARES TR 4,971.0 $483K 0.02% $97.24 +8.9%
290 JNK SPDR SERIES TRUST 5,002.0 $479K 0.02% $95.72 +0.6%
291 AZN ASTRAZENECA PLC Healthcare 2,413.0 $476K 0.02% NEW $197.22 -5.2%
292 IBB ISHARES TR 2,796.0 $472K 0.02% $168.87 -0.0%
293 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,361.0 $466K 0.01% $197.50 +15.2%
294 COMP COMPASS INC Technology 61,730.0 $451K 0.01% $7.31 +14.9%
295 NOBL PROSHARES TR 4,239.0 $449K 0.01% $106.00 +1.7%
296 AGG ISHARES TR 4,503.0 $447K 0.01% +25.0 +0.6% $99.28 -0.8%
297 SHV ISHARES TR 4,023.0 $444K 0.01% -55.0 -1.4% $110.39 -0.1%
298 MU MICRON TECHNOLOGY INC Technology 1,310.0 $442K 0.01% $337.77 +122.3%
299 IWY ISHARES TR 1,777.0 $442K 0.01% $248.87 +17.9%
300 DLS WISDOMTREE TR 5,286.0 $431K 0.01% $81.51 +6.5%
Page 15 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%