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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 17 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HAMILTON INSURANCE GROUP LTD 13,746.0 $384K 0.01% NEW $27.90
322 FIDELIS INSURANCE HOLDINGS L 19,462.0 $381K 0.01% NEW $19.57
323 XLY SELECT SECTOR SPDR TR 3,178.0 $379K 0.01% NEW $119.39 -0.2%
324 QQQM INVESCO EXCH TRADED FD TR II 1,493.0 $378K 0.01% NEW $252.96 +16.8%
325 DUOL DUOLINGO INC Technology 2,144.0 $376K 0.01% NEW $175.50 -39.3%
326 J P MORGAN EXCHANGE TRADED F 7,403.0 $375K 0.01% NEW $50.59
327 MU MICRON TECHNOLOGY INC Technology 1,309.0 $374K 0.01% NEW $285.34 +163.2%
328 MCB METROPOLITAN BK HLDG CORP Financial Services 4,868.0 $372K 0.01% NEW $76.36 +19.4%
329 IAU ISHARES GOLD TR Financial Services 4,515.0 $366K 0.01% NEW $81.17 +4.5%
330 IWP ISHARES TR 2,668.0 $365K 0.01% NEW $136.96 +1.8%
331 PYPL PAYPAL HLDGS INC Financial Services 6,227.0 $364K 0.01% NEW $58.38 -24.2%
332 IWS ISHARES TR 2,509.0 $354K 0.01% NEW $141.06 +12.5%
333 SHW SHERWIN WILLIAMS CO Basic Materials 1,092.0 $354K 0.01% NEW $324.03 -4.6%
334 EZU ISHARES INC 5,499.0 $352K 0.01% NEW $64.10 +6.1%
335 SHOP SHOPIFY INC Technology 2,189.0 $352K 0.01% NEW $160.97 -36.0%
336 EVR EVERCORE INC Financial Services 1,021.0 $347K 0.01% NEW $340.20 +1.7%
337 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,921.0 $346K 0.01% NEW $38.73 -13.4%
338 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 34,670.0 $344K 0.01% NEW $9.91 -1.2%
339 IEMG ISHARES INC 5,087.0 $342K 0.01% NEW $67.22 +19.9%
340 WMB WILLIAMS COS INC Energy 5,645.0 $339K 0.01% NEW $60.11 +30.5%
Page 17 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%