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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 17 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MDB MONGODB INC Technology 1,584.0 $388K 0.01% $244.77 +33.2%
322 XLY SELECT SECTOR SPDR TR 3,547.0 $387K 0.01% +369.0 +11.6% $108.99 +9.3%
323 CTVA CORTEVA INC Basic Materials 4,502.0 $377K 0.01% -137.0 -3.0% $83.71 -5.0%
324 TY TRI CONTL CORP Financial Services 11,866.0 $375K 0.01% $31.59 +10.4%
325 AMP AMERIPRISE FINL INC Financial Services 837.0 $372K 0.01% $444.40 +1.8%
326 FIDELIS INSURANCE HOLDINGS L 19,462.0 $372K 0.01% $19.11
327 SPGI S&P GLOBAL INC Financial Services 872.0 $371K 0.01% +10.0 +1.2% $425.34 -1.8%
328 EATON VANCE TAX-ADVANTAGED G 13,883.0 $370K 0.01% -478.0 -3.3% $26.65
329 MKC MCCORMICK & CO INC Consumer Defensive 7,275.0 $367K 0.01% +831.0 +12.9% $50.44 -5.2%
330 IWS ISHARES TR 2,510.0 $366K 0.01% $145.76 +8.8%
331 FAST FASTENAL CO Industrials 7,838.0 $364K 0.01% $46.40 -5.3%
332 IUSG ISHARES TR 2,343.0 $363K 0.01% $155.08 +20.3%
333 MRSH MARSH & MCLENNAN COS INC Financial Services 2,094.0 $363K 0.01% $173.45 -5.4%
334 CME CME GROUP INC Financial Services 1,210.0 $357K 0.01% $295.35 -1.4%
335 QQQM INVESCO EXCH TRADED FD TR II 1,494.0 $355K 0.01% $237.64 +24.3%
336 IEMG ISHARES INC 5,087.0 $355K 0.01% $69.75 +15.5%
337 SHW SHERWIN WILLIAMS CO Basic Materials 1,092.0 $350K 0.01% $320.55 -3.6%
338 ASML ASML HLDG NV Technology 263.0 $347K 0.01% -44.0 -14.3% $1320.83 +23.6%
339 EZU ISHARES INC 5,499.0 $344K 0.01% $62.64 +8.6%
340 IWP ISHARES TR 2,669.0 $342K 0.01% $128.12 +8.8%
Page 17 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%