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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 18 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 QUAL ISHARES TR 1,684.0 $334K 0.01% NEW $198.62 +7.9%
342 BN BROOKFIELD CORP Financial Services 7,249.0 $333K 0.01% NEW $45.89 -1.1%
343 DIVZ ELEVATION SERIES TRUST 9,145.0 $333K 0.01% NEW $36.36 +5.5%
344 CME CME GROUP INC Financial Services 1,210.0 $330K 0.01% NEW $273.08 +6.6%
345 ASML ASML HOLDING N V Technology 307.0 $328K 0.01% NEW $1069.86 +52.6%
346 CARS CARS COM INC Consumer Cyclical 26,745.0 $326K 0.01% NEW $12.20 -20.9%
347 FXE INVESCO CURRENCYSHARES EURO Financial Services 2,978.0 $323K 0.01% NEW $108.46 -1.2%
348 MPC MARATHON PETE CORP Energy 1,956.0 $318K 0.01% NEW $162.63 +56.6%
349 PGR PROGRESSIVE CORP Financial Services 1,395.0 $318K 0.01% NEW $227.78 -12.4%
350 AGNC AGNC INVT CORP Real Estate 29,526.0 $317K 0.01% NEW $10.72 -4.8%
351 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,608.0 $315K 0.01% NEW $68.36 -13.9%
352 FAST FASTENAL CO Industrials 7,838.0 $315K 0.01% NEW $40.13 +9.5%
353 MTD METTLER TOLEDO INTERNATIONAL Healthcare 225.0 $314K 0.01% NEW $1394.19 -20.9%
354 IDEV ISHARES TR 3,787.0 $312K 0.01% NEW $82.47 +8.7%
355 CTVA CORTEVA INC Basic Materials 4,639.0 $311K 0.01% NEW $67.03 +18.7%
356 ALL ALLSTATE CORP Financial Services 1,472.0 $306K 0.01% NEW $208.20 +4.0%
357 KIM KIMCO RLTY CORP Real Estate 14,969.0 $303K 0.01% NEW $20.27 +18.9%
358 TRGP TARGA RES CORP Energy 1,638.0 $302K 0.01% NEW $184.50 +50.0%
359 QLTY GMO ETF TRUST 7,781.0 $299K 0.01% NEW $38.46 +6.7%
360 HACK AMPLIFY ETF TR 3,703.0 $298K 0.01% NEW $80.38 +18.0%
Page 18 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%