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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 19 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ALL ALLSTATE CORP Financial Services 1,473.0 $305K 0.01% $207.33 +4.5%
362 GSK GSK PLC Healthcare 5,458.0 $301K 0.01% +228.0 +4.4% $55.19 -6.9%
363 IWN ISHARES TR 1,586.0 $301K 0.01% $189.55 +11.5%
364 FSLR FIRST SOLAR INC Energy 1,505.0 $297K 0.01% +16.0 +1.1% $197.26 +30.7%
365 BIIB BIOGEN INC Healthcare 1,614.0 $296K 0.01% +50.0 +3.2% $183.33 +5.7%
366 BN BROOKFIELD CORP Financial Services 7,249.0 $293K 0.01% $40.47 +12.1%
367 TGT TARGET CORP Consumer Defensive 2,420.0 $293K 0.01% -300.0 -11.0% $121.19 +3.6%
368 SAP SAP SE Technology 1,708.0 $292K 0.01% $171.21 +2.8%
369 FPAG INVESTMENT MANAGERS SER TR I 7,823.0 $284K 0.01% $36.28 +8.3%
370 DGRW WISDOMTREE TR 3,212.0 $282K 0.01% NEW $87.85 +9.7%
371 SCHA SCHWAB STRATEGIC TR 9,689.0 $282K 0.01% +249.0 +2.6% $29.08 +14.6%
372 QLTY GMO ETF TRUST 7,781.0 $282K 0.01% $36.18 +13.4%
373 GRMN GARMIN LTD Technology 1,211.0 $281K 0.01% $231.98 +3.8%
374 FEZ SPDR INDEX SHS FDS 4,483.0 $278K 0.01% $62.08 +8.2%
375 HACK AMPLIFY ETF TR 3,703.0 $278K 0.01% $75.10 +26.3%
376 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 907.0 $276K 0.01% -13.0 -1.4% $303.96 +5.6%
377 GTLS CHART INDS INC Industrials 1,330.0 $275K 0.01% $206.75 +0.6%
378 IOO ISHARES TR 2,231.0 $270K 0.01% $120.97 +17.0%
379 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,921.0 $268K 0.01% $29.99 +11.8%
380 PFF ISHARES TR 8,784.0 $266K 0.01% $30.32 +3.0%
Page 19 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%