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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 22 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LOW LOWES COS INC Consumer Cyclical 922.0 $218K 0.01% $236.28 -9.0%
422 CARS CARS COM INC Consumer Cyclical 26,745.0 $217K 0.01% $8.12 +18.8%
423 LEIDOS HOLDINGS INC 1,372.0 $213K 0.01% $155.55
424 PEO ADAM NAT RES FD INC Financial Services 7,620.0 $212K 0.01% NEW $27.80 -4.9%
425 SCHM SCHWAB STRATEGIC TR 6,782.0 $210K 0.01% $30.96 +12.2%
426 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 5,125.0 $207K 0.01% $40.47 +4.5%
427 SRE SEMPRA Utilities 2,124.0 $206K 0.01% NEW $97.15 -4.5%
428 NOW SERVICENOW INC Technology 1,970.0 $206K 0.01% +405.0 +25.9% $104.55 -2.3%
429 HDV ISHARES TR 1,515.0 $206K 0.01% NEW $135.72 -79.4%
430 SLV ISHARES SILVER TR Financial Services 3,011.0 $205K 0.01% NEW $68.14 +0.3%
431 SCHG SCHWAB STRATEGIC TR 7,007.0 $204K 0.01% $29.13 +18.0%
432 CVS CVS HEALTH CORP Healthcare 2,791.0 $200K 0.01% -327.0 -10.5% $71.82 +29.9%
433 IMMUNITYBIO INC 25,000.0 $192K 0.01% NEW $7.67
434 RC READY CAPITAL CORP Real Estate 104,301.0 $169K 0.01% +32K +45.1% $1.62 +11.7%
435 AMPX AMPRIUS TECHNOLOGIES INC Industrials 10,000.0 $169K 0.01% NEW $16.86 -4.9%
436 EDIT EDITAS MEDICINE INC Healthcare 68,144.0 $168K 0.01% $2.47 +11.7%
437 CERS CERUS CORP Healthcare 85,000.0 $155K 0.01% $1.82 +48.9%
438 F FORD MTR CO Consumer Cyclical 12,615.0 $146K 0.01% -378.0 -2.9% $11.54 +29.4%
439 SATL SATELLOGIC INC Technology 26,328.0 $143K 0.01% $5.44 +95.0%
440 COPY RBB FUND TRUST 10,110.0 $139K 0.01% NEW $13.72 +7.7%
Page 22 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%