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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 23 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AOS SMITH A O CORP Industrials 3,000.0 $201K 0.01% NEW $66.88 -14.4%
442 CERS CERUS CORP Healthcare 85,000.0 $175K 0.01% NEW $2.06 +31.6%
443 F FORD MTR CO Consumer Cyclical 12,993.0 $170K 0.01% NEW $13.12 +13.8%
444 ICLN ISHARES TR 10,218.0 $168K 0.01% NEW $16.43 +36.4%
445 UUUU ENERGY FUELS INC Energy 11,321.0 $165K 0.01% NEW $14.54 +24.1%
446 RC READY CAPITAL CORP Real Estate 71,861.0 $157K 0.01% NEW $2.18 -17.0%
447 EDIT EDITAS MEDICINE INC Healthcare 68,144.0 $140K 0.01% NEW $2.05 +34.6%
448 NUVEEN NEW JERSEY QULT MUN F 10,800.0 $137K 0.01% NEW $12.64
449 VTRS VIATRIS INC Healthcare 10,507.0 $131K 0.00% NEW $12.45 +33.7%
450 CNH INDL N V 12,600.0 $116K 0.00% NEW $9.22
451 ACRE ARES COML REAL ESTATE CORP Real Estate 20,847.0 $100K 0.00% NEW $4.78 -0.0%
452 SABA SABA CAPITAL INCOME & OPPORT Financial Services 11,500.0 $95K 0.00% NEW $8.25 +1.9%
453 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 16,710.0 $91K 0.00% NEW $5.47 -31.8%
454 APYX APYX MEDICAL CORPORATION Healthcare 20,500.0 $72K 0.00% NEW $3.50 +18.0%
455 AMERICAN BITCOIN CORP. 32,899.0 $56K 0.00% NEW $1.70
456 EDD MORGAN STANLEY EMERGING MKTS Financial Services 10,000.0 $54K 0.00% NEW $5.43 +1.1%
457 SATL SATELLOGIC INC Technology 26,328.0 $49K 0.00% NEW $1.87 +467.4%
458 TWO HARBORS INVENTMENT CORPO 40,000.0 $40K 0.00% NEW $1.00
459 MERC MERCER INTL INC Basic Materials 10,000.0 $20K 0.00% NEW $1.98 -47.5%
460 CGEN COMPUGEN LTD Healthcare 12,000.0 $18K 0.00% NEW $1.53 +83.0%
Page 23 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%