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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 23 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CNH INDL N V 12,600.0 $139K 0.01% $11.00
442 VTRS VIATRIS INC Healthcare 10,114.0 $137K 0.01% -393.0 -3.7% $13.51 +22.8%
443 NUVEEN NEW JERSEY 10,800.0 $133K 0.00% $12.30
444 ACRE ARES COML REAL ESTATE CORP Real Estate 20,847.0 $100K 0.00% $4.80 +1.7%
445 SABA SABA CAPITAL INCOME & OPPORT Financial Services 11,500.0 $96K 0.00% $8.32 +1.3%
446 GENI GENIUS SPORTS LIMITED Communication Services 20,000.0 $89K 0.00% $4.43 +10.4%
447 NMFC NEW MTN FIN CORP Financial Services 10,620.0 $82K 0.00% NEW $7.76 +3.4%
448 APYX APYX MEDICAL CORPORATION Healthcare 20,500.0 $76K 0.00% $3.69 +15.2%
449 SCHMID GROUP N.V. 13,000.0 $69K 0.00% NEW $5.30
450 EDD MORGAN STANLEY EMERGING MKTS Financial Services 10,000.0 $51K 0.00% $5.07 +7.1%
451 AMERICAN BITCOIN CORP. 32,899.0 $30K 0.00% $0.92
452 CGEN COMPUGEN LTD Healthcare 12,000.0 $26K 0.00% $2.13 +22.5%
453 BTC CALL GRAYSCALE BITCOIN MINI TR ET Financial Services 800.0 $24K 0.00% NEW $29.99 +14.5%
454 NOW CALL SERVICENOW INC Technology 200.0 $21K 0.00% NEW $104.55 -4.6%
455 MERC MERCER INTL INC Basic Materials 10,000.0 $14K $1.42 -31.5%
Page 23 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%