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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 3 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIV VANGUARD BD INDEX FDS 113,799.0 $8.9M 0.29% NEW $77.88 -2.0%
42 FTAI AVIATION LTD 44,822.0 $8.8M 0.29% NEW $196.85
43 NFLX NETFLIX INC Communication Services 93,993.0 $8.8M 0.29% NEW $93.76 -5.5%
44 MS MORGAN STANLEY Financial Services 48,609.0 $8.6M 0.28% NEW $177.53 +13.2%
45 GS GOLDMAN SACHS GROUP INC Financial Services 9,688.0 $8.5M 0.28% NEW $879.03 +13.4%
46 XOM EXXON MOBIL CORP Energy 70,597.0 $8.5M 0.28% NEW $120.34 +28.7%
47 WMG WARNER MUSIC GROUP CORP Communication Services 255,150.0 $7.8M 0.26% NEW $30.67 +13.2%
48 MGK VANGUARD WORLD FD 18,853.0 $7.8M 0.26% NEW $412.76 -78.4%
49 MAIN MAIN STR CAP CORP Financial Services 128,831.0 $7.8M 0.26% NEW $60.39 -17.8%
50 CENCORA INC 22,815.0 $7.7M 0.25% NEW $337.75
51 VGT VANGUARD WORLD FD 9,790.0 $7.4M 0.24% NEW $753.81 -84.6%
52 IAC IAC INC Technology 175,098.0 $6.8M 0.23% NEW $39.10 +7.5%
53 COST COSTCO WHSL CORP NEW Consumer Defensive 7,923.0 $6.8M 0.23% NEW $862.34 +19.2%
54 VTV VANGUARD INDEX FDS 34,142.0 $6.5M 0.21% NEW $190.99 +10.4%
55 DIBS 1STDIBS COM INC Consumer Cyclical 1,067,746.0 $6.4M 0.21% NEW $5.99 -23.2%
56 SUB ISHARES TR 56,294.0 $6.0M 0.20% NEW $106.70 -0.4%
57 IWF ISHARES TR 12,400.0 $5.9M 0.19% NEW $473.31 -73.6%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 19,651.0 $5.8M 0.19% NEW $296.21 -14.3%
59 HD HOME DEPOT INC Consumer Cyclical 16,635.0 $5.7M 0.19% NEW $344.09 -9.0%
60 VBK VANGUARD INDEX FDS 18,615.0 $5.6M 0.19% NEW $302.12 +14.9%
Page 3 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%