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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 4 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO CO NEW Financial Services 59,189.0 $5.5M 0.18% NEW $93.20 -18.0%
62 AXP AMERICAN EXPRESS CO Financial Services 13,886.0 $5.1M 0.17% NEW $369.94 -15.7%
63 AVGO BROADCOM INC Technology 14,581.0 $5.0M 0.17% NEW $346.10 +19.7%
64 MUB ISHARES TR 47,089.0 $5.0M 0.17% NEW $107.11 -0.9%
65 DFUV DIMENSIONAL ETF TRUST 99,486.0 $4.6M 0.15% NEW $46.59 +14.0%
66 BK BANK NEW YORK MELLON CORP Financial Services 38,943.0 $4.5M 0.15% NEW $116.09 +19.9%
67 BX BLACKSTONE INC Financial Services 29,008.0 $4.5M 0.15% NEW $154.14 -23.1%
68 WMT WALMART INC Consumer Defensive 38,967.0 $4.3M 0.14% NEW $111.41 +8.0%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 23,954.0 $4.3M 0.14% NEW $177.75 -23.0%
70 MRK MERCK & CO INC Healthcare 39,801.0 $4.2M 0.14% NEW $105.26 +16.3%
71 EL LAUDER ESTEE COS INC Consumer Defensive 39,569.0 $4.1M 0.14% NEW $104.72 -15.7%
72 DIS DISNEY WALT CO Communication Services 35,904.0 $4.1M 0.14% NEW $113.77 -9.5%
73 VWO VANGUARD INTL EQUITY INDEX F 75,951.0 $4.1M 0.14% NEW $53.76 +9.7%
74 MCD MCDONALDS CORP Consumer Cyclical 13,317.0 $4.1M 0.13% NEW $305.64 -7.6%
75 ITOT ISHARES TR 27,120.0 $4.0M 0.13% NEW $148.69 +9.6%
76 IJH ISHARES TR 59,556.0 $3.9M 0.13% NEW $66.00 +11.4%
77 ORCL ORACLE CORP Technology 20,050.0 $3.9M 0.13% NEW $194.91 -1.5%
78 V VISA INC Financial Services 10,675.0 $3.7M 0.12% NEW $350.71 -6.2%
79 EBAY EBAY INC. Consumer Cyclical 42,362.0 $3.7M 0.12% NEW $87.10 +32.9%
80 IYW ISHARES TR 18,138.0 $3.6M 0.12% NEW $199.68 +21.1%
Page 4 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%