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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 4 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWF ISHARES TR 12,640.0 $5.4M 0.18% +240.0 +1.9% $426.39 -70.7%
62 MRK MERCK & CO INC Healthcare 43,512.0 $5.2M 0.17% +4K +9.3% $120.29 +1.8%
63 DFUV DIMENSIONAL ETF TRUST 99,486.0 $4.8M 0.16% $48.46 +9.6%
64 WFC WELLS FARGO & CO Financial Services 59,030.0 $4.7M 0.16% $79.61 -4.0%
65 WMT WALMART INC Consumer Defensive 37,687.0 $4.7M 0.15% -1K -3.3% $124.28 -3.2%
66 AVGO BROADCOM INC Technology 14,992.0 $4.6M 0.15% +411.0 +2.8% $309.50 +33.8%
67 BK BANK NEW YORK MELLON CORP Financial Services 38,924.0 $4.6M 0.15% $118.63 +17.3%
68 VWO VANGUARD INTL EQUITY INDEX F 84,038.0 $4.5M 0.15% +8K +10.7% $54.05 +9.1%
69 NEE NEXTERA ENERGY INC Utilities 46,591.0 $4.3M 0.14% +4K +9.6% $92.88 -4.7%
70 AXP AMERICAN EXPRESS CO Financial Services 13,942.0 $4.2M 0.14% $302.48 +3.1%
71 IJH ISHARES TR 61,954.0 $4.2M 0.14% +2K +4.0% $67.53 +8.8%
72 MCD MCDONALDS CORP Consumer Cyclical 13,290.0 $4.1M 0.14% $310.80 -9.2%
73 EPD ENTERPRISE PRODS PARTNERS L Energy 105,143.0 $4.0M 0.13% +2K +2.3% $37.84 +4.7%
74 ITOT ISHARES TR 27,181.0 $3.9M 0.13% $142.43 +14.4%
75 EBAY EBAY INC. Consumer Cyclical 42,362.0 $3.9M 0.13% $91.02 +27.2%
76 IAC IAC INC Technology 95,691.0 $3.8M 0.13% -79K -45.4% $40.03 +5.0%
77 WINN HARBOR ETF TRUST 134,211.0 $3.7M 0.12% +23K +20.7% $27.73 +17.9%
78 IWM ISHARES TR 14,926.0 $3.7M 0.12% +731.0 +5.2% $248.00 +15.0%
79 XLE SELECT SECTOR SPDR TR 59,386.0 $3.6M 0.12% +478.0 +0.8% $61.26 -2.9%
80 CVX CHEVRON CORPORATION Energy 17,477.0 $3.6M 0.12% +296.0 +1.7% $206.90 -7.5%
Page 4 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%