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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 6 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLW CORNING INC Technology 20,974.0 $2.9M 0.10% +456.0 +2.2% $135.97 +42.7%
102 AMGN AMGEN INC Healthcare 8,056.0 $2.8M 0.09% $351.86 -3.6%
103 UNP UNION PAC CORP Industrials 11,403.0 $2.8M 0.09% $242.61 +9.6%
104 CSCO CISCO SYS INC Technology 35,594.0 $2.8M 0.09% $77.59 +55.2%
105 DFIV DIMENSIONAL ETF TRUST 50,044.0 $2.6M 0.09% +898.0 +1.8% $52.78 +5.2%
106 TJX TJX COS INC NEW Consumer Cyclical 16,424.0 $2.6M 0.09% $159.70 -0.9%
107 ED CONSOLIDATED EDISON INC Utilities 23,100.0 $2.6M 0.09% +958.0 +4.3% $113.18 -4.1%
108 SMH VANECK ETF TRUST 6,757.0 $2.6M 0.09% $383.37 +50.3%
109 LRCX LAM RESEARCH CORP Technology 12,071.0 $2.6M 0.09% $213.66 +42.9%
110 IJR ISHARES TR 20,634.0 $2.6M 0.09% +1K +5.7% $124.31 +10.5%
111 IVW ISHARES TR 22,337.0 $2.5M 0.08% -913.0 -3.9% $113.11 +20.8%
112 VZ VERIZON COMMUNICATIONS INC Communication Services 49,646.0 $2.5M 0.08% +782.0 +1.6% $50.20 -3.7%
113 PEP PEPSICO INC Consumer Defensive 15,815.0 $2.5M 0.08% -161.0 -1.0% $155.29 -3.0%
114 IWB ISHARES TR 6,828.0 $2.4M 0.08% $356.57 +14.0%
115 VANGUARD CALIF TAX FREE FDS 24,361.0 $2.4M 0.08% +15K +161.1% $99.08
116 PFE PFIZER INC Healthcare 84,645.0 $2.4M 0.08% -817.0 -1.0% $28.08 -7.8%
117 REGN REGENERON PHARMACEUTICALS Healthcare 3,067.0 $2.4M 0.08% $772.65 -17.3%
118 SGU STAR GROUP LP Energy 191,968.0 $2.4M 0.08% $12.28 +2.5%
119 GE GE AEROSPACE Industrials 8,269.0 $2.3M 0.08% +232.0 +2.9% $283.78 +6.7%
120 INTC INTEL CORP Technology 53,072.0 $2.3M 0.08% +7K +14.7% $44.13 +171.6%
Page 6 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%