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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 7 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMY BRISTOL-MYERS SQUIBB CO Healthcare 38,011.0 $2.3M 0.08% +6K +18.6% $60.65 -2.0%
122 LC LENDINGCLUB ISSUANCE TR SER Financial Services 160,301.0 $2.3M 0.08% -5K -3.0% $14.32 +9.1%
123 VPU VANGUARD WORLD FD 11,420.0 $2.3M 0.07% $198.15 -0.8%
124 EEM ISHARES TR 39,689.0 $2.3M 0.07% +10K +34.2% $56.79 +16.0%
125 CB CHUBB LTD SWITZ Financial Services 6,879.0 $2.2M 0.07% +90.0 +1.3% $325.93 +0.6%
126 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 37,692.0 $2.2M 0.07% $59.03 +11.8%
127 ROST ROSS STORES INC Consumer Cyclical 10,105.0 $2.2M 0.07% -6K -37.0% $216.62 +8.4%
128 JEPI J P MORGAN EXCHANGE TRADED F 38,486.0 $2.2M 0.07% -6K -14.3% $56.68 -0.6%
129 VV VANGUARD INDEX FDS 7,235.0 $2.2M 0.07% +263.0 +3.8% $298.87 +14.8%
130 COIN COINBASE GLOBAL INC Financial Services 11,995.0 $2.1M 0.07% -643.0 -5.1% $174.61 +5.9%
131 TSLA TESLA INC Consumer Cyclical 5,625.0 $2.1M 0.07% -92.0 -1.6% $371.75 +14.6%
132 NET CLOUDFLARE INC Technology 9,892.0 $2.0M 0.07% -800.0 -7.5% $206.34 +4.8%
133 UNH UNITEDHEALTH GROUP INC Healthcare 7,396.0 $2.0M 0.07% +500.0 +7.2% $270.58 +43.6%
134 BLACKROCK ETF TRUST II 41,564.0 $2.0M 0.07% NEW $47.98
135 MTCH MATCH GROUP INC NEW Communication Services 64,144.0 $2.0M 0.07% -327.0 -0.5% $30.71 +16.6%
136 VOT VANGUARD INDEX FDS 7,611.0 $2.0M 0.07% -61.0 -0.8% $257.34 +13.2%
137 BND VANGUARD BD INDEX FDS 26,558.0 $2.0M 0.07% +1K +5.4% $73.64 -0.9%
138 GEV GE VERNOVA INC Utilities 2,218.0 $1.9M 0.06% +47.0 +2.2% $872.91 +19.0%
139 BSV VANGUARD BD INDEX FDS 24,482.0 $1.9M 0.06% +3K +12.2% $78.41 -0.7%
140 KO COCA COLA CO Consumer Defensive 24,742.0 $1.9M 0.06% +1K +4.4% $76.05 +7.1%
Page 7 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%