CIK 1599330
Joel Isaacson & Co., LLC
Institutional 13F holdings & portfolio
Holdings
460
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 5K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 13K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 38K | $1M+ | SH |
| DGRO | ISHARES TR | 22K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 9K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 5K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 25K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 18K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 28K | $1M+ | SH |
| T | AT&T INC | 55K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 21K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 4K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4K | $1M+ | SH |
| AFL | AFLAC INC | 11K | $1M+ | SH |
| QCOM | QUALCOMM INC | 7K | $1M+ | SH |
| IEFA | ISHARES TR | 14K | $1M+ | SH |
| PTON | PELOTON INTERACTIVE INC | 200K | $1M+ | SH |
| JEF | JEFFERIES FINL GROUP INC | 20K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 24K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 34K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 14K | $1M+ | SH |
| MET | METLIFE INC | 14K | $1M+ | SH |
| ADSK | AUTODESK INC | 4K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 21K | $1M+ | SH |
| DE | DEERE & CO | 2K | $1M+ | SH |
| IVE | ISHARES TR | 5K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 6K | $1M+ | SH |
| CMI | CUMMINS INC | 2K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $1M+ | SH |
| OKE | ONEOK INC NEW | 14K | $1M+ | SH |
| CI | THE CIGNA GROUP | 4K | $1M+ | SH |
| IYF | ISHARES TR | 8K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 2K | $1M+ | SH |
| UL | UNILEVER PLC | 15K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 4K | $500K+ | SH |
| AON | AON PLC | 3K | $500K+ | SH |
| ETHA | ISHARES ETHEREUM TR | 43K | $500K+ | SH |
| IXUS | ISHARES TR | 11K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $500K+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 9K | $500K+ | SH |
| IJT | ISHARES TR | 7K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 448 | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 9K | $500K+ | SH |