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 201–250 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| NVS | NOVARTIS AG | 6K | $500K+ | SH |
| EFAV | ISHARES TR | 10K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 10K | $500K+ | SH |
| EEMV | ISHARES INC | 13K | $500K+ | SH |
| C | CITIGROUP INC | 7K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $500K+ | SH |
| DEO | DIAGEO PLC | 10K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| LSPD | LIGHTSPEED COMMERCE INC | 69K | $500K+ | SH |
| WELL | WELLTOWER INC | 4K | $500K+ | SH |
| ACWI | ISHARES TR | 6K | $500K+ | SH |
| OWL | BLUE OWL CAPITAL INC | 55K | $500K+ | SH |
| SHEL | SHELL PLC | 11K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 31K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 11K | $500K+ | SH |
| YUM | YUM BRANDS INC | 5K | $500K+ | SH |
| HOOD | ROBINHOOD MKTS INC | 7K | $500K+ | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 8K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 4K | $500K+ | SH |
| EFAA | INVESCO ACTIVELY MANAGED EXC | 15K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 33K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| URTH | ISHARES INC | 4K | $500K+ | SH |
| FDX | FEDEX CORP | 3K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 4K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 3K | $500K+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 4K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |
| KLAC | KLA CORP | 591 | $500K+ | SH |
| PSX | PHILLIPS 66 | 6K | $500K+ | SH |
| ETG | EATON VANCE TX ADV GLBL DIV | 31K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 25K | $500K+ | SH |
| HALO | HALOZYME THERAPEUTICS INC | 10K | $500K+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 26K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 7K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 10K | $500K+ | SH |
| CET | CENTRAL SECS CORP | 13K | $500K+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| GAM | GENERAL AMERN INVS CO INC | 11K | $500K+ | SH |
| MDB | MONGODB INC | 2K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| COMP | COMPASS INC | 62K | $500K+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 10K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 8K | $500K+ | SH |