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 251–300 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 3K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| D | DOMINION ENERGY INC | 11K | $500K+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 2K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 12K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 2K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 11K | $500K+ | SH |
| KKR | KKR & CO INC | 5K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |
| CSX | CSX CORP | 16K | $500K+ | SH |
| VCR | VANGUARD WORLD FD | 1K | $500K+ | SH |
| DSI | ISHARES TR | 4K | $500K+ | SH |
| DXCM | DEXCOM INC | 9K | $500K+ | SH |
| SIXG | ETF SER SOLUTIONS | 9K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 823 | $500K+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 45K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 6K | $500K+ | SH |
| SFY | TIDAL TRUST I | 4K | $500K+ | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 8K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 8K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| AZO | AUTOZONE INC | 150 | $500K+ | SH |
| RSPA | INVESCO ACTIVELY MANAGED EXC | 10K | $100K–$500K | SH |
| IWY | ISHARES TR | 2K | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| IWR | ISHARES TR | 5K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 2K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| IBB | ISHARES TR | 3K | $100K–$500K | SH |
| BNY | BLACKROCK N Y MUN INCOME TRU | 46K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $100K–$500K | SH |
| STEW | SRH TOTAL RETURN FUND INC | 25K | $100K–$500K | SH |
| SHY | ISHARES TR | 5K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 862 | $100K–$500K | SH |
| SHV | ISHARES TR | 4K | $100K–$500K | SH |
| AGG | ISHARES TR | 4K | $100K–$500K | SH |
| NGG | NATIONAL GRID PLC | 6K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 4K | $100K–$500K | SH |