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 301–350 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | 6K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| ETO | EATON VANCE TAX-ADVANTAGED G | 14K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| DLS | WISDOMTREE TR | 5K | $100K–$500K | SH |
| MSIF | MSC INCOME FUND INC | 33K | $100K–$500K | SH |
| QXO | QXO INC | 22K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| DBX | DROPBOX INC | 15K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 5K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| SAP | SAP SE | 2K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| NYT | NEW YORK TIMES CO | 6K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 837 | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 1K | $100K–$500K | SH |
| TY | TRI CONTL CORP | 12K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| STUB | STUBHUB HLDGS INC | 29K | $100K–$500K | SH |
| HG | HAMILTON INSURANCE GROUP LTD | 14K | $100K–$500K | SH |
| FIHL | FIDELIS INSURANCE HOLDINGS L | 19K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 1K | $100K–$500K | SH |
| DUOL | DUOLINGO INC | 2K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| MCB | METROPOLITAN BK HLDG CORP | 5K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 5K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 6K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 1K | $100K–$500K | SH |
| EZU | ISHARES INC | 5K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| EVR | EVERCORE INC | 1K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 9K | $100K–$500K | SH |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | 35K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 6K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 7K | $100K–$500K | SH |
| DIVZ | ELEVATION SERIES TRUST | 9K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 307 | $100K–$500K | SH |
| CARS | CARS COM INC | 27K | $100K–$500K | SH |
| FXE | INVESCO CURRENCYSHARES EURO | 3K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 30K | $100K–$500K | SH |