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 401–450 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PHG | KONINKLIJKE PHILIPS N V | 9K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 1K | $100K–$500K | SH |
| TMFC | RBB FD INC | 3K | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 9K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 620 | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 4K | $100K–$500K | SH |
| PML | PIMCO MUN INCOME FD II | 31K | $100K–$500K | SH |
| EXAS | EXACT SCIENCES CORP | 2K | $100K–$500K | SH |
| ADBE | ADOBE INC | 665 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 5K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 2K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 2K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 492 | $100K–$500K | SH |
| LOW | LOWES COS INC | 922 | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 3K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3K | $100K–$500K | SH |
| INDA | ISHARES TR | 4K | $100K–$500K | SH |
| GENI | GENIUS SPORTS LIMITED | 20K | $100K–$500K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| XSD | SPDR SERIES TRUST | 679 | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 5K | $100K–$500K | SH |
| CPNG | COUPANG INC | 9K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 657 | $100K–$500K | SH |
| BILL | BILL HOLDINGS INC | 4K | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL | 3K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 345 | $100K–$500K | SH |
| BBT | BEACON FINANCIAL CORP. | 8K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 333 | $100K–$500K | SH |
| UHT | UNIVERSAL HEALTH RLTY INCOME | 5K | $100K–$500K | SH |
| OMC | OMNICOM GROUP INC | 2K | $100K–$500K | SH |
| AOS | SMITH A O CORP | 3K | $100K–$500K | SH |
| CERS | CERUS CORP | 85K | $100K–$500K | SH |
| F | FORD MTR CO | 13K | $100K–$500K | SH |
| ICLN | ISHARES TR | 10K | $100K–$500K | SH |
| UUUU | ENERGY FUELS INC | 11K | $100K–$500K | SH |
| RC | READY CAPITAL CORP | 72K | $100K–$500K | SH |
| EDIT | EDITAS MEDICINE INC | 68K | $100K–$500K | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | 11K | $100K–$500K | SH |
| VTRS | VIATRIS INC | 11K | $100K–$500K | SH |
| CNH | CNH INDL N V | 13K | $100K–$500K | SH |