Joel Isaacson & Co., LLC
Joel Isaacson & Co., LLC reported 482 positions worth $3.45B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: SDY (12.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SDY | SH | $440.5M | 12.75% | 2,894,421 | — | — | |
| ▸ 2 | VIG | SH | $324.5M | 9.39% | 1,371,589 | — | — | |
| ▸ 3 | VTI | SH | $197.9M | 5.73% | 534,699 | — | — | |
| ▸ 4 | GOOGL | SH | $184.4M | 5.34% | 515,976 | — | — | |
| ▸ 5 | GOOG | SH | $172.0M | 4.98% | 486,768 | — | — | |
| ▸ 6 | VYM | SH | $166.5M | 4.82% | 1,053,342 | — | — | |
| ▸ 7 | VO | SH | $155.8M | 4.51% | 1,933,766 | — | — | |
| ▸ 8 | AAPL | SH | $132.7M | 3.84% | 458,534 | — | — | |
| ▸ 9 | SPY | SH | $101.3M | 2.93% | 135,617 | — | — | |
| ▸ 10 | VOOG | SH | $75.1M | 2.17% | 908,664 | — | — |
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Frequently Asked Questions
What stocks does Joel Isaacson & Co., LLC hold as of Q2 2026?
Joel Isaacson & Co., LLC reported 482 positions worth $3.45B in its Q2 2026 13F filing. Largest positions: SDY (12.7%), VIG (9.4%), VTI (5.7%), GOOGL (5.3%) and GOOG (5.0%).
What did Joel Isaacson & Co., LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Joel Isaacson & Co., LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.