Joel Isaacson & Co., LLC
CIK
1599330
City
NEW YORK
State / Country
NY
Top Portfolio Positions
294 positions ·
$1,010,077,890 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
515,487 | $148,233,441 | 14.68% | |
| AAPL |
Apple Inc.
Technology
|
455,545 | $115,612,765 | 11.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
134,491 | $87,464,876 | 8.66% | |
| MSFT |
Microsoft Corp
Technology
|
118,926 | $44,022,837 | 4.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
184,701 | $38,467,677 | 3.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,633 | $31,257,178 | 3.09% | |
| NVDA |
Nvidia Corp
Technology
|
164,258 | $28,646,595 | 2.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
37,304 | $21,531,122 | 2.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
79,358 | $19,398,269 | 1.92% | |
| EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
Financial Services
|
731,946 | $17,969,274 | 1.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,981 | 13,883 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $435,856 | 14,361 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $394,163 | 14,302 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $387,185 | 14,240 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $348,279 | 14,175 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $356,443 | 14,111 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $372,860 | 14,049 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $356,719 | 13,989 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $347,921 | 13,928 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $327,697 | 13,862 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $294,800 | 13,808 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $315,883 | 13,758 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $304,728 | 13,708 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $285,998 | 13,658 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $275,223 | 13,598 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $299,391 | 13,541 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $406,905 | 13,505 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $437,161 | 13,447 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $403,892 | 13,405 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $391,578 | 13,369 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $350,257 | 13,333 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $335,939 | 13,294 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $254,656 | 12,249 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $274,135 | 13,205 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $215,609 | 12,147 | Shares | Sole | 2020-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||