Joel Isaacson & Co., LLC

CIK
1599330
City
NEW YORK
State / Country
NY

Top Portfolio Positions

292 positions · $976,826,365 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GOOGL
Alphabet Inc.
Communication Services
515,487 $148,233,441 15.18%
AAPL
Apple Inc.
Technology
455,545 $115,612,765 11.84%
SPY
Spdr S&P 500 Etf Trust
134,491 $87,464,876 8.95%
MSFT
Microsoft Corp
Technology
118,926 $44,022,837 4.51%
AMZN
Amazon Com Inc
Consumer Cyclical
184,701 $38,467,677 3.94%
META
Meta Platforms, Inc.
Communication Services
54,633 $31,257,178 3.20%
NVDA
Nvidia Corp
Technology
164,258 $28,646,595 2.93%
QQQ
Invesco Qqq Trust, Series 1
37,304 $21,531,122 2.20%
JNJ
Johnson & Johnson
Healthcare
79,358 $19,398,269 1.99%
JPM
Jpmorgan Chase & Co
Financial Services
58,614 $17,241,894 1.77%

Holdings in GAM

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Report Date Value (USD) Shares
2026-03-31 $696,377 11,910