Joel Isaacson & Co., LLC
Top Portfolio Positions
293 positions ·
$994,795,639 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
515,487 | $148,233,441 | 14.90% | |
| AAPL |
Apple Inc.
Technology
|
455,545 | $115,612,765 | 11.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
134,491 | $87,464,876 | 8.79% | |
| MSFT |
Microsoft Corp
Technology
|
118,926 | $44,022,837 | 4.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
184,701 | $38,467,677 | 3.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,633 | $31,257,178 | 3.14% | |
| NVDA |
Nvidia Corp
Technology
|
164,258 | $28,646,595 | 2.88% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
37,304 | $21,531,122 | 2.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
79,358 | $19,398,269 | 1.95% | |
| EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
Financial Services
|
731,946 | $17,969,274 | 1.81% |
Portfolio Trend
Holdings in SHMD
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,900 | 13,000 | Shares | Sole | 2026-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||