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DOSSIER · 13F-HR · Q1 2026

Joel Isaacson & Co., LLC

$3.0B in tracked AUM across 455 positions as of Q1 2026.

JI
CIK 0001599330 · last filed Mar 31, 2026
Total AUM
$3.0B
as of Q1 2026
Holdings
455
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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