JOEL ISAACSON & CO., LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEP | 4K | $450.57K |
 | UPST | 4K | $203.20K |
 | DOCS | 4K | $292.60K |
 | CI | 4K | $1.15M |
 | SPG | 4K | $746.62K |
 | BILL | 4K | $208.91K |
 | DD | 4K | $305.06K |
 | AMAT | 4K | $785.08K |
 | BTI | 4K | $201.35K |
 | ADSK | 4K | $1.18M |
 | GEHC | 4K | $272.79K |
 | CRWD | 4K | $1.74M |
 | AOS | 3K | $238.58K |
 | WMB | 3K | $203.35K |
 | COF | 3K | $680.68K |
 | PEG | 3K | $264.32K |
 | CVS | 3K | $235.07K |
 | HWM | 3K | $605.17K |
 | REGN | 3K | $1.73M |
 | SO | 3K | $289.69K |
American Electric Power Company, Inc.
AEP
Shares Held
4K
Value
$450.57K
Upstart Holdings, Inc.
UPST
Shares Held
4K
Value
$203.20K
Doximity, Inc.
DOCS
Shares Held
4K
Value
$292.60K
Cigna Corporation
CI
Shares Held
4K
Value
$1.15M
Simon Property Group, Inc.
SPG
Shares Held
4K
Value
$746.62K
Bill.com Holdings, Inc.
BILL
Shares Held
4K
Value
$208.91K
DuPont de Nemours, Inc.
DD
Shares Held
4K
Value
$305.06K
Applied Materials, Inc.
AMAT
Shares Held
4K
Value
$785.08K
British American Tobacco p.l.c.
BTI
Shares Held
4K
Value
$201.35K
Autodesk, Inc.
ADSK
Shares Held
4K
Value
$1.18M
GE HealthCare Technologies Inc.
GEHC
Shares Held
4K
Value
$272.79K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
4K
Value
$1.74M
A. O. Smith Corporation
AOS
Shares Held
3K
Value
$238.58K
The Williams Companies, Inc.
WMB
Shares Held
3K
Value
$203.35K
Capital One Financial Corporation
COF
Shares Held
3K
Value
$680.68K
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$264.32K
CVS Health Corporation
CVS
Shares Held
3K
Value
$235.07K
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$605.17K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
3K
Value
$1.73M
The Southern Company
SO
Shares Held
3K
Value
$289.69K