JOEL ISAACSON & CO., LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZBH | 2K | $210.40K |
 | CMI | 2K | $891.62K |
 | ADI | 2K | $499.26K |
 | GEV | 2K | $1.25M |
 | MA | 2K | $1.14M |
 | MPC | 2K | $377.00K |
 | MMC | 2K | $383.31K |
 | MDB | 2K | $569.24K |
 | ELV | 2K | $570.31K |
 | SPOT | 2K | $1.21M |
 | CEG | 2K | $568.30K |
 | CLX | 2K | $212.94K |
 | SAP | 2K | $456.39K |
 | EXPE | 2K | $358.25K |
 | BIIB | 2K | $233.09K |
 | DHR | 2K | $328.91K |
 | NOC | 2K | $1.00M |
 | ETN | 2K | $614.52K |
 | TRGP | 2K | $274.43K |
 | BLK | 2K | $1.75M |
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
2K
Value
$210.40K
Cummins Inc.
CMI
Shares Held
2K
Value
$891.62K
Analog Devices, Inc.
ADI
Shares Held
2K
Value
$499.26K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.25M
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.14M
Marathon Petroleum Corporation
MPC
Shares Held
2K
Value
$377.00K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
2K
Value
$383.31K
MongoDB, Inc.
MDB
Shares Held
2K
Value
$569.24K
Elevance Health Inc.
ELV
Shares Held
2K
Value
$570.31K
Spotify Technology S.A.
SPOT
Shares Held
2K
Value
$1.21M
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$568.30K
The Clorox Company
CLX
Shares Held
2K
Value
$212.94K
SAP SE
SAP
Shares Held
2K
Value
$456.39K
Expedia Group, Inc.
EXPE
Shares Held
2K
Value
$358.25K
Biogen Inc.
BIIB
Shares Held
2K
Value
$233.09K
Danaher Corporation
DHR
Shares Held
2K
Value
$328.91K
Northrop Grumman Corporation
NOC
Shares Held
2K
Value
$1.00M
Eaton Corporation plc
ETN
Shares Held
2K
Value
$614.52K
Targa Resources Corp.
TRGP
Shares Held
2K
Value
$274.43K
BlackRock, Inc.
BLK
Shares Held
2K
Value
$1.75M