JOEL ISAACSON & CO., LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BK | 39K | $4.29M |
 | WMT | 39K | $4.01M |
 | MRK | 38K | $3.23M |
 | CSCO | 36K | $2.47M |
 | DIS | 35K | $4.04M |
 | MSIF | 33K | $426.73K |
 | BRK-B | 32K | $16.19M |
 | BMY | 32K | $1.43M |
 | CNQ | 29K | $928.44K |
 | AGNC | 29K | $279.53K |
 | BX | 27K | $4.69M |
 | CARS | 27K | $326.82K |
 | SATL | 26K | $86.36K |
 | EL | 26K | $2.25M |
 | KMI | 25K | $713.24K |
 | PLTR | 24K | $4.37M |
 | MO | 24K | $1.56M |
 | KO | 24K | $1.57M |
 | VMEO | 23K | $181.61K |
 | ED | 22K | $2.22M |
The Bank of New York Mellon Corporation
BK
Shares Held
39K
Value
$4.29M
Walmart Inc.
WMT
Shares Held
39K
Value
$4.01M
Merck & Co., Inc.
MRK
Shares Held
38K
Value
$3.23M
Cisco Systems, Inc.
CSCO
Shares Held
36K
Value
$2.47M
The Walt Disney Company
DIS
Shares Held
35K
Value
$4.04M
MSC Income Fund, Inc.
MSIF
Shares Held
33K
Value
$426.73K
Berkshire Hathaway Inc.
BRK-B
Shares Held
32K
Value
$16.19M
Bristol-Myers Squibb Company
BMY
Shares Held
32K
Value
$1.43M
Canadian Natural Resources Limited
CNQ
Shares Held
29K
Value
$928.44K
AGNC Investment Corp.
AGNC
Shares Held
29K
Value
$279.53K
Blackstone Inc.
BX
Shares Held
27K
Value
$4.69M
Cars.com Inc.
CARS
Shares Held
27K
Value
$326.82K
Satellogic Inc.
SATL
Shares Held
26K
Value
$86.36K
The Estée Lauder Companies Inc.
EL
Shares Held
26K
Value
$2.25M
Kinder Morgan, Inc.
KMI
Shares Held
25K
Value
$713.24K
Palantir Technologies Inc.
PLTR
Shares Held
24K
Value
$4.37M
Altria Group, Inc.
MO
Shares Held
24K
Value
$1.56M
The Coca-Cola Company
KO
Shares Held
24K
Value
$1.57M
Vimeo, Inc.
VMEO
Shares Held
23K
Value
$181.61K
Consolidated Edison, Inc.
ED
Shares Held
22K
Value
$2.22M