JOEL ISAACSON & CO., LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GBDC | 21K | $290.23K |
 | NVO | 21K | $1.17M |
 | ACRE | 21K | $94.02K |
 | APYX | 21K | $43.87K |
 | GLW | 20K | $1.67M |
 | ORCL | 20K | $5.65M |
 | GENI | 20K | $247.60K |
 | JEF | 20K | $1.30M |
 | OBDC | 20K | $252.71K |
 | FIHL | 19K | $353.24K |
 | IBM | 19K | $5.41M |
 | CVX | 17K | $2.64M |
 | UL | 17K | $1.00M |
 | TCPC | 17K | $103.60K |
 | PEP | 17K | $2.33M |
 | HD | 16K | $6.62M |
 | RTX | 16K | $2.72M |
 | CSX | 16K | $563.86K |
 | DBX | 15K | $453.15K |
 | VTRS | 15K | $148.00K |
Golub Capital BDC, Inc.
GBDC
Shares Held
21K
Value
$290.23K
Novo Nordisk A/S
NVO
Shares Held
21K
Value
$1.17M
Ares Commercial Real Estate Corporation
ACRE
Shares Held
21K
Value
$94.02K
Apyx Medical Corporation
APYX
Shares Held
21K
Value
$43.87K
Corning Incorporated
GLW
Shares Held
20K
Value
$1.67M
Oracle Corporation
ORCL
Shares Held
20K
Value
$5.65M
Genius Sports Limited
GENI
Shares Held
20K
Value
$247.60K
Jefferies Financial Group Inc.
JEF
Shares Held
20K
Value
$1.30M
Blue Owl Capital Corporation
OBDC
Shares Held
20K
Value
$252.71K
Fidelis Insurance Holdings Limited
FIHL
Shares Held
19K
Value
$353.24K
International Business Machines Corporation
IBM
Shares Held
19K
Value
$5.41M
Chevron Corporation
CVX
Shares Held
17K
Value
$2.64M
Unilever PLC
UL
Shares Held
17K
Value
$1.00M
BlackRock TCP Capital Corp.
TCPC
Shares Held
17K
Value
$103.60K
PepsiCo, Inc.
PEP
Shares Held
17K
Value
$2.33M
The Home Depot, Inc.
HD
Shares Held
16K
Value
$6.62M
RTX Corporation
RTX
Shares Held
16K
Value
$2.72M
CSX Corporation
CSX
Shares Held
16K
Value
$563.86K
Dropbox, Inc.
DBX
Shares Held
15K
Value
$453.15K
Viatris Inc.
VTRS
Shares Held
15K
Value
$148.00K