JOEL ISAACSON & CO., LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSLA | 5K | $2.18M |
 | GIS | 5K | $246.05K |
 | MCB | 5K | $364.22K |
 | BN | 5K | $331.45K |
 | DUK | 5K | $586.45K |
 | AZN | 5K | $360.20K |
 | CGNX | 5K | $208.38K |
 | KKR | 5K | $593.90K |
 | CTVA | 5K | $305.21K |
 | ABNB | 5K | $547.00K |
 | TXN | 4K | $824.85K |
 | ORLY | 4K | $482.45K |
 | CARR | 4K | $266.68K |
 | ARES | 4K | $712.21K |
 | WELL | 4K | $783.28K |
 | MAR | 4K | $1.10M |
 | TSM | 4K | $1.17M |
 | ADP | 4K | $1.22M |
 | BDX | 4K | $764.40K |
 | CAT | 4K | $1.94M |
Tesla, Inc.
TSLA
Shares Held
5K
Value
$2.18M
General Mills, Inc.
GIS
Shares Held
5K
Value
$246.05K
Metropolitan Bank Holding Corp.
MCB
Shares Held
5K
Value
$364.22K
Brookfield Corporation
BN
Shares Held
5K
Value
$331.45K
Duke Energy Corporation
DUK
Shares Held
5K
Value
$586.45K
AstraZeneca PLC
AZN
Shares Held
5K
Value
$360.20K
Cognex Corporation
CGNX
Shares Held
5K
Value
$208.38K
KKR & Co. Inc.
KKR
Shares Held
5K
Value
$593.90K
Corteva, Inc.
CTVA
Shares Held
5K
Value
$305.21K
Airbnb, Inc.
ABNB
Shares Held
5K
Value
$547.00K
Texas Instruments Incorporated
TXN
Shares Held
4K
Value
$824.85K
O'Reilly Automotive, Inc.
ORLY
Shares Held
4K
Value
$482.45K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$266.68K
Ares Management Corporation
ARES
Shares Held
4K
Value
$712.21K
Welltower Inc.
WELL
Shares Held
4K
Value
$783.28K
Marriott International, Inc.
MAR
Shares Held
4K
Value
$1.10M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4K
Value
$1.17M
Automatic Data Processing, Inc.
ADP
Shares Held
4K
Value
$1.22M
Becton, Dickinson and Company
BDX
Shares Held
4K
Value
$764.40K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.94M