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JOEL ISAACSON & CO., LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cigna CorporationCI4.26K$1.17M
Phillips 66PSX4.34K$734.31K
Automatic Data Processing, Inc.ADP4.35K$973.6K
Welltower Inc.WELL4.48K$1.02M
Texas Instruments IncorporatedTXN4.51K$1.34M
KKR & Co. Inc.KKR4.55K$417.27K
Ares Management CorporationARES4.58K$509.54K
Corteva, Inc.CTVA4.61K$389.99K
Suncor Energy Inc.SU4.72K$253.26K
Abbott LaboratoriesABT4.77K$433.1K
Advanced Micro Devices, Inc.AMD4.86K$2.82M
Metropolitan Bank Holding Corp.MCB4.87K$480.76K
The Travelers Companies, Inc.TRV5.1K$1.68M
Universal Health Realty Income TrustUHT5.13K$224.78K
Caterpillar Inc.CAT5.14K$5.47M
Public Service Enterprise Group IncorporatedPEG5.16K$418.46K
3M CompanyMMM5.2K$842.58K
Salesforce, Inc.CRM5.29K$828.73K
Lockheed Martin CorporationLMT5.31K$2.71M
United Parcel Service, Inc.UPS5.44K$584.64K