Stock Taper

JOEL ISAACSON & CO., LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AT&T Inc.T56.14K$1.16M
Wells Fargo & CompanyWFC58.02K$4.79M
JPMorgan Chase & Co.JPM61.71K$20.2M
Compass, Inc.COMP61.73K$761.13K
Bank of America CorporationBAC66.31K$3.78M
Editas Medicine, Inc.EDIT68.14K$220.79K
The Procter & Gamble CompanyPG72.01K$10.56M
Exxon Mobil CorporationXOM72.17K$9.87M
Apollo Global Management, Inc.APO79.27K$9.38M
Johnson & JohnsonJNJ79.4K$20.16M
Cerus CorporationCERS85K$248.2K
Pfizer Inc.PFE86.32K$2.08M
Netflix, Inc.NFLX94.82K$6.77M
PE PEOPLE INCIAC101.54K$4.69M
Comcast CorporationCMCSA104.01K$2.55M
Ready Capital CorporationRC104.3K$182.53K
Enterprise Products Partners L.P.EPD105.14K$3.87M
Microsoft CorporationMSFT119.37K$44.53M
Main Street Capital CorporationMAIN129.21K$6.7M
Ares Capital CorporationARCC134.63K$2.49M