Stock Taper

JOEL ISAACSON & CO., LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Carrier Global CorporationCARR5.88K$431.35K
Tesla, Inc.TSLA5.85K$2.46M
Yum! Brands, Inc.YUM5.82K$929.59K
National Grid plcNGG5.73K$475.18K
Truist Financial CorporationTFC5.71K$284.61K
The Williams Companies, Inc.WMB5.64K$419.65K
Manulife Financial CorporationMFC5.56K$225.16K
UnitedHealth Group IncorporatedUNH5.5K$2.29M
PayPal Holdings, Inc.PYPL5.44K$234.99K
United Parcel Service, Inc.UPS5.44K$584.64K
Lockheed Martin CorporationLMT5.31K$2.71M
Salesforce, Inc.CRM5.29K$828.73K
3M CompanyMMM5.2K$842.58K
Public Service Enterprise Group IncorporatedPEG5.16K$418.46K
Caterpillar Inc.CAT5.14K$5.47M
Universal Health Realty Income TrustUHT5.13K$224.78K
The Travelers Companies, Inc.TRV5.1K$1.68M
Metropolitan Bank Holding Corp.MCB4.87K$480.76K
Advanced Micro Devices, Inc.AMD4.86K$2.82M
Abbott LaboratoriesABT4.77K$433.1K