Stock Taper

JOEL ISAACSON & CO., LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apollo Global Management, Inc.APO79.27K$9.38M
Exxon Mobil CorporationXOM72.17K$9.87M
The Procter & Gamble CompanyPG72.01K$10.56M
Editas Medicine, Inc.EDIT68.14K$220.79K
Bank of America CorporationBAC66.31K$3.78M
Compass, Inc.COMP61.73K$761.13K
JPMorgan Chase & Co.JPM61.71K$20.2M
Wells Fargo & CompanyWFC58.02K$4.79M
AT&T Inc.T56.14K$1.16M
Meta Platforms, Inc.META54.48K$30.69M
Intel Corp.INTC51.58K$7.2M
Verizon Communications Inc.VZ49.02K$2.08M
The PNC Financial Services Group, Inc.PNC48.5K$11.94M
NextEra Energy, Inc.NEE46.75K$4.1M
Morgan StanleyMS46.64K$9.75M
MSC Income Fund, Inc.MSIF46.17K$534.23K
FTAI Aviation Ltd.FTAI45.34K$12.27M
Blue Owl Capital CorporationOBDC44.79K$486.86K
Merck & Co., Inc.MRK43.72K$5.62M
eBay Inc.EBAY42.36K$4.73M