Long-term investor
Joel Isaacson & Co., LLC @joelisaacsoncollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599330).
Record
- Tracked since 2023-06-30 (1188 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +10.6% · 1 year +11.6% · all +21.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A763 · 12.7% · long · since 2025-06-30
- 921908844 · 9.4% · long · since 2025-06-30
- 922908769 · 5.7% · long · since 2025-06-30
- GOOGL · 5.3% · long · since 2025-06-30
- 02079K107 · 5.0% · long · since 2025-06-30
- 921946406 · 4.8% · long · since 2025-06-30
- 922908629 · 4.5% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- 78462F103 · 2.9% · long · since 2025-06-30
- 921932505 · 2.2% · long · since 2025-06-30
- 922908751 · 1.9% · long · since 2025-06-30
- 464287606 · 1.7% · long · since 2025-06-30