Joel Isaacson & Co., LLC
Annual return '25
+22.4%
SPY '25
+17.7%
Alpha
+4.7ptsvs SPY
Invested
$3B
Holdings
451
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SDY
SPDR SERIES TRUST
Q4 2025: Exited (was 2.67M shares)
13.8%
02
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 1.29M shares)
9.6%
03
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +1.4% (305.8k → 310.0k shares)
5.6%
04
$VYM
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 977.9k shares)
5.1%
05
$GOOGL
ALPHABET INC
Q1 2026: Increased +12.2% (3.0k → 3.3k shares)
4.9%
06
$GOOG
ALPHABET INC
Q4 2025: Sold 98.7% (459.4k → 6.1k shares)
4.6%
07
$VO
VANGUARD INDEX FDS
Q4 2025: Exited (was 429.5k shares)
4.5%
08
$AAPL
APPLE INC
Q1 2026: Increased +0.7% (20.9k → 21.0k shares)
3.8%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 113.6k shares)
2.9%
10
$VOOG
VANGUARD ADMIRAL FDS INC
Q4 2025: Exited (was 137.8k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.