Investments: Joel Isaacson & Co., LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
2.359.200.678 $+193.368.243 $
+11,0 %
2.166.570.937 $+2.166.570.937 $
BANK OF AMERICA CORP /DE/BAC1.529.092.774 $+76.976.878 $
+5,3 %
1.452.115.896 $+1.452.115.896 $
ALPHA PRO TECH LTDAPT313.913.936 $+85.258.573 $
+37,3 %
228.655.363 $+228.655.363 $
APPFOLIO INCAPPF122.418.499 $+11.519.640 $
+10,4 %
110.898.859 $+110.898.859 $
MICROSOFT CORPMSFT57.024.900 $+2.018.885 $
+3,7 %
55.006.015 $+55.006.015 $
AMAZON COM INCAMZN42.228.995 $+1.833.371 $
+4,5 %
40.395.624 $+40.395.624 $
NVIDIA CORPNVDA30.342.387 $+1.585.903 $
+5,5 %
28.756.484 $+28.756.484 $
BERKSHIRE HATHAWAY INCBRK-B20.385.758 $+427.535 $
+2,1 %
19.958.223 $+19.958.223 $
JPMORGAN CHASE & COJPM18.695.802 $+582.767 $
+3,2 %
18.113.035 $+18.113.035 $
JOHNSON & JOHNSONJNJ16.216.357 $+1.744.334 $
+12,1 %
14.472.023 $+14.472.023 $
BlackRock, Inc.BLK15.722.664 $+2.909.175 $
+22,7 %
12.813.489 $+12.813.489 $
ELI LILLY & CoLLY12.035.383 $+3.760.732 $
+45,4 %
8.274.651 $+8.274.651 $
NETFLIX INCNFLX8.812.784 $-2.189.705 $
-19,9 %
11.002.489 $+11.002.489 $
SPS COMMERCE INCSPSC10.986.902 $+1.156.024 $
+11,8 %
9.830.878 $+9.830.878 $
PROCTER & GAMBLE CoPG10.294.610 $-652.463 $
-6,0 %
10.947.073 $+10.947.073 $
MORGAN STANLEYMS8.683.925 $+934.964 $
+12,1 %
7.748.961 $+7.748.961 $
GOLDMAN SACHS GROUP INCGS8.516.005 $+758.877 $
+9,8 %
7.757.128 $+7.757.128 $
EXXON MOBIL CORPXOM8.495.624 $+540.307 $
+6,8 %
7.955.317 $+7.955.317 $
COMCAST CORPCMCSA3.115.276 $-2.716.447 $
-46,6 %
5.831.723 $+5.831.723 $
ORACLE CORPORCL3.907.982 $-1.741.057 $
-30,8 %
5.649.039 $+5.649.039 $
AMERICAN EXPRESS COAXP5.136.952 $+561.836 $
+12,3 %
4.575.116 $+4.575.116 $
Bank of New York Mellon CorpBK4.520.900 $+229.512 $
+5,3 %
4.291.388 $+4.291.388 $
PALATIN TECHNOLOGIES INCPTNT4.257.824 $-116.425 $
-2,7 %
4.374.249 $+4.374.249 $
Walmart Inc.WMT4.341.343 $+330.221 $
+8,2 %
4.011.122 $+4.011.122 $
Walt Disney CoDIS4.084.774 $+44.022 $
+1,1 %
4.040.752 $+4.040.752 $
MCDONALDS CORPMCD4.070.153 $+613 $
+0,0 %
4.069.540 $+4.069.540 $
ARES CAPITAL CORPARCC3.347.264 $-216.744 $
-6,1 %
3.564.008 $+3.564.008 $
NEXTERA ENERGY INCNEE3.412.749 $+429.625 $
+14,4 %
2.983.124 $+2.983.124 $
LendingClub CorpLC3.130.801 $+156.584 $
+5,3 %
2.974.217 $+2.974.217 $
RTX CorpRTX2.989.109 $+271.531 $
+10,0 %
2.717.578 $+2.717.578 $
UNITEDHEALTH GROUP INCUNH2.276.444 $-684.171 $
-23,1 %
2.960.615 $+2.960.615 $
CHEVRON CORPCVX2.618.610 $-25.702 $
-1,0 %
2.644.312 $+2.644.312 $
AMGEN INCAMGN2.629.919 $+372.899 $
+16,5 %
2.257.020 $+2.257.020 $
LOCKHEED MARTIN CORPLMT2.482.194 $-89.736 $
-3,5 %
2.571.930 $+2.571.930 $
GENERAL ELECTRIC COGE2.475.540 $+171.459 $
+7,4 %
2.304.081 $+2.304.081 $
CATERPILLAR INCCAT2.472.153 $+527.486 $
+27,1 %
1.944.667 $+1.944.667 $
PEPSICO INCPEP2.292.853 $-32.531 $
-1,4 %
2.325.384 $+2.325.384 $
CONSOLIDATED EDISON INCED2.199.120 $-25.575 $
-1,1 %
2.224.695 $+2.224.695 $
VERIZON COMMUNICATIONS INCVZ1.990.220 $-171.876 $
-7,9 %
2.162.096 $+2.162.096 $
PFIZER INCPFE2.128.010 $+94.646 $
+4,7 %
2.033.364 $+2.033.364 $
LAM RESEARCH CORPLRCX2.066.351 $+450.020 $
+27,8 %
1.616.331 $+1.616.331 $
BOEING COBA2.017.913 $+20.622 $
+1,0 %
1.997.291 $+1.997.291 $
INSULET CORPPODD1.896.165 $+1.630.348 $
+613,3 %
265.817 $+265.817 $
AbbVie Inc.ABBV1.848.941 $+178.843 $
+10,7 %
1.670.098 $+1.670.098 $
Mastercard IncMA1.801.821 $+666.638 $
+58,7 %
1.135.183 $+1.135.183 $
INTEL CORPINTC1.707.723 $+196.605 $
+13,0 %
1.511.118 $+1.511.118 $
COCA COLA COKO1.656.744 $+89.809 $
+5,7 %
1.566.935 $+1.566.935 $
AT&T INC.T1.359.622 $-296.013 $
-17,9 %
1.655.635 $+1.655.635 $
INTUITIVE SURGICAL INCISRG1.492.925 $+315.816 $
+26,8 %
1.177.109 $+1.177.109 $
COLGATE PALMOLIVE COCL1.405.908 $+571.386 $
+68,5 %
834.522 $+834.522 $
AFLAC INCAFL1.264.576 $-2.102 $
-0,2 %
1.266.678 $+1.266.678 $
METLIFE INCMET1.117.193 $+248.543 $
+28,6 %
868.650 $+868.650 $
DEERE & CODE1.088.742 $+19.630 $
+1,8 %
1.069.112 $+1.069.112 $
CUMMINS INCCMI1.077.560 $+185.937 $
+20,9 %
891.623 $+891.623 $
MERCADOLIBRE INCMELI902.388 $-116.518 $
-11,4 %
1.018.906 $+1.018.906 $
UNILEVER PLCUL996.958 $-5.176 $
-0,5 %
1.002.134 $+1.002.134 $
Aon plcAON964.774 $+24.116 $
+2,6 %
940.658 $+940.658 $
DIAGEO PLCDEO846.136 $-103.202 $
-10,9 %
949.338 $+949.338 $
SCHWAB CHARLES CORPSCHW896.577 $+40.397 $
+4,7 %
856.180 $+856.180 $
NOVARTIS AGNVS888.159 $+162.705 $
+22,4 %
725.454 $+725.454 $
STARBUCKS CORPSBUX878.365 $+32.621 $
+3,9 %
845.744 $+845.744 $
CITIGROUP INCC852.883 $+87.124 $
+11,4 %
765.759 $+765.759 $
3M COMMM841.165 $+25.849 $
+3,2 %
815.316 $+815.316 $
WELLTOWER INC.WELL831.533 $+48.251 $
+6,2 %
783.282 $+783.282 $
Shell plcSHEL815.025 $+262.813 $
+47,6 %
552.212 $+552.212 $
EMERSON ELECTRIC COEMR813.441 $+9.963 $
+1,2 %
803.478 $+803.478 $
YUM BRANDS INCYUM804.053 $+23.533 $
+3,0 %
780.520 $+780.520 $
BECTON DICKINSON & COBDX792.582 $+28.180 $
+3,7 %
764.402 $+764.402 $
FEDEX CORPFDX756.222 $+139.121 $
+22,5 %
617.101 $+617.101 $
KLA CORPKLAC718.001 $+80.735 $
+12,7 %
637.266 $+637.266 $
Phillips 66PSX710.720 $+1.138 $
+0,2 %
709.582 $+709.582 $
TotalEnergies SETTE672.256 $+97.740 $
+17,0 %
574.516 $+574.516 $
Duke Energy CORPDUK664.463 $+78.012 $
+13,3 %
586.451 $+586.451 $
Constellation Energy CorpCEG662.381 $+94.077 $
+16,6 %
568.304 $+568.304 $
Edwards Lifesciences CorpEW640.398 $+56.190 $
+9,6 %
584.208 $+584.208 $
AUTOZONE INCAZO508.725 $-130.521 $
-20,4 %
639.246 $+639.246 $
ADVANCED MICRO DEVICES INCAMD617.637 $+215.589 $
+53,6 %
402.048 $+402.048 $
Eaton Corp plcETN522.993 $-91.526 $
-14,9 %
614.519 $+614.519 $
Palo Alto Networks IncPANW541.548 $-57.095 $
-9,5 %
598.643 $+598.643 $
Accenture plcACN592.943 $+48.204 $
+8,8 %
544.739 $+544.739 $
CONOCOPHILLIPSCOP577.264 $-6.025 $
-1,0 %
583.289 $+583.289 $
DEXCOM INCDXCM574.764 $-7.967 $
-1,4 %
582.731 $+582.731 $
CSX CORPCSX576.135 $+12.271 $
+2,2 %
563.864 $+563.864 $
UNITED PARCEL SERVICE INCUPS559.886 $+5.160 $
+0,9 %
554.726 $+554.726 $
ANALOG DEVICES INCADI551.078 $+51.816 $
+10,4 %
499.262 $+499.262 $
DELTA AIR LINES, INC.DAL541.313 $+73.269 $
+15,7 %
468.044 $+468.044 $
STRYKER CORPSYK442.501 $-22.914 $
-4,9 %
465.415 $+465.415 $
SAP SESAP414.890 $-41.505 $
-9,1 %
456.395 $+456.395 $
HERSHEY COHSY438.409 $-13.875 $
-3,1 %
452.284 $+452.284 $
Grayscale Bitcoin Mini Trust ETFBTC345.510 $-106.160 $
-23,5 %
451.670 $+451.670 $
NATIONAL GRID PLCNGG443.525 $+15.789 $
+3,7 %
427.736 $+427.736 $
MCCORMICK & CO INCMKC438.901 $+7.733 $
+1,8 %
431.168 $+431.168 $
ASTRAZENECA PLCAZN435.289 $+75.089 $
+20,8 %
360.200 $+360.200 $
NEW YORK TIMES CONYT412.841 $+71.483 $
+20,9 %
341.358 $+341.358 $
FASTENAL COFAST314.539 $-69.837 $
-18,2 %
384.376 $+384.376 $
MICRON TECHNOLOGY INCMU373.510 $+373.510 $
ISHARES GOLD TRUSTIAU366.483 $+37.272 $
+11,3 %
329.211 $+329.211 $
SHERWIN WILLIAMS COSHW353.841 $+43.246 $
+13,9 %
310.595 $+310.595 $
URANIUM ENERGY CORPUEC288.344 $-40.981 $
-12,4 %
329.325 $+329.325 $
ASML HOLDING NVASML328.447 $+110.627 $
+50,8 %
217.820 $+217.820 $
ALLSTATE CORPALL306.470 $+39.272 $
+14,7 %
267.198 $+267.198 $
Strategy IncMSTR299.333 $+299.333 $
GARMIN LTDGRMN244.907 $-51.387 $
-17,3 %
296.294 $+296.294 $
RAYMOND JAMES FINANCIAL INCRJF290.236 $+16.818 $
+6,2 %
273.418 $+273.418 $
SOUTHERN COSO289.339 $-355 $
-0,1 %
289.694 $+289.694 $
Ready Capital CorpRC156.657 $-125.315 $
-44,4 %
281.972 $+281.972 $
CAMDEN PROPERTY TRUSTCPT275.200 $+8.250 $
+3,1 %
266.950 $+266.950 $
CHART INDUSTRIES INCGTLS274.286 $+8.086 $
+3,0 %
266.200 $+266.200 $
EQUIFAX INCEFX272.744 $+272.744 $
Trane Technologies plcTT241.304 $-24.953 $
-9,4 %
266.257 $+266.257 $
TARGET CORPTGT265.918 $+53.384 $
+25,1 %
212.534 $+212.534 $
GSK plcGSK256.473 $+31.609 $
+14,1 %
224.864 $+224.864 $
CVS HEALTH CorpCVS247.444 $+12.378 $
+5,3 %
235.066 $+235.066 $
SMITH A O CORPAOS200.640 $-37.943 $
-15,9 %
238.583 $+238.583 $
EXACT SCIENCES CORPEXAS233.588 $+233.588 $
STURM RUGER & CO INCRGR230.789 $+230.789 $
WILLIS TOWERS WATSON PLCWTW215.890 $-11.071 $
-4,9 %
226.961 $+226.961 $
CAMECO CORPCCJ223.327 $+223.327 $
SUNCOR ENERGY INCSU218.162 $+12.540 $
+6,1 %
205.622 $+205.622 $
Synchrony FinancialSYF213.342 $+213.342 $
COGNEX CORPCGNX208.380 $+208.380 $
CERUS CORPCERS175.100 $+16.100 $
+10,1 %
159.000 $+159.000 $
ENERGY FUELS INCUUUU164.607 $-9.170 $
-5,3 %
173.777 $+173.777 $
FORD MOTOR COF170.470 $+15.172 $
+9,8 %
155.298 $+155.298 $
Viatris IncVTRS130.811 $-17.191 $
-11,6 %
148.002 $+148.002 $
American Bitcoin Corp.ABTC55.928 $+55.928 $
COMPUGEN LTDCGEN18.360 $+720 $
+4,1 %
17.640 $+17.640 $
2.359.200.678 $+193.368.243 $
+11,0 %
2.166.570.937 $+2.166.570.937 $
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