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Stan Altmark

@Joel Isaacson & Co., Llc

Latest period2024 - Q3ReportedManaged Assets$2.097BTotal holdings369
Assets growth rate10.14%Assets growth rate (2-Q avg)7.26%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Joel Isaacson & Co., Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Joel Isaacson & Co., Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.097B in assets, with a quarterly growth rate of 10.14% and a 2-quarter average growth rate of 7.26%. The portfolio is managed by Stan Altmark, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGDollar Gen Corp New
Recent Activity
Exited
0%
$803,826
6,079 shares@ $132.23 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$626,728
2,656 shares@ $235.97 avg price
CARTMaplebear Inc
Recent Activity
Exited
0%
$449,960
14,000 shares@ $32.14 avg price
PBDInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$354,570
26,226 shares@ $13.52 avg price
ACVAAcv Auctions Inc
Recent Activity
Exited
0%
$273,750
15,000 shares@ $18.25 avg price
WSMWilliams Sonoma Inc
Recent Activity
Exited
0%
$225,897
800 shares@ $282.38 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$219,830
469 shares@ $468.73 avg price
CGNXCognex Corp
Recent Activity
Exited
0%
$215,096
4,600 shares@ $46.76 avg price
DOWDow Inc
Recent Activity
Exited
0%
$213,367
4,022 shares@ $53.05 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$77,460
27,371 shares@ $2.84 avg price