Isthmus Partners
Latest statistics and disclosures from Isthmus Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, AAPL, GOOGL, JNJ, V, and represent 13.42% of Isthmus Partners's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$46M), SPEM (+$16M), PAYX (+$12M), VLTO (+$12M), GVI (+$6.1M), IT (+$5.2M), V, ZTS, QLTA, ZBRA.
- Started 18 new stock positions in LRN, ACWX, SPEM, UFPT, J, HURN, GVI, ALGN, QLTA, LRCX. AGG, PSX, IXUS, SUB, PAYX, JKHY, VLTO, IEFA.
- Reduced shares in these 10 stocks: Amcor (-$65M), INTC (-$9.5M), AMAT (-$9.0M), LKQ (-$9.0M), CHRW (-$8.7M), COR, JNJ, ALEX, GOOGL, PLXS.
- Sold out of its positions in ALEX, COF, EBAY, EXACT Sciences Corporation, FLS, ICE, LKQ, MGPI, MELI, NDAQ. RHI, Shell Plc F Sponsored Adr 1 Adr Reps 2 Ord, HSIC, ULTA, UTMD.
- Isthmus Partners was a net seller of stock by $-7.4M.
- Isthmus Partners has $953M in assets under management (AUM), dropping by 5.87%.
- Central Index Key (CIK): 0001639666
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Portfolio Holdings for Isthmus Partners
Isthmus Partners holds 217 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Trust Core MSCI EAFE Core Msci Eafe (IEFA) | 4.9 | $46M | NEW | 511k | 90.53 |
|
| Apple (AAPL) | 2.4 | $23M | -3% | 91k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $20M | -12% | 70k | 287.56 |
|
| Johnson & Johnson (JNJ) | 2.1 | $20M | -16% | 82k | 244.44 |
|
| Visa (V) | 1.9 | $19M | +35% | 61k | 302.24 |
|
| Broadcom (AVGO) | 1.9 | $18M | 58k | 309.51 |
|
|
| Microsoft Corporation (MSFT) | 1.8 | $18M | 47k | 370.17 |
|
|
| Bank of New York Mellon Corporation (BK) | 1.8 | $17M | -12% | 143k | 118.63 |
|
| Trane Technologies (TT) | 1.7 | $16M | -8% | 39k | 416.74 |
|
| Allison Transmission Hldngs I (ALSN) | 1.7 | $16M | -7% | 139k | 117.06 |
|
| Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets ETF Portfolio Emg Mk (SPEM) | 1.7 | $16M | NEW | 347k | 46.91 |
|
| CBOE Holdings (CBOE) | 1.7 | $16M | -8% | 56k | 281.07 |
|
| Applied Materials (AMAT) | 1.6 | $16M | -36% | 46k | 341.79 |
|
| Procter & Gamble Company (PG) | 1.6 | $16M | +8% | 107k | 144.44 |
|
| Hca Holdings (HCA) | 1.6 | $15M | -9% | 33k | 473.24 |
|
| W.W. Grainger (GWW) | 1.6 | $15M | 14k | 1090.81 |
|
|
| Schlumberger (SLB) | 1.5 | $15M | +3% | 287k | 51.39 |
|
| AutoZone (AZO) | 1.5 | $15M | 4.3k | 3377.78 |
|
|
| Abbvie (ABBV) | 1.5 | $15M | +3% | 67k | 217.49 |
|
| Lockheed Martin Corporation (LMT) | 1.5 | $14M | -4% | 24k | 604.39 |
|
| PNC Financial Services (PNC) | 1.5 | $14M | -6% | 69k | 208.09 |
|
| Rockwell Automation (ROK) | 1.5 | $14M | -3% | 39k | 358.88 |
|
| Fifth Third Ban (FITB) | 1.4 | $14M | -2% | 296k | 46.46 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.4 | $14M | 390k | 35.14 |
|
|
| W.R. Berkley Corporation (WRB) | 1.4 | $14M | -2% | 205k | 66.28 |
|
| McDonald's Corporation (MCD) | 1.4 | $14M | +3% | 43k | 310.79 |
|
| Emerson Electric (EMR) | 1.4 | $14M | -6% | 103k | 131.02 |
|
| AmerisourceBergen (COR) | 1.4 | $13M | -25% | 42k | 314.14 |
|
| United Parcel Service (UPS) | 1.3 | $13M | +5% | 129k | 98.38 |
|
| C.H. Robinson Worldwide (CHRW) | 1.3 | $13M | -41% | 75k | 166.07 |
|
| Colgate-Palmolive Company (CL) | 1.3 | $12M | +3% | 146k | 85.23 |
|
| Hershey Company (HSY) | 1.3 | $12M | -18% | 59k | 207.89 |
|
| Lowe's Companies (LOW) | 1.3 | $12M | +6% | 52k | 236.28 |
|
| Zoetis Inc Cl A (ZTS) | 1.3 | $12M | +37% | 102k | 118.21 |
|
| Public Storage (PSA) | 1.2 | $12M | +2% | 44k | 270.88 |
|
| SYSCO Corporation (SYY) | 1.2 | $12M | 165k | 71.33 |
|
|
| Amcor PLC F Ord | 1.2 | $12M | -84% | 295k | 39.75 |
|
| Zebra Technologies (ZBRA) | 1.2 | $12M | +30% | 56k | 209.08 |
|
| Paychex (PAYX) | 1.2 | $12M | NEW | 126k | 92.12 |
|
| Veralto Corp (VLTO) | 1.2 | $12M | NEW | 131k | 88.42 |
|
| Dex (DXCM) | 1.2 | $12M | +3% | 183k | 62.80 |
|
| Gartner (IT) | 1.2 | $11M | +87% | 70k | 158.34 |
|
| Paypal Holdings (PYPL) | 1.1 | $11M | +22% | 232k | 45.23 |
|
| Booz Allen Hamilton Holding Corporation (BAH) | 1.0 | $9.9M | +8% | 127k | 78.03 |
|
| Accenture Shs Class A (ACN) | 1.0 | $9.2M | +29% | 46k | 198.29 |
|
| Kinsale Cap Group (KNSL) | 0.9 | $8.8M | +24% | 26k | 341.66 |
|
| SPDR Series Trust Portfoli S&p1500 (SPTM) | 0.8 | $7.5M | +6% | 95k | 79.06 |
|
| Paccar (PCAR) | 0.7 | $7.0M | -4% | 61k | 115.50 |
|
| iShares Trust Intrm Gov Cr ETF Intrm Gov Cr Etf (GVI) | 0.6 | $6.1M | NEW | 58k | 106.68 |
|
| Ligand Pharmaceuticals In (LGND) | 0.5 | $4.8M | -2% | 24k | 199.65 |
|
| Ingevity (NGVT) | 0.5 | $4.6M | -9% | 65k | 71.23 |
|
| Napco Security Systems (NSSC) | 0.5 | $4.6M | -5% | 116k | 39.39 |
|
| Global Ship Lease (GSL) | 0.5 | $4.5M | +4% | 122k | 37.23 |
|
| Mueller Industries (MLI) | 0.5 | $4.5M | -3% | 41k | 110.80 |
|
| Amalgamated Financial Corp (AMAL) | 0.5 | $4.4M | -2% | 113k | 38.87 |
|
| Frontdoor (FTDR) | 0.4 | $4.1M | -6% | 78k | 52.86 |
|
| Comstock Resources (CRK) | 0.4 | $3.9M | -2% | 186k | 21.08 |
|
| 1st Source Corporation (SRCE) | 0.4 | $3.9M | -4% | 56k | 69.21 |
|
| Interface (TILE) | 0.4 | $3.9M | -11% | 155k | 24.92 |
|
| Core & Main (CNM) | 0.4 | $3.8M | -5% | 77k | 49.40 |
|
| Capital City Bank (CCBG) | 0.4 | $3.8M | 87k | 43.46 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.4 | $3.7M | +15% | 48k | 77.13 |
|
| Photronics (PLAB) | 0.4 | $3.7M | +8% | 92k | 40.41 |
|
| Haemonetics Corporation (HAE) | 0.4 | $3.7M | -3% | 65k | 56.36 |
|
| Axcelis Technologies (ACLS) | 0.4 | $3.7M | -5% | 39k | 93.08 |
|
| Caterpillar (CAT) | 0.4 | $3.6M | -2% | 5.0k | 708.46 |
|
| Lovesac Company (LOVE) | 0.4 | $3.5M | +2% | 240k | 14.77 |
|
| Academy Sports & Outdoor (ASO) | 0.4 | $3.5M | 62k | 56.45 |
|
|
| Universal Technical Institute (UTI) | 0.4 | $3.5M | +9% | 97k | 36.10 |
|
| Donnelley Finl Solutions (DFIN) | 0.4 | $3.4M | +2% | 73k | 47.14 |
|
| Green Brick Partners (GRBK) | 0.4 | $3.4M | +101% | 53k | 64.45 |
|
| Oceaneering International (OII) | 0.4 | $3.4M | 96k | 35.47 |
|
|
| Innovative Solutions & Support (ISSC) | 0.4 | $3.4M | -3% | 165k | 20.53 |
|
| Minerals Technologies (MTX) | 0.4 | $3.4M | +5% | 48k | 70.92 |
|
| BOK Financial Corporation (BOKF) | 0.4 | $3.4M | +75% | 26k | 128.06 |
|
| Insteel Industries (IIIN) | 0.3 | $3.3M | 99k | 33.61 |
|
|
| Artisan Partners (APAM) | 0.3 | $3.3M | +21% | 91k | 36.39 |
|
| Miller Industries (MLR) | 0.3 | $3.3M | +14% | 73k | 45.55 |
|
| NVE Corporation (NVEC) | 0.3 | $3.3M | 50k | 65.50 |
|
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.3 | $3.3M | +11% | 43k | 75.85 |
|
| CRA International (CRAI) | 0.3 | $3.2M | -6% | 20k | 161.88 |
|
| Option Care Health (OPCH) | 0.3 | $3.2M | 118k | 26.92 |
|
|
| Limbach Hldgs (LMB) | 0.3 | $3.2M | 41k | 78.05 |
|
|
| Independent Bank (INDB) | 0.3 | $3.2M | 42k | 75.21 |
|
|
| Rli (RLI) | 0.3 | $3.1M | 55k | 57.04 |
|
|
| Tetra Tech (TTEK) | 0.3 | $3.0M | -11% | 99k | 30.12 |
|
| Amerisafe (AMSF) | 0.3 | $3.0M | +9% | 89k | 33.33 |
|
| Employers Holdings (EIG) | 0.3 | $2.9M | 72k | 41.14 |
|
|
| Apple Hospitality Reit Com New (APLE) | 0.3 | $2.9M | 251k | 11.51 |
|
|
| Korn/Ferry International (KFY) | 0.3 | $2.9M | -11% | 46k | 62.95 |
|
| iShares Trust A Rate Cp Bd ETF A Rate Cp Bd Etf (QLTA) | 0.3 | $2.9M | NEW | 60k | 47.59 |
|
| Crane Holdings (CXT) | 0.3 | $2.8M | +16% | 70k | 40.59 |
|
| Butterfly Networ (BFLY) | 0.3 | $2.8M | 689k | 4.04 |
|
|
| Avient Corp (AVNT) | 0.3 | $2.8M | 77k | 36.30 |
|
|
| Wayside Technology (CLMB) | 0.3 | $2.7M | +660% | 134k | 19.82 |
|
| Plexus (PLXS) | 0.3 | $2.7M | -51% | 13k | 202.54 |
|
| Payoneer Global (PAYO) | 0.3 | $2.6M | +87% | 545k | 4.83 |
|
| Biolife Solutions (BLFS) | 0.3 | $2.6M | 138k | 19.08 |
|
|
| Apogee Enterprises (APOG) | 0.3 | $2.6M | 78k | 33.54 |
|
|
| SPDR Gold Trust (GLD) | 0.3 | $2.6M | 6.0k | 430.29 |
|
|
| Iradimed (IRMD) | 0.3 | $2.5M | -49% | 26k | 96.26 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.3 | $2.4M | 82k | 29.23 |
|
|
| Reynolds Consumer Prods (REYN) | 0.3 | $2.4M | 113k | 21.18 |
|
|
| Janus International Group In (JBI) | 0.2 | $2.3M | +7% | 443k | 5.15 |
|
| iShares Trust Core MSCI Total Core Msci Total (IXUS) | 0.2 | $2.3M | NEW | 26k | 86.64 |
|
| Hackett (HCKT) | 0.2 | $2.3M | +6% | 175k | 13.01 |
|
| Atkore Intl (ATKR) | 0.2 | $2.2M | 37k | 58.91 |
|
|
| Hyster Yale Materials Handling (HY) | 0.2 | $2.0M | +4% | 60k | 32.51 |
|
| MiMedx (MDXG) | 0.2 | $1.9M | +9% | 482k | 3.95 |
|
| Columbus McKinnon (CMCO) | 0.2 | $1.8M | +3% | 124k | 14.53 |
|
| UFP Technologies (UFPT) | 0.2 | $1.7M | NEW | 8.7k | 193.60 |
|
| Cabot Corporation (CBT) | 0.2 | $1.7M | -2% | 22k | 75.31 |
|
| Merck & Co (MRK) | 0.2 | $1.6M | 13k | 120.29 |
|
|
| Energy Recovery (ERII) | 0.2 | $1.5M | +38% | 153k | 10.07 |
|
| Huron Consulting (HURN) | 0.2 | $1.5M | NEW | 12k | 127.49 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | -4% | 8.6k | 169.66 |
|
| Facebook Inc cl a (META) | 0.1 | $1.3M | -7% | 2.3k | 572.13 |
|
| Embecta Corporation (EMBC) | 0.1 | $1.3M | +5% | 146k | 8.84 |
|
| Amazon (AMZN) | 0.1 | $1.3M | 6.1k | 208.27 |
|
|
| Intel Corporation (INTC) | 0.1 | $1.2M | -88% | 28k | 44.13 |
|
| Omniab (OABI) | 0.1 | $1.2M | +4% | 757k | 1.57 |
|
| State Street Spdr S&p 500 Etf Trust Tr Unit (SPY) | 0.1 | $1.2M | 1.8k | 650.34 |
|
|
| Papa John's Int'l (PZZA) | 0.1 | $1.2M | -54% | 36k | 32.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.0M | +4% | 3.5k | 294.16 |
|
| Ishares Silver Trust Ishares (SLV) | 0.1 | $982k | 14k | 68.14 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $963k | 4.0k | 242.62 |
|
|
| Evercore Partners (EVR) | 0.1 | $945k | -8% | 3.2k | 298.51 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $925k | +248% | 9.6k | 96.47 |
|
| Berkshire Hathaway (BRK.B) | 0.1 | $909k | 1.9k | 479.20 |
|
|
| Fastenal Company (FAST) | 0.1 | $908k | -3% | 20k | 46.40 |
|
| McKesson Corporation (MCK) | 0.1 | $835k | -2% | 965.00 | 865.36 |
|
| Nmi Hldgs Inc cl a (NMIH) | 0.1 | $825k | 22k | 37.51 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $730k | +37% | 2.5k | 286.83 |
|
| iShares Trust Core US Agg Bd ETF Core Us Aggbd Et (AGG) | 0.1 | $665k | NEW | 6.7k | 99.27 |
|
| U.S. Bancorp (USB) | 0.1 | $658k | 13k | 52.01 |
|
|
| Chevron Corporation (CVX) | 0.1 | $646k | 3.1k | 206.90 |
|
|
| Otc Markets (OTCM) | 0.1 | $646k | -20% | 12k | 53.53 |
|
| Docgo (DCGO) | 0.1 | $637k | +13% | 1.0M | 0.63 |
|
| abrdn Platinum ETF Trust Physcl Platm Shs (PPLT) | 0.1 | $619k | 3.5k | 178.23 |
|
|
| Eaton (ETN) | 0.1 | $606k | 1.7k | 357.67 |
|
|
| Nextera Energy (NEE) | 0.1 | $564k | -7% | 6.1k | 92.88 |
|
| International Business Machines (IBM) | 0.1 | $529k | 2.2k | 242.39 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $501k | -12% | 1.0k | 491.53 |
|
| iShares Trust MSCI ACW Ex US Msci Acwi Ex Us (ACWX) | 0.0 | $475k | NEW | 6.9k | 68.47 |
|
| State Street Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) | 0.0 | $452k | +2% | 733.00 | 616.76 |
|
| United Sts Commodity Idx Fdt cm rep copp (CPER) | 0.0 | $441k | 13k | 34.43 |
|
|
| Twist Bioscience Corp (TWST) | 0.0 | $435k | -17% | 9.1k | 47.52 |
|
| Stride (LRN) | 0.0 | $427k | NEW | 4.8k | 88.17 |
|
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $410k | -35% | 2.2k | 189.05 |
|
| Tennant Company (TNC) | 0.0 | $398k | 6.0k | 66.40 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $398k | NEW | 2.5k | 158.04 |
|
| Automatic Data Processing (ADP) | 0.0 | $396k | 1.9k | 203.18 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $395k | -10% | 1.1k | 363.22 |
|
| First Horizon National Corporation (FHN) | 0.0 | $392k | -26% | 17k | 22.76 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $391k | -6% | 2.9k | 135.34 |
|
| Corning Incorporated (GLW) | 0.0 | $390k | 2.9k | 135.97 |
|
|
| Wright Express (WEX) | 0.0 | $390k | +22% | 2.5k | 153.04 |
|
| WESCO International (WCC) | 0.0 | $388k | -34% | 1.4k | 273.62 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $386k | -11% | 6.0k | 64.63 |
|
| Amdocs SHS (DOX) | 0.0 | $384k | +28% | 5.9k | 65.26 |
|
| Peak (DOC) | 0.0 | $381k | +22% | 23k | 16.43 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $381k | 2.2k | 172.68 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $379k | +5% | 7.7k | 49.20 |
|
| Crocs (CROX) | 0.0 | $378k | +26% | 4.6k | 83.02 |
|
| Nordson Corporation (NDSN) | 0.0 | $378k | -2% | 1.4k | 266.06 |
|
| Ecolab (ECL) | 0.0 | $376k | 1.4k | 266.02 |
|
|
| Vail Resorts (MTN) | 0.0 | $374k | +24% | 2.9k | 128.32 |
|
| Acuity Brands (AYI) | 0.0 | $371k | 1.3k | 280.22 |
|
|
| Align Technology (ALGN) | 0.0 | $371k | NEW | 2.2k | 171.43 |
|
| iShares Shrt Term Ntnl Mun Bnd ETF IV Shrt Nat Mun Etf (SUB) | 0.0 | $370k | NEW | 3.5k | 106.50 |
|
| ConocoPhillips (COP) | 0.0 | $370k | 2.8k | 132.00 |
|
|
| Valvoline Inc Common (VVV) | 0.0 | $363k | +11% | 11k | 33.68 |
|
| AGCO Corporation (AGCO) | 0.0 | $356k | -24% | 3.1k | 115.87 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $353k | +43% | 11k | 32.73 |
|
| Commercial Metals Company (CMC) | 0.0 | $344k | -22% | 5.6k | 61.43 |
|
| Hyperfine Inc Com Cl A (HYPR) | 0.0 | $338k | 313k | 1.08 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $338k | -7% | 1.3k | 260.29 |
|
| Fidelity National Information Services (FIS) | 0.0 | $338k | 7.2k | 46.91 |
|
|
| Schweitzer-Mauduit International (MATV) | 0.0 | $333k | 38k | 8.70 |
|
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $329k | -15% | 2.4k | 137.13 |
|
| O'reilly Automotive (ORLY) | 0.0 | $325k | 3.5k | 92.31 |
|
|
| Markel Corporation (MKL) | 0.0 | $325k | 170.00 | 1914.07 |
|
|
| United Rentals (URI) | 0.0 | $308k | 422.00 | 728.56 |
|
|
| FTI Consulting (FCN) | 0.0 | $307k | -9% | 1.7k | 176.77 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $307k | -12% | 450.00 | 682.24 |
|
| Encana Corporation (OVV) | 0.0 | $306k | -14% | 5.2k | 59.36 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $305k | 1.7k | 174.40 |
|
|
| Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) | 0.0 | $303k | 9.6k | 31.57 |
|
|
| Lam Research (LRCX) | 0.0 | $299k | NEW | 1.4k | 213.66 |
|
| Ferguson (FERG) | 0.0 | $291k | 1.2k | 233.26 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $286k | NEW | 2.2k | 127.28 |
|
| iShares Trust Rus 1000 Etf (IWB) | 0.0 | $284k | 795.00 | 356.56 |
|
|
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 0.0 | $273k | 807.00 | 337.95 |
|
|
| Boeing Company (BA) | 0.0 | $270k | -6% | 1.4k | 199.03 |
|
| Abbott Laboratories (ABT) | 0.0 | $269k | 2.6k | 102.67 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $261k | 2.1k | 124.28 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $260k | 1.2k | 215.06 |
|
|
| Amphenol Corporation Cl A (APH) | 0.0 | $260k | 2.1k | 126.35 |
|
|
| Cisco Systems (CSCO) | 0.0 | $258k | +22% | 3.3k | 77.59 |
|
| Hudson Technologies (HDSN) | 0.0 | $255k | -8% | 43k | 5.88 |
|
| Motley Fool 100 Index Etf etf (TMFC) | 0.0 | $248k | 3.8k | 65.96 |
|
|
| S&p Global (SPGI) | 0.0 | $248k | -6% | 582.00 | 425.34 |
|
| Wec Energy Group (WEC) | 0.0 | $247k | -5% | 2.1k | 115.77 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $244k | -3% | 265.00 | 919.77 |
|
| Core Labs Nv (CLB) | 0.0 | $244k | +16% | 15k | 16.79 |
|
| salesforce (CRM) | 0.0 | $240k | 1.3k | 186.67 |
|
|
| General Electric (GE) | 0.0 | $232k | 816.00 | 283.77 |
|
|
| iShares Trust Core S&p Scp Etf (IJR) | 0.0 | $231k | 1.9k | 124.31 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $225k | -7% | 1.2k | 192.90 |
|
| Exponent (EXPO) | 0.0 | $221k | 3.4k | 65.25 |
|
|
| Home Depot (HD) | 0.0 | $220k | -6% | 670.00 | 328.89 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $217k | 187.00 | 1158.96 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $215k | -23% | 216.00 | 996.43 |
|
| iShares Trust Russell 2000 Etf (IWM) | 0.0 | $212k | 856.00 | 248.00 |
|
|
| Phillips 66 (PSX) | 0.0 | $202k | NEW | 1.1k | 182.18 |
|
| Tmc The Metals Company (TMC) | 0.0 | $106k | 23k | 4.67 |
|
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| AirJoule Technologies Corporation Cl A (AIRJ) | 0.0 | $43k | 17k | 2.51 |
|
Past Filings by Isthmus Partners
SEC 13F filings are viewable for Isthmus Partners going back to 2014
- Isthmus Partners 2026 Q1 filed April 30, 2026
- Isthmus Partners 2025 Q4 filed Feb. 5, 2026
- Isthmus Partners 2025 Q3 filed Nov. 10, 2025
- Isthmus Partners 2025 Q2 filed Aug. 13, 2025
- Isthmus Partners 2025 Q1 filed May 1, 2025
- Isthmus Partners 2024 Q4 filed Feb. 7, 2025
- Isthmus Partners 2024 Q3 filed Nov. 14, 2024
- Isthmus Partners 2024 Q2 restated filed Aug. 14, 2024
- Isthmus Partners 2024 Q2 filed Aug. 6, 2024
- Isthmus Partners 2024 Q1 filed May 8, 2024
- Isthmus Partners 2023 Q4 filed Feb. 12, 2024
- Isthmus Partners 2023 Q3 filed Nov. 14, 2023
- Isthmus Partners 2023 Q2 filed Aug. 3, 2023
- Isthmus Partners 2023 Q1 filed May 11, 2023
- Isthmus Partners 2022 Q4 filed Feb. 10, 2023
- Isthmus Partners 2022 Q3 filed Nov. 14, 2022