Isthmus Partners
$1.0B 13F equity value
242 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Isthmus Partners covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IEFA | ISHARES TR | 505,486 | $49M | 4.7% |
| AAPL | APPLE INC | 93,538 | $31M | 3.0% |
| MSFT | MICROSOFT CORP | 52,768 | $27M | 2.6% |
| GOOGL | ALPHABET INC | 71,602 | $25M | 2.4% |
| V | VISA INC | 60,231 | $22M | 2.1% |
| JNJ | JOHNSON & JOHNSON | 79,196 | $21M | 2.0% |
| AVGO | BROADCOM INC | 57,270 | $20M | 1.9% |
| BNY | BANK OF NY MELLON CORP | 132,149 | $19M | 1.8% |
| QCOM | QUALCOMM INC | 101,603 | $19M | 1.8% |
| AMAT | APPLIED MATLS INC | 34,665 | $18M | 1.7% |
Track Isthmus Partners's 13F portfolio: $1.0B in reported holdings, 242 positions. Top holdings and quarterly changes on SentiSense.
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