Isthmus Partners
$1.0B 13F equity value
236 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IEFA | ISHARES TR | 504,019 | $49M | 4.7% |
| AAPL | APPLE INC | 92,177 | $27M | 2.6% |
| GOOGL | ALPHABET INC | 70,087 | $25M | 2.4% |
| AMAT | APPLIED MATLS INC | 34,016 | $25M | 2.4% |
| AVGO | BROADCOM INC | 57,198 | $22M | 2.1% |
| V | VISA INC | 60,795 | $21M | 2.0% |
| JNJ | JOHNSON & JOHNSON | 80,497 | $20M | 2.0% |
| BNY | BANK OF NY MELLON CORP | 136,336 | $20M | 1.9% |
| ROK | ROCKWELL AUTOMATION INC | 38,603 | $19M | 1.8% |
| GWW | WW GRAINGER INC | 13,927 | $19M | 1.8% |
Track Isthmus Partners's 13F portfolio: $1.0B in reported holdings, 236 positions. Top holdings and quarterly changes on SentiSense.
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