Isthmus Partners
$1.0B 13F equity value
236 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Isthmus Partners covers the quarter ended June 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 | 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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