Isthmus Partners, LLC Portfolio Holdings
Isthmus Partners, LLC
- $847 Million
- Q3 2025
Isthmus Partners, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $847 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.7M, Microsoft Corp with a value of $24.4M, Alphabet Inc. with a value of $22M, Broadcom Inc. with a value of $19.8M, and Johnson & Johnson with a value of $18.4M.
Examining the 13F form we can see an decrease of $3.56M in the current position value, from $851M to 847M.
Isthmus Partners, LLC is based out at Madison, WI
Below you can find more details about Isthmus Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$847 Million
Industrials: $202 Million
Technology: $144 Million
Financial Services: $123 Million
Healthcare: $117 Million
Consumer Cyclical: $105 Million
Consumer Defensive: $58.4 Million
Energy: $27.7 Million
Communication Services: $24 Million
Other: $45.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 176
- Current Value $847 Million
- Prior Value $851 Million
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 11 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 38 stocks