Isthmus Partners, LLC Purchases and Sells in Q2 2025

Isthmus Partners, LLC

$851 Million
Q2 2025

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	89.2K + 3399.92%	$144.7 - $178.6 $12.9M - $15.9M	91.9K $16.2M
ABBV	62.4K + 3618.55%	$170.16 - $206.27 $10.6M - $12.9M	64.1K $11.9M
MSFT	2.48K + 5.55%	$354.56 - $497.45 $881K - $1.24M	47.3K $23.5M
CR	25.7K + 89.29%	$132.79 - $189.89 $3.41M - $4.88M	54.5K $10.3M
AMAT	12.4K + 20.18%	$126.95 - $183.52 $1.58M - $2.28M	74K $13.5M
INTC	124K + 100.11%	$18.13 - $22.69 $2.25M - $2.81M	248K $5.55M

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DXCM	167K New	$59.83 - $87.57 $10M - $14.7M	167K $14.6M
SPTM	83K New	$60.34 - $74.89 $5.01M - $6.21M	83K $6.21M
APOG	36.2K New	$37.58 - $48.0 $1.36M - $1.74M	36.2K $1.47M
MRK	13.1K New	$73.47 - $87.12 $959K - $1.14M	13.1K $1.03M
OTCM	14.1K New	$45.12 - $57.0 $636K - $804K	14.1K $803K
FIS	6.16K New	$68.14 - $82.13 $419K - $506K	6.16K $501K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCD	-11.2K - 21.2%	$285.55 - $321.23 $3.19M - $3.59M	41.6K $12.1M
KMB	-8.51K - 84.29%	$126.84 - $145.22 $1.08M - $1.24M	1.59K $204K
AZO	-138 - 2.9%	$3478.38 - $3880.15 $480K - $535K	4.63K $17.2M
GIC	-51.3K - 59.43%	$21.07 - $27.56 $1.08M - $1.41M	35K $946K
CHRW	-263 - 0.19%	$86.97 - $102.82 $22.9K - $27K	142K $13.6M
ABC	-2.96K - 4.51%	N/A	62.7K $11.6M

Activity Summary All Purchases 119 New Holdings 31 Increased Positions 88 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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