Isthmus Partners, LLC Purchases in Q2 2025

Isthmus Partners, LLC

  • $851 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
89.2K
+ 3399.92%
$144.7 - $178.6 $12.9M - $15.9M
91.9K $16.2M
DXCM
Dexcom Inc

Healthcare
167K
New
$59.83 - $87.57 $10M - $14.7M
167K $14.6M
ABBV
Abb Vie Inc.

Healthcare
62.4K
+ 3618.55%
$170.16 - $206.27 $10.6M - $12.9M
64.1K $11.9M
MSFT
Microsoft Corp

Technology
2.48K
+ 5.55%
$354.56 - $497.45 $881K - $1.24M
47.3K $23.5M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
83K
New
$60.34 - $74.89 $5.01M - $6.21M
83K $6.21M
CR
Crane Holdings, Co.

Industrials
25.7K
+ 89.29%
$132.79 - $189.89 $3.41M - $4.88M
54.5K $10.3M
AMAT
Applied Materials Inc

Technology
12.4K
+ 20.18%
$126.95 - $183.52 $1.58M - $2.28M
74K $13.5M
INTC
Intel Corp

Technology
124K
+ 100.11%
$18.13 - $22.69 $2.25M - $2.81M
248K $5.55M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
21.7K
+ 65.19%
$38.28 - $61.65 $831K - $1.34M
55K $3.39M
UPS
United Parcel Service Inc

Industrials
24.4K
+ 24.24%
$91.92 - $110.2 $2.24M - $2.69M
125K $12.6M
HCA
Hca Healthcare, Inc.

Healthcare
235
+ 0.64%
$317.61 - $387.52 $74.6K - $91.1K
36.9K $14.2M
ZBRA
Zebra Technologies Corp

Technology
1.14K
+ 2.78%
$213.54 - $309.26 $243K - $352K
42.1K $13M
CAT
Caterpillar Inc

Industrials
3.3K
+ 212.01%
$273.94 - $388.21 $904K - $1.28M
4.86K $1.89M
OPCH
Option Care Health, Inc.

Healthcare
40.3K
+ 86.78%
$30.69 - $34.95 $1.24M - $1.41M
86.7K $2.82M
NSSC
Napco Security Technologies, Inc

Industrials
14.7K
+ 14.31%
$19.82 - $29.82 $290K - $437K
117K $3.47M
AEIS
Advanced Energy Industries Inc

Industrials
50
+ 0.17%
$79.03 - $133.84 $3.95K - $6.69K
29.6K $3.92M
MRK
Merck & Co., Inc.

Healthcare
13.1K
New
$73.47 - $87.12 $959K - $1.14M
13.1K $1.03M
PNC
Pnc Financial Services Group, Inc.

Financial Services
198
+ 0.26%
$149.76 - $186.42 $29.7K - $36.9K
75.8K $14.1M
ACLS
Axcelis Technologies Inc

Technology
2.55K
+ 8.05%
$42.42 - $70.92 $108K - $181K
34.2K $2.38M
OTCM
Otc Markets Group Inc.

Financial Services
14.1K
New
$45.12 - $57.0 $636K - $804K
14.1K $803K
JBI
Janus International Group, Inc.

Industrials
63.6K
+ 24.44%
$6.06 - $8.86 $385K - $563K
324K $2.64M
TTEK
Tetra Tech Inc

Industrials
54
+ 0.05%
$28.01 - $36.25 $1.51K - $1.96K
107K $3.85M
HAE
Haemonetics Corp

Healthcare
2.73K
+ 6.43%
$56.04 - $74.77 $153K - $204K
45.2K $3.37M
PZZA
Papa Johns International Inc

Consumer Cyclical
271
+ 0.36%
$30.45 - $51.79 $8.25K - $14K
74.6K $3.65M
LMT
Lockheed Martin Corp

Industrials
327
+ 1.33%
$430.82 - $486.45 $141K - $159K
24.8K $11.5M
FIS
Fidelity National Information Services, Inc.

Technology
6.16K
New
$68.14 - $82.13 $419K - $506K
6.16K $501K
NVEC
Nve Corp

Technology
245
+ 0.56%
$54.12 - $74.35 $13.3K - $18.2K
43.8K $3.23M
NEE
Nextera Energy Inc

Utilities
6.47K
New
$64.11 - $75.0 $415K - $485K
6.47K $449K
LRN
Stride, Inc.

Consumer Defensive
3K
New
$124.45 - $160.72 $373K - $481K
3K $434K
NOG
Northern Oil & Gas, Inc.

Energy
18.5K
+ 37.45%
$20.6 - $32.16 $381K - $595K
67.9K $1.93M
MTX
Minerals Technologies Inc

Basic Materials
10.6K
+ 52.69%
$50.93 - $63.06 $540K - $669K
30.7K $1.69M
WCC
Wesco International Inc

Industrials
2.19K
New
$132.86 - $186.1 $291K - $408K
2.19K $405K
GSL
Global Ship Lease, Inc.

Industrials
347
+ 0.31%
$18.25 - $26.77 $6.33K - $9.29K
114K $3M
APAM
Artisan Partners Asset Management Inc.

Financial Services
458
+ 0.66%
$33.85 - $44.55 $15.5K - $20.4K
70K $3.1M
AVY
Avery Dennison Corp

Industrials
2.18K
New
$159.58 - $183.97 $348K - $401K
2.18K $382K
MTN
Vail Resorts Inc

Consumer Cyclical
2.33K
New
$131.42 - $164.64 $307K - $384K
2.33K $366K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3.42K
New
$97.78 - $126.44 $334K - $432K
3.42K $362K
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.88K
New
$47.91 - $70.14 $329K - $482K
6.88K $357K
PEAK
Healthpeak Properties, Inc.

Real Estate
18.5K
New
N/A
18.5K $350K
IBM
International Business Machines Corp

Technology
927
+ 57.19%
$221.03 - $294.78 $205K - $273K
2.55K $751K
ATKR
Atkore Inc.

Industrials
1.27K
+ 5.42%
$52.02 - $71.15 $66K - $90.2K
24.7K $1.74M
WMS
Advanced Drainage Systems, Inc.

Industrials
2.88K
New
$96.79 - $123.55 $278K - $355K
2.88K $330K
ITW
Illinois Tool Works Inc

Industrials
1.31K
New
$218.41 - $252.43 $286K - $331K
1.31K $323K
BA
Boeing CO

Industrials
1.36K
New
$136.59 - $217.51 $185K - $295K
1.36K $284K
NGVT
Ingevity Corp

Basic Materials
996
+ 1.46%
$29.88 - $44.53 $29.8K - $44.4K
69.2K $2.98M
JPM
Jpmorgan Chase & CO

Financial Services
596
+ 24.66%
$210.28 - $289.91 $125K - $173K
3.01K $873K
KFY
Korn Ferry

Industrials
48
+ 0.1%
$59.48 - $74.54 $2.86K - $3.58K
49.5K $3.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
298
+ 19.68%
$496.48 - $617.85 $148K - $184K
1.81K $1.12M
COF
Capital One Financial Corp

Financial Services
1.28K
New
$150.57 - $212.76 $193K - $273K
1.28K $272K
Activity Summary
Buys All Purchases 119 New Holdings 31 Increased Positions 88 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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