Isthmus Partners, LLC Purchases in Q2 2025

Isthmus Partners, LLC

  • $851 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
23
+ 0.1%
$144.63 - $179.53 $3.33K - $4.13K
22K $3.63M
REXR
Rexford Industrial Realty, Inc.

Real Estate
7.55K
New
$31.57 - $39.41 $238K - $298K
7.55K $268K
NVDA
Nvidia Corp

Technology
1.6K
New
$94.31 - $157.99 $150K - $252K
1.6K $251K
COP
Conocophillips

Energy
2.8K
New
$82.66 - $106.1 $231K - $297K
2.8K $251K
CARR
Carrier Global Corp

Industrials
3.23K
New
$55.55 - $75.83 $179K - $245K
3.23K $236K
AMZN
Amazon Com Inc

Consumer Cyclical
740
+ 30.64%
$167.32 - $223.3 $124K - $165K
3.16K $692K
NDAQ
Nasdaq, Inc.

Financial Services
2.55K
New
$66.4 - $89.42 $169K - $228K
2.55K $228K
OVV
Ovintiv Inc.

Energy
5.88K
New
$31.18 - $44.14 $183K - $260K
5.88K $223K
PLXS
Plexus Corp

Technology
170
+ 0.62%
$110.95 - $136.15 $18.9K - $23.1K
27.6K $3.73M
SYY
Sysco Corp

Consumer Defensive
1.35K
+ 0.85%
$68.0 - $75.91 $91.9K - $103K
161K $12.2M
HDSN
Hudson Technologies Inc

Basic Materials
18.2K
+ 60.17%
$5.25 - $8.12 $95.7K - $148K
48.5K $393K
WMT
Walmart Inc.

Consumer Defensive
2.1K
New
$81.79 - $99.98 $171K - $210K
2.1K $204K
DIS
Walt Disney CO

Communication Services
1.65K
New
$81.72 - $124.01 $134K - $204K
1.65K $203K
SRCE
1 St Source Corp

Financial Services
459
+ 0.83%
$53.28 - $62.88 $24.5K - $28.9K
55.5K $3.45M
MGPI
Mgp Ingredients Inc

Consumer Defensive
3.79K
+ 8.21%
$26.51 - $33.56 $100K - $127K
49.9K $1.5M
ALEX
Alexander & Baldwin, Inc.

Real Estate
525
+ 0.32%
$16.0 - $18.38 $8.4K - $9.65K
165K $2.94M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.34K
+ 1.44%
$99.97 - $129.69 $134K - $174K
94.7K $9.86M
MLR
Miller Industries Inc

Consumer Cyclical
197
+ 0.46%
$38.99 - $47.29 $7.68K - $9.32K
43.1K $1.91M
APLE
Apple Hospitality Reit, Inc.

Real Estate
28.6K
+ 14.26%
$10.66 - $12.92 $305K - $370K
229K $2.68M
UTMD
Utah Medical Products Inc

Healthcare
872
+ 2.65%
$51.75 - $57.36 $45.1K - $50K
33.8K $1.92M
FAST
Fastenal CO

Industrials
9.96K
+ 97.74%
$40.65 - $83.16 $405K - $829K
20.2K $846K
HSIC
Henry Schein Inc

Healthcare
46
+ 0.46%
$62.7 - $73.66 $2.88K - $3.39K
10K $734K
AMSF
Amerisafe Inc

Financial Services
1.08K
+ 1.68%
N/A
65.5K $2.87M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
53
+ 11.4%
$468.22 - $566.51 $24.8K - $30K
518 $293K
CMCO
Columbus Mckinnon Corp

Industrials
11.2K
+ 14.64%
$12.68 - $18.23 $141K - $203K
87.3K $1.33M
MDXG
Mimedx Group, Inc.

Healthcare
81.2K
+ 26.18%
$5.88 - $7.69 $478K - $625K
391K $2.39M
INDB
Independent Bank Corp

Financial Services
306
+ 0.81%
$53.62 - $65.63 $16.4K - $20.1K
38.3K $2.41M
NDSN
Nordson Corp

Industrials
14
+ 0.96%
$167.51 - $223.5 $2.35K - $3.13K
1.48K $316K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.38%
$908.13 - $1056.85 $908 - $1.06K
266 $263K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
154
+ 10.05%
$483.48 - $539.8 $74.5K - $83.1K
1.69K $819K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
994
+ 1.93%
$34.1 - $47.63 $33.9K - $47.3K
52.5K $2.35M
OABI
Omniab Inc Com
99.3K
+ 21.19%
N/A
568K $0
Shell PLC F Sponsored Adr 1 Adr Reps 2 Ord Shs
4.72K
New
N/A
4.72K $0
Ferguson PLC New F
1.25K
New
N/A
1.25K $0
Amalgamated Finl Corp
201
+ 0.18%
N/A
110K $0
Airjoule Technologies CO Class A
17K
New
N/A
17K $0
Core Laboratories Inc
11.9K
New
N/A
11.9K $0
FCN
Fti Consulting, Inc

Industrials
20
+ 0.83%
$152.87 - $168.51 $3.06K - $3.37K
2.42K $391K
WEX
Wex Inc.

Technology
26
+ 1.31%
$113.47 - $161.8 $2.95K - $4.21K
2.01K $295K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.94K
+ 1400.0%
$87.84 - $1441.89 $258K - $4.24M
3.15K $283K
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.51K
+ 3.18%
$36.24 - $43.32 $54.9K - $65.6K
49.2K $1.96M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
834
+ 0.55%
$84.41 - $106.28 $70.4K - $88.6K
154K $14.6M
CVX
Chevron Corp

Energy
87
+ 3.76%
$133.73 - $168.51 $11.6K - $14.7K
2.4K $343K
PG
Procter & Gamble CO

Consumer Defensive
361
+ 3.64%
$157.66 - $172.39 $56.9K - $62.2K
10.3K $1.64M
XOM
Exxon Mobil Corp

Energy
398
+ 4.67%
$99.93 - $119.04 $39.8K - $47.4K
8.92K $961K
OII
Oceaneering International Inc

Energy
1.35K
+ 1.52%
$15.95 - $22.55 $21.5K - $30.3K
89.8K $1.86M
RHI
Robert Half International Inc.

Industrials
67
+ 0.66%
$40.31 - $54.71 $2.7K - $3.67K
10.1K $416K
PCAR
Paccar Inc

Industrials
39
+ 0.06%
$86.4 - $99.09 $3.37K - $3.86K
63.7K $6.06M
BLFS
Biolife Solutions Inc

Healthcare
509
+ 0.39%
$20.64 - $25.27 $10.5K - $12.9K
132K $2.85M
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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