Isthmus Partners, LLC Incresed Positions in Q3 2025

Isthmus Partners, LLC

  • $847 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
88.3K
+ 860.15%
$150.47 - $161.22 $13.3M - $14.2M
98.6K $15.2M
AAPL
Apple Inc.

Technology
5.81K
+ 6.36%
$202.38 - $256.87 $1.18M - $1.49M
97.2K $24.7M
ABBV
Abb Vie Inc.

Healthcare
918
+ 1.43%
$184.85 - $231.54 $170K - $213K
65.1K $15.1M
INTC
Intel Corp

Technology
616
+ 0.25%
$19.31 - $35.5 $11.9K - $21.9K
248K $8.33M
APOG
Apogee Enterprises, Inc.

Industrials
39.4K
+ 108.78%
$40.4 - $45.4 $1.59M - $1.79M
75.7K $3.3M
NSSC
Napco Security Technologies, Inc

Industrials
5.31K
+ 4.54%
$29.42 - $43.66 $156K - $232K
122K $5.25M
ACLS
Axcelis Technologies Inc

Technology
7.85K
+ 22.97%
$67.69 - $100.44 $531K - $788K
42K $4.1M
AMAT
Applied Materials Inc

Technology
102
+ 0.14%
$156.25 - $204.95 $15.9K - $20.9K
74.1K $15.2M
LOW
Lowes Companies Inc

Consumer Cyclical
234
+ 0.48%
$215.01 - $273.02 $50.3K - $63.9K
48.9K $12.3M
AEIS
Advanced Energy Industries Inc

Industrials
443
+ 1.5%
$133.59 - $176.59 $59.2K - $78.2K
30.1K $5.11M
MTX
Minerals Technologies Inc

Basic Materials
13.5K
+ 43.9%
$56.48 - $65.45 $762K - $883K
44.2K $2.75M
NGVT
Ingevity Corp

Basic Materials
2.71K
+ 3.92%
$40.4 - $60.74 $110K - $165K
71.9K $3.97M
LMT
Lockheed Martin Corp

Industrials
156
+ 0.63%
$410.74 - $499.21 $64.1K - $77.9K
25K $12.5M
IRMD
Iradimed Corp

Healthcare
1.4K
+ 2.43%
$56.19 - $74.27 $78.4K - $104K
58.7K $4.18M
EMBC
Embecta Corp.

Healthcare
16.4K
+ 14.17%
$9.58 - $15.31 $157K - $252K
132K $1.87M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
8.66K
+ 16.49%
$46.25 - $56.87 $401K - $493K
61.2K $3.06M
JBI
Janus International Group, Inc.

Industrials
14K
+ 4.34%
$8.54 - $10.68 $120K - $150K
338K $3.33M
BLFS
Biolife Solutions Inc

Healthcare
5.65K
+ 4.27%
$20.64 - $26.74 $117K - $151K
138K $3.51M
META
Meta Platforms, Inc.

Communication Services
832
+ 44.78%
$695.21 - $791.73 $578K - $659K
2.69K $1.98M
MCD
Mcdonalds Corp

Consumer Cyclical
382
+ 0.92%
$291.67 - $316.99 $111K - $121K
42K $12.8M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
12.6K
+ 13.6%
$21.49 - $24.47 $271K - $308K
105K $2.58M
GSL
Global Ship Lease, Inc.

Industrials
2.78K
+ 2.44%
$26.17 - $33.06 $72.8K - $92K
117K $3.58M
MDXG
Mimedx Group, Inc.

Healthcare
31.8K
+ 8.12%
$6.1 - $7.31 $194K - $232K
423K $2.95M
CRAI
Cra International, Inc.

Industrials
613
+ 2.99%
$170.16 - $212.31 $104K - $130K
21.1K $4.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
897
+ 1.08%
$74.93 - $80.73 $67.2K - $72.4K
83.9K $6.76M
MLR
Miller Industries Inc

Consumer Cyclical
19.2K
+ 44.51%
$38.19 - $46.56 $732K - $892K
62.2K $2.46M
OII
Oceaneering International Inc

Energy
7.1K
+ 7.91%
$20.47 - $25.66 $145K - $182K
96.9K $2.4M
AMSF
Amerisafe Inc

Financial Services
11.5K
+ 17.53%
N/A
77K $3.37M
CR
Crane Holdings, Co.

Industrials
4.41K
+ 8.09%
$178.73 - $198.45 $788K - $875K
58.9K $10.8M
UTMD
Utah Medical Products Inc

Healthcare
4.49K
+ 13.28%
$54.95 - $63.44 $247K - $285K
38.3K $2.41M
INDB
Independent Bank Corp

Financial Services
3.25K
+ 8.49%
$62.06 - $72.84 $202K - $237K
41.6K $2.87M
ATKR
Atkore Inc.

Industrials
10.2K
+ 41.37%
$53.85 - $79.64 $549K - $812K
34.8K $2.19M
OPCH
Option Care Health, Inc.

Healthcare
30.8K
+ 35.48%
$26.82 - $31.95 $825K - $982K
117K $3.26M
APLE
Apple Hospitality Reit, Inc.

Real Estate
24.8K
+ 10.8%
$11.53 - $13.17 $286K - $326K
254K $3.05M
CCBG
Capital City Bank Group Inc

Financial Services
3.39K
+ 3.98%
$38.5 - $44.03 $130K - $149K
88.5K $3.7M
AVNT
Avient Corp

Basic Materials
6.36K
+ 9.3%
$31.57 - $37.86 $201K - $241K
74.7K $2.46M
CMCO
Columbus Mckinnon Corp

Industrials
22.8K
+ 26.14%
$13.58 - $16.86 $310K - $385K
110K $1.58M
IIIN
Insteel Industries Inc

Industrials
3.47K
+ 3.66%
$35.31 - $39.67 $123K - $138K
98.2K $3.77M
ALEX
Alexander & Baldwin, Inc.

Real Estate
9.67K
+ 5.87%
$17.48 - $19.44 $169K - $188K
174K $3.17M
SLB
Schlumberger Limited

Energy
2.3K
+ 0.85%
$32.37 - $37.31 $74.4K - $85.7K
272K $9.36M
PCAR
Paccar Inc

Industrials
209
+ 0.33%
$92.91 - $102.86 $19.4K - $21.5K
64K $6.29M
JPM
Jpmorgan Chase & CO

Financial Services
340
+ 11.28%
$282.78 - $316.06 $96.1K - $107K
3.35K $1.06M
FAST
Fastenal CO

Industrials
80
+ 0.4%
$42.47 - $50.39 $3.4K - $4.03K
20.2K $992K
SRCE
1 St Source Corp

Financial Services
2.78K
+ 5.0%
$58.3 - $65.7 $162K - $182K
58.3K $3.59M
PZZA
Papa Johns International Inc

Consumer Cyclical
3.77K
+ 5.06%
$40.08 - $50.41 $151K - $190K
78.4K $3.77M
KMB
Kimberly Clark Corp

Consumer Defensive
963
+ 60.76%
$121.72 - $136.77 $117K - $132K
2.55K $316K
NVEC
Nve Corp

Technology
7.19K
+ 16.4%
$59.41 - $81.06 $427K - $582K
51K $3.33M
RLI
Rli Corp

Financial Services
6.56K
+ 14.02%
$64.17 - $71.7 $421K - $470K
53.4K $3.48M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
375
+ 11.9%
$89.32 - $107.82 $33.5K - $40.4K
3.53K $380K
Activity Summary
Buys All Purchases 111 New Holdings 11 Increased Positions 100 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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