Isthmus Partners, LLC Incresed Positions 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
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
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
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
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
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
NVEC
Nve Corp

Technology
245
+ 0.56%
$54.12 - $74.35 $13.3K - $18.2K
43.8K $3.23M
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
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
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
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
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
23
+ 0.1%
$144.63 - $179.53 $3.33K - $4.13K
22K $3.63M
AMZN
Amazon Com Inc

Consumer Cyclical
740
+ 30.64%
$167.32 - $223.3 $124K - $165K
3.16K $692K
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
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
MLR
Miller Industries Inc

Consumer Cyclical
197
+ 0.46%
$38.99 - $47.29 $7.68K - $9.32K
43.1K $1.91M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.34K
+ 1.44%
$99.97 - $129.69 $134K - $174K
94.7K $9.86M
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
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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