Isthmus Partners, LLC Incresed Positions in Q1 2025

Isthmus Partners, LLC

  • $773 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WCC
Wesco International Inc

Industrials
36
+ 1.67%
$155.3 - $199.95 $5.59K - $7.2K
2.19K $340K
FCN
Fti Consulting, Inc

Industrials
63
+ 2.69%
$160.54 - $198.75 $10.1K - $12.5K
2.4K $394K
RLI
Rli Corp

Financial Services
23.5K
+ 101.56%
$71.75 - $163.21 $1.68M - $3.83M
46.6K $3.74M
ALEX
Alexander & Baldwin, Inc.

Real Estate
517
+ 0.32%
$17.04 - $18.35 $8.81K - $9.49K
164K $2.83M
UTMD
Utah Medical Products Inc

Healthcare
1.46K
+ 4.64%
$56.04 - $64.17 $81.8K - $93.6K
32.9K $1.85M
IRMD
Iradimed Corp

Healthcare
23
+ 0.04%
$51.44 - $62.67 $1.18K - $1.44K
57.8K $3.03M
MGPI
Mgp Ingredients Inc

Consumer Defensive
7.73K
+ 20.15%
$28.85 - $39.18 $223K - $303K
46.1K $1.35M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
971
+ 1.24%
$67.03 - $74.61 $65.1K - $72.4K
79.5K $5.41M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
2.81K
+ 3.22%
$23.24 - $28.11 $65.3K - $79K
90.1K $2.15M
AVNT
Avient Corp

Basic Materials
830
+ 1.28%
$36.91 - $44.21 $30.6K - $36.7K
65.9K $2.45M
GMS
Gms Inc.

Industrials
1.54K
+ 4.49%
$70.36 - $86.13 $108K - $132K
35.7K $2.61M
NOG
Northern Oil & Gas, Inc.

Energy
1.05K
+ 2.17%
$26.89 - $42.07 $28.2K - $44.1K
49.4K $1.49M
OEC
Orion Engineered Carbons S.A.

Basic Materials
5.93K
+ 4.23%
$12.74 - $15.33 $75.5K - $90.9K
146K $1.89M
OII
Oceaneering International Inc

Energy
295
+ 0.33%
$19.14 - $27.93 $5.65K - $8.24K
88.5K $1.93M
ATKR
Atkore Inc.

Industrials
1.94K
+ 9.06%
$58.89 - $88.18 $114K - $171K
23.4K $1.4M
PCAR
Paccar Inc

Industrials
344
+ 0.54%
$96.91 - $112.51 $33.3K - $38.7K
63.7K $6.2M
ACLS
Axcelis Technologies Inc

Technology
3.33K
+ 11.77%
$49.67 - $74.45 $165K - $248K
31.6K $1.57M
VREX
Varex Imaging Corp

Healthcare
3.52K
+ 2.35%
$11.52 - $15.2 $40.6K - $53.5K
153K $1.78M
ISSC
Innovative Solutions & Support Inc

Industrials
1.59K
+ 0.83%
$6.29 - $11.91 $9.99K - $18.9K
192K $1.21M
HY
Hyster Yale Materials Handling, Inc.

Industrials
490
+ 1.04%
$41.54 - $54.76 $20.4K - $26.8K
47.7K $1.98M
HAE
Haemonetics Corp

Healthcare
2.25K
+ 5.58%
$59.34 - $80.05 $133K - $180K
42.5K $2.7M
APLE
Apple Hospitality Reit, Inc.

Real Estate
919
+ 0.46%
$12.87 - $15.85 $11.8K - $14.6K
201K $2.59M
LOW
Lowes Companies Inc

Consumer Cyclical
533
+ 1.12%
$222.66 - $268.42 $119K - $143K
48.3K $11.3M
AEIS
Advanced Energy Industries Inc

Industrials
96
+ 0.33%
$94.8 - $131.54 $9.1K - $12.6K
29.6K $2.82M
MDXG
Mimedx Group, Inc.

Healthcare
3.46K
+ 1.13%
$7.54 - $9.28 $26.1K - $32.1K
310K $2.36M
TTEK
Tetra Tech Inc

Industrials
11.4K
+ 11.97%
$28.26 - $42.58 $323K - $487K
107K $3.13M
LMT
Lockheed Martin Corp

Industrials
520
+ 2.17%
$423.19 - $506.29 $220K - $263K
24.5K $10.9M
NVEC
Nve Corp

Technology
376
+ 0.87%
$63.74 - $86.55 $24K - $32.5K
43.6K $2.78M
NSSC
Napco Security Technologies, Inc

Industrials
15K
+ 17.19%
$23.02 - $37.2 $346K - $559K
102K $2.36M
ROK
Rockwell Automation, Inc

Industrials
1.19K
+ 2.86%
$255.29 - $303.75 $304K - $362K
42.9K $11.1M
EMBC
Embecta Corp.

Healthcare
2.51K
+ 2.3%
$12.28 - $20.93 $30.8K - $52.5K
112K $1.42M
GWW
W.W. Grainger, Inc.

Industrials
16
+ 0.11%
$953.54 - $1132.42 $15.3K - $18.1K
14.5K $14.3M
DCGO
Doc Go Inc.

Healthcare
14.5K
+ 2.32%
$2.64 - $5.6 $38.2K - $81K
638K $1.69M
FITB
Fifth Third Bancorp

Financial Services
303
+ 0.1%
$37.48 - $44.96 $11.4K - $13.6K
317K $12.4M
AMAT
Applied Materials Inc

Technology
500
+ 0.82%
$145.06 - $195.51 $72.5K - $97.8K
61.5K $8.93M
ACN
Accenture PLC

Technology
239
+ 0.7%
$300.91 - $398.25 $71.9K - $95.2K
34.2K $10.7M
CMCO
Columbus Mckinnon Corp

Industrials
6.94K
+ 10.02%
$15.95 - $37.61 $111K - $261K
76.2K $1.29M
TT
Trane Technologies PLC

Industrials
263
+ 0.58%
$332.0 - $400.86 $87.3K - $105K
45.9K $15.5M
EMR
Emerson Electric CO

Industrials
603
+ 0.53%
$108.64 - $131.17 $65.5K - $79.1K
113K $12.4M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
377
+ 1.27%
$314.47 - $431.35 $119K - $163K
30.2K $11.1M
IT
Gartner Inc

Technology
118
+ 0.38%
$418.25 - $548.38 $49.4K - $64.7K
31.2K $13.1M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.54K
+ 1.68%
$102.72 - $143.06 $158K - $221K
93.3K $9.76M
ZBRA
Zebra Technologies Corp

Technology
616
+ 1.53%
$271.72 - $421.11 $167K - $259K
41K $11.6M
Activity Summary
Buys All Purchases 107 New Holdings 13 Increased Positions 94 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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