Isthmus Partners, LLC Incresed Positions in Q2 2025

Isthmus Partners, LLC

  • $851 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
Amalgamated Finl Corp
201
+ 0.18%
N/A
110K $0
OABI
Omniab Inc Com
99.3K
+ 21.19%
N/A
568K $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
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
XOM
Exxon Mobil Corp

Energy
398
+ 4.67%
$99.93 - $119.04 $39.8K - $47.4K
8.92K $961K
PG
Procter & Gamble CO

Consumer Defensive
361
+ 3.64%
$157.66 - $172.39 $56.9K - $62.2K
10.3K $1.64M
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
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
2.53K
+ 2.81%
$21.06 - $24.14 $53.2K - $61K
92.6K $1.98M
EIG
Employers Holdings, Inc.

Financial Services
169
+ 0.26%
$46.08 - $51.35 $7.79K - $8.68K
64.3K $3.03M
AVNT
Avient Corp

Basic Materials
2.48K
+ 3.77%
$28.93 - $39.01 $71.8K - $96.8K
68.3K $2.21M
OEC
Orion Engineered Carbons S.A.

Basic Materials
10.7K
+ 7.31%
$10.03 - $12.65 $107K - $135K
157K $1.64M
HSY
Hershey CO

Consumer Defensive
632
+ 0.88%
$151.29 - $173.13 $95.6K - $109K
72.8K $12.1M
EMBC
Embecta Corp.

Healthcare
4.36K
+ 3.91%
$9.28 - $13.3 $40.5K - $58K
116K $1.12M
ACN
Accenture PLC

Technology
362
+ 1.06%
$279.23 - $323.21 $101K - $117K
34.6K $10.3M
CL
Colgate Palmolive CO

Consumer Defensive
308
+ 0.22%
$87.57 - $96.0 $27K - $29.6K
137K $12.5M
RLI
Rli Corp

Financial Services
219
+ 0.47%
$71.27 - $80.82 $15.6K - $17.7K
46.8K $3.38M
IT
Gartner Inc

Technology
280
+ 0.9%
$377.5 - $449.52 $106K - $126K
31.5K $12.7M
LOW
Lowes Companies Inc

Consumer Cyclical
293
+ 0.61%
$210.83 - $235.28 $61.8K - $68.9K
48.6K $10.8M
HCKT
Hackett Group, Inc.

Technology
379
+ 0.28%
$23.5 - $29.2 $8.91K - $11.1K
135K $3.44M
ZTS
Zoetis Inc.

Healthcare
338
+ 0.48%
$144.41 - $170.3 $48.8K - $57.6K
70.4K $11M
DCGO
Doc Go Inc.

Healthcare
43.8K
+ 6.86%
$1.28 - $2.69 $56K - $118K
682K $1.07M
AAPL
Apple Inc.

Technology
1.69K
+ 1.89%
$172.42 - $223.89 $292K - $379K
91.4K $18.7M
JNJ
Johnson & Johnson

Healthcare
17
+ 0.02%
$146.36 - $159.82 $2.49K - $2.72K
99.6K $15.2M
LKQ
Lkq Corp

Consumer Cyclical
6.81K
+ 2.32%
$36.86 - $43.38 $251K - $295K
301K $11.1M
CTRA
Coterra Energy Inc.

Energy
1.56K
+ 0.38%
$22.6 - $29.07 $35.2K - $45.3K
407K $10.3M
SLB
Schlumberger Limited

Energy
10.2K
+ 3.91%
$31.95 - $42.2 $325K - $429K
270K $9.12M
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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