Isthmus Partners, LLC New Holdings in Q2 2025

Isthmus Partners, LLC

  • $851 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DXCM
Dexcom Inc

Healthcare
167K
New
$59.83 - $87.57 $10M - $14.7M
167K $14.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
83K
New
$60.34 - $74.89 $5.01M - $6.21M
83K $6.21M
APOG
Apogee Enterprises, Inc.

Industrials
36.2K
New
$37.58 - $48.0 $1.36M - $1.74M
36.2K $1.47M
MRK
Merck & Co., Inc.

Healthcare
13.1K
New
$73.47 - $87.12 $959K - $1.14M
13.1K $1.03M
OTCM
Otc Markets Group Inc.

Financial Services
14.1K
New
$45.12 - $57.0 $636K - $804K
14.1K $803K
FIS
Fidelity National Information Services, Inc.

Technology
6.16K
New
$68.14 - $82.13 $419K - $506K
6.16K $501K
NEE
Nextera Energy Inc

Utilities
6.47K
New
$64.11 - $75.0 $415K - $485K
6.47K $449K
LRN
Stride, Inc.

Consumer Defensive
3K
New
$124.45 - $160.72 $373K - $481K
3K $434K
WCC
Wesco International Inc

Industrials
2.19K
New
$132.86 - $186.1 $291K - $408K
2.19K $405K
AVY
Avery Dennison Corp

Industrials
2.18K
New
$159.58 - $183.97 $348K - $401K
2.18K $382K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3.42K
New
$97.78 - $126.44 $334K - $432K
3.42K $362K
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.88K
New
$47.91 - $70.14 $329K - $482K
6.88K $357K
PEAK
Healthpeak Properties, Inc.

Real Estate
18.5K
New
N/A
18.5K $350K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.88K
New
$96.79 - $123.55 $278K - $355K
2.88K $330K
ITW
Illinois Tool Works Inc

Industrials
1.31K
New
$218.41 - $252.43 $286K - $331K
1.31K $323K
BA
Boeing CO

Industrials
1.36K
New
$136.59 - $217.51 $185K - $295K
1.36K $284K
COF
Capital One Financial Corp

Financial Services
1.28K
New
$150.57 - $212.76 $193K - $273K
1.28K $272K
REXR
Rexford Industrial Realty, Inc.

Real Estate
7.55K
New
$31.57 - $39.41 $238K - $298K
7.55K $268K
COP
Conocophillips

Energy
2.8K
New
$82.66 - $106.1 $231K - $297K
2.8K $251K
NVDA
Nvidia Corp

Technology
1.6K
New
$94.31 - $157.99 $150K - $252K
1.6K $251K
CARR
Carrier Global Corp

Industrials
3.23K
New
$55.55 - $75.83 $179K - $245K
3.23K $236K
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
GE
General Electric CO

Industrials
816
New
$166.81 - $257.39 $136K - $210K
816 $210K
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
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
Airjoule Technologies CO Class A
17K
New
N/A
17K $0
Core Laboratories Inc
11.9K
New
N/A
11.9K $0
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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