Isthmus Partners, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $800 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.5M, Amcor PLC with a value of $18.9M, Microsoft Corp with a value of $18.9M, Bank Of New York Mellon Corp with a value of $17.7M, and Pay Pal Holdings, Inc. with a value of $17.7M.
Examining the 13F form we can see an decrease of $15.1M in the current position value, from $815M to 800M.
Isthmus Partners, LLC is based out at Madison, WI
Below you can find more details about Isthmus Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$800 Million
Industrials: $195 Million
Consumer Cyclical: $137 Million
Technology: $121 Million
Financial Services: $119 Million
Healthcare: $95.6 Million
Consumer Defensive: $43.7 Million
Energy: $29.6 Million
Real Estate: $27.9 Million
Other: $31.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
