Isthmus Partners, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $815 Million distributed in 195 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.1M, Trane Technologies PLC with a value of $19.6M, Microsoft Corp with a value of $18.3M, Bank Of New York Mellon Corp with a value of $16.9M, and Pay Pal Holdings, Inc. with a value of $16.9M.
Examining the 13F form we can see an decrease of $14.2M in the current position value, from $829M to 815M.
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
$815 Million
Industrials: $206 Million
Consumer Cyclical: $134 Million
Technology: $120 Million
Financial Services: $116 Million
Healthcare: $98.5 Million
Consumer Defensive: $51.6 Million
Energy: $29.2 Million
Real Estate: $28.1 Million
Other: $31.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
