Isthmus Partners, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $773 Million distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.9M, Amcor PLC with a value of $19.4M, Autozone Inc with a value of $18.2M, Microsoft Corp with a value of $16.8M, and Johnson & Johnson with a value of $16.5M.
Examining the 13F form we can see an decrease of $26.6M in the current position value, from $800M to 773M.
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
$773 Million
Industrials: $179 Million
Consumer Cyclical: $139 Million
Financial Services: $115 Million
Technology: $114 Million
Healthcare: $95.5 Million
Consumer Defensive: $46.4 Million
Energy: $33.2 Million
Real Estate: $28.2 Million
Other: $23.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
