Holdings
Isthmus Partners, LLC
As of Jun 30, 2026, Isthmus Partners, LLC reported 197 positions worth US$888M. Largest: Apple Inc, Alphabet Inc (google) Class C and Applied Materials, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 92,177 | US$26.7M | +1,240 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 72,587 | US$25.9M | −122 | Jun 30, 2026 |
| Applied Materials, Inc. | 34,016 | US$24.6M | −11,559 | Jun 30, 2026 |
| Broadcom Inc. | 57,198 | US$21.6M | −883 | Jun 30, 2026 |
| Visa Inc. | 60,795 | US$20.9M | −416 | Jun 30, 2026 |
| Johnson & Johnson | 80,497 | US$20.4M | −1,136 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 136K | US$19.7M | −6,895 | Jun 30, 2026 |
| Rockwell Automation, Inc. | 38,603 | US$19.1M | −697 | Jun 30, 2026 |
| W.w. Grainger, Inc. | 13,927 | US$18.9M | −127 | Jun 30, 2026 |
| Microsoft Corp. | 50,363 | US$18.8M | +2,972 | Jun 30, 2026 |