Institutional Fund
Isthmus Partners, LLC
Madison, WICIK 16396665 filings on record
Portfolio Value
$953.36M
Q1 2026
Holdings
217
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+5.9%
from $900.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.9%
- Apple Inc2.4%
- Alphabet Inc2.1%
- Johnson & Johnson2.1%
- Visa Inc1.9%
- Broadcom Inc1.9%
- Other84.7%
Portfolio Holdings
217 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 510.8K | $46.25M | 4.9% | +510.8K | New |
| 2 | Apple Inc | 90.9K | $23.08M | 2.4% | −3.1K | Reduced |
| 3 | Alphabet Inc | 70.2K | $20.18M | 2.1% | −10.3K | Reduced |
| 4 | Johnson & Johnson | 81.6K | $19.95M | 2.1% | −16.3K | Reduced |
| 5 | Visa Inc | 61.2K | $18.50M | 1.9% | +16.0K | Added |
| 6 | Broadcom Inc | 58.1K | $17.98M | 1.9% | +252 | Added |
| 7 | Microsoft Corp | 47.4K | $17.54M | 1.8% | +667 | Added |
| 8 | Bank New York Mellon Corp | 143.2K | $16.99M | 1.8% | −20.6K | Reduced |
| 9 | Trane Technologies PLC | 39.2K | $16.32M | 1.7% | −3.7K | Reduced |
| 10 | Allison Transmission Hldgs I | 139.3K | $16.31M | 1.7% | −11.9K | Reduced |
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