Isthmus Partners, LLC - Q42025 Holdings

Isthmus Partners, LLC holds 214 stocks with a total portfolio value of $ 900.52M as of Q42025. In Q42025, Isthmus Partners, LLC added 46 new positions, increased stakes in 70 stocks, reduced 64 holdings, and fully exited 8 positions. The largest holding is Apple Inc (AAPL), representing 2.84% of the total portfolio.