Notify me when Isthmus Partners, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 176 | $450M | +$30.9M | -$69.7M | -$38.8M | MSFT, JNJ, TT, ULTA, HCA | 13F-HR | 11/10/2025, 07:20 AM |
| Q2 2025 | 217 | $856M | +$71.5M | -$58.2M | +$13.2M | MSFT, TT, COR, AAPL, AMCR | 13F-HR | 8/13/2025, 01:16 PM |
| Q1 2025 | 211 | $799M | +$37.5M | -$27.4M | +$10.1M | AAPL, AMCR, COR, AZO, MSFT | 13F-HR | 5/1/2025, 04:21 PM |
| Q4 2024 | 217 | $823M | +$30.3M | -$26.3M | +$4.03M | AAPL, MSFT, AMCR, BK, PYPL | 13F-HR | 2/7/2025, 02:33 PM |
| Q3 2024 | 195 | $842M | +$37.8M | -$116M | -$78.2M | AAPL, TT, MSFT, PYPL, BK | 13F-HR | 11/14/2024, 09:55 AM |
| Q2 2024 | 196 | $849M | +$69.2M | -$72.5M | -$3.3M | IEFA, AAPL, MSFT, TT, AMAT | Restatement | 8/14/2024, 11:04 AM |
| Q1 2024 | 196 | $878M | +$124M | -$66.6M | +$57.8M | IEFA, ALSN, MSFT, TT, COR | 13F-HR | 5/7/2024, 06:41 PM |
| Q4 2023 | 197 | $769M | +$92M | -$86.3M | +$5.71M | IEFA, TT, MSFT, AAPL, GWW | 13F-HR | 2/12/2024, 04:36 PM |
| Q3 2023 | 176 | $693M | +$25M | -$24.8M | +$121K | AMCR, IEFA, MSFT, TT, AAPL | 13F-HR | 11/14/2023, 05:15 PM |
| Q2 2023 | 167 | $733M | +$11.5M | -$9.51M | +$1.97M | AMCR, IEFA, AAPL, GWW, MSFT | 13F-HR | 8/3/2023, 02:17 PM |
| Q1 2023 | 163 | $709M | +$58.9M | -$10.3M | +$48.6M | AMCR, IEFA, GWW, AAPL, MSFT | 13F-HR | 5/10/2023, 05:41 PM |
| Q4 2022 | 165 | $666M | +$60.1M | -$25.8M | +$34.2M | AMCR, IEFA, AZO, GWW, KMB | 13F-HR | 2/10/2023, 11:20 AM |
| Q3 2022 | 163 | $581M | +$111M | -$8.59M | +$103M | AMCR, AAPL, CI, AZO, GWW | 13F-HR | 11/14/2022, 08:34 AM |
| Q2 2022 | 144 | $536M | +$25.5M | -$1.54M | +$23.9M | AZO, AAPL, WM, MSFT, JNJ | 13F-HR | 8/8/2022, 03:24 PM |
| Q1 2022 | 147 | $608M | +$60.8M | -$10.2M | +$50.6M | AAPL, AZO, MSFT, PSA, UPS | 13F-HR | 5/4/2022, 03:02 PM |
| Q4 2021 | 147 | $594M | +$13.7M | -$12.2M | +$1.51M | AAPL, AZO, MSFT, QCOM, ACN | 13F-HR | 1/25/2022, 02:11 PM |
| Q3 2021 | 152 | $551M | +$13.6M | -$15.4M | -$1.83M | AAPL, AZO, MSFT, FITB, WM | 13F-HR | 11/10/2021, 11:28 AM |
| Q2 2021 | 259 | $568M | +$27.5M | -$24.2M | +$3.3M | AAPL, UPS, MSFT, QCOM, AZO | 13F-HR | 8/10/2021, 01:45 PM |
| Q1 2021 | 143 | $545M | +$43.3M | -$38.4M | +$4.84M | AAPL, BFLY, IQV, HBI, UPS | 13F-HR | 5/17/2021, 10:00 AM |
| Q4 2020 | 143 | $493M | +$20M | -$10.3M | +$9.71M | AAPL, QCOM, PYPL, UPS, IQV | 13F-HR | 2/16/2021, 05:45 AM |
| Q3 2020 | 140 | $428M | +$19.8M | -$8.26M | +$11.6M | AAPL, QCOM, UPS, PYPL, MSFT | 13F-HR | 11/3/2020, 06:57 PM |
| Q2 2020 | 140 | $406M | +$26.1M | -$10.8M | +$15.3M | AAPL, QCOM, PYPL, MSFT, KMB | Restatement | 8/14/2020, 01:47 PM |
| Q1 2020 | 136 | $325M | +$27.9M | -$12.6M | +$15.3M | AAPL, HRL, MSFT, JNJ, QCOM | 13F-HR | 5/15/2020, 01:08 PM |
| Q4 2019 | 139 | $439M | +$20.2M | -$11.6M | +$8.53M | AAPL, MSFT, QCOM, SYY, IQV | 13F-HR | 2/7/2020, 12:54 PM |
| Q3 2019 | 138 | $422M | +$19.6M | -$9.95M | +$9.7M | MSFT, QCOM, SYY, WM, IQV | 13F-HR | 11/14/2019, 04:25 PM |
| Q2 2019 | 138 | $419M | IQV, MSFT, BALL, QCOM, WM | 13F-HR | 8/9/2019, 02:02 PM | |||
| Q1 2019 | 29 | $92M | MSFT, ABT, MLNTXXXX, PNC, LNT | 13F-HR | 4/19/2019, 04:58 PM | |||
| Q4 2018 | 132 | $333M | +$32.9M | -$19M | +$13.9M | ABT, KEYS, MSFT, IQV, HRL | 13F-HR | 2/4/2019, 10:32 AM |
| Q3 2018 | 278 | $397M | +$8.22M | -$9.55M | -$1.33M | MSFT, IQV, KEYS, ABT, ADP | 13F-HR | 11/14/2018, 03:52 PM |
| Q2 2018 | 264 | $384M | +$34.1M | -$35.1M | -$1M | KEYS, MSFT, ADP, SYY, BDX | 13F-HR | 8/2/2018, 11:24 AM |
| Q1 2018 | 263 | $370M | +$27.2M | -$19.7M | +$7.45M | MSFT, KEYS, INTC, BAX, CSCO | 13F-HR | 5/11/2018, 09:46 AM |
| Q4 2017 | 288 | $368M | +$19.4M | -$8.38M | +$11M | MSFT, BAX, JNJ, EMR, INTC | 13F-HR | 2/5/2018, 01:49 PM |
| Q3 2017 | 302 | $356M | +$5.49M | -$7.81M | -$2.33M | MSFT, BAX, FMC, KEYS, COL | 13F-HR | 11/2/2017, 04:26 PM |
| Q2 2017 | 278 | $342M | +$25.4M | -$20.7M | +$4.71M | MSFT, BAX, JNJ, KEYS, BDX | 13F-HR | 8/11/2017, 11:57 AM |
| Q1 2017 | 290 | $341M | +$16.6M | -$13.7M | +$2.99M | MSFT, FMC, BAX, KEYS, JNJ | 13F-HR | 5/10/2017, 12:26 PM |
| Q4 2016 | 301 | $331M | +$11.5M | -$17.2M | -$5.74M | MSFT, KEYS, SLB, PH, SYY | 13F-HR | 2/6/2017, 01:41 PM |
| Q3 2016 | 267 | $315M | +$8.04M | -$7.85M | +$195K | MSFT, SLB, CLR, BAX, JNJ | 13F-HR | 10/31/2016, 11:50 AM |
| Q2 2016 | 242 | $304M | +$7.63M | -$13.3M | -$5.64M | JNJ, KMB, XOM, MDT, SLB | 13F-HR | 8/8/2016, 04:07 PM |
| Q1 2016 | 244 | $300M | +$32M | -$25.6M | +$6.42M | MSFT, KMB, VAL, JNJ, ADP | 13F-HR | 5/10/2016, 01:29 PM |
| Q4 2015 | 258 | $287M | +$22.2M | -$12.6M | +$9.59M | WU, MSFT, KMB, ESRX, CELG | 13F-HR | 2/1/2016, 01:59 PM |
| Q3 2015 | 271 | $273M | +$16.4M | -$8.42M | +$7.94M | GPN, MSFT, ESRX, KMB, ADP | 13F-HR | 10/27/2015, 04:43 PM |
| Q2 2015 | 271 | $303M | +$20.7M | -$2.84M | +$17.9M | ESRX, SLB, MSFT, GPN, CELG | 13F-HR | 8/11/2015, 10:37 AM |
| Q1 2015 | 261 | $295M | +$22.1M | -$13.9M | +$8.16M | CELG, ESRX, KSS, SLB, ADP | 13F-HR | 6/1/2015, 03:54 PM |
| Q4 2014 | 268 | $294M | MSFT, INTC, CELG, ESRX, SLB | 13F-HR | 4/20/2015, 01:21 PM |