StockDriftsStockDriftsTop 50 Isthmus Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 4.7% | 505.5K | $49.0M | +0.29%(+1.47K) | $90.01(+6.82%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.99% | 93.5K | $31.1M | +1.48%(+1.36K) | $84.46(+312.27%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.6% | 52.8K | $27.1M | +4.78%(+2.40K) | $147.33(+253.67%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.36% | 71.6K | $24.6M | +2.16%(+1.51K) | $166.43(+94.81%) | 2026-09-30 | |
| V | VISA INC | 2.08% | 60.2K | $21.6M | -0.93%(-564) | $340.99(+19.35%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.01% | 79.2K | $21.0M | -1.62%(-1.30K) | $128.68(+107.97%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.93% | 57.3K | $20.1M | +0.13%(+72) | $200.40(+61.30%) | 2026-09-30 | |
| BK | BANK OF NY MELLON CORP | 1.83% | 132.1K | $19.1M | -3.07%(-4.19K) | $47.54(+202.46%) | 2026-09-30 | |
| QCOM | QUALCOMM INC | 1.79% | 101.6K | $18.7M | new | $184.41(-6.28%) | 2026-09-30 | |
| AMAT | APPLIED MATLS INC | 1.7% | 34.7K | $17.7M | +1.91%(+649) | $130.49(+187.81%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.47% | +53.95% | +9.07% | +54.38% |
| Top 20 Holdings Unweighted | +15.91% | +55.74% | +9.15% | +54.95% |
Isthmus Partners LLC reports $1.04B in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (4.7%), AAPL (3.0%) and MSFT (2.6%). The top 20 holdings account for 39.82% of reported assets. Its disclosed equity book has returned +53.95% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Isthmus Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1639666). View Isthmus Partners LLC’s 13F filings on SEC