StockDriftsStockDriftsTop 50 Isthmus Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | iShares Trust Core MSCI EAFE | 4.85% | 510.8K | $46.2M | new | $89.99(+7.94%) | 2026-03-31 | |
| AAPL | Apple Inc. | 2.42% | 90.9K | $23.1M | -3.33%(-3.14K) | $78.57(+280.40%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. | 2.12% | 70.2K | $20.2M | -12.83%(-10.33K) | $162.50(+147.76%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 2.09% | 81.6K | $20.0M | -16.66%(-16.32K) | $128.68(+79.07%) | 2026-03-31 | |
| V | Visa Inc | 1.94% | 61.2K | $18.5M | +35.40%(+16.00K) | $340.99(-6.06%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 1.89% | 58.1K | $18.0M | +0.44%(+252) | $200.19(+108.20%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 1.84% | 47.4K | $17.5M | +1.43%(+667) | $118.62(+241.61%) | 2026-03-31 | |
| BK | The Bank of New York Mellon Corp. | 1.78% | 143.2K | $17.0M | -12.57%(-20.59K) | $34.01(+296.90%) | 2026-03-31 | |
| TT | Trane Technologies PLC | 1.71% | 39.2K | $16.3M | -8.62%(-3.70K) | $177.19(+165.83%) | 2026-03-31 | |
| ALSN | Allison Transmission Holdings Inc | 1.71% | 139.3K | $16.3M | -7.87%(-11.90K) | $38.75(+216.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.83% |
| Top 20 Holdings Unweighted | +11.31% | +37.92% |
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