Isthmus Partners, LLC holds a diversified book of 226 stocks worth $1.0B as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Ishares Core Msci Eafe ETF at 5% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+23.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1639666/holdings"
Use Arkolith to show ISTHMUS PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Isthmus Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE MSCI EAFE | $48.7M | 504.0K | 4.7% | ▼−1.3% Reduced · −7K sh | |
| 2 | Apple Inc COM | $26.7M | 92.2K | 2.6% | ▲+1.4% Added · +1K sh | |
| 3 | Alphabet Inc CAP STK CL A | $25.0M | 70.1K | 2.4% | ▼−0.1% Reduced · −85 sh | |
| 4 | Applied Matls Inc COM | $24.6M | 34.0K | 2.4% | ▼−25% Reduced · −12K sh | |
| 5 | Broadcom Inc COM | $21.6M | 57.2K | 2.1% | ▼−1.5% Reduced · −883 sh | |
| 6 | Visa Inc COM CL A | $20.9M | 60.8K | 2.0% | ▼−0.7% Reduced · −416 sh | |
| 7 | Johnson & Johnson COM | $20.4M | 80.5K | 2.0% | ▼−1.4% Reduced · −1K sh | |
| 8 | Bank Of NY Mellon Corp COM | $19.7M | 136.3K | 1.9% | ▼−4.8% Reduced · −7K sh | |
| 9 | Rockwell Automation Inc COM | $19.1M | 38.6K | 1.8% | ▼−1.8% Reduced · −697 sh | |
| 10 | WW Grainger Inc COM | $18.9M | 13.9K | 1.8% | ▼−0.9% Reduced · −127 sh | |
| 11 | Microsoft Corp COM | $18.8M | 50.4K | 1.8% | ▲+6.3% Added · +3K sh | |
| 12 | Trane Technologies PLC SHS | $18.8M | 38.2K | 1.8% | ▼−2.5% Reduced · −968 sh | |
| 13 | SPDR Index SHS FDS ST PORT MARK ETF | $17.7M | 341.0K | 1.7% | ▼−1.8% Reduced · −6K sh | |
| 14 | Abbvie Inc COM | $16.9M | 67.1K | 1.6% | ▲+0.1% Added · +60 sh | |
| 15 | PNC Finl Svcs Group Inc COM | $16.9M | 68.5K | 1.6% | ▼−0.3% Reduced · −221 sh | |
| 16 | Fifth Third Bancorp COM | $16.5M | 292.9K | 1.6% | ▼−1.1% Reduced · −3K sh | |
| 17 | Procter & Gamble Co COM | $15.9M | 108.5K | 1.5% | ▲+1.1% Added · +1K sh | |
| 18 | Emerson Elec Co COM | $14.8M | 103.4K | 1.4% | ▲+0.5% Added · +542 sh | |
| 19 | Zebra Technologies Corporati CL A | $14.8M | 56.1K | 1.4% | ▲+0.8% Added · +438 sh | |
| 20 | Berkley W R Corp COM | $14.6M | 206.7K | 1.4% | ▲+1.0% Added · +2K sh | |
| 21 | C H Robinson Worldwide In COM NEW | $14.2M | 75.5K | 1.4% | ▲+0.6% Added · +414 sh | |
| 22 | Sysco Corp COM | $14.0M | 167.1K | 1.4% | ▲+1.4% Added · +2K sh | |
| 23 | Autozone Inc COM | $14.0M | 4.4K | 1.3% | ▲+0.8% Added · +37 sh | |
| 24 | United Parcel Svcs Inc CL B | $13.9M | 129.7K | 1.3% | ▲+0.8% Added · +986 sh | |
| 25 | Public Storage COM | $13.7M | 43.0K | 1.3% | ▼−1.3% Reduced · −545 sh | |
| 26 | Cboe Global MKTS Inc COM | $13.6M | 56.1K | 1.3% | ▲+0.1% Added · +62 sh | |
| 27 | Colgate Palmolive Co COM | $13.6M | 148.2K | 1.3% | ▲+1.8% Added · +3K sh | |
| 28 | SLB Limited COM STK | $13.3M | 286.5K | 1.3% | ▲~0% Added · +34 sh | |
| 29 | Hca Healthcare Inc COM | $13.0M | 33.2K | 1.3% | ▲+1.9% Added · +612 sh | |
| 30 | Dexcom Inc COM | $12.5M | 186.3K | 1.2% | ▲+2.0% Added · +4K sh | |
| 31 | Paychex Inc COM | $12.5M | 126.9K | 1.2% | ▲+1.1% Added · +1K sh | |
| 32 | Cencora Inc COM | $12.4M | 43.8K | 1.2% | ▲+3.9% Added · +2K sh | |
| 33 | Lockheed Martin Corp COM | $12.4M | 24.2K | 1.2% | ▲+1.9% Added · +447 sh | |
| 34 | McDonalds Corp COM | $11.9M | 44.2K | 1.2% | ▲+1.9% Added · +816 sh | |
| 35 | Lowes Cos Inc COM | $11.6M | 52.7K | 1.1% | ▲+1.8% Added · +949 sh | |
| 36 | Devon Energy Corp New COM | $11.3M | 274.0K | 1.1% | ▲New New position | |
| 37 | Veralto Corp COM SHS | $11.2M | 126.0K | 1.1% | ▼−3.5% Reduced · −5K sh | |
| 38 | Amcor PLC COM NEW | $10.9M | 252.5K | 1.1% | ▲New New position | |
| 39 | Copart Inc COM | $10.7M | 380.7K | 1.0% | ▲New New position | |
| 40 | Hershey Co COM | $10.6M | 60.6K | 1.0% | ▲+2.2% Added · +1K sh | |
| 41 | PayPal Hldgs Inc COM | $10.5M | 242.3K | 1.0% | ▲+4.6% Added · +11K sh | |
| 42 | Kinsale Cap Group Inc COM | $9.3M | 28.1K | 0.9% | ▲+8.8% Added · +2K sh | |
| 43 | SPDR Series Trust ST STR PR SP1500 | $9.1M | 99.9K | 0.9% | ▲+5.1% Added · +5K sh | |
| 44 | Gartner Inc COM | $8.7M | 67.1K | 0.8% | ▼−3.9% Reduced · −3K sh | |
| 45 | Verisk Analytics Inc COM | $7.6M | 42.5K | 0.7% | ▲New New position | |
| 46 | Zoetis Inc CL A | $7.6M | 106.0K | 0.7% | ▲+4.4% Added · +4K sh | |
| 47 | Paccar Inc COM | $7.4M | 61.3K | 0.7% | ▲+1.1% Added · +649 sh | |
| 48 | Adobe Inc COM | $6.8M | 33.0K | 0.7% | ▲New New position | |
| 49 | Ligand Pharmaceuticals Inc COM NEW | $6.6M | 20.9K | 0.6% | ▼−13% Reduced · −3K sh | |
| 50 | Ishares TR INTRM GOV CR ETF | $6.0M | 56.4K | 0.6% | ▼−2.0% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.