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Home > Institutional Investor > Isthmus Partners, Llc > Profile

Instuitional Investor - Isthmus Partners, Llc

Fund Profile
Filing Period:
Fund Name: Isthmus Partners, Llc
Portfolio Value $822,707,973
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 89,982 $22,533,292 2.73%
2.
Microsoft Corp
 MSFT 44,779 $18,874,349 2.29%
3.
Amcor Plc
 AMCR 2,003,404 $18,852,032 2.29%
4.
Bank Of New York Mellon Corp
 BK 230,821 $17,733,977 2.15%
5.
Paypal Holdings Inc.
 PYPL 207,579 $17,716,868 2.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)