account_balance
Investment manager · 13F filer · SEC CIK 1639666
Isthmus Partners, LLC
Reported value$1.04Bas of Sep 30, 2026
Positions228 16 new, 14 sold out
Top 10 weight24.0%IEFA alone is 5%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr
4.7%
AAPLApple Inc.
3.0%
MSFTMicrosoft Corp
2.6%Added +5%
GOOGLAlphabet Inc.
2.4%Added +2%
VVisa Inc.
2.1%
JNJJohnson & Johnson
2.0%
AVGOBroadcom Inc.
1.9%
BNYBank of New York Mellon Corp
1.8%Trimmed −3%
QCOMQualcomm Inc
1.8%New
AMATApplied Materials Inc
1.7%
SPEMSPDR Index SHS FDS
1.7%
ABBVAbbVie Inc.
1.7%
IEFAiShares Tr
4.7%
AAPLApple Inc.
3.0%
MSFTMicrosoft Corp
2.6%+5%
GOOGLAlphabet Inc.
2.4%+2%
VVisa Inc.
2.1%
JNJJohnson & Johnson
2.0%
AVGOBroadcom Inc.
1.9%
BNYBank of New York Mellon Corp
1.8%
QCOMQualcomm Inc
1.8%
AMAT1.7%SPEM1.7%
ABBV1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Tr 4.7% Held
AAPL Apple Inc. 3.0% HeldMSFT Microsoft Corp 2.6% Added +5%GOOGL Alphabet Inc. 2.4% Added +2%V Visa Inc. 2.1% HeldJNJ Johnson & Johnson 2.0% HeldAVGO Broadcom Inc. 1.9% HeldBNY Bank of New York Mellon Corp 1.8% Trimmed −3%QCOM Qualcomm Inc 1.8% NewAMAT Applied Materials Inc 1.7% HeldSPEM SPDR Index SHS FDS 1.7% Held
ABBV AbbVie Inc. 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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