Isthmus Partners, LLC
Annual return '25
+22.4%
SPY '25
+17.7%
Alpha
+4.7ptsvs SPY
Invested
$953.4M
Holdings
217
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
iShares Trust Core MSCI EAFE
Held since at least Q1 2024
4.9%
02
$AAPL
Apple Inc.
Q1 2026: Exited (was 94.1k shares)
2.4%
03
$GOOGL
Alphabet Inc.
Q1 2026: Exited (was 80.5k shares)
2.1%
04
$JNJ
Johnson & Johnson
Q1 2026: Exited (was 98.0k shares)
2.1%
05
$V
Visa Inc
Q1 2026: Exited (was 45.2k shares)
1.9%
06
$AVGO
Broadcom Inc
Q1 2026: Exited (was 57.8k shares)
1.9%
07
$MSFT
Microsoft Corp.
Q1 2026: Exited (was 46.7k shares)
1.8%
08
$BK
The Bank of New York Mellon Corp.
Q1 2026: Exited (was 163.8k shares)
1.8%
09
$TT
Trane Technologies PLC
Q1 2026: Exited (was 42.9k shares)
1.7%
10
$ALSN
Allison Transmission Holdings Inc
Q1 2026: Exited (was 151.2k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:47 UTC.