Isthmus Partners, LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Allison Transmission Holdings, Inc.
ALSN
$18.74M0.26230,921-5.57%-$1.11M2.13
AZZ Inc.
AZZ
$5.01M0.2264,749+19.21%+$806,497.890.57
Flowserve Corporation
FLS
$10.76M0.18235,530-0.4%-$42,984.881.22
WESCO International, Inc.
WCC
$13.84M0.1680,814-0.56%-$78,617.521.57
C.H. Robinson Worldwide, Inc.
CHRW
$10.71M0.12140,622+21.18%+$1.87M1.22
Lear Corporation
LEA
$9.14M0.1163,062+1.41%+$127,349.531.04
LKQ Corporation
LKQ
$15.26M0.11285,637New+$15.26M1.73
FMC Corporation
FMC
$7.93M0.1124,542+7.35%+$543,424.670.9
Amcor plc
AMCR
$13.74M0.11.44M0%+$01.56
Sprouts Farmers Market, Inc.
SFM
$5.56M0.0986,181+28.87%+$1.24M0.63
Quest Diagnostics Incorporated
DGX
$12.14M0.0891,193+1.18%+$141,362.821.38
Zebra Technologies Corporation
ZBRA
$12.57M0.0841,710+0.83%+$103,695.361.43
Antero Midstream Corporation
AM
$5.2M0.08370,110-3.17%-$170,336.910.59
Booz Allen Hamilton Holding Corporation
BAH
$14.53M0.0897,908-5.13%-$785,692.951.65
Healthpeak Properties, Inc.
DOC
$9.36M0.07499,099-21.97%-$2.64M1.06
W. R. Berkley Corporation
WRB
$13.88M0.06156,889-3.94%-$568,847.881.58
Ulta Beauty, Inc.
ULTA
$12.65M0.0524,192-1.85%-$238,956.161.44
Fifth Third Bancorp
FITB
$12.64M0.05339,795-2.98%-$388,621.241.44
eBay Inc.
EBAY
$12.96M0.05245,586+0.17%+$22,431.501.47
Core & Main, Inc.
CNM
$5.59M0.0597,637+0.68%+$37,785.000.64
Gartner, Inc.
IT
$15.16M0.0431,809-2.26%-$350,829.121.72
Rockwell Automation, Inc.
ROK
$11.59M0.0439,798+1.73%+$196,939.071.32
Cencora
COR
$16.4M0.0367,507-3.94%-$672,353.331.86
W.W. Grainger, Inc.
GWW
$16.35M0.0316,069-11.52%-$2.13M1.86
The Bank of New York Mellon Corporation
BK
$14.15M0.03245,551-0.52%-$73,407.881.61
Electronic Arts Inc.
EA
$10.73M0.0380,862+0.51%+$54,527.371.22
Sysco Corporation
SYY
$11.89M0.03146,524-0.16%-$18,914.941.35
AutoZone, Inc.
AZO
$15.8M0.035,013-3.47%-$567,296.981.79
Kenvue Inc.
KVUE
$11.36M0.03529,266+1.36%+$152,301.611.29
Tractor Supply Company
TSCO
$7.72M0.0329,482-31.84%-$3.6M0.88
Trane Technologies plc
TT
$17.79M0.0359,251-12.99%-$2.66M2.02
Kimberly-Clark Corporation
KMB
$11.18M0.0386,470+1.16%+$128,703.261.27
Public Storage
PSA
$11.63M0.0240,092+1.49%+$170,845.351.32
PayPal Holdings, Inc.
PYPL
$14.78M0.02220,578+79.14%+$6.53M1.68
The PNC Financial Services Group, Inc.
PNC
$12.86M0.0279,568-1.19%-$155,136.001.46
Emerson Electric Co.
EMR
$13.1M0.02115,518-2.3%-$308,275.571.49
Schlumberger Limited
SLB
$13.97M0.02254,818+44.86%+$4.33M1.59
Colgate-Palmolive Company
CL
$12.37M0.02137,384+0.02%+$2,251.251.4
Zoetis Inc.
ZTS
$11.41M0.0267,406+0.23%+$26,396.761.3
United Parcel Service, Inc.
UPS
$14.51M0.0197,592+42.66%+$4.34M1.65
Applied Materials, Inc.
AMAT
$15.96M0.0177,408-4.97%-$834,612.821.81
Lowe's Companies, Inc.
LOW
$12.11M0.0147,544-0.66%-$81,004.141.38
McDonald's Corporation
MCD
$14.46M0.0151,294+22.16%+$2.62M1.64
Intel Corporation
INTC
$9.09M0.01205,772-1.39%-$128,402.191.03
Accenture plc
ACN
$11.69M0.0133,732-2.42%-$290,459.191.33
Johnson & Johnson
JNJ
$15.18M<0.0195,950+30.09%+$3.51M1.72
Microsoft Corporation
MSFT
$18.68M<0.0144,410+3.45%+$623,086.312.12
Apple Inc.
AAPL
$16.2M<0.0194,480+14.31%+$2.03M1.84
iShares Core MSCI EAFE ETF
IEFA
$35.03M<0.01471,945-0.24%-$84,685.023.98
SPDR Portfolio Emerging Markets ETF
SPEM
$11.53M<0.01318,619+0.23%+$27,033.931.31