Long-term investor
Isthmus Partners, LLC @isthmuspartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001639666).
Record
- Tracked since 2025-06-30 (434 days), 274 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months +6.7% · 1 year +10.4% · all +10.4%
- Max drawdown -0.1% · Sharpe 0.74 · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 4.7% · long · since 2026-03-31
- AAPL · 2.6% · long · since 2025-06-30
- GOOGL · 2.4% · long · since 2025-06-30
- AMAT · 2.4% · long · since 2025-06-30
- AVGO · 2.1% · long · since 2025-06-30
- V · 2.0% · long · since 2025-09-30
- JNJ · 2.0% · long · since 2025-06-30
- BNY · 1.9% · long · since 2025-06-30
- ROK · 1.8% · long · since 2025-06-30
- GWW · 1.8% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- TT · 1.8% · long · since 2025-06-30