Isthmus Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 228 separate positions, with a total value of approximately $10.4 million.
The largest holding in the portfolio is First Source Corp, for which the firm holds 4,749,492 shares. Other notable positions include Abbott Laboratories (357,765 shares), AbbVie Inc (17,434,497 shares), and Amazon.com Inc (1,511,593 shares). The filing also details significant positions in technology and healthcare sectors, including Apple Inc (31,149,891 shares), Microsoft Corp (27,064,751 shares), and Eli Lilly & Co (335,553 shares).
The report indicates that Ryan Cobb serves as the Chief Operating Officer for the firm. The filing was signed by Cobb on October 20, 2026.
