HoldingsChannel.com
Isthmus Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
IQVIA HOLDINGS INC 69,152 +5,228 $11,127
     IQV69,152+5,228$11,127
MICROSOFT CORP 81,712 -6,054 $10,946
     MSFT81,712-6,054$10,946
BALL CORPORATION 150,322 +11,316 $10,521
     BLL150,322+11,316$10,521
QUALCOMM INC 130,003 +130,003 $9,889
     QCOM130,003+130,003$9,889
WASTE MGMT INC DEL 84,822 +84,822 $9,786
     WM84,822+84,822$9,786
PAYPAL HOLDINGS INC COM 82,085 +82,085 $9,395
     PYPL82,085+82,085$9,395
JOHNSON & JOHNSON 63,505 +63,505 $8,845
     JNJ63,505+63,505$8,845
BECTON DICKINSON & CO 34,596 +34,596 $8,719
     BDX34,596+34,596$8,719
SYSCO CORP 122,633 +122,633 $8,673
     SYY122,633+122,633$8,673
PUBLIC STORAGE 35,401 +19,311 $8,431
     PSA35,401+19,311$8,431
MEDTRONIC PLC 85,206 +85,206 $8,298
     MDT85,206+85,206$8,298
APPLE INC 41,252 +31,199 $8,165
     AAPL41,252+31,199$8,165
HORMEL FOODS CORP 198,014 +198,014 $8,027
     HRL198,014+198,014$8,027
PPG INDS INC 68,442 +56,380 $7,988
     PPG68,442+56,380$7,988
ALLISON TRANSMISSION HLDGS INC 171,876 +171,876 $7,966
     ALSN171,876+171,876$7,966
AT&T INC 237,453 +237,453 $7,957
     T237,453+237,453$7,957
CELGENE CORP 86,004 +86,004 $7,950
     CELG86,004+86,004$7,950
KIMBERLY CLARK CORP 58,307 +58,307 $7,771
     KMB58,307+58,307$7,771
OCEANEERING INTL INC 378,423 +378,423 $7,716
     OII378,423+378,423$7,716
BOOKING HOLDINGS INC. 4,080 +4,080 $7,649
     BKNG4,080+4,080$7,649
EXXON MOBIL CORP 97,923 +16,119 $7,504
     XOM97,923+16,119$7,504
FIFTH THIRD BANCORP 268,836 +268,836 $7,501
     FITB268,836+268,836$7,501
PNC FINL SERVICES GP INC 54,290 -13,438 $7,453
     PNC54,290-13,438$7,453
EMERSON ELEC CO 110,000 +110,000 $7,339
     EMR110,000+110,000$7,339
CLOROX COMPANY 47,922 +47,922 $7,337
     CLX47,922+47,922$7,337
ACCENTURE PLC CL A F 39,132 +51 $7,230
     ACN39,132+51$7,230
HANESBRANDS INC. 407,962 +382,931 $7,025
     HBI407,962+382,931$7,025
F M C CORP NEW 84,017 +84,017 $6,969
     FMC84,017+84,017$6,969
SCHLUMBERGER LTD 174,909 +174,909 $6,951
     SLB174,909+174,909$6,951
FLOWSERVE CORP 131,205 -8,105 $6,913
     FLS131,205-8,105$6,913
ROCKWELL AUTOMATION INC 41,905 +41,905 $6,865
     ROK41,905+41,905$6,865
C.H. ROBINSON WORLDWIDE INC. 81,274 +81,274 $6,855
     CHRW81,274+81,274$6,855
UNITED PARCEL SVC INC 66,286 +66,286 $6,845
     UPS66,286+66,286$6,845
LEAR CORP 48,785 +48,785 $6,794
     LEA48,785+48,785$6,794
GRAINGER W W INC 25,213 +25,213 $6,763
     GWW25,213+25,213$6,763
BANK OF NY MELLON CP NEW 146,356 -235,954 $6,462
     BK146,356-235,954$6,462
INTEL CORP 134,219 +37,746 $6,425
     INTC134,219+37,746$6,425
EBAY INC 160,771 +159,022 $6,350
     EBAY160,771+159,022$6,350
CABOT MICROELECTRONICS CORP 57,672 +55,336 $6,349
     CCMP57,672+55,336$6,349
CIGNA CORP 40,246 -137,212 $6,341
     CI40,246-137,212$6,341
KOHLS CORP 117,374 +58,773 $5,581
     KSS117,374+58,773$5,581
ANTERO MIDSTREAM CORP 469,280 +469,280 $5,378
     AMGP469,280+469,280$5,378
CONTINENTAL RESOURCE 127,208 +127,208 $5,354
     CLR127,208+127,208$5,354
BED BATH BEYOND INC 397,312 +397,312 $4,617
     BBBY397,312+397,312$4,617
SPDR TOTAL STOCK MARKET ETF (SPTM) 83,843 +55,001 $3,057
     SPTM83,843+55,001$3,057
NATIONAL RESEARCH 31,925 +15,830 $1,839
     NRC31,925+15,830$1,839
EXPONENT INC 30,880 -65,292 $1,808
     EXPO30,880-65,292$1,808
NAPCO SECURITY TECHNOLOGIES INC 60,022 +60,022 $1,781
     NSSC60,022+60,022$1,781
FOX FACTORY HOLDING 21,293 +21,293 $1,757
     FOXF21,293+21,293$1,757
TETRA TECH INC 21,708 +21,708 $1,705
     TTEK21,708+21,708$1,705

See Full List: All Stocks Held By Isthmus Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Isthmus Partners LLC

Size ($ in 1000's)
At 06/30/2019: $418,805
At 03/31/2019: $410,655

Isthmus Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Isthmus Partners LLC 13F filings. Link to 13F filings: SEC filings

Isthmus Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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