Isthmus Partners, LLC
Isthmus Partners, LLC is an SEC-registered investment adviser headquartered in Madison, Wisconsin, founded in 2014. The firm provides tailored investment management and financial planning services to individuals, families, and institutional investors, with a team offering expertise in equity and fixed income portfolio management. The company emphasizes client-focused care and long-term planning to deliver quality outcomes for a diverse clientele.
Investment Strategy
Isthmus Partners employs a disciplined blend of quantitative and fundamental research to actively manage domestic equity, fixed income, and international portfolios. Investment strategies focus on U.S. large-cap, small/mid-cap, and small-cap equities, prioritizing quality and valuation metrics that historically lead to excess returns. The firm designs client portfolios to match risk tolerance and emphasizes low turnover and long-term growth, with conservative fixed income allocation in Treasury, municipal, and high-quality corporate bonds. International exposure is managed via third-party mutual funds and ETFs, thoroughly monitored by the team.
Top Holdings
Equity Positions (215)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.75% | $23.5M | 47,255 | $118.19 | $497.41 | +$6.7M |
T TT | TRANE TECHNOLOGIES PLC | 2.24% | $19.2M | 43,902 | $152.96 | $437.41 | +$3.7M |
A AAPL | APPLE INC | 2.19% | $18.7M | 91,369 | $68.80 | $205.17 | -$1.2M |
A AMCR | AMCOR PLC F | 2.15% | $18.4M | 2,003,404 | $10.36 | $9.19 | -$1.0M |
A AVGO | BROADCOM INC | 2.05% | $17.5M | 63,610 | $167.43 | $275.65 | +$6.8M |