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Ryan Cobb

Isthmus Partners, Llc

Assets Managed
$1.034B
Holdings
226
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.49%(2Q avg: 7.18%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Isthmus Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 226 positions.

Assets under management

The assets under management (AUM) of Isthmus Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.034B in assets, with a quarterly growth rate of 8.49% and a 2-quarter average growth rate of 7.18%. The portfolio is managed by Ryan Cobb, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -1.33%
4.71%
$48.678M
504,019 shares@ $96.58 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.37%
2.58%
$26.672M
92,177 shares@ $289.36 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.12%
2.43%
$25.047M
70,087 shares@ $357.37 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -25.36%
2.38%
$24.594M
34,016 shares@ $723.0 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.52%
2.09%
$21.607M
57,198 shares@ $377.76 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.67%
2.02%
$20.858M
60,795 shares@ $343.1 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.39%
1.98%
$20.444M
80,497 shares@ $253.97 avg price
BK
Bank Of New York Mellon Corp
Recent Activity
Decreased -4.81%
1.91%
$19.716M
136,336 shares@ $144.62 avg price
ROK
Rockwell Automation Inc
Recent Activity
Decreased -1.77%
1.85%
$19.112M
38,603 shares@ $495.08 avg price
GWW
Ww Grainger Inc
Recent Activity
Decreased -0.9%
1.84%
$18.946M
13,927 shares@ $1360.41 avg price

1-10 of 226