Isthmus's Active Industrial Portfolio Moves
Isthmus Partners Significantly Expands Key Industrial Equity Stakes While Trimming Rockwell
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Key Points
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Director Cynthia L. Feldmann sold 1,200 shares of UFP Technologies in June 2026 at an average price of $239.29, reducing her direct stake to 5,476 shares.
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UFP Technologies shows high institutional ownership overall (87.28%), with Isthmus Partners’ stake accounting for about 0.11% of the company as of the latest SEC filing.
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Zebra Technologies saw a notable expansion of Isthmus Partners’ position, up 30.5% to 55,635 shares after acquiring 13,006 more shares for roughly $11.63 million, contributing to a broader 91.03% institutional ownership in the stock.
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Isthmus opened a new position in Veralto with 130,583 shares worth about $11.55 million; Veralto opened trading around $91.77 and declared a quarterly dividend of $0.13 per share, with the stock showing typical mid/long-term institutional ownership levels (about 91.28% in reported data).
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Rockwell Automation was trimmed by Isthmus by 3.1% to 39,300 shares (about 1.5% of the portfolio and the 22nd largest holding), while other institutions continued to build stakes in ROK.
Isthmus Partners LLC has been busy reshaping its U.S. equity portfolio, adding new bets in industrials while trimming one long-held position. The Wisconsin-based institutional investor disclosed the moves in its latest 13F filing, covering the first quarter of 2025, according to Watchlist News and Ticker Report.
The biggest headline: Isthmus opened a brand-new stake in Veralto worth about $11.55 million. At the same time, it pushed its Zebra Technologies position up 30.5%. It did cut its Rockwell Automation holding — but only by 3.1%.
Zebra Technologies Stake Jumps 30% in One Quarter
Isthmus added 13,006 shares of Zebra Technologies in Q1, spending roughly $11.63 million. That pushed its total stake to 55,635 shares — a 30.5% jump in a single quarter, according to Watchlist News. Zebra makes barcode scanners and supply-chain tracking tools.
Isthmus is far from alone in liking Zebra. Institutions collectively own 91.03% of the company's shares. That level of institutional ownership signals broad confidence in the stock among professional money managers.
Isthmus Opens Fresh $11.55 Million Bet on Veralto
Veralto was the most eye-catching move. Isthmus built a new position of 130,583 shares valued at about $11.55 million. The stock opened trading around $91.77 per share. Veralto also declared a quarterly cash dividend of $0.13 per share during the period.
Veralto is a water quality and product quality company spun off from Danaher in 2023. Institutions own roughly 91.28% of Veralto's shares. Isthmus's new stake fits neatly into that crowded but confident institutional base.
UFP Technologies Gets a Boost — and a Director Sells
Isthmus added 8,675 shares of UFP Technologies, worth around $1.68 million. The firm's total UFP stake is now about 0.11% of the company. Overall, institutions own 87.28% of UFP Technologies, according to Watchlist News.
While Isthmus was buying, a company insider was selling. Director Cynthia L. Feldmann sold 1,200 UFP shares in June 2026 at an average price of $239.29 per share. After the sale, she holds 5,476 shares directly. Insider sales don't always signal bad news, but they are worth watching.
Rockwell Automation Trimmed but Stays a Core Holding
Isthmus cut its Rockwell Automation position by 3.1%, selling enough shares to bring its total to 39,300. That still makes ROK the firm's 22nd-largest holding, worth about 1.5% of the overall portfolio, according to Ticker Report.
The trim is modest. Other institutions kept buying ROK shares during the same period. Rockwell makes industrial automation equipment — a sector that has faced headwinds from slower manufacturing activity. Isthmus appears to be adjusting its exposure, not abandoning the trade.
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