SEC 13F Intelligence

Isthmus Partners, LLC / JNJ

Isthmus Partners, LLC’s Johnson & Johnson Position

Does Isthmus Partners, LLC own Johnson & Johnson (JNJ)? Yes — 81.6K shares worth $20M (+2.09% of its 13F portfolio) as of Q1 2026, down from 98.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
81.6K
% of Portfolio
+2.09%
Quarters Held
29
currently held

Position History JNJ

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q2 ’19: $9MQ3 ’19: $8MQ4 ’19: $9MQ1 ’20: $8MQ1 ’20Q2 ’20: $9MQ3 ’20: $9MQ4 ’20: $10MQ1 ’21: $10MQ1 ’21Q2 ’21: $10MQ3 ’21: $10MQ4 ’21: $11MQ1 ’22: $12MQ1 ’22Q2 ’22: $12MQ3 ’22: $11MQ4 ’22: $12MQ1 ’23: $10MQ1 ’23Q2 ’23: $11MQ3 ’23: $11MQ4 ’23: $12MQ1 ’24: $15MQ1 ’24Q2 ’24: $14MQ3 ’24: $16MQ4 ’24: $14MQ1 ’25: $17MQ1 ’25Q2 ’25: $15MQ3 ’25: $18MQ4 ’25: $20MQ1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.6K$20M+2.09%
Q4 202598.0K$20M+2.25%
Q3 202599.3K$18M+4.08%
Q2 202599.6K$15M+1.78%
Q1 202599.6K$17M+2.07%
Q4 202499.8K$14M+1.75%
Q3 202497.5K$16M+1.88%
Q2 202495.7K$14M+1.65%
Q1 202496.0K$15M+1.72%
Q4 202373.8K$12M+1.50%
Q3 202369.4K$11M+1.56%
Q2 202368.2K$11M+1.54%
Q1 202367.1K$10M+1.47%
Q4 202265.2K$12M+1.73%
Q3 202266.0K$11M+1.86%
Q2 202265.8K$12M+2.18%
Q1 202265.2K$12M+1.90%
Q4 202162.9K$11M+1.80%
Q3 202161.9K$10M+1.81%
Q2 202161.4K$10M+1.78%
Q1 202162.5K$10M+1.88%
Q4 202063.4K$10M+2.02%
Q3 202063.1K$9M+2.19%
Q2 202063.0K$9M+2.18%
Q1 202063.1K$8M+2.54%
Q4 201963.5K$9M+2.11%
Q3 201964.1K$8M+1.96%
Q2 201963.5K$9M+2.11%
Q4 201860.3K$8M+2.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Isthmus Partners, LLC’s full portfolio or all institutional holders of JNJ.