ISTHMUS PARTNERS, LLC
Top Portfolio Positions
198 positions ·
$854,849,617 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
90,937 | $23,078,901 | 2.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
70,172 | $20,178,660 | 2.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
81,633 | $19,954,370 | 2.33% | |
| V |
Visa Inc.
Financial Services
|
61,211 | $18,500,412 | 2.16% | |
| AVGO |
Broadcom Inc.
Technology
|
58,081 | $17,976,650 | 2.10% | |
| MSFT |
Microsoft Corp
Technology
|
47,391 | $17,542,726 | 2.05% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
143,231 | $16,991,493 | 1.99% | |
| TT |
Trane Technologies plc
Industrials
|
39,173 | $16,324,956 | 1.91% | |
| ALSN |
Allison Transmission Holdings Inc
Consumer Cyclical
|
139,314 | $16,308,096 | 1.91% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
56,042 | $15,751,724 | 1.84% |
Portfolio Trend
Holdings in AMSF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,977,868 | 89,345 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,147,315 | 81,940 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,375,986 | 77,007 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,865,320 | 65,523 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,386,374 | 64,441 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,294,746 | 63,926 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,074,271 | 63,610 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,373,824 | 76,870 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,371,323 | 67,198 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,131,109 | 45,556 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,976,212 | 39,469 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,064,976 | 38,728 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,901,071 | 38,837 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,957,761 | 37,671 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,738,916 | 37,212 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,383,726 | 26,605 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,266,038 | 25,489 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,212,466 | 22,524 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,225,916 | 21,829 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,266,920 | 21,225 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,302,272 | 20,348 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,106,446 | 19,266 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,114,275 | 19,426 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,171,030 | 19,147 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,205,717 | 18,702 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||