ISTHMUS PARTNERS, LLC
Top Portfolio Positions
199 positions ·
$855,758,180 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
25 quarters · across all stocks
Holdings in BAH
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,934,545 | 127,317 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,899,392 | 117,347 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,581,207 | 95,860 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,857,154 | 94,662 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,759,405 | 93,320 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,811,699 | 91,777 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,026,491 | 92,323 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,402,269 | 93,582 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,533,463 | 97,908 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $13,200,439 | 103,201 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,290,432 | 103,326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,733,289 | 105,137 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,937,572 | 107,213 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,195,241 | 107,111 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,152,404 | 109,934 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,997,611 | 110,642 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,619,797 | 109,515 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,926,267 | 105,275 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $8,271,205 | 104,237 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,838,617 | 103,764 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,457,019 | 105,017 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||