ISTHMUS PARTNERS, LLC
Top Portfolio Positions
198 positions ·
$854,849,617 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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% |
| BK |
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 CMC
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,376 | 5,606 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $503,506 | 7,274 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $361,004 | 7,381 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $339,599 | 7,381 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $354,888 | 7,155 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $374,937 | 6,822 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $320,921 | 5,836 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $326,291 | 5,552 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $277,822 | 5,552 | Shares | Sole | 2024-02-12 | |
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