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 CRAI
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,193,892 | 19,730 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,235,372 | 21,103 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,404,779 | 21,123 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,842,958 | 20,510 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,576,233 | 20,648 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,916,036 | 20,919 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,693,817 | 21,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,619,629 | 26,824 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,289,206 | 28,675 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,824,968 | 18,462 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,760,579 | 17,473 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,752,768 | 17,184 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,818,707 | 16,868 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,023,033 | 16,524 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,872,414 | 21,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,782,380 | 19,955 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,654,866 | 19,640 | Shares | Sole | 2022-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||