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 EMBC
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,293,663 | 146,342 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,648,100 | 138,729 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,868,248 | 132,406 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,123,797 | 115,975 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,423,078 | 111,614 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,252,997 | 109,104 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,563,520 | 110,888 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,727,287 | 138,183 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,768,439 | 133,266 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,692,758 | 89,422 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,275,517 | 84,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $948,283 | 43,902 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,174,937 | 41,783 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,004,114 | 39,704 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,144,229 | 39,744 | Shares | Sole | 2022-11-14 | |
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