ISTHMUS PARTNERS, LLC

CIK
1639666
City
MADISON
State / Country
WI

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

25 quarters · across all stocks

Holdings in EMBC

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Shares Held

Position Value (USD)

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