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 HCA

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Shares Held

Position Value (USD)

8 of 8 shown
Report Date Value (USD) Shares
2026-03-31 $15,434,722 32,615
2025-12-31 $16,839,173 36,069
2025-09-30 $15,565,676 36,522
2025-06-30 $14,150,181 36,936
2025-03-31 $12,682,030 36,701
2024-12-31 $10,760,677 35,851
2024-09-30 $14,620,506 35,973
2024-06-30 $11,546,160 35,938