ISTHMUS PARTNERS, LLC
Top Portfolio Positions
198 positions ·
$854,849,617 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
Holdings in HY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,957,979 | 60,227 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,706,631 | 57,443 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,021,660 | 54,847 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,956,698 | 49,188 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,980,377 | 47,674 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,403,081 | 47,184 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,993,746 | 46,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,995,947 | 57,306 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,719,100 | 57,957 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,701,968 | 43,447 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,851,764 | 41,538 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,283,297 | 40,890 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,087,098 | 41,834 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $966,082 | 38,170 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $779,759 | 36,251 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,039,868 | 32,274 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $942,400 | 28,377 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $983,728 | 23,935 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,148,441 | 22,850 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,578,630 | 21,631 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,861,405 | 21,366 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,311,231 | 22,019 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $826,736 | 22,254 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $806,176 | 20,853 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $714,123 | 17,813 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||