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 INDB
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,151,599 | 41,904 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,067,167 | 41,970 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,874,151 | 41,552 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,408,687 | 38,300 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,380,324 | 37,994 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,395,121 | 37,313 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,191,830 | 37,068 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,390,433 | 47,130 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,407,901 | 46,288 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,960,348 | 29,788 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,375,649 | 28,023 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,160,153 | 26,065 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,634,594 | 24,910 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,976,253 | 23,407 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,753,243 | 23,524 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,770,335 | 22,288 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,777,329 | 21,757 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,692,807 | 20,763 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,554,526 | 20,414 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,523,741 | 20,182 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,654,754 | 19,655 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,426,032 | 19,524 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,041,262 | 19,879 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,118,927 | 16,678 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $983,123 | 15,273 | Shares | Sole | 2020-05-15 | |
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