Position in IA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,005,838
-$385,163 QoQ
Shares Held
166,991
+1.1% QoQ
Ownership
0.933%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#18
of 118 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ISTHMUS PARTNERS, LLC holds $16,656,206 across 7 Aerospace & Defense names. IA ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
24,246 | $12,352,367 | |
| 2 | IA |
Innovative Solutions & Support Inc
This page
|
166,991 | $3,005,838 | |
| 3 | GE |
General Electric Co
|
816 | $304,963 | |
| 4 | BA |
Boeing Co
|
1,356 | $293,533 | |
| 5 | TDG |
TransDigm Group INC
|
187 | $249,091 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
450 | $229,189 | |
| 7 | RTX |
RTX Corp
|
1,166 | $221,225 |
All Filings in IA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,005,838 | 166,991 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,391,001 | 165,173 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,238,645 | 170,995 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,370,027 | 189,754 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,659,088 | 191,577 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,207,981 | 192,048 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,626,528 | 190,460 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,053,488 | 161,578 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,205,406 | 200,901 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,438,409 | 196,504 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,147,378 | 134,511 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $979,404 | 128,869 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||