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 MDXG
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,904,401 | 482,127 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,970,215 | 438,732 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,954,375 | 423,263 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,391,967 | 391,484 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,357,991 | 310,262 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,951,483 | 306,807 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,810,900 | 306,413 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,724,973 | 393,214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,321,550 | 301,500 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,896,170 | 216,211 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,742,651 | 376,221 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,715,017 | 410,744 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,433,509 | 420,384 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,070,778 | 385,172 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,030,639 | 359,108 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,102,904 | 317,840 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,205,157 | 255,872 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,299,753 | 215,191 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,272,242 | 209,941 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,476,379 | 197,952 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,029,821 | 197,070 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||