ISTHMUS PARTNERS, LLC
Top Portfolio Positions
199 positions ·
$855,758,180 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
25 quarters · across all stocks
Holdings in MLR
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,303,103 | 72,516 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,356,552 | 63,060 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,514,972 | 62,221 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,914,358 | 43,058 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,816,020 | 42,861 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,449,946 | 22,184 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,354,078 | 22,198 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||