ISTHMUS PARTNERS, LLC

CIK

1639666

City

MADISON

State / Country

Stock

Top Portfolio Positions

199 positions · $855,758,180 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%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,556,201	115,669	-5.1%	Shares	Sole	2026-04-30
2025-12-31	$5,083,938	121,917	-0.3%	Shares	Sole	2026-02-05
2025-09-30	$5,254,717	122,345	+4.5%	Shares	Sole	2025-11-10
2025-06-30	$3,474,680	117,032	+14.3%	Shares	Sole	2025-08-13
2025-03-31	$2,356,787	102,380	+17.2%	Shares	Sole	2025-05-01
2024-12-31	$3,106,628	87,363	+0.7%	Shares	Sole	2025-02-07
2024-09-30	$3,508,407	86,713	-22.7%	Shares	Sole	2024-11-14
2024-06-30	$5,829,049	112,205	-2.6%	Shares	Sole	2024-08-14
2024-03-31	$4,624,905	115,162	+18.1%	Shares	Sole	2024-05-08
2023-12-31	$3,341,019	97,548	+10.6%	Shares	Sole	2024-02-12
2023-09-30	$1,963,095	88,229	+2.2%	Shares	Sole	2023-11-14
2023-06-30	$2,992,581	86,366	-4.0%	Shares	Sole	2023-08-03
2023-03-31	$3,380,809	89,963	+0.4%	Shares	Sole	2023-05-11
2022-12-31	$2,462,510	89,611	-0.0%	Shares	Sole	2023-02-10
2022-09-30	$2,606,382	89,628	-18.1%	Shares	Sole	2022-11-14
2022-06-30	$2,254,625	109,501	+0.8%	Shares	Sole	2022-08-08
2022-03-31	$2,228,697	108,611	+104.8%	Shares	Sole	2022-05-04
2021-12-31	$1,325,269	53,032	-0.6%	Shares	Sole	2022-01-25
2021-09-30	$1,149,202	53,352	-0.2%	Shares	Sole	2021-11-10
2021-06-30	$971,824	53,441	+0.2%	Shares	Sole	2021-08-10
2021-03-31	$928,445	53,313	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$698,212	53,258	-1.6%	Shares	Sole	2021-02-16
2020-09-30	$636,145	54,140	+1.1%	Shares	Sole	2020-11-04
2020-06-30	$626,278	53,551	+2.0%	Shares	Sole	2020-08-14
2020-03-31	$398,303	52,512	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.