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 NVEC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,281,746 | 50,103 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,976,170 | 50,163 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,328,639 | 50,998 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,225,001 | 43,812 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,776,960 | 43,567 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,517,043 | 43,191 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,432,173 | 42,972 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,845,862 | 51,491 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,614,149 | 51,166 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,951,085 | 37,627 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,797,031 | 34,052 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,297,954 | 33,846 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,876,682 | 34,663 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,267,415 | 35,018 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,640,540 | 35,167 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,319,392 | 28,301 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,475,701 | 27,092 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,693,157 | 24,790 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,556,709 | 24,335 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,789,270 | 24,163 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,662,561 | 23,717 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,321,690 | 23,526 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,071,612 | 21,834 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,037,878 | 16,786 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $842,573 | 16,194 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||