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 SRCE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,870,984 | 55,931 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,652,915 | 58,456 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,589,994 | 58,317 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,447,429 | 55,541 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,294,454 | 55,082 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,190,408 | 54,649 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,252,741 | 54,321 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,588,250 | 66,920 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,406,094 | 64,977 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,527,754 | 46,001 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,705,570 | 40,522 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,639,463 | 39,100 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,672,580 | 38,762 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,959,286 | 36,905 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,697,126 | 36,655 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,567,707 | 34,531 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,546,507 | 33,438 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,563,739 | 31,527 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,461,511 | 30,938 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,414,799 | 30,452 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,409,509 | 29,624 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,158,060 | 28,736 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $891,245 | 28,899 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $952,512 | 26,771 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $761,715 | 23,488 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||