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 UTMD
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $516,678 | 9,233 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,410,680 | 38,283 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,923,611 | 33,795 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,845,004 | 32,923 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,934,092 | 31,464 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,145,268 | 32,062 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,670,195 | 39,967 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,531,658 | 35,602 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,911,709 | 22,699 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,832,402 | 21,307 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,951,328 | 20,937 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,990,643 | 21,005 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,038,044 | 20,273 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,733,840 | 20,324 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,645,844 | 19,160 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,671,845 | 18,605 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,753,400 | 17,534 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,602,418 | 17,260 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,453,588 | 17,093 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,438,859 | 16,615 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,167,386 | 13,848 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,112,828 | 13,933 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,201,775 | 13,561 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,251,523 | 13,307 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||