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ISTHMUS PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ISTHMUS PARTNERS, LLC
报告期 2026-03-31 · CIK 0001639666
持仓数
217
前50大市值合计
$705.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 9
增持 58
减持 32
清仓 51
方向
标的
Δ市值
现股数(环比)
清仓
—
CDK GLOBAL INC
-$7.8M
0
-100%
建仓
—
CDK GLOBAL INC
+$7.0M
164,753
清仓
—
LYDALL, INC
-$3.0M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
UPS
UNITED PARCEL SVC INC
-$1.6M
61,041
-0%
减持
AZO
AUTOZONE INC
+$1.5M
7,566
-0%
增持
KSS
KOHLS CORP
-$1.4M
182,888
+1%
清仓
—
SYKES ENTERPRISES
-$1.3M
0
-100%
增持
MDXG
MIMEDX GROUP INC
-$1.2M
209,941
+6%
增持
FITB
FIFTH THIRD BANCORP
+$1.2M
278,282
+0%
增持
CI
CIGNA CORP
-$1.2M
41,265
+4%
增持
BALL
BALL CORPORATION
+$1.1M
115,760
+1%
增持
QCOM
QUALCOMM INC
-$1.1M
80,754
+0%
建仓
—
GLOBAL SHIP LEASE
+$1.1M
45,741
增持
FMC
FMC CORP
-$1.1M
79,815
+3%
减持
BLFS
BIOLIFE SOLUTIONS, INC
-$1.0M
27,804
-43%
建仓
—
SPDR GOLD SHARES ETF
+$985.0K
6,000
建仓
UIS
UNISYS CORPORATION
+$978.0K
38,898
增持
GWW
GRAINGER W W INC
-$966.0K
23,440
+1%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
+$887.0K
48,622
+87%
增持
BKNG
BOOKING HLDGS INC
+$871.0K
4,300
+1%
减持
—
CONTINENTAL RESOURCE
+$871.0K
114,974
-1%
建仓
ALNT
ALLIED MOTION TECHNOLOGIES
+$854.0K
27,310
增持
LEA
LEAR CORP
-$829.0K
51,303
+2%
增持
—
HANESBRANDS INC.
-$784.0K
569,736
+1%
减持
TSCO
TRACTOR SUPPLY CO
+$740.0K
53,287
-1%
增持
JOUT
JOHNSON OUTDOORS INC
+$735.0K
15,531
+107%
减持
—
ACCENTURE PLC A
+$717.0K
33,122
-1%
减持
WM
WASTE MGMT INC DEL
+$661.0K
78,951
-1%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
-$626.0K
222,898
+4%
增持
CL
COLGATE PALMOLIVE CO
-$594.0K
119,039
+1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
-$568.0K
104,237
+0%
增持
—
ICHOR HOLDINGS, LTD
-$552.0K
43,792
+0%
减持
—
LIVENT CORP
+$537.0K
146,777
-0%
减持
—
EXPONENT INC
+$534.0K
22,496
-0%
减持
—
PLANTRONICS INC
-$503.0K
30,998
-0%
增持
FHN
FIRST HORIZON CORPORATION
-$494.0K
614,458
+1%
减持
IT
GARTNER INC
+$467.0K
9,866
-6%
增持
SLB
SCHLUMBERGER LTD
-$440.0K
202,623
+1%
增持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
-$436.0K
96,945
+2%
减持
—
G P STRATEGIES CORP
-$434.0K
43,463
-49%
增持
HY
HYSTER-YALE MH CLASS A
-$431.0K
22,850
+6%
增持
FLS
FLOWSERVE CORP
-$421.0K
167,721
+8%
增持
CLX
CLOROX CO
-$420.0K
42,825
+3%
减持
TTEK
TETRA TECH INC
+$411.0K
15,209
-0%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
+$406.0K
71,124
+36%
增持
—
INTELLIGENT SYSTEMS CORP
+$367.0K
38,350
+1%
增持
—
COMPUTER SERVICES, INC
+$360.0K
16,306
+52%
减持
—
INSTEEL INDUSTRIES
+$360.0K
61,674
-0%
增持
—
EXXON MOBIL CORP
-$359.0K
89,270
+0%
减持
NSSC
NAPCO SECURITY TECHNOLOGIES, INC
+$354.0K
53,352
-0%
减持
AMN
AMN HEALTHCARE SERVICES, INC
+$353.0K
20,262
-0%
增持
MLKN
HERMAN MILLER, INC
-$342.0K
42,741
+3%
增持
—
INTRICON CORP
-$340.0K
81,745
+1%
减持
MTW
MANITOWOC COMPANY
-$323.0K
103,063
-0%
减持
EMR
EMERSON ELEC CO
-$321.0K
109,049
-1%
建仓
CPER
UNITED STATES COPPER INDEX ETF
+$321.0K
12,800
建仓
PPLT
ABERDEEN STANDARD PLATINUM ETF IV
+$320.0K
3,550
增持
IRIX
IRIDEX CORP
+$317.0K
213,422
+14%
建仓
—
ISHARES SILVER TRUST ETF IV
+$306.0K
14,900
增持
—
PGT INNOVATIONS, INC
-$304.0K
77,295
+1%
增持
BNY
BANK OF NY MELLON CO
+$302.0K
189,112
+2%
增持
PNC
PNC FINL SERVICES GP INC
+$288.0K
52,496
+0%
清仓
—
MERCK & CO. INC.
-$277.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$267.0K
45,361
-2%
增持
NVEC
N V E CORPORATION
-$232.0K
24,335
+1%
减持
BMO
BANK MONTREAL QUE
-$229.0K
2,007
-52%
增持
INTC
INTEL CORP
-$226.0K
136,037
+2%
增持
EGAN
EGAIN CORP
-$205.0K
166,874
+0%
清仓
SO
SOUTHERN CO
-$205.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB
-$202.0K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$200.0K
34,265
+1%
减持
EBAY
EBAY INC
-$196.0K
134,142
-1%
清仓
AMGN
AMGEN INC.
-$195.0K
0
-100%
增持
CHD
CHURCH & DWIGHT INC
-$187.0K
104,752
+1%
清仓
DUK
DUKE ENERGY CORP
-$182.0K
0
-100%
增持
SYY
SYSCO CORP
+$181.0K
129,711
+1%
减持
PLCE
CHILDREN'S PLACE, INC
-$172.0K
8,940
-1%
清仓
VFC
VF CORP
-$172.0K
0
-100%
减持
PSA
PUBLIC STORAGE
-$172.0K
35,375
-0%
增持
SRI
STONERIDGE, INC.
-$168.0K
60,218
+27%
增持
T
AT&T INC
-$165.0K
293,599
+4%
清仓
PFE
PFIZER INC
-$163.0K
0
-100%
增持
—
MEDTRONIC PLC
+$159.0K
68,818
+1%
减持
OII
OCEANEERING INTL INC
-$159.0K
69,122
-0%
增持
—
PHYSICIANS RLTY TR
-$159.0K
468,785
+3%
增持
—
VERA BRADLEY INC
-$158.0K
55,043
+1%
增持
HCKT
HACKETT GROUP
+$153.0K
87,320
+1%
清仓
IBM
IBM CORP
-$150.0K
0
-100%
清仓
NDAQ
NASDAQ INC
-$149.0K
0
-100%
增持
UTMD
UTAH MEDICAL PRODUCT
+$148.0K
17,260
+1%
减持
—
SPDR S&P 500 ETF
-$148.0K
1,787
-16%
减持
FIS
FIDELITY NATL INFORMATION
-$146.0K
5,265
-5%
清仓
—
FACEBOOK INC CLASS A
-$145.0K
0
-100%
增持
SUPN
SUPERNUS PHARMACEUTICALS, INC
-$143.0K
53,509
+5%
清仓
AMZN
AMAZON COM INC
-$138.0K
0
-100%
清仓
PII
POLARIS INDUSTRIES
-$137.0K
0
-100%
清仓
URI
UNITED RENTALS INC
-$134.0K
0
-100%
减持
UNP
UNION PACIFIC CORP
-$133.0K
4,208
-3%
清仓
—
ALPHABET INC. CLASS C
-$133.0K
0
-100%
清仓
—
O REILLY AUTOMOTIVE
-$130.0K
0
-100%
清仓
CBSH
COMMERCE BANCSHARES
-$130.0K
0
-100%
增持
EIG
EMPLOYERS HOLDINGS INC
-$129.0K
42,954
+1%
增持
—
FORWARD AIR CORP
-$121.0K
19,924
+1%
增持
—
LIGAND PHARMA
+$118.0K
13,507
+0%
增持
JNJ
JOHNSON & JOHNSON
-$117.0K
61,903
+1%
减持
BA
BOEING CO
-$115.0K
933
-30%
减持
HLIO
HELIOS TECHNOLOGIES INC
+$113.0K
30,326
-0%
清仓
MCHP
MICROCHIP TECHNOLOGY
-$113.0K
0
-100%
增持
CULP
CULP INC
-$111.0K
113,576
+18%
清仓
CINF
CINCINNATI FINL
-$105.0K
0
-100%
减持
ROK
ROCKWELL AUTOMATION, INC
+$105.0K
34,784
-2%
清仓
PEP
PEPSICO INC
-$104.0K
0
-100%
建仓
—
TMC THE METALS CO INC F
+$104.0K
22,696
清仓
EGP
EASTGROUP PROPERTIES REIT
-$104.0K
0
-100%
清仓
HSIC
SCHEIN HENRY INC
-$103.0K
0
-100%
减持
—
VAREX IMAGING CORPOR
+$102.0K
80,462
-0%
清仓
ALL
ALLSTATE CORP
-$102.0K
0
-100%
清仓
—
RAYTHEON TECHNOLOGIES CO
-$98.0K
0
-100%
增持
KMB
KIMBERLY CLARK CORP
+$98.0K
67,370
+2%
清仓
—
EVERCORE INC CLASS A
-$95.0K
0
-100%
清仓
—
HELIUS MEDICAL TECHNOLOG CLASS A
-$95.0K
0
-100%
清仓
HOG
HARLEY DAVIDSON INC
-$92.0K
0
-100%
清仓
FISV
FISERV INC
-$92.0K
0
-100%
清仓
—
MONSTER BEVERAGE CORPORA
-$91.0K
0
-100%
清仓
—
EVERSOURCE ENERGY
-$91.0K
0
-100%
清仓
—
DNP SELECT INCOME CF
-$91.0K
0
-100%
清仓
—
HOLOGIC INC
-$90.0K
0
-100%
清仓
MPC
MARATHON PETROLEUM CORP
-$85.0K
0
-100%
清仓
GIS
GENERAL MILLS INC
-$85.0K
0
-100%
增持
UMBF
U M B FINANCIAL CORP
+$82.0K
18,727
+1%
清仓
KEYUF
KEYERA CORP
-$81.0K
0
-100%
清仓
LOW
LOWES COMPANIES INC
-$76.0K
0
-100%
清仓
DOV
DOVER CORP
-$75.0K
0
-100%
清仓
—
ADOBE INC
-$73.0K
0
-100%
清仓
—
CBOE GLOBAL MKTS INC
-$71.0K
0
-100%
清仓
—
MCKESSON CORP
-$67.0K
0
-100%
减持
CSTL
CASTLE BIOSCIENCES INC
-$66.0K
9,562
-0%
清仓
AEP
AMER ELECTRIC PWR CO
-$64.0K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CLASS A
-$64.0K
0
-100%
清仓
—
DOMINION ENERGY INC
-$63.0K
0
-100%
增持
—
MGP INGREDIENTS INC
-$61.0K
28,520
+1%
增持
WRB
BERKLEY W R CORP
-$60.0K
105,997
+1%
清仓
STLD
STEEL DYNAMICS INC
-$60.0K
0
-100%
增持
—
ORION ENGINEERED CARBONS
-$59.0K
95,069
+1%
增持
RLI
R L I CORP
-$56.0K
15,909
+1%
清仓
—
GENERAL ELECTRIC CO
-$54.0K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$53.0K
0
-100%
清仓
—
CARRIER GLOBAL CORP
-$51.0K
0
-100%
清仓
—
ZIMMER BIOMET HLDGS
-$50.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL
-$50.0K
0
-100%
