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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 131 项
建仓 3
增持 80
减持 41
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
QCOM
QUALCOMM INC
+$4.0M
78,678
-3%
建仓
WCC
WESCO INTERNATIONAL INC
+$3.5M
26,817
增持
GWW
GRAINGER W W INC
+$3.0M
23,546
+0%
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
AZO
AUTOZONE INC
+$2.7M
7,411
-2%
减持
PSA
PUBLIC STORAGE
+$2.6M
35,077
-1%
减持
—
ACCENTURE PLC A
+$2.6M
31,793
-4%
减持
T
AT&T INC
-$2.4M
223,176
-24%
建仓
—
HYPERFINE INC
+$2.4M
333,350
减持
CLX
CLOROX CO
-$2.4M
26,856
-37%
减持
AAPL
APPLE INC
+$2.3M
88,938
-7%
增持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
+$2.2M
99,072
+2%
增持
CHD
CHURCH & DWIGHT INC
+$2.2M
105,971
+1%
减持
MSFT
MICROSOFT CORP
+$2.0M
44,079
-3%
减持
UPS
UNITED PARCEL SVC INC
+$1.9M
60,734
-1%
增持
FMC
FMC CORP
+$1.7M
82,262
+3%
减持
TSCO
TRACTOR SUPPLY CO
+$1.6M
52,139
-2%
减持
ROK
ROCKWELL AUTOMATION, INC
+$1.6M
33,913
-3%
增持
LEA
LEAR CORP
+$1.5M
51,820
+1%
增持
CI
CIGNA CORP
+$1.4M
42,007
+2%
清仓
—
ZIX CORPORATION
-$1.3M
0
-100%
减持
WM
WASTE MGMT INC DEL
+$1.3M
78,618
-0%
增持
CL
COLGATE PALMOLIVE CO
+$1.3M
120,488
+1%
增持
BNY
BANK OF NY MELLON CO
+$1.3M
190,497
+1%
增持
WRB
BERKLEY W R CORP
+$1.1M
107,951
+2%
增持
—
MEDTRONIC PLC
-$1.1M
72,466
+5%
减持
EGAN
EGAIN CORP
-$987.0K
71,621
-57%
增持
CSTL
CASTLE BIOSCIENCES INC
+$985.0K
37,809
+295%
增持
BALL
BALL CORPORATION
+$922.0K
117,761
+2%
增持
UIS
UNISYS CORPORATION
+$912.0K
91,879
+136%
清仓
—
G P STRATEGIES CORP
-$900.0K
0
-100%
建仓
—
CARPARTS.COM INC
+$844.0K
75,359
增持
ALNT
ALLIED MOTION TECHNOLOGIES
+$809.0K
45,561
+67%
增持
—
FORWARD AIR CORP
+$767.0K
19,994
+0%
增持
JNJ
JOHNSON & JOHNSON
+$761.0K
62,887
+2%
增持
—
SPDR S&P 500 ETF
+$714.0K
3,119
+75%
减持
FLS
FLOWSERVE CORP
-$698.0K
167,221
-0%
减持
HLIO
HELIOS TECHNOLOGIES INC
+$663.0K
29,979
-1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$655.0K
105,275
+1%
增持
—
PHYSICIANS RLTY TR
+$635.0K
472,373
+1%
增持
EA
ELECTRONIC ARTS
-$588.0K
67,719
+1%
增持
KSS
KOHLS CORP
+$587.0K
186,245
+2%
减持
—
MGP INGREDIENTS INC
+$564.0K
28,491
-0%
减持
KMB
KIMBERLY CLARK CORP
-$533.0K
58,699
-13%
减持
EBAY
EBAY INC
-$459.0K
133,642
-0%
减持
SPTM
SPDR TOTAL STOCK MARKET ETF
+$449.0K
82,777
-0%
增持
BDX
BECTON DICKINSON & CO
+$391.0K
35,047
+2%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$370.0K
226,771
+2%
减持
—
CONTINENTAL RESOURCE
-$362.0K
110,450
-4%
减持
AM
ANTERO MIDSTREAM CORP COM
-$358.0K
405,869
-1%
减持
NSSC
NAPCO SECURITY TECHNOLOGIES, INC
+$353.0K
53,032
-1%
减持
NEE
NEXTERA ENERGY INC
-$343.0K
8,187
-42%
增持
—
SILICOM LTD
+$340.0K
37,231
+2%
增持
CULP
CULP INC
-$321.0K
120,121
+6%
增持
IRIX
IRIDEX CORP
-$321.0K
215,101
+1%
增持
PNC
PNC FINL SERVICES GP INC
+$320.0K
52,813
+1%
减持
TTEK
TETRA TECH INC
+$299.0K
15,135
-0%
增持
—
PGT INNOVATIONS, INC
+$295.0K
78,755
+2%
减持
—
CAMTEK LTD
+$289.0K
64,219
-2%
增持
—
VAREX IMAGING CORPOR
+$272.0K
80,526
+0%
清仓
MGEE
MGE ENERGY INC
-$272.0K
0
-100%
增持
MTW
MANITOWOC COMPANY
-$270.0K
104,240
+1%
增持
BKNG
BOOKING HLDGS INC
+$265.0K
4,365
+2%
增持
—
GLOBAL SHIP LEASE
+$258.0K
58,629
+28%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
+$255.0K
71,967
+1%
增持
—
ICHOR HOLDINGS, LTD
+$243.0K
44,363
+1%
减持
IT
GARTNER INC
+$238.0K
9,678
-2%
增持
—
LIGAND PHARMA
+$225.0K
13,640
+1%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$221.0K
0
-100%
增持
RLI
R L I CORP
+$220.0K
16,187
+2%
清仓
ASB
ASSOCIATED BANC CORP
-$212.0K
0
-100%
清仓
BA
BOEING CO
-$205.0K
0
-100%
清仓
BMO
BANK MONTREAL QUE
-$200.0K
0
-100%
增持
UMBF
U M B FINANCIAL CORP
+$190.0K
18,862
+1%
增持
SYY
SYSCO CORP
+$190.0K
132,045
+2%
减持
UNP
UNION PACIFIC CORP
+$185.0K
4,008
-5%
减持
—
EXXON MOBIL CORP
+$168.0K
88,563
-1%
减持
FITB
FIFTH THIRD BANCORP
+$167.0K
275,023
-1%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
+$164.0K
49,049
+1%
增持
HY
HYSTER-YALE MH CLASS A
-$164.0K
23,935
+5%
增持
SUPN
SUPERNUS PHARMACEUTICALS, INC
+$161.0K
54,456
+2%
增持
JOUT
JOHNSON OUTDOORS INC
-$160.0K
15,832
+2%
增持
FHN
FIRST HORIZON CORPORATION
+$157.0K
622,602
+1%
增持
PLXS
PLEXUS CORP
+$156.0K
20,098
+1%
增持
AMN
AMN HEALTHCARE SERVICES, INC
+$155.0K
20,270
+0%
增持
GBX
GREENBRIER COMPANIES INC
+$155.0K
44,852
+1%
增持
UTMD
UTAH MEDICAL PRODUCT
+$151.0K
17,534
+2%
减持
BLFS
BIOLIFE SOLUTIONS, INC
-$143.0K
27,756
-0%
增持
INDB
INDEPENDENT BANK CO
+$138.0K
20,763
+2%
增持
NVEC
N V E CORPORATION
+$136.0K
24,790
+2%
增持
OII
OCEANEERING INTL INC
-$136.0K
69,430
+0%
增持
CCBG
CAPITAL CITY BANK GP
+$126.0K
59,585
+2%
减持
PG
PROCTER & GAMBLE CO
+$126.0K
9,415
-7%
减持
—
LIVENT CORP
+$125.0K
144,274
-2%
增持
AMAL
AMALGAMATED FINL CORP
+$123.0K
102,792
+2%
增持
TILE
INTERFACE INC
+$122.0K
146,381
+0%
增持
—
PLANTRONICS INC
+$119.0K
31,224
+1%
增持
EIG
EMPLOYERS HOLDINGS INC
+$110.0K
43,633
+2%
减持
FIS
FIDELITY NATL INFORMATION
-$108.0K
4,885
-7%
增持
SLB
SCHLUMBERGER LTD
+$103.0K
203,985
+1%
增持
SRCE
FIRST SOURCE CORP
+$102.0K
31,527
+2%
减持
—
INSTEEL INDUSTRIES
+$102.0K
61,521
-0%
增持
EMR
EMERSON ELEC CO
-$102.0K
109,389
+0%
增持
HCKT
HACKETT GROUP
+$101.0K
88,339
+1%
增持
MLKN
MILLERKNOLL INC
+$98.0K
43,579
+2%
增持
—
HANESBRANDS INC.
-$96.0K
578,983
+2%
减持
OTCM
OTC MARKETS GROUP INC
+$94.0K
9,368
-0%
增持
GMED
GLOBUS MEDICAL, INC
-$92.0K
27,093
+1%
增持
—
EXPONENT INC
+$90.0K
22,571
+0%
减持
—
W E C ENERGY GROUP INC
-$89.0K
2,529
-33%
增持
—
COMPUTER SERVICES, INC
-$80.0K
16,586
+2%
增持
—
INTRICON CORP
-$80.0K
86,840
+6%
增持
—
CDK GLOBAL INC
+$65.0K
169,502
+3%
增持
—
NEENAH INC
+$61.0K
29,120
+5%
增持
INTC
INTEL CORP
+$56.0K
141,829
+4%
减持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
-$53.0K
13,135
-5%
减持
—
3M CO
-$47.0K
1,165
-20%
增持
CMCO
COLUMBUS MCKINNON CO
-$47.0K
36,487
+2%
增持
—
ORION ENGINEERED CARBONS
+$42.0K
96,676
+2%
增持
—
CORECARD CORPORATION
-$42.0K
39,048
+2%
增持
—
VERA BRADLEY INC
-$39.0K
56,287
+2%
增持
—
EXACT SCIENCES CORP
+$39.0K
8,585
+30%
减持
NOG
NORTHERN OIL AND GAS
-$32.0K
37,433
-0%
减持
PLCE
CHILDREN'S PLACE, INC
+$30.0K
8,864
-1%
增持
MDXG
MIMEDX GROUP INC
+$28.0K
215,191
+3%
增持
INN
SUMMIT HOTEL PROPERTIES INC
+$25.0K
95,632
+1%
增持
DIS
WALT DISNEY CO
-$20.0K
1,457
+0%
增持
—
CHANNELADVISOR CORP
-$14.0K
42,553
+1%
增持
—
AMERISAFE INC
-$14.0K
22,524
+3%
增持
SRI
STONERIDGE, INC.
-$3.0K
62,048
+3%
减持
—
PDC ENERGY INC
-$1.0K
26,442
-3%
增持
—
CHASE CORP
+$0
13,484
+3%
