小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 133 项
建仓 5
增持 103
减持 19
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
—
TRANE TECHNOLOGIES PLC F
+$10.8M
70,421
清仓
FHN
FIRST HORIZON CORPORATION
-$10.2M
0
-100%
增持
PYPL
PAYPAL HOLDINGS INC COM
+$9.1M
86,674
+1624%
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。
增持
WCC
WESCO INTERNATIONAL INC
+$7.0M
80,925
+202%
减持
—
EXXON MOBIL CORP
-$4.7M
8,624
-90%
清仓
CLX
CLOROX CO
-$4.7M
0
-100%
增持
T
AT&T INC
+$2.8M
350,409
+57%
减持
SLB
SCHLUMBERGER LTD
+$2.3M
203,982
-0%
增持
—
ACCENTURE PLC A
-$2.3M
32,368
+2%
增持
KSS
KOHLS CORP
+$2.3M
189,401
+2%
增持
QCOM
QUALCOMM INC
-$2.1M
80,106
+2%
增持
WRB
BERKLEY W R CORP
+$2.1M
165,048
+53%
增持
FMC
FMC CORP
+$2.0M
83,782
+2%
增持
ROK
ROCKWELL AUTOMATION, INC
-$1.8M
35,730
+5%
增持
FLS
FLOWSERVE CORP
+$1.8M
193,324
+16%
建仓
FIZZ
NATIONAL BEVERAGE CORP
+$1.8M
41,660
增持
LEA
LEAR CORP
-$1.7M
54,705
+6%
建仓
CRAI
CRA INTERNATIONAL INC
+$1.7M
19,640
增持
—
CDK GLOBAL INC
+$1.6M
177,950
+5%
减持
—
CONTINENTAL RESOURCE
+$1.5M
105,156
-5%
减持
—
HYPERFINE INC
-$1.3M
313,350
-6%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$1.3M
243,210
+7%
清仓
SRI
STONERIDGE, INC.
-$1.2M
0
-100%
增持
BNY
BANK OF NY MELLON CO
-$1.2M
199,377
+5%
增持
—
MEDTRONIC PLC
+$1.1M
77,179
+7%
增持
—
CAMTEK LTD
-$948.0K
65,969
+3%
增持
BDX
BECTON DICKINSON & CO
+$927.0K
36,620
+4%
增持
MSFT
MICROSOFT CORP
-$920.0K
45,101
+2%
增持
EMR
EMERSON ELEC CO
+$870.0K
112,596
+3%
增持
EBAY
EBAY INC
-$833.0K
140,654
+5%
增持
CI
CIGNA CORP
+$799.0K
43,591
+4%
增持
JNJ
JOHNSON & JOHNSON
+$794.0K
65,180
+4%
增持
—
VAREX IMAGING CORPOR
-$765.0K
83,409
+4%
增持
SYY
SYSCO CORP
+$732.0K
135,994
+3%
增持
PSA
PUBLIC STORAGE
+$729.0K
35,532
+1%
清仓
EGAN
EGAIN CORP
-$715.0K
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$694.0K
109,515
+4%
增持
HLIO
HELIOS TECHNOLOGIES INC
-$686.0K
30,747
+3%
减持
—
SPDR S&P 500 ETF
-$674.0K
1,787
-43%
增持
CL
COLGATE PALMOLIVE CO
-$658.0K
126,909
+5%
增持
—
CARPARTS.COM INC
+$599.0K
215,427
+186%
减持
—
PDC ENERGY INC
+$595.0K
25,934
-2%
增持
AM
ANTERO MIDSTREAM CORP COM
+$567.0K
413,631
+2%
增持
PNC
PNC FINL SERVICES GP INC
-$535.0K
54,514
+3%
增持
—
HANESBRANDS INC.
-$503.0K
616,420
+6%
增持
CHRW
C.H. ROBINSON WORLDWIDE, INC.
+$488.0K
103,527
+4%
减持
FITB
FIFTH THIRD BANCORP
-$474.0K
267,268
-3%
增持
—
GLOBAL SHIP LEASE
+$472.0K
63,695
+9%
增持
—
LIGAND PHARMA
-$451.0K
14,720
+8%
增持
—
CHANNELADVISOR CORP
+$437.0K
89,712
+111%
减持
SPTM
SPDR TOTAL STOCK MARKET ETF
-$429.0K
79,336
-4%
减持
AZO
AUTOZONE INC
-$427.0K
7,390
-0%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES, INC
-$422.0K
108,611
+105%
增持
—
FORWARD AIR CORP
-$411.0K
20,558
+3%
减持
TSCO
TRACTOR SUPPLY CO
-$394.0K
51,616
-1%
增持
KMB
KIMBERLY CLARK CORP
+$382.0K
71,217
+21%
增持
—
ICHOR HOLDINGS, LTD
-$369.0K
46,969
+6%
增持
WM
WASTE MGMT INC DEL
-$368.0K
80,460
+2%
减持
—
INTRICON CORP
-$366.0K
43,507
-50%
增持
—
SILICOM LTD
-$363.0K
39,574
+6%
增持
BKNG
BOOKING HLDGS INC
+$344.0K
4,606
+6%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
-$333.0K
51,906
+6%
增持
GBX
GREENBRIER COMPANIES INC
+$332.0K
46,405
+3%
增持
—
CORECARD CORPORATION
-$331.0K
43,203
+11%
增持
HCKT
HACKETT GROUP
+$319.0K
92,481
+5%
增持
IT
GARTNER INC
-$319.0K
9,808
+1%
增持
BALL
BALL CORPORATION
-$306.0K
122,566
+4%
增持
AMN
AMN HEALTHCARE SERVICES, INC
-$302.0K
20,877
+3%
增持
NOG
NORTHERN OIL AND GAS
+$299.0K
37,929
+1%
增持
OII
OCEANEERING INTL INC
+$286.0K
70,662
+2%
增持
MTW
MANITOWOC COMPANY
-$284.0K
109,705
+5%
增持
TILE
INTERFACE INC
-$278.0K
151,592
+4%
增持
—
LIVENT CORP
+$276.0K
145,501
+1%
增持
SUPN
SUPERNUS PHARMACEUTICALS, INC
+$272.0K
57,563
+6%
减持
AAPL
APPLE INC
-$271.0K
88,893
-0%
减持
FIS
FIDELITY NATL INFORMATION
-$264.0K
2,680
-45%
增持
IRIX
IRIDEX CORP
-$262.0K
227,119
+6%
增持
—
PGT INNOVATIONS, INC
-$252.0K
84,491
+7%
增持
PLCE
CHILDREN'S PLACE, INC
-$251.0K
9,176
+4%
建仓
BMO
BANK MONTREAL QUE
+$237.0K
2,007
清仓
DIS
WALT DISNEY CO
-$226.0K
0
-100%
增持
NVEC
N V E CORPORATION
-$217.0K
27,092
+9%
增持
AMAL
AMALGAMATED FINL CORP
+$209.0K
107,589
+5%
增持
ALNT
ALLIED MOTION TECHNOLOGIES
-$209.0K
48,717
+7%
清仓
—
3M CO
-$207.0K
0
-100%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$196.0K
74,908
+4%
增持
UPS
UNITED PARCEL SVC INC
+$185.0K
61,566
+1%
增持
CSTL
CASTLE BIOSCIENCES INC
+$183.0K
40,223
+6%
建仓
COCO
VITA COCO CO
+$181.0K
20,165
增持
INTC
INTEL CORP
+$180.0K
151,012
+6%
增持
EA
ELECTRONIC ARTS
+$178.0K
72,008
+6%
增持
UIS
UNISYS CORPORATION
+$174.0K
95,534
+4%
增持
PLXS
PLEXUS CORP
-$172.0K
21,448
+7%
增持
GWW
GRAINGER W W INC
+$155.0K
23,957
+2%
减持
—
PLANTRONICS INC
-$147.0K
19,510
-38%
增持
GMED
GLOBUS MEDICAL, INC
+$135.0K
28,341
+5%
增持
BLFS
BIOLIFE SOLUTIONS, INC
+$134.0K
51,364
+85%
减持
PG
PROCTER & GAMBLE CO
-$130.0K
9,225
-2%
增持
—
INSTEEL INDUSTRIES
-$127.0K
62,765
+2%
增持
—
PHYSICIANS RLTY TR
-$126.0K
499,945
+6%
增持
JOUT
JOHNSON OUTDOORS INC
-$125.0K
17,471
+10%
增持
—
ORION ENGINEERED CARBONS
-$122.0K
103,523
+7%
增持
—
EXPONENT INC
-$106.0K
23,410
+4%
增持
MLKN
MILLERKNOLL INC
-$104.0K
46,423
+7%
增持
UMBF
U M B FINANCIAL CORP
-$97.0K
19,599
+4%
增持
MDXG
MIMEDX GROUP INC
-$95.0K
255,872
+19%
增持
CCBG
CAPITAL CITY BANK GP
+$89.0K
63,049
+6%
增持
INDB
INDEPENDENT BANK CO
+$84.0K
21,757
+5%
增持
UTMD
UTAH MEDICAL PRODUCT
-$81.0K
18,605
+6%
减持
NEE
NEXTERA ENERGY INC
-$79.0K
8,087
-1%
增持
EIG
EMPLOYERS HOLDINGS INC
+$72.0K
45,784
+5%
增持
—
MGP INGREDIENTS INC
+$67.0K
29,066
+2%
减持
IWB
ISHARES RUSSELL 1000 ETF IV
-$66.0K
920
-18%
增持
RLI
R L I CORP
+$65.0K
16,990
+5%
增持
TTEK
TETRA TECH INC
-$63.0K
15,197
+0%
增持
INN
SUMMIT HOTEL PROPERTIES INC
+$56.0K
99,325
+4%
增持
—
AMERISAFE INC
+$54.0K
25,489
+13%
增持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
-$51.0K
13,229
+1%
增持
—
NEENAH INC
-$50.0K
32,725
+12%
增持
—
J P MORGAN CHASE & CO
-$50.0K
2,349
+0%
增持
CMCO
COLUMBUS MCKINNON CO
-$46.0K
38,717
+6%
增持
HY
HYSTER-YALE MH CLASS A
-$42.0K
28,377
+19%
增持
TMO
THERMO FISHER SCNTFC
-$42.0K
572
+0%
增持
OTCM
OTC MARKETS GROUP INC
+$37.0K
9,526
+2%
增持
—
CHASE CORP
-$33.0K
15,066
+12%
增持
CULP
CULP INC
-$29.0K
140,182
+17%
减持
—
ALPHABET INC. CLASS A
-$22.0K
140
-1%
增持
CAT
CATERPILLAR INC
+$19.0K
1,112
+0%
增持
SRCE
FIRST SOURCE CORP
-$17.0K
33,438
+6%
增持
—
COMPUTER SERVICES, INC
-$14.0K
17,540
+6%
增持
CHD
CHURCH & DWIGHT INC
-$13.0K
109,169
+3%
增持
—
VERA BRADLEY INC
-$8.0K
61,355
+9%
减持
—
COSTCO WHOLESALE CO
-$8.0K
432
-4%
