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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 125 项
建仓 6
增持 97
减持 13
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
TRANE TECHNOLOGIES PLC F
-$10.8M
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$9.8M
68,944
建仓
—
TRANE TECHNOLOGIES PLC
+$9.5M
72,943
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。
清仓
—
CDK GLOBAL INC
-$8.7M
0
-100%
清仓
—
CONTINENTAL RESOURCE
-$6.4M
0
-100%
增持
KSS
KOHLS CORP
-$4.7M
189,403
+0%
增持
PYPL
PAYPAL HLDGS INC
-$3.6M
92,192
+6%
增持
AAPL
APPLE INC
-$3.2M
89,774
+1%
减持
PSA
PUBLIC STORAGE
-$2.8M
35,458
-0%
增持
BKNG
BOOKING HOLDINGS INC
-$2.5M
4,733
+3%
增持
ROK
ROCKWELL AUTOMATION INC
-$2.3M
38,471
+8%
增持
FITB
FIFTH THIRD BANCORP
-$2.3M
273,457
+2%
增持
—
HANESBRANDS INC
-$2.2M
679,757
+10%
增持
BALL
BALL CORP
-$2.2M
128,978
+5%
增持
MSFT
MICROSOFT CORP
-$2.1M
46,111
+2%
增持
TSCO
TRACTOR SUPPLY CO
-$2.0M
51,678
+0%
增持
FMC
FMC CORP
-$2.0M
84,582
+1%
增持
EMR
EMERSON ELEC CO
-$1.9M
115,062
+2%
增持
EBAY
EBAY INC
-$1.9M
148,342
+5%
增持
QCOM
QUALCOMM INC
-$1.8M
82,002
+2%
增持
UPS
UNITED PARCEL SVC INC
-$1.7M
62,940
+2%
增持
—
ACCENTURE PLC
-$1.7M
33,150
+2%
增持
WCC
WESCO INTL INC
-$1.7M
82,708
+2%
增持
INTC
INTEL CORP
-$1.5M
160,284
+6%
增持
GWW
GRAINGER W W INC
-$1.5M
23,971
+0%
增持
—
MEDTRONIC PLC
-$1.3M
80,508
+4%
增持
COCO
VITA COCO CO
+$1.3M
150,290
+645%
增持
BNY
BANK NEW YORK MELLON CORP
-$1.2M
208,086
+4%
增持
PNC
PNC FINL SVCS GROUP INC
-$1.2M
56,233
+3%
减持
SLB
SCHLUMBERGER LTD
-$1.2M
202,865
-1%
建仓
WBD
WARNER BROS DISCOVERY INC
+$1.1M
83,098
增持
CI
CIGNA CORP
+$1.1M
43,708
+0%
增持
FLS
FLOWSERVE CORP
-$1.1M
205,113
+6%
清仓
—
INTRICON CORP
-$1.0M
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
+$994.0K
72,252
+1%
减持
SPTM
SPDR TOTAL STOCK MARKET ETF
-$814.0K
77,337
-3%
减持
AM
ANTERO MIDSTREAM CORP
-$771.0K
411,563
-0%
清仓
—
PLANTRONICS INC
-$769.0K
0
-100%
增持
UIS
UNISYS CORPORATION
-$747.0K
109,438
+15%
建仓
—
EXXON MOBIL CORP COM
+$739.0K
8,624
增持
LEA
LEAR CORP
-$720.0K
56,241
+3%
清仓
—
EXXON MOBIL CORP
-$712.0K
0
-100%
建仓
—
SHYFT GROUP INC
+$694.0K
37,321
增持
GBX
GREENBRIER COMPANIES INC
-$675.0K
47,657
+3%
增持
CL
COLGATE PALMOLIVE CO
+$664.0K
128,374
+1%
增持
—
GLOBAL SHIP LEASE
-$662.0K
69,776
+10%
增持
CSTL
CASTLE BIOSCIENCES INC
-$647.0K
52,714
+31%
减持
WM
WASTE MANAGEMENT INC
-$641.0K
79,171
-2%
增持
BDX
BECTON DICKINSON & CO
-$573.0K
37,190
+2%
减持
—
LIVENT CORP
-$573.0K
141,902
-2%
增持
CHD
CHURCH & DWIGHT INC
-$568.0K
110,954
+2%
增持
IT
GARTNER INC
-$524.0K
9,895
+1%
增持
CHRW
CH ROBINSON WORLDWIDE INC
-$520.0K
104,869
+1%
增持
GMED
GLOBUS MEDICAL INC
-$456.0K
29,127
+3%
增持
SYY
SYSCO CORP
+$453.0K
136,429
+0%
增持
CMCO
COLUMBUS MCKINNON CO
-$449.0K
42,066
+9%
增持
HLIO
HELIOS TECHNOLOGIES INC
-$400.0K
31,205
+1%
增持
MTW
MANITOWOC COMPANY
-$400.0K
119,057
+9%
增持
TTEK
TETRA TECH INC
-$396.0K
15,462
+2%
增持
BLFS
BIOLIFE SOLUTIONS INC
-$379.0K
57,123
+11%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$378.0K
110,642
+1%
增持
T
AT&T INC
-$375.0K
377,147
+8%
增持
CULP
CULP INC
-$360.0K
175,194
+25%
增持
HCKT
HACKETT GROUP
-$360.0K
93,478
+1%
增持
MLKN
MILLERKNOLL INC
-$342.0K
48,035
+3%
增持
—
EXPONENT INC
-$335.0K
23,988
+2%
增持
—
CAMTEK LTD
-$322.0K
67,857
+3%
增持
IRIX
IRIDEX CORP
-$317.0K
286,139
+26%
增持
—
ICHOR HOLDINGS LTD
-$316.0K
52,237
+11%
减持
—
PDC ENERGY INC
-$312.0K
25,524
-2%
增持
OII
OCEANEERING INTL INC
-$309.0K
71,314
+1%
减持
—
INSTEEL INDUSTRIES
-$292.0K
60,286
-4%
增持
—
LIGAND PHARMA
-$257.0K
15,680
+7%
增持
FIZZ
NATIONAL BEVERAGE CORP
+$251.0K
42,148
+1%
清仓
CAT
CATERPILLAR INC
-$248.0K
0
-100%
增持
ALNT
ALLIED MOTION TECHNOLOGIES
-$245.0K
52,940
+9%
增持
INN
SUMMIT HOTEL PROPERTIES INC
-$241.0K
102,931
+4%
清仓
BMO
BANK MONTREAL QUE
-$237.0K
0
-100%
清仓
IWB
ISHARES RUSSELL 1000 ETF IV
-$230.0K
0
-100%
减持
AZO
AUTOZONE INC
+$227.0K
7,136
-3%
增持
—
EXACT SCIENCES CORP
-$222.0K
9,585
+12%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$218.0K
77,198
+3%
建仓
—
MERCK & CO. INC.
+$212.0K
2,328
增持
AMAL
AMALGAMATED FINL CORP
+$203.0K
108,008
+0%
减持
WRB
BERKLEY W R CORP
+$192.0K
163,827
-1%
增持
UMBF
U M B FINANCIAL CORP
-$192.0K
19,883
+1%
增持
JOUT
JOHNSON OUTDOORS INC
-$183.0K
19,212
+10%
增持
—
SILICOM LTD
-$181.0K
40,928
+3%
增持
—
COMPUTER SERVICES INC
-$180.0K
18,615
+6%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$163.0K
252,570
+4%
增持
EA
ELECTRONIC ARTS
-$158.0K
73,588
+2%
增持
NVEC
N V E CORPORATION
-$157.0K
28,301
+4%
增持
—
VERA BRADLEY INC
-$152.0K
73,492
+20%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$143.0K
59,354
+3%
增持
RLI
R L I CORP
+$140.0K
17,324
+2%
增持
CCBG
CAPITAL CITY BANK GP
+$138.0K
64,546
+2%
增持
JNJ
JOHNSON & JOHNSON
+$137.0K
65,848
+1%
增持
AMN
AMN HEALTHCARE SERVICES INC
+$135.0K
21,082
+1%
增持
TILE
INTERFACE INC
-$134.0K
153,374
+1%
增持
CRAI
CRA INTERNATIONAL INC
+$127.0K
19,955
+2%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
+$119.0K
53,068
+2%
增持
—
AMERISAFE INC
+$118.0K
26,605
+4%
减持
NOG
NORTHERN OIL AND GAS
-$114.0K
37,818
-0%
增持
—
PHYSICIANS REALTY TR
+$112.0K
508,948
+2%
增持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
-$108.0K
13,550
+2%
增持
—
CHANNELADVISOR CORP
-$103.0K
94,907
+6%
增持
MDXG
MIMEDX GROUP INC
-$102.0K
317,840
+24%
增持
HY
HYSTER-YALE MH CLASS A
+$98.0K
32,274
+14%
增持
PLCE
CHILDREN'S PLACE INC
-$88.0K
9,357
+2%
增持
—
FORWARD AIR CORP
-$86.0K
20,925
+2%
增持
—
CORECARD CORP
+$86.0K
52,046
+20%
增持
—
CARPARTS.COM INC
+$78.0K
219,171
+2%
减持
—
MGP INGREDIENTS INC
+$75.0K
25,603
-12%
增持
—
CHASE CORP
-$63.0K
16,008
+6%
减持
—
WALGREENS BOOTS ALLI
-$60.0K
8,053
-1%
增持
—
PGT INNOVATIONS INC
-$59.0K
87,722
+4%
增持
EIG
EMPLOYERS HOLDINGS INC
+$52.0K
46,066
+1%
增持
OTCM
OTC MARKETS GROUP INC
-$43.0K
9,607
+1%
增持
—
VAREX IMAGING CORP
+$38.0K
84,807
+2%
增持
PLXS
PLEXUS CORP
-$34.0K
21,921
+2%
增持
UTMD
UTAH MEDICAL PRODUCT
-$26.0K
19,160
+3%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
+$26.0K
109,501
+1%
增持
SRCE
FIRST SOURCE CORP
+$21.0K
34,531
+3%
增持
—
ORION ENGINEERED CARBONS
-$10.0K
105,770
+2%
增持
INDB
INDEPENDENT BANK CO
-$7.0K
22,288
+2%
