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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 148 项
建仓 28
增持 88
减持 23
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
—
AMCOR PLC F
+$56.3M
5,243,514
清仓
WM
WASTE MANAGEMENT INC
-$12.1M
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES CLASS A
+$9.4M
35,755
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。
建仓
LOW
LOWES COMPANIES INC
+$8.7M
46,298
清仓
—
HANESBRANDS INC
-$7.0M
0
-100%
减持
AZO
AUTOZONE INC
-$3.6M
5,460
-23%
增持
CHD
CHURCH & DWIGHT INC
-$2.2M
112,544
+1%
减持
TSCO
TRACTOR SUPPLY CO
-$2.2M
41,982
-19%
减持
T
AT&T INC
-$2.1M
376,918
-0%
清仓
FIZZ
NATIONAL BEVERAGE CORP
-$2.1M
0
-100%
减持
SYY
SYSCO CORP
-$1.9M
136,103
-0%
增持
EBAY
EBAY INC
+$1.9M
219,568
+48%
建仓
REYN
REYNOLDS CONSUMER PRODUCTS INC
+$1.7M
66,308
清仓
GBX
GREENBRIER COMPANIES INC
-$1.7M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$1.6M
93,212
+1%
建仓
AVNT
AVIENT CORPORATION
+$1.4M
46,919
清仓
—
CHANNELADVISOR CORP
-$1.4M
0
-100%
增持
BALL
BALL CORP
+$1.3M
211,484
+64%
清仓
UIS
UNISYS CORPORATION
-$1.3M
0
-100%
增持
UPS
UNITED PARCEL SVC INC
-$1.3M
63,130
+0%
增持
CL
COLGATE PALMOLIVE CO
-$1.2M
129,057
+1%
增持
QCOM
QUALCOMM INC
-$1.2M
82,371
+0%
增持
—
PHYSICIANS REALTY TR
-$1.1M
514,401
+1%
建仓
EMBC
EMBECTA CORP
+$1.1M
39,744
减持
MSFT
MICROSOFT CORP
-$1.1M
45,990
-0%
清仓
—
NEENAH INC
-$1.1M
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$1.1M
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$1.1M
73,024
+0%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
-$1.1M
255,245
+1%
减持
WCC
WESCO INTL INC
+$1.0M
82,693
-0%
建仓
CSL
CARLISLE COMPANIES
+$1.0M
3,569
建仓
MATV
MATIV HOLDINGS INC
+$977.0K
44,255
增持
—
SHYFT GROUP INC
+$923.0K
79,130
+112%
建仓
SFM
SPROUTS FARMERS MARKET INC
+$909.0K
32,763
增持
JNJ
JOHNSON & JOHNSON
-$900.0K
66,046
+0%
建仓
ATKR
Atkore Inc
+$900.0K
11,572
增持
BDX
BECTON DICKINSON & CO
-$861.0K
37,279
+0%
增持
FLS
FLOWSERVE CORP
-$800.0K
208,728
+2%
建仓
—
ARTISAN PARTNERS ASSET MANAGEMENT, INC. CLASS A
+$784.0K
29,121
增持
PLXS
PLEXUS CORP
+$742.0K
28,125
+28%
减持
EMR
EMERSON ELEC CO
-$737.0K
114,934
-0%
增持
PSA
PUBLIC STORAGE
-$696.0K
35,486
+0%
清仓
—
COMPUTER SERVICES INC
-$688.0K
0
-100%
减持
WRB
BERKLEY W R CORP
-$675.0K
162,719
-1%
减持
—
LIVENT CORP
-$670.0K
83,191
-41%
增持
ROK
ROCKWELL AUTOMATION INC
+$638.0K
38,615
+0%
增持
—
ACCENTURE PLC
-$634.0K
33,309
+0%
减持
GWW
GRAINGER W W INC
+$631.0K
23,558
-2%
增持
—
MEDTRONIC PLC
-$629.0K
81,698
+1%
增持
BLFS
BIOLIFE SOLUTIONS INC
+$583.0K
60,301
+6%
增持
BNY
BANK NEW YORK MELLON CORP
-$562.0K
210,727
+1%
建仓
—
GENPACT LIMITED
+$545.0K
12,441
建仓
—
B J S WHOLESALE CLUB HOL
+$532.0K
7,310
增持
—
CHASE CORP
+$527.0K
21,219
+33%
增持
INTC
INTEL CORP
-$516.0K
212,633
+33%
增持
CHRW
CH ROBINSON WORLDWIDE INC
-$502.0K
105,169
+0%
减持
CI
CIGNA CORP
+$498.0K
43,306
-1%
增持
—
PGT INNOVATIONS INC
+$484.0K
92,731
+6%
增持
TILE
INTERFACE INC
-$459.0K
162,902
+6%
增持
MLKN
MILLERKNOLL INC
-$434.0K
53,092
+11%
增持
—
CORECARD CORP
+$425.0K
77,861
+50%
增持
PNC
PNC FINL SVCS GROUP INC
-$424.0K
56,541
+1%
建仓
—
NVENT ELECTRIC PLC F
+$416.0K
13,173
增持
ALNT
ALLIED MOTION TECHNOLOGIES
+$416.0K
56,765
+7%
建仓
—
INTERPUBLIC GRP COS
+$408.0K
15,955
建仓
ZION
ZIONS BANCORPORATION
+$403.0K
7,923
增持
FITB
FIFTH THIRD BANCORP
-$399.0K
275,015
+1%
建仓
—
FIRSTCASH HLDGS INC
+$393.0K
5,357
增持
HLIO
HELIOS TECHNOLOGIES INC
-$387.0K
33,207
+6%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$384.0K
62,054
+5%
建仓
HLI
HOULIHAN LOKEY INC CLASS A
+$383.0K
5,080
增持
KMB
KIMBERLY-CLARK CORP
+$381.0K
90,155
+25%
建仓
RHI
ROBERT HALF INTL
+$380.0K
4,963
增持
AMAL
AMALGAMATED FINL CORP
+$377.0K
111,424
+3%
建仓
—
FIVE BELOW
+$375.0K
2,722
建仓
HSIC
SCHEIN HENRY INC
+$359.0K
5,459
增持
COR
AMERISOURCEBERGEN CORP
-$356.0K
69,445
+1%
增持
EA
ELECTRONIC ARTS
-$356.0K
74,291
+1%
增持
—
AMERISAFE INC
+$355.0K
37,212
+40%
增持
BKNG
BOOKING HOLDINGS INC
-$353.0K
4,823
+2%
减持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
+$351.0K
89,628
-18%
建仓
—
BEACON ROOFING SUPPL
+$349.0K
6,387
减持
IT
GARTNER INC
+$335.0K
9,861
-0%
建仓
—
APPLIED INDL TECH
+$335.0K
3,260
增持
—
INSTEEL INDUSTRIES
-$332.0K
63,985
+6%
建仓
—
KBR INC
+$329.0K
7,621
增持
NVEC
N V E CORPORATION
+$322.0K
35,167
+24%
增持
CSTL
CASTLE BIOSCIENCES INC
+$320.0K
56,639
+7%
增持
COCO
VITA COCO CO
+$316.0K
156,925
+4%
增持
—
LIGAND PHARMA
+$314.0K
19,889
+27%
建仓
—
INSIGHT ENTERPRISES
+$312.0K
3,780
增持
LEA
LEAR CORP
-$303.0K
56,619
+1%
增持
CCBG
CAPITAL CITY BANK GP
+$296.0K
67,376
+4%
增持
—
CARPARTS.COM INC
-$296.0K
236,949
+8%
建仓
ARW
ARROW ELECTRONICS
+$292.0K
3,170
增持
GIC
GLOBAL INDUSTRIAL COMPANY
-$273.0K
56,628
+7%
增持
HY
HYSTER-YALE MH CLASS A
-$260.0K
36,251
+12%
建仓
DCI
DONALDSON CO
+$254.0K
5,192
增持
EIG
EMPLOYERS HOLDINGS INC
-$249.0K
48,746
+6%
建仓
—
WHITE MOUNTAINS INS F
+$214.0K
164
增持
MTW
MANITOWOC COMPANY
-$213.0K
134,265
+13%
增持
GMED
GLOBUS MEDICAL INC
+$198.0K
30,777
+6%
增持
—
SILICOM LTD
+$181.0K
44,086
+8%
减持
PG
PROCTER & GAMBLE CO
-$174.0K
9,125
-1%
增持
OII
OCEANEERING INTL INC
-$162.0K
75,417
+6%
减持
—
SPDR S&P 500 ETF
-$161.0K
1,437
-20%
增持
RLI
R L I CORP
-$159.0K
18,174
+5%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$154.0K
109,934
-1%
增持
—
ORION ENGINEERED CARBONS
-$146.0K
112,106
+6%
增持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
+$146.0K
18,042
+33%
增持
SRCE
FIRST SOURCE CORP
+$129.0K
36,655
+6%
减持
—
MGP INGREDIENTS INC
+$116.0K
25,234
-1%
增持
NOG
NORTHERN OIL AND GAS
+$104.0K
38,644
+2%
增持
CMCO
COLUMBUS MCKINNON CO
+$95.0K
49,220
+17%
增持
CRAI
CRA INTERNATIONAL INC
+$90.0K
21,100
+6%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$89.0K
81,485
+6%
增持
UTMD
UTAH MEDICAL PRODUCT
+$88.0K
20,324
+6%
增持
FMC
FMC CORP
-$80.0K
84,876
+0%
增持
—
PDC ENERGY INC
-$78.0K
25,864
+1%
增持
MDXG
MIMEDX GROUP INC
-$72.0K
359,108
+13%
增持
SPTM
SPDR TOTAL STOCK MARKET ETF
-$72.0K
79,879
+3%
增持
JOUT
JOHNSON OUTDOORS INC
-$72.0K
21,498
+12%
减持
—
WALGREENS BOOTS ALLI
-$68.0K
7,545
-6%
增持
—
GLOBAL SHIP LEASE
+$67.0K
77,330
+11%
增持
PLCE
CHILDREN'S PLACE INC
-$57.0K
9,943
+6%
增持
UMBF
U M B FINANCIAL CORP
+$56.0K
20,979
+6%
增持
—
VERA BRADLEY INC
-$54.0K
88,005
+20%
减持
AM
ANTERO MIDSTREAM CORP
+$48.0K
410,974
-0%
减持
AAPL
APPLE INC
+$47.0K
89,155
-1%
增持
—
FORWARD AIR CORP
+$47.0K
21,833
+4%
增持
TTEK
TETRA TECH INC
-$38.0K
16,125
+4%
增持
HCKT
HACKETT GROUP
-$37.0K
97,991
+5%
增持
IRIX
IRIDEX CORP
+$31.0K
317,759
+11%
增持
—
CAMTEK LTD
-$30.0K
71,501
+5%
增持
—
VAREX IMAGING CORP
+$28.0K
87,123
+3%
增持
KSS
KOHLS CORP
+$26.0K
269,816
+42%
增持
AMN
AMN HEALTHCARE SERVICES INC
-$23.0K
21,613
+3%
减持
SLB
SCHLUMBERGER LTD
+$22.0K
202,666
-0%
增持
INN
SUMMIT HOTEL PROPERTIES INC
-$17.0K
108,749
+6%
增持
INDB
INDEPENDENT BANK CO
-$17.0K
23,524
+6%
减持
ECL
ECOLAB INC
-$16.0K
1,593
-0%
增持
—
EXACT SCIENCES CORP
-$14.0K
11,200
+17%
减持
CULP
CULP INC
+$11.0K
175,128
-0%
增持
—
J P MORGAN CHASE & CO
+$10.0K
2,636
+12%
增持
OTCM
OTC MARKETS GROUP INC
+$4.0K
10,023
+4%
增持
—
ICHOR HOLDINGS LTD
-$3.0K
55,929
+7%
增持
—
EXPONENT INC
-$3.0K
24,989
+4%
增持
—
ALPHABET INC. CLASS A
+$1.0K
3,195
+2182%
