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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 148 项
建仓 7
增持 97
减持 35
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
—
ZOETIS INC CLASS A
+$10.9M
65,569
清仓
BALL
BALL CORP
-$10.4M
0
-100%
建仓
AMAT
APPLIED MATERIALS
+$10.1M
82,290
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
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$8.7M
273,482
+397%
清仓
CHD
CHURCH & DWIGHT INC
-$8.7M
0
-100%
清仓
CI
CIGNA CORP
-$8.5M
0
-100%
减持
—
SPDR S&P 500 ETF
-$5.7M
1,574
-91%
增持
PYPL
PAYPAL HLDGS INC
+$4.2M
102,899
+103%
增持
BKNG
BOOKING HOLDINGS INC
+$3.4M
4,769
+3%
增持
AAPL
APPLE INC
+$3.1M
86,894
+0%
增持
—
AMCOR PLC F
-$2.8M
5,244,534
+0%
增持
MSFT
MICROSOFT CORP
+$2.7M
46,617
+4%
增持
—
FLEETCOR TECHNOLOGIES
+$2.6M
54,003
+13%
减持
—
ISHARES CORE MSCI EAFE ETF
+$2.4M
474,212
-0%
减持
WCC
WESCO INTL INC
+$2.4M
81,494
-0%
增持
—
PHYSICIANS REALTY TR
+$2.3M
539,251
+36%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
+$2.3M
35,945
+1%
增持
INTC
INTEL CORP
+$2.2M
219,589
+17%
增持
QCOM
QUALCOMM INC
+$2.1M
84,764
+7%
增持
FLS
FLOWSERVE CORP
+$2.0M
224,978
+21%
减持
GWW
GRAINGER W W INC
+$1.9M
21,096
-7%
减持
WRB
BERKLEY W R CORP
-$1.7M
157,850
-0%
增持
UPS
UNITED PARCEL SVC INC
+$1.7M
63,056
+4%
增持
KSS
KOHLS CORP
+$1.7M
270,979
+45%
建仓
CNM
CORE & MAIN, INC.
+$1.6M
68,216
增持
LEA
LEAR CORP
+$1.5M
57,475
+9%
建仓
AZZ
AZZ INC
+$1.5M
35,973
增持
PNC
PNC FINL SVCS GROUP INC
-$1.4M
63,233
+5%
增持
PSA
PUBLIC STORAGE
+$1.3M
36,020
+6%
增持
EBAY
EBAY INC
+$1.3M
231,848
+7%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.3M
38,027
-1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
-$1.3M
107,213
+0%
增持
MTW
MANITOWOC COMPANY
+$1.1M
140,573
+1%
增持
HY
HYSTER-YALE MH CLASS A
+$1.1M
41,834
+10%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
67,129
+3%
清仓
GMED
GLOBUS MEDICAL INC
-$1.1M
0
-100%
增持
—
ACCENTURE PLC
+$1.1M
34,111
+5%
增持
FITB
FIFTH THIRD BANCORP
-$1.0M
285,011
+8%
减持
SLB
SCHLUMBERGER LTD
-$1.0M
190,123
-2%
增持
CHRW
CH ROBINSON WORLDWIDE INC
+$963.2K
106,466
+1%
增持
COCO
VITA COCO CO
+$957.8K
159,113
+2%
减持
—
TRANE TECHNOLOGIES PLC
+$954.9K
70,746
-1%
增持
—
ORION ENGINEERED CARBONS
+$945.7K
112,796
+1%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$938.3K
252,721
+0%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
+$918.3K
89,963
+0%
增持
EMR
EMERSON ELEC CO
-$912.3K
114,448
+1%
减持
—
EXPONENT INC
-$893.5K
16,064
-36%
增持
—
MEDTRONIC PLC
+$864.5K
107,624
+7%
增持
—
PGT INNOVATIONS INC
+$757.7K
97,227
+4%
减持
NVEC
N V E CORPORATION
+$609.3K
34,663
-1%
增持
—
CAMTEK LTD
+$554.9K
76,873
+4%
增持
—
LIGAND PHARMA
+$506.6K
24,894
+26%
增持
BNY
BANK NEW YORK MELLON CORP
+$479.7K
233,321
+5%
增持
UMBF
U M B FINANCIAL CORP
-$472.9K
22,506
+6%
增持
ATKR
ATKORE INC
+$463.9K
16,414
+1%
增持
—
CHASE CORP
+$453.9K
21,784
+3%
增持
AVNT
AVIENT CORPORATION
+$441.2K
50,967
+4%
增持
HLIO
HELIOS TECHNOLOGIES INC
+$426.2K
34,571
+3%
增持
—
ICHOR HOLDINGS LTD
+$403.8K
59,998
+3%
清仓
—
KBR INC
-$402.4K
0
-100%
建仓
IRMD
IRADIMED CORP
+$392.2K
9,968
清仓
ZION
ZIONS BANCORPORATION
-$389.5K
0
-100%
清仓
PLCE
CHILDREN'S PLACE INC
-$374.1K
0
-100%
增持
AMAL
AMALGAMATED FINL CORP
-$369.2K
89,906
+6%
减持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
+$365.2K
81,153
-0%
增持
MDXG
MIMEDX GROUP INC
+$362.7K
420,384
+9%
增持
AMN
AMN HEALTHCARE SERVICES INC
-$351.8K
22,665
+4%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
+$348.1K
65,665
+9%
增持
INDB
INDEPENDENT BANK CO
-$341.7K
24,910
+6%
清仓
—
BEACON ROOFING SUPPL
-$337.2K
0
-100%
减持
FMC
FMC CORP
-$331.6K
82,543
-1%
减持
TSCO
TRACTOR SUPPLY CO
+$322.5K
40,915
-1%
减持
PLXS
PLEXUS CORP
-$312.2K
26,235
-6%
减持
AZO
AUTOZONE INC
-$300.8K
5,206
-2%
增持
CMCO
COLUMBUS MCKINNON CO
+$290.6K
52,120
+3%
增持
SRCE
FIRST SOURCE CORP
-$286.7K
38,762
+5%
增持
SPTM
SPDR TOTAL STOCK MARKET ETF
+$284.2K
80,847
+1%
增持
—
GLOBAL SHIP LEASE
+$278.3K
85,369
+8%
增持
SFM
SPROUTS FARMERS MARKET INC
+$278.0K
59,877
+7%
增持
SYY
SYSCO CORP
+$274.6K
136,670
+2%
增持
—
EXACT SCIENCES CORP
+$272.8K
12,200
+9%
增持
OABI
OMNIAB, INC.
+$266.2K
260,244
+35%
增持
COR
AMERISOURCEBERGEN CORP
-$262.3K
69,513
+1%
增持
BLFS
BIOLIFE SOLUTIONS INC
+$246.9K
62,014
+2%
增持
ALNT
ALLIED MOTION TECHNOLOGIES
+$236.7K
57,048
+1%
增持
EA
ELECTRONIC ARTS
+$234.2K
76,877
+4%
增持
—
LIVENT CORP
+$232.4K
86,176
+4%
减持
AM
ANTERO MIDSTREAM CORP
-$220.1K
383,344
-2%
增持
CL
COLGATE PALMOLIVE CO
-$217.1K
131,159
+3%
清仓
AMGN
AMGEN INC.
-$210.1K
0
-100%
增持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
+$208.5K
59,604
+4%
建仓
IWB
ISHARES RUSSELL 1000 ETF IV
+$207.2K
920
增持
CRAI
CRA INTERNATIONAL INC
-$204.3K
16,868
+2%
建仓
—
TWIST BIOSCIENCE CORP
+$201.5K
13,360
增持
EMBC
EMBECTA CORP
+$170.8K
41,783
+5%
增持
CCBG
CAPITAL CITY BANK GP
-$153.2K
68,691
+3%
增持
—
SHYFT GROUP INC
-$144.8K
81,175
+1%
增持
TILE
INTERFACE INC
-$144.6K
182,455
+11%
减持
CSL
CARLISLE COMPANIES
-$143.2K
2,896
-14%
增持
MLKN
MILLERKNOLL INC
+$134.4K
66,185
+14%
减持
—
NVENT ELECTRIC PLC F
-$131.8K
8,732
-34%
增持
—
SILICOM LTD
-$126.6K
46,155
+5%
增持
—
FORWARD AIR CORP
+$115.0K
22,401
+2%
增持
—
CARPARTS.COM INC
-$107.5K
267,151
+9%
减持
NEE
NEXTERA ENERGY INC
-$104.1K
7,420
-8%
增持
CSTL
CASTLE BIOSCIENCES INC
+$103.9K
64,472
+12%
减持
CULP
CULP INC
+$101.4K
172,873
-1%
增持
IRIX
IRIDEX CORP
+$98.1K
378,818
+13%
增持
—
MGP INGREDIENTS INC
-$93.8K
19,220
+5%
增持
HCKT
HACKETT GROUP
-$90.6K
104,095
+5%
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
-$90.2K
68,825
+4%
增持
—
INSTEEL INDUSTRIES
+$86.9K
67,412
+4%
增持
TTEK
TETRA TECH INC
+$86.1K
16,614
+2%
减持
—
CORECARD CORP
+$84.0K
78,120
-0%
增持
LOW
LOWES COMPANIES INC
+$73.5K
46,049
+0%
增持
—
VAREX IMAGING CORP
-$70.7K
93,836
+7%
增持
KMB
KIMBERLY-CLARK CORP
-$70.0K
90,116
+1%
减持
—
FIVE BELOW
+$69.5K
2,675
-2%
减持
—
INTERPUBLIC GRP COS
-$67.3K
12,465
-22%
增持
JOUT
JOHNSON OUTDOORS INC
+$64.9K
24,053
+10%
减持
RHI
ROBERT HALF INTL
-$60.6K
4,113
-23%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$59.9K
62,906
+1%
增持
—
AMERISAFE INC
-$56.7K
38,837
+3%
增持
RLI
R L I CORP
+$55.3K
18,402
+1%
减持
ARW
ARROW ELECTRONICS
+$54.4K
3,090
-3%
增持
UTMD
UTAH MEDICAL PRODUCT
-$47.4K
21,005
+4%
减持
—
APPLIED INDL TECH
+$44.0K
3,200
-2%
增持
—
W E C ENERGY GROUP INC
+$40.5K
2,929
+16%
减持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
+$32.6K
18,911
-4%
减持
—
ALPHABET INC. CLASS A
+$31.4K
2,680
-4%
减持
—
B J S WHOLESALE CLUB HOL
+$28.7K
6,735
-8%
增持
INN
SUMMIT HOTEL PROPERTIES INC
+$26.8K
116,715
+7%
增持
CAT
CATERPILLAR INC
+$22.5K
1,257
+14%
增持
IT
GARTNER INC
-$20.6K
31,868
+3%
增持
EIG
EMPLOYERS HOLDINGS INC
-$17.9K
49,857
+3%
增持
NOG
NORTHERN OIL AND GAS
-$17.1K
37,945
+0%
减持
—
FIRSTCASH HLDGS INC
+$16.9K
5,059
-6%
减持
OII
OCEANEERING INTL INC
-$14.9K
73,327
-2%
减持
MATV
MATIV HOLDINGS INC
+$12.6K
43,193
-1%
增持
HSIC
SCHEIN HENRY INC
+$11.5K
5,788
+0%
增持
—
MERCK & CO. INC.
-$10.3K
2,331
+0%
减持
—
GENPACT LIMITED
-$10.1K
12,250
-2%
减持
—
PDC ENERGY INC
+$9.9K
25,370
-0%
减持
DCI
DONALDSON CO
+$7.8K
4,797
-8%
增持
PG
PROCTER & GAMBLE CO
+$6.4K
9,344
+2%
增持
OTCM
OTC MARKETS GROUP INC
+$4.2K
10,329
+1%
增持
—
J P MORGAN CHASE & CO
+$3.7K
2,741
+4%
增持
BDX
BECTON DICKINSON & CO
+$153
38,047
+3%
