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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 134 项
建仓 5
增持 68
减持 60
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$2.5M
245,912
-3%
减持
COR
AMERISOURCEBERGEN CORP
+$2.2M
69,277
-0%
减持
COCO
VITA COCO CO
-$2.0M
41,615
-74%
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
—
FLEETCOR TECHNOLOGIES
+$2.0M
53,172
-2%
减持
MSFT
MICROSOFT CORP
+$1.9M
45,002
-3%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$1.8M
105,137
-2%
减持
AAPL
APPLE INC
+$1.8M
83,063
-4%
减持
AMAT
APPLIED MATERIALS
+$1.7M
81,765
-1%
建仓
DCGO
DOCGO INC
+$1.7M
177,773
建仓
VIAV
VIAVI SOLUTIONS INC
+$1.6M
142,950
减持
WCC
WESCO INTL INC
+$1.6M
79,372
-3%
清仓
UMBF
U M B FINANCIAL CORP
-$1.3M
0
-100%
减持
MDXG
MIMEDX GROUP INC
+$1.3M
410,744
-2%
增持
FMC
FMC CORP
-$1.3M
84,595
+2%
减持
CSTL
CASTLE BIOSCIENCES INC
-$1.3M
15,342
-76%
增持
LOW
LOWES COMPANIES INC
+$1.2M
46,327
+1%
减持
GWW
GRAINGER W W INC
+$1.2M
20,003
-5%
增持
CNM
CORE & MAIN, INC.
+$1.2M
89,021
+30%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.2M
37,465
-1%
增持
—
MEDTRONIC PLC
+$891.8K
108,609
+1%
增持
JNJ
JOHNSON & JOHNSON
+$886.8K
68,220
+2%
建仓
—
AMERICAN SOFTWARE INC
+$850.8K
80,950
增持
AZZ
AZZ INC
+$842.2K
53,515
+49%
增持
IT
GARTNER INC
+$831.1K
32,008
+0%
增持
FLS
FLOWSERVE CORP
+$808.9K
227,677
+1%
增持
EA
ELECTRONIC ARTS
+$753.5K
77,204
+0%
增持
BDX
BECTON DICKINSON & CO
+$703.5K
38,338
+1%
减持
—
ACCENTURE PLC
+$695.6K
33,848
-1%
增持
UPS
UNITED PARCEL SVC INC
-$650.4K
64,613
+2%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
-$640.4K
36,474
+1%
减持
—
ORION ENGINEERED CARBONS
-$604.4K
110,198
-2%
增持
AMN
AMN HEALTHCARE SERVICES INC
+$597.4K
22,706
+0%
减持
—
CAMTEK LTD
+$543.2K
76,412
-1%
减持
—
VAREX IMAGING CORP
+$497.5K
93,525
-0%
增持
LEA
LEAR CORP
+$495.6K
59,302
+3%
增持
QCOM
QUALCOMM INC
-$482.1K
86,795
+2%
减持
—
LIVENT CORP
+$479.3K
85,709
-1%
增持
INDB
INDEPENDENT BANK CO
-$474.4K
26,065
+5%
增持
EMR
EMERSON ELEC CO
+$466.3K
115,492
+1%
增持
TSCO
TRACTOR SUPPLY CO
-$453.6K
41,443
+1%
增持
AM
ANTERO MIDSTREAM CORP
+$431.4K
383,850
+0%
减持
—
TRANE TECHNOLOGIES PLC
+$427.8K
70,290
-1%
减持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
+$423.1K
59,254
-1%
减持
NVEC
N V E CORPORATION
+$421.3K
33,846
-2%
增持
—
ZOETIS INC CLASS A
+$407.6K
65,739
+0%
减持
HCKT
HACKETT GROUP
+$401.4K
104,028
-0%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$396.9K
62,614
-0%
减持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
-$388.2K
86,366
-4%
增持
—
CORECARD CORP
-$368.9K
78,269
+0%
增持
KMB
KIMBERLY-CLARK CORP
+$367.4K
90,271
+0%
减持
OABI
OMNIAB, INC.
+$345.2K
259,021
-0%
减持
—
PGT INNOVATIONS INC
+$339.9K
95,414
-2%
增持
—
ISHARES CORE MSCI EAFE ETF
+$339.5K
474,675
+0%
增持
CL
COLGATE PALMOLIVE CO
+$322.6K
132,129
+1%
增持
—
EXACT SCIENCES CORP
+$318.9K
12,206
+0%
增持
MLKN
MILLERKNOLL INC
-$315.6K
70,222
+6%
减持
—
CHASE CORP
+$309.3K
21,372
-2%
增持
CHRW
CH ROBINSON WORLDWIDE INC
-$286.0K
109,099
+2%
减持
—
ICHOR HOLDINGS LTD
+$282.8K
59,923
-0%
减持
MATV
MATIV HOLDINGS INC
-$276.4K
43,053
-0%
减持
SLB
SCHLUMBERGER LTD
-$272.4K
184,499
-3%
增持
WRB
BERKLEY W R CORP
-$264.4K
160,566
+2%
增持
PYPL
PAYPAL HLDGS INC
-$251.0K
113,340
+10%
减持
TTEK
TETRA TECH INC
+$246.5K
16,412
-1%
减持
ATKR
ATKORE INC
+$241.8K
16,337
-0%
增持
—
PHYSICIANS REALTY TR
-$237.3K
558,520
+4%
增持
SYY
SYSCO CORP
-$229.9K
139,152
+2%
增持
EMBC
EMBECTA CORP
-$226.7K
43,902
+5%
减持
—
INSTEEL INDUSTRIES
+$221.2K
67,371
-0%
增持
—
CARPARTS.COM INC
-$221.0K
283,673
+6%
减持
MTW
MANITOWOC COMPANY
+$214.3K
138,966
-1%
建仓
—
O REILLY AUTOMOTIVE
+$210.2K
220
建仓
—
COSTCO WHOLESALE CO
+$202.4K
376
减持
HY
HYSTER-YALE MH CLASS A
+$196.2K
40,890
-2%
增持
—
MGP INGREDIENTS INC
+$184.4K
19,226
+0%
减持
CMCO
COLUMBUS MCKINNON CO
+$175.6K
51,966
-0%
增持
INTC
INTEL CORP
+$173.1K
219,708
+0%
增持
EIG
EMPLOYERS HOLDINGS INC
-$172.5K
50,951
+2%
增持
EBAY
EBAY INC
+$165.2K
233,884
+1%
减持
—
AMERISAFE INC
+$163.9K
38,728
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$157.3K
65,059
+3%
增持
TILE
INTERFACE INC
+$148.3K
185,416
+2%
减持
—
PDC ENERGY INC
+$140.1K
24,857
-2%
减持
NOG
NORTHERN OIL AND GAS
+$133.9K
37,456
-1%
增持
KSS
KOHLS CORP
+$132.9K
282,506
+4%
减持
—
EXPONENT INC
-$104.7K
16,039
-0%
增持
SFM
SPROUTS FARMERS MARKET INC
+$102.2K
59,889
+0%
增持
AMAL
AMALGAMATED FINL CORP
-$95.9K
92,888
+3%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
+$88.0K
66,634
+1%
减持
IRMD
IRADIMED CORP
+$82.2K
9,937
-0%
增持
IRIX
IRIDEX CORP
+$79.8K
391,133
+3%
减持
CCBG
CAPITAL CITY BANK GP
+$74.7K
68,148
-1%
增持
CRAI
CRA INTERNATIONAL INC
-$65.9K
17,184
+2%
增持
—
GLOBAL SHIP LEASE
+$64.4K
85,783
+0%
减持
SPTM
SPDR TOTAL STOCK MARKET ETF
+$60.3K
75,999
-6%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$56.5K
274,220
+0%
减持
ALNT
ALLIED MOTION TECHNOLOGIES
+$56.1K
56,610
-1%
增持
PSA
PUBLIC STORAGE
-$54.6K
37,099
+3%
增持
—
ALPHABET INC. CLASS A
+$49.4K
2,735
+2%
减持
—
FORWARD AIR CORP
-$49.0K
22,288
-1%
减持
OII
OCEANEERING INTL INC
+$48.4K
71,718
-2%
减持
REYN
REYNOLDS CONSUMER PRODUCTS INC
+$48.1K
68,700
-0%
增持
FITB
FIFTH THIRD BANCORP
-$47.4K
287,880
+1%
增持
—
ABBVIE INC
-$46.1K
1,935
+1%
增持
—
J P MORGAN CHASE & CO
+$45.7K
2,770
+1%
增持
—
SHYFT GROUP INC
-$44.9K
81,677
+1%
减持
—
LIGAND PHARMA
-$43.8K
24,791
-0%
减持
CULP
CULP INC
-$42.9K
172,242
-0%
增持
—
SILICOM LTD
+$41.6K
48,060
+4%
增持
BNY
BANK NEW YORK MELLON CORP
-$40.9K
237,223
+2%
减持
BKNG
BOOKING HOLDINGS INC
+$39.5K
4,699
-1%
减持
UTMD
UTAH MEDICAL PRODUCT
-$39.3K
20,937
-0%
增持
INN
SUMMIT HOTEL PROPERTIES INC
-$37.8K
119,696
+3%
增持
SRCE
FIRST SOURCE CORP
-$33.1K
39,100
+1%
减持
RLI
R L I CORP
+$31.7K
18,154
-1%
增持
PG
PROCTER & GAMBLE CO
+$30.0K
9,354
+0%
增持
TMO
THERMO FISHER SCNTFC
-$28.6K
577
+1%
增持
—
MERCK & CO. INC.
+$23.3K
2,351
+1%
减持
AZO
AUTOZONE INC
-$21.2K
5,124
-2%
减持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$20.2K
79,911
-2%
减持
HLIO
HELIOS TECHNOLOGIES INC
+$19.8K
34,510
-0%
减持
AVNT
AVIENT CORPORATION
-$19.7K
50,809
-0%
增持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
+$19.5K
19,020
+1%
增持
NEE
NEXTERA ENERGY INC
-$19.0K
7,452
+0%
减持
BLFS
BIOLIFE SOLUTIONS INC
+$18.9K
61,886
-0%
增持
—
EXXON MOBIL CORP COM
-$17.6K
8,654
+0%
减持
ADP
AUTO DATA PROCESSING
-$16.5K
1,897
-3%
增持
RHI
ROBERT HALF INTL
-$15.8K
4,196
+2%
增持
ITW
ILLINOIS TOOL WORKS
+$9.9K
1,003
+1%
减持
OTCM
OTC MARKETS GROUP INC
+$7.0K
10,254
-1%
增持
CVX
CHEVRON CORP
-$4.5K
2,125
+2%
增持
HSIC
SCHEIN HENRY INC
+$3.4K
5,861
+1%
减持
PLXS
PLEXUS CORP
-$3.3K
26,022
-1%
增持
JOUT
JOHNSON OUTDOORS INC
-$3.2K
24,612
+2%
