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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 146 项
建仓 9
增持 96
减持 33
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
BDX
BECTON DICKINSON & CO
-$10.1M
0
-100%
建仓
KVUE
KENVUE INC COM
+$10.1M
503,737
增持
FMC
FMC CORP
-$2.8M
89,308
+6%
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
WCC
WESCO INTL INC
-$2.8M
79,127
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$2.6M
81,533
-10%
清仓
—
CHASE CORP
-$2.6M
0
-100%
减持
GWW
GRAINGER W W INC
-$2.1M
19,768
-1%
减持
AAPL
APPLE INC
-$2.1M
82,086
-1%
建仓
KFY
KORN FERRY
+$2.0M
42,609
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
-$2.0M
37,086
+2%
清仓
—
PDC ENERGY INC
-$1.8M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
-$1.6M
37,593
+0%
增持
UPS
UNITED PARCEL SVC INC
-$1.4M
65,111
+1%
建仓
CRK
COMSTOCK RESOURCES INC
+$1.4M
128,911
减持
SLB
SCHLUMBERGER LTD
+$1.4M
179,435
-3%
增持
—
ISHARES CORE MSCI EAFE ETF
-$1.3M
477,505
+1%
减持
MSFT
MICROSOFT CORP
-$1.2M
44,584
-1%
增持
—
AMERICAN SOFTWARE INC
+$1.2M
176,384
+118%
清仓
COCO
VITA COCO CO
-$1.1M
0
-100%
增持
SYY
SYSCO CORP
-$1.1M
140,374
+1%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
-$1.0M
88,229
+2%
增持
—
MEDTRONIC PLC
-$1.0M
109,104
+0%
减持
BKNG
BOOKING HOLDINGS INC
+$1.0M
4,440
-6%
建仓
MLI
MUELLER INDUSTRIES INC
+$992.9K
13,210
建仓
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
+$979.4K
128,869
增持
PSA
PUBLIC STORAGE
-$964.1K
37,433
+1%
减持
COR
CENCORA INC
-$907.8K
69,029
-0%
清仓
IRIX
IRIDEX CORP
-$848.8K
0
-100%
减持
LOW
LOWES COMPANIES INC
-$836.3K
46,284
-0%
增持
CHRW
CH ROBINSON WORLDWIDE INC
-$833.0K
109,840
+1%
增持
—
PHYSICIANS REALTY TR
-$790.5K
576,140
+3%
增持
—
FORWARD AIR CORP
-$760.5K
23,342
+5%
建仓
NMIH
NMI HOLDINGS INC CLASS A
+$754.9K
27,867
增持
CL
COLGATE PALMOLIVE CO
-$747.1K
132,641
+0%
增持
MLKN
MILLERKNOLL INC
+$739.7K
72,702
+4%
增持
TSCO
TRACTOR SUPPLY CO
-$726.5K
41,549
+0%
增持
—
LIVENT CORP
-$725.6K
88,287
+3%
增持
PYPL
PAYPAL HLDGS INC
-$708.9K
117,248
+3%
增持
EA
ELECTRONIC ARTS
-$671.8K
77,588
+0%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$650.0K
80,975
+1%
减持
AMAT
APPLIED MATERIALS
-$630.7K
80,806
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$618.8K
69,304
-1%
减持
WRB
BERKLEY W R CORP
+$615.5K
160,321
-0%
增持
FLS
FLOWSERVE CORP
+$610.2K
228,022
+0%
减持
EMR
EMERSON ELEC CO
+$601.4K
114,329
-1%
增持
DCGO
DOCGO INC
-$562.2K
207,036
+16%
增持
QCOM
QUALCOMM INC
-$561.4K
87,977
+1%
增持
KSS
KOHLS CORP
-$518.1K
285,958
+1%
增持
LEA
LEAR CORP
-$516.0K
59,589
+0%
增持
OII
OCEANEERING INTL INC
+$509.9K
71,969
+0%
增持
MTW
MANITOWOC COMPANY
-$505.0K
140,317
+1%
增持
NVEC
N V E CORPORATION
-$500.9K
34,052
+1%
增持
ALNT
ALLIENT INC
-$491.4K
57,232
+1%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$489.8K
272,946
-0%
增持
JNJ
JOHNSON & JOHNSON
-$489.7K
69,355
+2%
清仓
IRMD
IRADIMED CORP
-$474.4K
0
-100%
增持
AMN
AMN HEALTHCARE SERVICES INC
-$457.6K
23,716
+4%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
-$442.9K
103,326
-2%
增持
HY
HYSTER-YALE MH CLASS A
-$431.5K
41,538
+2%
增持
BLFS
BIOLIFE SOLUTIONS INC
-$427.8K
68,057
+10%
增持
—
VAREX IMAGING CORP
-$424.7K
94,713
+1%
增持
—
SILICOM LTD
-$407.9K
52,246
+9%
增持
BNY
BANK NEW YORK MELLON CORP
-$406.7K
238,089
+0%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
+$402.6K
67,255
+1%
增持
SFM
SPROUTS FARMERS MARKET INC
+$399.9K
60,738
+1%
增持
—
ICHOR HOLDINGS LTD
-$353.1K
61,177
+2%
增持
HLIO
HELIOS TECHNOLOGIES INC
-$339.6K
34,989
+1%
减持
INTC
INTEL CORP
+$334.9K
216,087
-2%
增持
EMBC
EMBECTA CORP
+$327.2K
84,752
+93%
减持
—
EXPONENT INC
-$310.3K
13,860
-14%
增持
VIAV
VIAVI SOLUTIONS INC
-$284.1K
146,118
+2%
建仓
—
MCKESSON CORP
+$282.7K
650
增持
—
CORECARD CORP
-$273.7K
85,560
+9%
减持
—
CAMTEK LTD
-$258.7K
39,574
-48%
增持
EIG
EMPLOYERS HOLDINGS INC
+$236.2K
53,624
+5%
增持
NOG
NORTHERN OIL AND GAS
+$232.1K
37,722
+1%
增持
FITB
FIFTH THIRD BANCORP
-$227.1K
288,915
+0%
增持
TILE
INTERFACE INC
+$219.4K
188,502
+2%
增持
INDB
INDEPENDENT BANK CO
+$215.5K
28,023
+8%
建仓
AMGN
AMGEN INC.
+$215.0K
800
清仓
—
WALGREENS BOOTS ALLI
-$215.0K
0
-100%
增持
AVNT
AVIENT CORPORATION
-$211.7K
52,843
+4%
清仓
CSTL
CASTLE BIOSCIENCES INC
-$210.5K
0
-100%
建仓
WWD
WOODWARD INC
+$201.3K
1,620
增持
CNM
CORE & MAIN, INC.
-$195.6K
89,923
+1%
增持
IT
GARTNER INC
-$195.6K
32,063
+0%
增持
CMCO
COLUMBUS MCKINNON CO
-$188.9K
55,100
+6%
增持
—
LIGAND PHARMA
+$179.0K
32,817
+32%
增持
AMAL
AMALGAMATED FINL CORP
+$175.3K
96,971
+4%
增持
—
EXACT SCIENCES CORP
-$175.2K
14,233
+17%
增持
PNC
PNC FINL SVCS GROUP INC
-$167.4K
65,381
+0%
增持
TTEK
TETRA TECH INC
-$163.0K
16,604
+1%
增持
HCKT
HACKETT GROUP
+$158.6K
105,284
+1%
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
-$156.0K
69,635
+1%
增持
AZZ
AZZ INC
+$145.0K
54,207
+1%
增持
—
EXXON MOBIL CORP COM
+$138.8K
9,074
+5%
减持
AZO
AUTOZONE INC
+$137.3K
5,084
-1%
增持
SPTM
SPDR TOTAL STOCK MARKET ETF
-$135.0K
76,251
+0%
减持
NEE
NEXTERA ENERGY INC
-$127.8K
7,420
-0%
增持
JOUT
JOHNSON OUTDOORS INC
-$125.9K
25,352
+3%
增持
—
ZOETIS INC CLASS A
+$124.4K
65,785
+0%
增持
PLXS
PLEXUS CORP
-$123.4K
26,167
+1%
增持
—
PGT INNOVATIONS INC
-$123.3K
95,786
+0%
减持
—
ACCENTURE PLC
-$119.8K
33,620
-1%
增持
UTMD
UTAH MEDICAL PRODUCT
-$118.9K
21,307
+2%
增持
—
INSTEEL INDUSTRIES
+$109.6K
67,967
+1%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$104.7K
64,472
+3%
增持
ATKR
ATKORE INC
-$99.2K
16,411
+0%
增持
PG
PROCTER & GAMBLE CO
+$98.3K
10,405
+11%
增持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
-$95.3K
59,701
+1%
减持
CULP
CULP INC
+$90.7K
169,663
-1%
增持
—
AMERISAFE INC
-$88.8K
39,469
+2%
增持
EBAY
EBAY INC
-$82.5K
235,196
+1%
增持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
+$79.4K
21,177
+11%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$76.6K
236,384
-4%
减持
—
FLEETCOR TECHNOLOGIES
-$67.6K
52,020
-2%
增持
SRCE
FIRST SOURCE CORP
+$66.1K
40,522
+4%
增持
OABI
OMNIAB, INC.
+$60.2K
262,636
+1%
增持
INN
SUMMIT HOTEL PROPERTIES INC
-$59.4K
124,107
+4%
增持
CVX
CHEVRON CORP
+$58.0K
2,327
+10%
增持
—
CARPARTS.COM INC
+$58.0K
306,692
+8%
增持
ARW
ARROW ELECTRONICS
-$54.3K
3,100
+0%
增持
—
ABBVIE INC
+$46.4K
2,060
+6%
减持
MATV
MATIV HOLDINGS INC
-$46.2K
42,413
-1%
增持
HLI
HOULIHAN LOKEY INC CLASS A
+$45.4K
5,086
+0%
增持
—
J P MORGAN CHASE & CO
+$39.2K
3,048
+10%
增持
CCBG
CAPITAL CITY BANK GP
-$37.8K
68,733
+1%
减持
—
MERCK & CO. INC.
-$31.3K
2,331
-1%
减持
—
ALPHABET INC. CLASS A
+$29.6K
2,728
-0%
减持
ECL
ECOLAB INC
-$28.4K
1,588
-0%
减持
MDXG
MIMEDX GROUP INC
+$27.6K
376,221
-8%
增持
OTCM
OTC MARKETS GROUP INC
-$27.2K
10,552
+3%
增持
—
SHYFT GROUP INC
+$26.8K
122,153
+50%
增持
RLI
R L I CORP
+$26.4K
18,426
+1%
减持
ITW
ILLINOIS TOOL WORKS
-$22.0K
994
-1%
增持
—
ORION ENGINEERED CARBONS
+$21.9K
110,917
+1%
减持
AM
ANTERO MIDSTREAM CORP
-$20.7K
369,950
-4%
增持
HSIC
SCHEIN HENRY INC
-$19.1K
6,145
+5%
增持
—
GLOBAL SHIP LEASE
-$18.7K
89,724
+5%
增持
—
COSTCO WHOLESALE CO
+$12.3K
380
+1%
增持
RHI
ROBERT HALF INTL
+$12.1K
4,472
+7%
减持
TMO
THERMO FISHER SCNTFC
-$11.5K
572
-1%
增持
CRAI
CRA INTERNATIONAL INC
+$7.8K
17,473
+2%
减持
UNP
UNION PACIFIC CORP
-$4.2K
4,007
-0%
增持
—
MGP INGREDIENTS INC
+$3.6K
19,406
+1%
增持
USB
U S BANCORP
+$2.2K
13,043
+0%
