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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 35
增持 93
减持 16
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
—
AMCOR PLC F
-$34.1M
1,444,534
-72%
减持
BKNG
BOOKING HOLDINGS INC
-$13.5M
65
-99%
建仓
MCD
MCDONALDS CORP
+$12.5M
41,989
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
—
QUEST DIAGNOSTIC INC
+$12.4M
90,131
建仓
ULTA
ULTA BEAUTY INC
+$12.1M
24,649
建仓
—
SPDR INDEX SHARES EMERG MARKT ETF
+$11.3M
317,872
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$10.4M
0
-100%
清仓
—
MEDTRONIC PLC
-$8.5M
0
-100%
清仓
KSS
KOHLS CORP
-$6.0M
0
-100%
增持
FITB
FIFTH THIRD BANCORP
+$4.8M
350,239
+21%
增持
PNC
PNC FINL SVCS GROUP INC
+$4.4M
80,528
+23%
增持
IT
GARTNER INC
+$3.7M
32,545
+2%
增持
QCOM
QUALCOMM INC
+$3.5M
91,604
+4%
减持
INTC
INTEL CORP
+$2.8M
208,679
-3%
增持
WCC
WESCO INTL INC
+$2.8M
81,273
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.7M
246,825
+4%
减持
—
ISHARES CORE MSCI EAFE ETF
+$2.6M
473,086
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$2.5M
68,101
-2%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
+$2.5M
41,366
+12%
清仓
—
CAMTEK LTD
-$2.5M
0
-100%
建仓
FTDR
FRONTDOOR INC
+$2.3M
65,385
增持
PSA
PUBLIC STORAGE
+$2.2M
39,503
+6%
减持
MSFT
MICROSOFT CORP
+$2.1M
42,929
-4%
增持
AMAT
APPLIED MATERIALS
+$2.0M
81,455
+1%
增持
COR
CENCORA INC
+$2.0M
70,274
+2%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$1.9M
103,201
-0%
增持
AAPL
APPLE INC
+$1.9M
82,650
+1%
增持
—
ZOETIS INC CLASS A
+$1.8M
67,250
+2%
增持
—
ACCENTURE PLC
+$1.8M
34,570
+3%
增持
EA
ELECTRONIC ARTS
+$1.7M
80,451
+4%
增持
MLI
MUELLER INDUSTRIES INC
+$1.6M
55,454
+320%
增持
—
FLEETCOR TECHNOLOGIES
+$1.6M
52,699
+1%
建仓
HAE
HAEMONETICS CORP
+$1.5M
17,888
增持
CL
COLGATE PALMOLIVE CO
+$1.5M
137,359
+4%
增持
—
PHYSICIANS REALTY TR
+$1.5M
639,633
+11%
增持
SYY
SYSCO CORP
+$1.5M
146,757
+5%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.4M
39,122
+4%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
+$1.4M
97,548
+11%
减持
GWW
GRAINGER W W INC
+$1.4M
18,162
-8%
增持
WRB
BERKLEY W R CORP
+$1.4M
163,321
+2%
增持
FMC
FMC CORP
+$1.3M
116,011
+30%
增持
CNM
CORE & MAIN, INC.
+$1.3M
96,977
+8%
减持
SLB
SCHLUMBERGER LTD
-$1.3M
175,906
-2%
增持
—
PGT INNOVATIONS INC
+$1.3M
96,976
+1%
建仓
—
ALEXANDER & BALDWIN
+$1.2M
61,811
增持
KVUE
KENVUE INC COM
+$1.1M
522,169
+4%
增持
LOW
LOWES COMPANIES INC
+$1.0M
47,862
+3%
增持
AMAL
AMALGAMATED FINL CORP
+$978.0K
98,285
+1%
减持
—
CORECARD CORP
-$866.2K
61,098
-29%
增持
TSCO
TRACTOR SUPPLY CO
+$864.0K
43,252
+4%
增持
HY
HYSTER-YALE MH CLASS A
+$850.2K
43,447
+5%
减持
MDXG
MIMEDX GROUP INC
-$846.5K
216,211
-43%
增持
SRCE
FIRST SOURCE CORP
+$822.2K
46,001
+14%
增持
—
ORION ENGINEERED CARBONS
+$788.2K
113,541
+2%
增持
LEA
LEAR CORP
+$784.0K
62,183
+4%
增持
JNJ
JOHNSON & JOHNSON
+$758.5K
73,756
+6%
减持
VIAV
VIAVI SOLUTIONS INC
-$742.3K
58,908
-60%
增持
PYPL
PAYPAL HLDGS INC
+$707.4K
123,135
+5%
增持
AZZ
AZZ INC
+$684.5K
54,317
+0%
增持
FLS
FLOWSERVE CORP
+$678.9K
236,471
+4%
增持
TILE
INTERFACE INC
+$639.3K
197,188
+5%
增持
SFM
SPROUTS FARMERS MARKET INC
+$617.7K
66,873
+10%
增持
UPS
UNITED PARCEL SVC INC
+$606.9K
68,408
+5%
增持
KFY
KORN FERRY
+$601.2K
44,189
+4%
增持
—
ICHOR HOLDINGS LTD
+$585.4K
73,728
+21%
增持
INDB
INDEPENDENT BANK CO
+$584.7K
29,788
+6%
增持
CHRW
CH ROBINSON WORLDWIDE INC
+$564.1K
116,039
+6%
增持
OABI
OMNIAB, INC.
+$554.4K
310,774
+18%
增持
TTEK
TETRA TECH INC
+$553.5K
18,438
+11%
增持
KMB
KIMBERLY-CLARK CORP
+$532.8K
85,475
+5%
增持
AZO
AUTOZONE INC
+$513.8K
5,193
+2%
增持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
+$493.0K
61,726
+3%
增持
—
LIGAND PHARMA
+$486.7K
34,347
+5%
增持
—
INSTEEL INDUSTRIES
+$484.5K
70,271
+3%
增持
AVNT
AVIENT CORPORATION
+$474.6K
56,316
+7%
增持
SPTM
SPDR TOTAL STOCK MARKET ETF
+$469.0K
76,499
+0%
增持
EMR
EMERSON ELEC CO
+$467.2K
118,236
+3%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
+$442.1K
69,392
+3%
增持
EMBC
EMBECTA CORP
+$417.2K
89,422
+6%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$415.0K
75,761
+18%
减持
PLXS
PLEXUS CORP
+$369.4K
25,917
-1%
增持
AM
ANTERO MIDSTREAM CORP
+$357.3K
382,225
+3%
建仓
—
IRADIMED CORP
+$348.0K
7,331
增持
MTW
MANITOWOC COMPANY
+$329.2K
146,255
+4%
增持
EBAY
EBAY INC
+$324.1K
245,161
+4%
增持
CMCO
COLUMBUS MCKINNON CO
+$322.3K
57,556
+4%
建仓
WSM
WILLIAMS-SONOMA, INC.
+$317.2K
1,572
增持
BLFS
BIOLIFE SOLUTIONS INC
+$312.7K
77,082
+13%
建仓
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
+$300.3K
2,135
建仓
—
BIO-TECHNE CORP
+$296.7K
3,845
减持
INN
SUMMIT HOTEL PROPERTIES INC
-$295.4K
63,153
-49%
建仓
EEFT
EURONET WORLDWIDE, INC.
+$290.7K
2,864
建仓
LAD
LITHIA MOTORS INC
+$286.5K
870
建仓
TFX
TELEFLEX INC
+$283.0K
1,135
建仓
REXR
REXFORD INDUSTRIAL REALTY, INC.
+$281.4K
5,016
建仓
CMC
COMMERCIAL METALS CO
+$277.8K
5,552
建仓
NDSN
NORDSON CORP
+$275.8K
1,044
建仓
CBT
CABOT CORPORATION
+$274.5K
3,288
增持
RHI
ROBERT HALF INTL
+$274.5K
6,850
+53%
建仓
LRN
STRIDE INC
+$272.6K
4,592
建仓
CBSH
COMMERCE BANCSHARES
+$272.1K
5,094
建仓
LEVI
LEVI STRAUSS & CO. CLASS A
+$270.2K
16,339
增持
ATKR
ATKORE INC
+$269.9K
16,989
+4%
建仓
QDEL
QUIDELORTHO CORPORATION
+$269.8K
3,661
建仓
FFIV
F5 NETWORKS INC
+$269.5K
1,506
建仓
AGCO
AGCO CORP
+$269.0K
2,216
建仓
SNA
SNAP-ON INCORPORATED
+$268.0K
928
建仓
—
VALVOLINE, INC.
+$265.3K
7,059
建仓
FHN
FIRST HORIZON CORPORATION COM
+$261.4K
18,462
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$259.9K
244,553
+3%
增持
—
SILICOM LTD
-$258.6K
61,052
+17%
建仓
—
AMDOCS LIMITED
+$258.4K
2,940
建仓
—
SEALED AIR CORP
+$258.3K
7,073
增持
—
VAREX IMAGING CORP
+$255.6K
99,280
+5%
增持
—
GLOBAL SHIP LEASE
+$254.8K
95,880
+7%
增持
OII
OCEANEERING INTL INC
-$250.4K
75,218
+5%
增持
—
MGP INGREDIENTS INC
+$245.1K
23,265
+20%
建仓
URI
UNITED RENTALS INC
+$240.8K
420
增持
MLKN
MILLERKNOLL INC
+$226.8K
75,126
+3%
增持
HSIC
SCHEIN HENRY INC
+$221.3K
8,950
+46%
清仓
AMGN
AMGEN INC.
-$215.0K
0
-100%
建仓
—
DUCKHORN PORTFOLIO INC
+$214.6K
21,789
清仓
MKC
MC CORMICK & CO INC
-$214.1K
0
-100%
增持
RLI
R L I CORP
+$212.7K
20,407
+11%
增持
HLIO
HELIOS TECHNOLOGIES INC
-$207.6K
38,226
+9%
建仓
FISV
FISERV INC
+$207.0K
1,558
增持
—
CARPARTS.COM INC
-$206.7K
334,453
+9%
建仓
VIG
VANGUARD DIV APPRCIATION
+$206.4K
1,211
建仓
BA
BOEING CO
+$204.1K
783
建仓
—
WALGREENS BOOTS ALLI
+$202.3K
7,749
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
+$192.5K
73,669
+6%
增持
HCKT
HACKETT GROUP
+$185.7K
117,231
+11%
增持
—
FORWARD AIR CORP
+$176.2K
28,324
+21%
增持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
+$168.0K
134,511
+4%
增持
DCGO
DOCGO INC
+$162.1K
226,406
+9%
增持
—
AMERISAFE INC
+$154.9K
45,556
+15%
增持
NVEC
N V E CORPORATION
+$154.1K
37,627
+10%
增持
AMN
AMN HEALTHCARE SERVICES INC
+$138.6K
28,829
+22%
增持
OTCM
OTC MARKETS GROUP INC
+$132.1K
12,444
+18%
增持
CRK
COMSTOCK RESOURCES INC
-$131.6K
145,797
+13%
增持
—
LIVENT CORP
+$130.3K
97,645
+11%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
+$130.3K
85,227
+5%
减持
FAST
FASTENAL CO
+$128.2K
13,067
-1%
增持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
+$115.6K
21,346
+1%
增持
UTMD
UTAH MEDICAL PRODUCT
+$79.3K
22,699
+7%
增持
JOUT
JOHNSON OUTDOORS INC
+$74.0K
27,340
+8%
减持
—
J P MORGAN CHASE & CO
+$73.9K
3,033
-0%
增持
ALNT
ALLIENT INC
+$72.0K
60,962
+7%
增持
—
AMERICAN SOFTWARE INC
+$64.7K
184,610
+5%
增持
CRAI
CRA INTERNATIONAL INC
+$64.4K
18,462
+6%
