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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 81
减持 39
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
LKQ
LKQ CORP
+$15.3M
285,637
清仓
—
FLEETCOR TECHNOLOGIES
-$14.9M
0
-100%
减持
QCOM
QUALCOMM INC
-$12.8M
2,801
-97%
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
DOC
HEALTHPEAK PPTYS INC REIT
+$9.4M
499,099
清仓
—
PHYSICIANS REALTY TR
-$8.5M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$7.2M
220,578
+79%
增持
SLB
SCHLUMBERGER LTD
+$4.8M
254,818
+45%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$4.5M
230,921
-6%
清仓
—
PGT INNOVATIONS INC
-$3.9M
0
-100%
增持
UPS
UNITED PARCEL SVC INC
+$3.7M
97,592
+43%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
95,950
+30%
增持
—
IRADIMED CORP
+$2.8M
71,905
+881%
建仓
AEIS
ADVANCED ENERGY INDUSTRIES, INC
+$2.8M
27,089
减持
AMAT
APPLIED MATERIALS
+$2.8M
77,408
-5%
增持
HAE
HAEMONETICS CORP
+$2.6M
48,038
+169%
增持
MSFT
MICROSOFT CORP
+$2.5M
44,410
+3%
增持
CRAI
CRA INTERNATIONAL INC
+$2.5M
28,675
+55%
减持
AZO
AUTOZONE INC
+$2.4M
5,013
-3%
增持
SFM
SPROUTS FARMERS MARKET INC
+$2.3M
86,181
+29%
减持
WRB
BERKLEY W R CORP
+$2.3M
156,889
-4%
增持
EBAY
EBAY INC
+$2.3M
245,586
+0%
增持
—
ALEXANDER & BALDWIN
+$2.2M
205,212
+232%
增持
TILE
INTERFACE INC
+$2.1M
274,051
+39%
建仓
DIOD
DIODES INCORPORATED
+$2.0M
28,900
增持
MCD
MCDONALDS CORP
+$2.0M
51,294
+22%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$2.0M
17,763
减持
COR
CENCORA INC
+$2.0M
67,507
-4%
增持
—
ZOETIS INC CLASS A
-$1.9M
67,406
+0%
增持
AZZ
AZZ INC
+$1.9M
64,749
+19%
建仓
—
ARCADIUM LITHIUM PLC
+$1.8M
412,256
清仓
—
LIVENT CORP
-$1.8M
0
-100%
减持
—
ISHARES CORE MSCI EAFE ETF
+$1.7M
471,945
-0%
增持
ATKR
ATKORE INC
+$1.7M
23,451
+38%
增持
CNM
CORE & MAIN, INC.
+$1.7M
97,637
+1%
增持
NVEC
N V E CORPORATION
+$1.7M
51,166
+36%
增持
ALNT
ALLIENT INC
+$1.6M
97,512
+60%
增持
GIC
GLOBAL INDUSTRIAL COMPANY
+$1.6M
96,047
+38%
减持
EMR
EMERSON ELEC CO
+$1.6M
115,518
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$1.6M
29,482
-32%
增持
MLI
MUELLER INDUSTRIES INC
+$1.6M
77,417
+40%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
+$1.5M
146,174
+72%
增持
CMCO
COLUMBUS MCKINNON CO
+$1.5M
84,531
+47%
增持
EIG
EMPLOYERS HOLDINGS INC
+$1.5M
80,987
+45%
增持
KFY
KORN FERRY
+$1.5M
62,119
+41%
减持
LOW
LOWES COMPANIES INC
+$1.5M
47,544
-1%
增持
TTEK
TETRA TECH INC
+$1.5M
24,515
+33%
增持
CL
COLGATE PALMOLIVE CO
+$1.4M
137,384
+0%
减持
INTC
INTEL CORP
-$1.4M
205,772
-1%
增持
RLI
R L I CORP
+$1.4M
27,670
+36%
增持
CRK
COMSTOCK RESOURCES INC
+$1.4M
285,066
+96%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$1.3M
97,908
-5%
减持
BNY
BANK NEW YORK MELLON CORP
+$1.3M
245,551
-1%
减持
GWW
GRAINGER W W INC
+$1.3M
16,069
-12%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
+$1.3M
115,162
+18%
增持
HCKT
HACKETT GROUP
+$1.3M
162,432
+39%
增持
FTDR
FRONTDOOR INC
+$1.3M
109,646
+68%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
+$1.3M
41,710
+1%
增持
AVNT
AVIENT CORPORATION
+$1.2M
82,679
+47%
增持
—
AMERISAFE INC
+$1.2M
67,198
+48%
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
+$1.2M
111,372
+51%
增持
—
MGP INGREDIENTS INC
+$1.2M
40,567
+74%
减持
—
TRANE TECHNOLOGIES PLC
+$1.2M
59,251
-13%
增持
DCGO
DOCGO INC
+$1.2M
603,868
+167%
增持
—
SHYFT GROUP INC
+$1.2M
244,002
+60%
减持
SYY
SYSCO CORP
+$1.2M
146,524
-0%
增持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
+$1.2M
84,791
+37%
清仓
—
SILICOM LTD
-$1.1M
0
-100%
增持
HLIO
HELIOS TECHNOLOGIES INC
+$1.1M
62,999
+65%
增持
—
AMERICAN SOFTWARE INC
+$1.1M
276,616
+50%
增持
—
LIGAND PHARMA
+$1.1M
48,331
+41%
增持
—
VAREX IMAGING CORP
+$1.0M
169,964
+71%
增持
—
INSTEEL INDUSTRIES
+$1.0M
97,637
+39%
增持
BLFS
BIOLIFE SOLUTIONS INC
+$1.0M
122,982
+60%
增持
HY
HYSTER-YALE MH CLASS A
+$1.0M
57,957
+33%
减持
FLS
FLOWSERVE CORP
+$1.0M
235,530
-0%
增持
OII
OCEANEERING INTL INC
+$977.0K
110,157
+46%
增持
—
GLOBAL SHIP LEASE
+$972.0K
141,493
+48%
增持
NOG
NORTHERN OIL AND GAS
+$901.4K
60,324
+50%
增持
SRCE
FIRST SOURCE CORP
+$878.3K
64,977
+41%
增持
CCBG
CAPITAL CITY BANK GP
+$873.3K
107,583
+50%
增持
JOUT
JOHNSON OUTDOORS INC
+$853.0K
50,173
+84%
清仓
—
CORECARD CORP
-$845.0K
0
-100%
增持
MLKN
MILLERKNOLL INC
+$812.2K
113,753
+51%
增持
KMB
KIMBERLY-CLARK CORP
+$798.8K
86,470
+1%
建仓
—
EVERCORE INC CLASS A
+$743.4K
3,860
增持
CHRW
CH ROBINSON WORLDWIDE INC
+$682.4K
140,622
+21%
增持
AMAL
AMALGAMATED FINL CORP
+$625.7K
136,397
+39%
增持
UTMD
UTAH MEDICAL PRODUCT
+$619.9K
35,602
+57%
增持
FMC
FMC CORP
+$618.8K
124,542
+7%
清仓
VIAV
VIAVI SOLUTIONS INC
-$593.2K
0
-100%
减持
ULTA
ULTA BEAUTY INC
+$571.7K
24,192
-2%
增持
PLXS
PLEXUS CORP
+$565.8K
35,522
+37%
减持
FITB
FIFTH THIRD BANCORP
+$564.0K
339,795
-3%
增持
ROK
ROCKWELL AUTOMATION INC
-$552.2K
39,798
+2%
增持
MTW
MANITOWOC COMPANY
+$545.6K
211,217
+44%
增持
AMN
AMN HEALTHCARE SERVICES INC
+$536.5K
43,116
+50%
建仓
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$497.1K
1,182
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$483.3K
50,110
-34%
减持
IT
GARTNER INC
+$481.0K
31,809
-2%
增持
SPTM
SPDR TOTAL STOCK MARKET ETF
+$456.4K
76,816
+0%
增持
INDB
INDEPENDENT BANK CO
+$447.6K
46,288
+55%
增持
—
ORION ENGINEERED CARBONS
+$440.0K
152,572
+34%
减持
—
ACCENTURE PLC
-$439.1K
33,732
-2%
增持
MDXG
MIMEDX GROUP INC
+$425.4K
301,500
+39%
清仓
INN
SUMMIT HOTEL PROPERTIES INC
-$424.4K
0
-100%
增持
PSA
PUBLIC STORAGE
-$419.3K
40,092
+1%
减持
AM
ANTERO MIDSTREAM CORP
+$414.5K
370,110
-3%
建仓
—
ACUITY BRANDS INC
+$411.2K
1,530
减持
PNC
PNC FINL SVCS GROUP INC
+$388.4K
79,568
-1%
建仓
PII
POLARIS INDUSTRIES
+$382.6K
3,821
建仓
SHEL
SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS
+$362.5K
5,407
增持
LEA
LEAR CORP
+$355.6K
63,062
+1%
建仓
MKL
MARKEL CORP
+$328.6K
216
清仓
—
BIO-TECHNE CORP
-$296.7K
0
-100%
增持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
+$291.0K
196,504
+46%
减持
WCC
WESCO INTL INC
-$289.9K
80,814
-1%
增持
AAPL
APPLE INC
+$288.8K
94,480
+14%
增持
—
QUEST DIAGNOSTIC INC
-$288.6K
91,193
+1%
增持
EA
ELECTRONIC ARTS
-$278.5K
80,862
+1%
增持
—
SPDR INDEX SHARES EMERG MARKT ETF
+$275.0K
318,619
+0%
建仓
—
FERGUSON PLC NEW F
+$272.6K
1,248
清仓
LEVI
LEVI STRAUSS & CO. CLASS A
-$270.2K
0
-100%
清仓
QDEL
QUIDELORTHO CORPORATION
-$269.8K
0
-100%
清仓
FFIV
F5 NETWORKS INC
-$269.5K
0
-100%
增持
—
MCKESSON CORP
+$246.7K
1,020
+57%
清仓
BKNG
BOOKING HOLDINGS INC
-$230.6K
0
-100%
建仓
ORI
OLD REPUBLIC INTL CORP
+$219.1K
7,133
建仓
—
META PLATFORMS INC
+$211.7K
436
减持
—
EXACT SCIENCES CORP
-$208.6K
12,227
-14%
清仓
BA
BOEING CO
-$204.1K
0
-100%
清仓
—
WALGREENS BOOTS ALLI
-$202.3K
0
-100%
增持
OABI
OMNIAB, INC.
+$169.2K
384,998
+24%
增持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
+$166.4K
22,877
+7%
减持
CULP
CULP INC
-$164.7K
164,094
-0%
减持
WSM
WILLIAMS-SONOMA, INC.
+$157.8K
1,496
-5%
减持
MATV
MATIV HOLDINGS INC
+$141.2K
41,186
-0%
增持
KVUE
KENVUE INC COM
+$115.7K
529,266
+1%
减持
—
ICHOR HOLDINGS LTD
-$100.3K
61,605
-16%
减持
PG
PROCTER & GAMBLE CO
+$99.9K
10,194
-4%
增持
EMBC
EMBECTA CORP
+$75.7K
133,266
+49%
增持
—
CARPARTS.COM INC
+$75.6K
699,053
+109%
减持
—
EXPONENT INC
-$74.9K
13,753
-0%
减持
CAT
CATERPILLAR INC
+$59.4K
1,257
-7%
减持
ITW
ILLINOIS TOOL WORKS
-$51.1K
780
-22%
减持
NMIH
NMI HOLDINGS INC CLASS A
-$50.9K
24,000
-14%
减持
HLI
HOULIHAN LOKEY INC CLASS A
+$41.3K
5,080
-0%
减持
FAST
FASTENAL CO
-$41.2K
10,437
-20%
减持
TMO
THERMO FISHER SCNTFC
+$27.7K
570
-0%
增持
—
FORWARD AIR CORP
-$27.6K
56,351
+99%
减持
—
J P MORGAN CHASE & CO
+$26.3K
2,707
-11%
