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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 74
减持 53
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
WCC
WESCO INTL INC
-$13.5M
2,318
-97%
建仓
HSY
HERSHEY CO
+$12.7M
69,284
建仓
LMT
LOCKHEED MARTIN CORP
+$12.2M
26,111
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
—
HCA HOLDINGS INC
+$11.5M
35,938
减持
KMB
KIMBERLY-CLARK CORP
-$10.9M
2,234
-97%
建仓
—
CBOE GLOBAL MKTS INC
+$10.9M
63,909
清仓
EA
ELECTRONIC ARTS
-$10.7M
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$7.7M
0
-100%
减持
AM
ANTERO MIDSTREAM CORP
-$5.0M
15,406
-96%
清仓
GIC
GLOBAL INDUSTRIAL COMPANY
-$4.3M
0
-100%
建仓
BELFB
BEL FUSE INC. CLASS B
+$3.9M
59,204
建仓
NGVT
INGEVITY CORP
+$3.5M
79,992
减持
AAPL
APPLE INC
+$3.3M
92,645
-2%
增持
LKQ
LKQ CORP
-$3.3M
288,410
+1%
建仓
—
GLOBAL INDUSTRIAL COMPANY
+$3.0M
96,295
清仓
MLKN
MILLERKNOLL INC
-$2.8M
0
-100%
减持
INTC
INTEL CORP
-$2.8M
203,846
-1%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$2.7M
33,270
+87%
清仓
—
ICHOR HOLDINGS LTD
-$2.4M
0
-100%
清仓
JOUT
JOHNSON OUTDOORS INC
-$2.3M
0
-100%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
-$2.2M
218,081
-6%
减持
PYPL
PAYPAL HLDGS INC
-$2.2M
217,417
-1%
增持
CHRW
CH ROBINSON WORLDWIDE INC
+$2.1M
145,765
+4%
减持
GWW
GRAINGER W W INC
-$2.1M
15,790
-2%
增持
SLB
SCHLUMBERGER LTD
-$1.9M
255,907
+0%
增持
LEA
LEAR CORP
-$1.8M
64,398
+2%
减持
WRB
BERKLEY W R CORP
-$1.8M
154,248
-2%
清仓
SUPN
SUPERNUS PHARMACEUTICALS INC
-$1.7M
0
-100%
增持
LOW
LOWES COMPANIES INC
-$1.6M
47,550
+0%
增持
KVUE
KENVUE INC COM
-$1.6M
535,540
+1%
建仓
—
GMS INC
+$1.5M
18,444
减持
COR
CENCORA INC
-$1.5M
66,249
-2%
增持
—
ACCENTURE PLC
-$1.4M
33,951
+1%
增持
SYY
SYSCO CORP
-$1.3M
147,790
+1%
增持
MCD
MCDONALDS CORP
-$1.3M
51,495
+0%
增持
ATKR
ATKORE INC
-$1.3M
23,497
+0%
增持
BLFS
BIOLIFE SOLUTIONS INC
+$1.3M
165,247
+34%
减持
AZO
AUTOZONE INC
-$1.2M
4,917
-2%
减持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
+$1.2M
112,205
-3%
减持
—
GLOBAL SHIP LEASE
+$1.2M
141,434
-0%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
95,730
-0%
增持
ULTA
ULTA BEAUTY INC
-$1.1M
29,832
+23%
清仓
—
CARPARTS.COM INC
-$1.1M
0
-100%
增持
UPS
UNITED PARCEL SVC INC
-$1.1M
98,057
+0%
减持
IT
GARTNER INC
-$1.1M
31,360
-1%
增持
ALNT
ALLIENT INC
-$998.6K
98,165
+1%
减持
CNM
CORE & MAIN, INC.
-$860.8K
96,626
-1%
减持
AMAT
APPLIED MATERIALS
+$851.6K
71,255
-8%
增持
CMCO
COLUMBUS MCKINNON CO
-$847.3K
84,693
+0%
减持
CL
COLGATE PALMOLIVE CO
+$827.7K
136,017
-1%
减持
—
EXPONENT INC
-$814.8K
3,390
-75%
清仓
CULP
CULP INC
-$787.7K
0
-100%
增持
NVEC
N V E CORPORATION
-$768.3K
51,491
+1%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$697.4K
146,706
+0%
减持
SFM
SPROUTS FARMERS MARKET INC
+$692.3K
74,698
-13%
增持
—
ISHARES CORE MSCI EAFE ETF
-$678.1K
472,875
+0%
减持
MSFT
MICROSOFT CORP
+$670.1K
43,303
-2%
减持
TILE
INTERFACE INC
-$606.2K
272,706
-0%
减持
PNC
PNC FINL SVCS GROUP INC
-$605.6K
78,805
-1%
减持
EMR
EMERSON ELEC CO
-$580.6K
113,666
-2%
增持
—
FORWARD AIR CORP
-$579.8K
61,622
+9%
增持
—
VAREX IMAGING CORP
-$542.5K
172,022
+1%
减持
—
LIGAND PHARMA
+$526.3K
48,176
-0%
减持
FITB
FIFTH THIRD BANCORP
-$515.1K
332,384
-2%
增持
MTW
MANITOWOC COMPANY
-$507.8K
214,984
+2%
增持
—
INSTEEL INDUSTRIES
-$502.5K
104,302
+7%
增持
—
SPDR INDEX SHARES EMERG MARKT ETF
+$489.4K
319,092
+0%
增持
DOC
HEALTHPEAK PPTYS INC REIT
+$470.2K
501,446
+0%
增持
AMAL
AMALGAMATED FINL CORP
+$465.9K
136,474
+0%
建仓
PZZA
PAPA JOHNS INTERNATIONAL INC
+$461.0K
9,812
增持
ROK
ROCKWELL AUTOMATION INC
-$452.1K
40,476
+2%
增持
AMN
AMN HEALTHCARE SERVICES INC
-$427.1K
44,273
+3%
增持
—
MGP INGREDIENTS INC
-$411.9K
41,427
+2%
增持
MDXG
MIMEDX GROUP INC
+$403.4K
393,214
+30%
减持
FLS
FLOWSERVE CORP
+$386.5K
231,715
-2%
减持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
-$384.1K
84,729
-0%
增持
HCKT
HACKETT GROUP
-$380.8K
164,195
+1%
减持
—
EXACT SCIENCES CORP
-$370.1K
11,227
-8%
增持
—
ZOETIS INC CLASS A
+$363.3K
67,888
+1%
增持
—
AMERICAN SOFTWARE INC
-$356.7K
307,832
+11%
增持
—
ARCADIUM LITHIUM PLC
-$347.8K
425,298
+3%
减持
BNY
BANK NEW YORK MELLON CORP
+$338.1K
241,889
-1%
减持
—
TRANE TECHNOLOGIES PLC
-$337.1K
53,051
-10%
减持
CRAI
CRA INTERNATIONAL INC
+$330.4K
26,824
-6%
减持
TTEK
TETRA TECH INC
+$323.7K
23,728
-3%
增持
CRK
COMSTOCK RESOURCES INC
+$315.8K
285,280
+0%
清仓
EEFT
EURONET WORLDWIDE, INC.
-$314.8K
0
-100%
减持
ZBRA
ZEBRA TECHNOLOGIES CORP
+$304.1K
41,683
-0%
增持
PLXS
PLEXUS CORP
+$300.8K
35,559
+0%
减持
—
QUEST DIAGNOSTIC INC
+$300.1K
90,874
-0%
减持
HY
HYSTER-YALE MH CLASS A
+$276.8K
57,306
-1%
建仓
—
WEX INC
+$273.9K
1,546
减持
QCOM
QUALCOMM INC
-$248.9K
1,131
-60%
减持
—
ORION ENGINEERED CARBONS
-$242.5K
152,508
-0%
增持
SPTM
SPDR TOTAL STOCK MARKET ETF
+$241.7K
77,912
+1%
增持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
-$233.0K
200,901
+2%
增持
HLIO
HELIOS TECHNOLOGIES INC
+$224.8K
63,669
+1%
增持
AEIS
ADVANCED ENERGY INDUSTRIES, INC
+$224.2K
27,462
+1%
清仓
ORI
OLD REPUBLIC INTL CORP
-$219.1K
0
-100%
减持
DIOD
DIODES INCORPORATED
-$210.3K
25,402
-12%
清仓
ITW
ILLINOIS TOOL WORKS
-$209.3K
0
-100%
增持
EIG
EMPLOYERS HOLDINGS INC
-$207.5K
81,362
+0%
增持
RLI
R L I CORP
-$206.1K
27,735
+0%
建仓
FIS
FIDELITY NATL INFORMATION
+$202.0K
2,680
增持
SRCE
FIRST SOURCE CORP
+$182.2K
66,920
+3%
增持
FTDR
FRONTDOOR INC
+$153.0K
110,249
+1%
增持
NOG
NORTHERN OIL AND GAS
-$146.8K
60,447
+0%
增持
UTMD
UTAH MEDICAL PRODUCT
+$138.5K
39,967
+12%
减持
AZZ
AZZ INC
-$135.6K
63,044
-3%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
-$131.2K
93,582
-4%
增持
HAE
HAEMONETICS CORP
-$121.1K
48,096
+0%
增持
PSA
PUBLIC STORAGE
+$120.8K
40,848
+2%
减持
MLI
MUELLER INDUSTRIES INC
-$118.1K
71,250
-8%
增持
CCBG
CAPITAL CITY BANK GP
+$117.9K
108,929
+1%
减持
EBAY
EBAY INC
+$110.4K
243,343
-1%
增持
OABI
OMNIAB, INC.
-$105.2K
528,385
+37%
增持
—
ALEXANDER & BALDWIN
+$103.9K
205,411
+0%
减持
—
TWIST BIOSCIENCE CORP
+$90.8K
11,145
-17%
增持
RHI
ROBERT HALF INTL
-$90.2K
7,079
+3%
减持
UNP
UNION PACIFIC CORP
-$85.9K
3,867
-1%
增持
FMC
FMC CORP
-$85.8K
136,360
+9%
增持
—
SHYFT GROUP INC
-$82.3K
248,581
+2%
增持
HSIC
SCHEIN HENRY INC
-$80.7K
8,908
+3%
减持
—
ALPHABET INC. CLASS A
+$80.1K
2,668
-1%
减持
MATV
MATIV HOLDINGS INC
-$76.3K
41,032
-0%
减持
KFY
KORN FERRY
+$70.1K
61,887
-0%
增持
PII
POLARIS INDUSTRIES
-$68.5K
4,011
+5%
减持
—
SPDR S&P MIDCAP 400 ETF IV
-$65.6K
465
-18%
增持
OTCM
OTC MARKETS GROUP INC
-$61.6K
12,785
+3%
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
-$58.2K
111,600
+0%
增持
OII
OCEANEERING INTL INC
+$51.5K
111,125
+1%
增持
LRN
STRIDE INC
+$49.9K
4,814
+5%
减持
NEE
NEXTERA ENERGY INC
+$42.4K
6,845
-1%
增持
AGCO
AGCO CORP
-$42.3K
2,353
+6%
增持
EMBC
EMBECTA CORP
-$41.2K
138,183
+4%
增持
WSM
WILLIAMS-SONOMA, INC.
-$37.6K
1,549
+4%
增持
NDSN
NORDSON CORP
-$30.8K
1,103
+6%
增持
DCGO
DOCGO INC
+$30.2K
799,296
+32%
增持
—
IRADIMED CORP
+$29.8K
72,664
+1%
增持
CBSH
COMMERCE BANCSHARES
+$29.1K
5,380
+6%
增持
LAD
LITHIA MOTORS INC
-$26.7K
931
+7%
增持
—
DUCKHORN PORTFOLIO INC
-$23.3K
25,292
+16%
减持
PG
PROCTER & GAMBLE CO
+$23.1K
10,169
-0%
增持
FHN
FIRST HORIZON CORPORATION COM
+$22.9K
19,483
+6%
减持
—
MERCK & CO. INC.
-$19.7K
2,017
-1%
增持
INDB
INDEPENDENT BANK CO
-$17.5K
47,130
+2%
减持
AVNT
AVIENT CORPORATION
+$17.2K
82,600
-0%
增持
SNA
SNAP-ON INCORPORATED
-$17.2K
986
+6%
增持
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
+$16.0K
23,216
+1%
增持
—
AMDOCS LIMITED
-$15.8K
3,166
+8%
