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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 47
减持 80
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES CORE MSCI EAFE ETF
-$34.3M
0
-100%
清仓
—
SPDR INDEX SHARES EMERG MARKT ETF
-$12.0M
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$9.6M
398,904
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。
清仓
LEA
LEAR CORP
-$7.4M
0
-100%
建仓
PCAR
PACCAR INC
+$6.3M
63,596
减持
AMAT
APPLIED MATERIALS
-$4.8M
59,612
-16%
减持
PYPL
PAYPAL HLDGS INC
+$4.3M
217,216
-0%
建仓
LMB
LIMBACH HOLDINGS INC
+$3.4M
44,938
增持
PSA
PUBLIC STORAGE
+$3.3M
41,396
+1%
减持
CHRW
CH ROBINSON WORLDWIDE INC
+$3.2M
145,645
-0%
增持
—
HCA HOLDINGS INC
+$3.1M
35,973
+0%
清仓
HLIO
HELIOS TECHNOLOGIES INC
-$3.0M
0
-100%
增持
KVUE
KENVUE INC COM
+$3.0M
550,504
+3%
增持
MCD
MCDONALDS CORP
+$2.9M
52,609
+2%
清仓
—
AMERICAN SOFTWARE INC
-$2.8M
0
-100%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
+$2.6M
41,735
+0%
减持
EBAY
EBAY INC
+$2.5M
239,453
-2%
增持
LOW
LOWES COMPANIES INC
+$2.5M
47,932
+1%
清仓
ALNT
ALLIENT INC
-$2.5M
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
+$2.5M
235,842
-2%
减持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
-$2.3M
86,713
-23%
减持
—
CBOE GLOBAL MKTS INC
+$2.2M
63,749
-0%
减持
—
TRANE TECHNOLOGIES PLC
+$2.2M
50,518
-5%
减持
PNC
PNC FINL SVCS GROUP INC
+$2.1M
77,759
-1%
减持
GWW
GRAINGER W W INC
+$1.9M
15,504
-2%
清仓
DIOD
DIODES INCORPORATED
-$1.8M
0
-100%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$1.8M
27,784
-16%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
97,495
+2%
增持
—
ACCENTURE PLC
+$1.8M
34,239
+1%
减持
IT
GARTNER INC
+$1.7M
31,232
-0%
增持
DOC
HEALTHPEAK PPTYS INC REIT
+$1.7M
506,019
+1%
减持
FITB
FIFTH THIRD BANCORP
+$1.7M
323,091
-3%
增持
—
QUEST DIAGNOSTIC INC
+$1.7M
90,990
+0%
增持
—
ZOETIS INC CLASS A
+$1.6M
68,648
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$1.6M
23,651
-9%
减持
AAPL
APPLE INC
+$1.6M
90,722
-2%
减持
INTC
INTEL CORP
-$1.6M
200,765
-2%
增持
FMC
FMC CORP
+$1.6M
143,292
+5%
清仓
—
ISHARES CORE MSCI TOTAL INTL STOCK ETF
-$1.6M
0
-100%
增持
PZZA
PAPA JOHNS INTERNATIONAL INC
+$1.5M
35,759
+264%
减持
ATKR
ATKORE INC
-$1.4M
21,279
-9%
建仓
MLR
MILLER INDUSTRIES INC
+$1.4M
22,198
增持
SYY
SYSCO CORP
+$1.3M
151,405
+2%
减持
CNM
CORE & MAIN, INC.
-$1.1M
81,048
-16%
减持
—
GLOBAL SHIP LEASE
-$1.1M
111,372
-21%
增持
SLB
SCHLUMBERGER LTD
-$1.1M
261,999
+2%
减持
MSFT
MICROSOFT CORP
-$1.0M
42,572
-2%
减持
HY
HYSTER-YALE MH CLASS A
-$1.0M
46,946
-18%
减持
—
ORION ENGINEERED CARBONS
-$962.9K
133,807
-12%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
-$941.8K
162,491
-25%
减持
CRAI
CRA INTERNATIONAL INC
-$925.8K
21,069
-21%
减持
MDXG
MIMEDX GROUP INC
-$914.1K
306,413
-22%
增持
FLS
FLOWSERVE CORP
+$901.3K
233,059
+1%
增持
WRB
BERKLEY W R CORP
+$849.3K
228,630
+48%
减持
AZO
AUTOZONE INC
+$819.8K
4,887
-1%
减持
—
FORWARD AIR CORP
+$811.1K
56,055
-9%
减持
CL
COLGATE PALMOLIVE CO
+$810.5K
134,954
-1%
增持
—
GMS INC
+$787.5K
25,111
+36%
减持
HAE
HAEMONETICS CORP
-$782.3K
39,770
-17%
减持
—
VAREX IMAGING CORP
-$762.4K
148,614
-14%
减持
MTW
MANITOWOC COMPANY
-$722.0K
182,614
-15%
减持
—
INSTEEL INDUSTRIES
-$660.1K
82,634
-21%
减持
AZZ
AZZ INC
-$649.4K
51,092
-19%
减持
FTDR
FRONTDOOR INC
+$634.9K
90,856
-18%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$624.2K
92,323
-1%
减持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$619.0K
118,113
-19%
减持
AMN
AMN HEALTHCARE SERVICES INC
-$609.8K
39,121
-12%
增持
HSY
HERSHEY CO
+$608.5K
69,585
+0%
减持
NGVT
INGEVITY CORP
-$578.0K
74,831
-6%
减持
SFM
SPROUTS FARMERS MARKET INC
-$564.2K
51,490
-31%
减持
NOG
NORTHERN OIL AND GAS
-$549.2K
47,943
-21%
减持
UTMD
UTAH MEDICAL PRODUCT
-$524.9K
32,062
-20%
减持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
-$503.7K
69,091
-18%
减持
CMCO
COLUMBUS MCKINNON CO
-$446.0K
68,868
-19%
减持
OII
OCEANEERING INTL INC
-$433.4K
88,291
-21%
减持
—
SHYFT GROUP INC
-$431.1K
200,564
-19%
减持
REYN
REYNOLDS CONSUMER PRODUCTS INC
-$423.9K
86,774
-22%
减持
KFY
KORN FERRY
-$419.7K
49,646
-20%
减持
NVEC
N V E CORPORATION
-$413.7K
42,972
-17%
减持
EIG
EMPLOYERS HOLDINGS INC
-$378.9K
64,407
-21%
增持
UPS
UNITED PARCEL SVC INC
+$371.3K
101,147
+3%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$356.7K
3,202
减持
DCGO
DOCGO INC
-$351.6K
638,028
-20%
建仓
SANM
SANMINA CORPORATION
+$351.4K
5,134
增持
TTEK
TETRA TECH INC
-$349.8K
95,464
+302%
减持
—
ALEXANDER & BALDWIN
-$344.4K
163,509
-20%
减持
CRK
COMSTOCK RESOURCES INC
-$338.3K
235,662
-17%
减持
AVNT
AVIENT CORPORATION
-$336.0K
64,973
-21%
减持
SRCE
FIRST SOURCE CORP
-$335.5K
54,321
-19%
减持
RLI
R L I CORP
-$324.0K
23,087
-17%
减持
PLXS
PLEXUS CORP
+$308.6K
29,095
-18%
减持
—
AMERISAFE INC
-$299.6K
63,610
-17%
减持
—
IRADIMED CORP
-$285.2K
57,818
-20%
减持
SPTM
SPDR TOTAL STOCK MARKET ETF
+$281.4K
77,803
-0%
减持
—
ARCADIUM LITHIUM PLC
-$278.8K
403,583
-5%
减持
AMAL
AMALGAMATED FINL CORP
-$277.5K
110,357
-19%
清仓
—
SEALED AIR CORP
-$272.6K
0
-100%
建仓
—
FERGUSON PLC NEW F
+$247.8K
1,248
清仓
—
FERGUSON PLC NEW F
-$241.7K
0
-100%
减持
BLFS
BIOLIFE SOLUTIONS INC
-$234.8K
132,047
-20%
清仓
AM
ANTERO MIDSTREAM CORP
-$227.1K
0
-100%
清仓
QCOM
QUALCOMM INC
-$225.3K
0
-100%
建仓
ORI
OLD REPUBLIC INTL CORP
+$219.6K
6,200
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$216.4K
8,860
建仓
MGEE
MGE ENERGY INC
+$201.6K
2,204
减持
—
LIGAND PHARMA
-$200.4K
38,554
-20%
减持
—
GLOBAL INDUSTRIAL COMPANY
-$199.9K
83,012
-14%
减持
INDB
INDEPENDENT BANK CO
-$198.6K
37,068
-21%
建仓
CLB
CORE LABORATORIES INC
+$196.8K
10,620
减持
EMBC
EMBECTA CORP
-$163.8K
110,888
-20%
增持
ULTA
ULTA BEAUTY INC
+$155.7K
29,983
+1%
减持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
-$151.9K
161,578
-20%
增持
AGCO
AGCO CORP
+$147.5K
3,861
+64%
增持
HSIC
SCHEIN HENRY INC
+$130.4K
9,622
+8%
减持
BELFB
BEL FUSE INC. CLASS B
-$123.4K
47,626
-20%
减持
MLI
MUELLER INDUSTRIES INC
+$122.3K
56,401
-21%
增持
LRN
STRIDE INC
+$119.9K
5,384
+12%
增持
CBT
CABOT CORPORATION
+$117.6K
3,885
+13%
增持
LAD
LITHIA MOTORS INC
+$113.4K
1,097
+18%
增持
—
WEX INC
+$99.0K
1,778
+15%
增持
WSM
WILLIAMS-SONOMA, INC.
+$95.1K
3,437
+122%
减持
OABI
OMNIAB, INC.
-$94.3K
446,134
-16%
增持
AEIS
ADVANCED ENERGY INDUSTRIES, INC
+$93.8K
29,272
+7%
增持
TFX
TELEFLEX INC
+$93.7K
1,430
+16%
减持
NMIH
NMI HOLDINGS INC CLASS A
+$89.2K
22,000
-8%
减持
CCBG
CAPITAL CITY BANK GP
-$87.5K
85,306
-22%
增持
NDSN
NORDSON CORP
+$85.9K
1,301
+18%
增持
RHI
ROBERT HALF INTL
+$80.4K
7,912
+12%
增持
REXR
REXFORD INDUSTRIAL REALTY, INC.
+$78.7K
6,418
+17%
增持
WCC
WESCO INTL INC
+$78.5K
2,655
+15%
增持
SNA
SNAP-ON INCORPORATED
+$78.0K
1,159
+18%
减持
CSL
CARLISLE COMPANIES
+$75.5K
2,777
-4%
增持
—
AMDOCS LIMITED
+$74.6K
3,709
+17%
增持
PII
POLARIS INDUSTRIES
+$70.1K
4,616
+15%
增持
CBSH
COMMERCE BANCSHARES
+$64.3K
6,135
+14%
减持
PG
PROCTER & GAMBLE CO
+$60.1K
10,030
-1%
减持
TILE
INTERFACE INC
+$56.4K
214,009
-22%
减持
—
MGP INGREDIENTS INC
+$55.9K
37,695
-9%
增持
CMC
COMMERCIAL METALS CO
+$54.0K
6,822
+17%
增持
ROK
ROCKWELL AUTOMATION INC
+$52.3K
41,699
+3%
减持
—
ALPHABET INC. CLASS A
-$49.8K
2,630
-1%
增持
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
+$46.5K
2,572
+15%
增持
FHN
FIRST HORIZON CORPORATION COM
+$43.8K
22,605
+16%
减持
—
MERCK & CO. INC.
-$43.7K
1,814
-10%
增持
—
VALVOLINE, INC.
+$41.4K
8,650
+17%
增持
OTCM
OTC MARKETS GROUP INC
+$41.4K
13,730
+7%
增持
—
DUCKHORN PORTFOLIO INC
+$25.1K
35,232
+39%
增持
LKQ
LKQ CORP
-$24.8K
299,855
+4%
减持
COR
CENCORA INC
-$24.3K
66,206
-0%
减持
—
J P MORGAN CHASE & CO
-$17.6K
2,417
-7%
