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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 57
减持 65
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
HCA HOLDINGS INC
-$3.9M
35,851
-0%
减持
LKQ
LKQ CORP
-$3.4M
233,909
-22%
减持
FMC
FMC CORP
-$3.4M
125,419
-12%
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
BAH
BOOZ ALLEN HAMILTON HLDG CORP
-$3.2M
91,777
-1%
建仓
APLE
APPLE HOSPITALITY REIT
+$3.1M
199,904
减持
UPS
UNITED PARCEL SVC INC
-$3.0M
85,710
-15%
建仓
—
LOGILITY SUPPLY CHAIN SO CLASS A
+$2.9M
258,313
清仓
—
GLOBAL INDUSTRIAL COMPANY
-$2.8M
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$2.8M
45,637
-10%
减持
SFM
SPROUTS FARMERS MARKET INC
-$2.8M
22,974
-55%
减持
AZZ
AZZ INC
-$2.7M
18,316
-64%
减持
PSA
PUBLIC STORAGE
-$2.7M
41,385
-0%
增持
—
AMCOR PLC F
+$2.5M
2,003,404
+39%
建仓
ASO
ACADEMY SPORTS AND OUTDOORS INC
+$2.4M
41,015
增持
—
SPDR S&P 500 ETF
+$2.3M
5,525
+251%
减持
SLB
SCHLUMBERGER LTD
-$2.3M
227,913
-13%
减持
INTC
INTEL CORP
-$2.2M
123,746
-38%
增持
—
ZOETIS INC CLASS A
-$2.2M
68,821
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$2.2M
23,978
+1%
增持
AMAT
APPLIED MATERIALS
-$2.1M
61,032
+2%
建仓
GIC
GLOBAL INDUSTRIAL COMPANY
+$2.0M
82,360
减持
CL
COLGATE PALMOLIVE CO
-$1.8M
134,757
-0%
减持
CRK
COMSTOCK RESOURCES INC
+$1.7M
234,826
-0%
减持
DOC
HEALTHPEAK PPTYS INC REIT
-$1.6M
489,529
-3%
增持
—
MGP INGREDIENTS INC
-$1.6M
38,379
+2%
减持
HSY
HERSHEY CO
-$1.6M
69,231
-1%
减持
EMR
EMERSON ELEC CO
+$1.5M
112,720
-1%
减持
AAPL
APPLE INC
+$1.4M
89,982
-1%
增持
JNJ
JOHNSON & JOHNSON
-$1.4M
99,775
+2%
减持
ULTA
ULTA BEAUTY INC
+$1.3M
29,794
-1%
减持
CHRW
CH ROBINSON WORLDWIDE INC
-$1.3M
143,140
-2%
减持
LOW
LOWES COMPANIES INC
-$1.2M
47,790
-0%
清仓
—
ARCADIUM LITHIUM PLC
-$1.2M
0
-100%
增持
MDXG
MIMEDX GROUP INC
+$1.1M
306,807
+0%
减持
FLS
FLOWSERVE CORP
+$1.1M
228,377
-2%
增持
PZZA
PAPA JOHNS INTERNATIONAL INC
+$1.0M
71,411
+100%
增持
KVUE
KENVUE INC COM
-$977.6K
550,612
+0%
减持
EBAY
EBAY INC
-$959.7K
236,176
-1%
增持
ACLS
AXCELIS TECHNOLOGIES INC
-$936.5K
28,291
+2%
增持
—
META PLATFORMS INC
+$926.1K
2,008
+361%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$911.0K
152,892
-6%
减持
GWW
GRAINGER W W INC
-$872.6K
14,452
-7%
减持
AMN
AMN HEALTHCARE SERVICES INC
-$845.7K
33,973
-13%
减持
MCD
MCDONALDS CORP
-$806.5K
52,480
-0%
减持
BNY
BANK NEW YORK MELLON CORP
+$786.4K
230,821
-2%
减持
PYPL
PAYPAL HLDGS INC
+$767.5K
207,579
-4%
减持
IT
GARTNER INC
-$759.1K
31,102
-0%
增持
ROK
ROCKWELL AUTOMATION INC
+$736.4K
41,747
+0%
增持
TTEK
TETRA TECH INC
-$697.6K
95,495
+0%
增持
CTRA
COTERRA ENERGY INC
+$691.5K
401,147
+1%
减持
EMBC
EMBECTA CORP
+$689.5K
109,104
-2%
减持
—
CBOE GLOBAL MKTS INC
-$645.1K
63,537
-0%
增持
—
GMS INC
+$626.4K
34,194
+36%
增持
AVNT
AVIENT CORPORATION
-$612.3K
65,031
+0%
增持
CNM
CORE & MAIN INC
+$606.6K
82,599
+2%
减持
HCKT
HACKETT GROUP
+$592.0K
135,028
-0%
增持
HY
HYSTER-YALE MH CLASS A
-$590.7K
47,184
+1%
增持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
+$573.0K
190,460
+18%
减持
FTDR
FRONTDOOR INC
+$566.8K
90,122
-1%
增持
MSFT
MICROSOFT CORP
+$555.6K
44,779
+5%
建仓
ABT
ABBOTT LABORATORIES
+$552.0K
4,880
建仓
—
EATON CORP PLC F
+$545.6K
1,644
建仓
AMZN
AMAZON COM INC
+$533.1K
2,430
减持
DCGO
DOCGO INC
+$527.2K
623,928
-2%
减持
TILE
INTERFACE INC
+$511.8K
187,743
-12%
增持
—
GLOBAL SHIP LEASE
-$504.9K
112,832
+1%
建仓
IAU
ISHARES GOLD ETF
+$471.3K
9,520
减持
FITB
FIFTH THIRD BANCORP
-$469.7K
316,262
-2%
减持
—
QUEST DIAGNOSTIC INC
-$459.8K
90,590
-0%
建仓
FCN
F T I CONSULTING INC
+$447.1K
2,339
增持
—
VAREX IMAGING CORP
+$415.2K
149,874
+1%
减持
LMB
LIMBACH HOLDINGS INC
+$407.0K
44,558
-1%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
-$401.8K
87,363
+1%
减持
KFY
KORN FERRY
-$401.3K
49,430
-0%
增持
TMO
THERMO FISHER SCNTFC
+$395.5K
1,438
+152%
建仓
CSX
CSX CORP
+$388.9K
12,050
减持
PLXS
PLEXUS CORP
+$382.9K
27,866
-4%
建仓
IBM
IBM CORP
+$356.3K
1,621
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
-$342.3K
87,307
+1%
增持
AEIS
ADVANCED ENERGY INDUSTRIES, INC
+$326.9K
29,469
+1%
建仓
HALO
HALOZYME THERAPEUTICS
+$320.6K
6,706
建仓
—
CARRIER GLOBAL CORP
+$317.1K
4,645
减持
PCAR
PACCAR INC
+$315.2K
63,361
-0%
建仓
—
S&P GLOBAL INC
+$289.9K
582
增持
OABI
OMNIAB, INC.
-$283.0K
453,135
+2%
建仓
TSM
TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS
+$274.5K
1,390
建仓
HON
HONEYWELL INTL INC
+$274.5K
1,215
减持
—
IRADIMED CORP
+$270.1K
57,777
-0%
减持
WRB
BERKLEY W R CORP
+$266.1K
226,184
-1%
减持
MATV
MATIV HOLDINGS INC
-$251.8K
40,727
-1%
减持
PNC
PNC FINL SVCS GROUP INC
+$248.1K
75,820
-2%
增持
NGVT
INGEVITY CORP
+$239.1K
77,484
+4%
增持
—
ALEXANDER & BALDWIN
-$236.3K
163,648
+0%
建仓
OVV
OVINTIV INC
+$234.9K
5,799
增持
RLI
R L I CORP
+$230.9K
23,108
+0%
减持
MLI
MUELLER INDUSTRIES INC
+$228.7K
55,545
-2%
减持
—
LIGAND PHARMA
+$223.0K
38,095
-1%
减持
CRAI
CRA INTERNATIONAL INC
+$222.2K
20,919
-1%
增持
—
AMERISAFE INC
+$220.5K
63,926
+0%
建仓
RTX
RAYTHEON TECHNOLOGIES CO
+$219.9K
1,900
建仓
NOC
NORTHROP GRUMMAN CO
+$218.2K
465
建仓
—
MERCADOLIBRE INC
+$216.0K
127
建仓
BMY
BRISTOL-MYERS SQUIBB
+$213.1K
3,767
减持
AMAL
AMALGAMATED FINL CORP
+$211.4K
109,748
-1%
减持
UTMD
UTAH MEDICAL PRODUCT
-$211.2K
31,464
-2%
建仓
TDG
TRANSDIGM GROUP INC
+$207.8K
164
清仓
—
DUCKHORN PORTFOLIO INC
-$204.7K
0
-100%
增持
INDB
INDEPENDENT BANK CO
+$203.3K
37,313
+1%
建仓
—
DIMENSIONAL U S SMALL CAP ETF
+$202.7K
3,114
建仓
—
CME GROUP INC CLASS A
+$200.4K
863
减持
EIG
EMPLOYERS HOLDINGS INC
+$196.0K
64,134
-0%
增持
—
ORION ENGINEERED CARBONS
-$171.9K
140,037
+5%
减持
BELFB
BEL FUSE INC. CLASS B
+$170.7K
47,409
-0%
增持
SPTM
SPDR TOTAL STOCK MARKET ETF
+$159.0K
78,537
+1%
减持
PII
POLARIS INDUSTRIES
-$158.3K
3,921
-15%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$150.4K
1,532
+30%
增持
—
FORWARD AIR CORP
-$146.3K
56,995
+2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORP
+$143.7K
40,389
-3%
减持
—
ACCENTURE PLC
-$143.7K
33,995
-1%
增持
—
SHYFT GROUP INC
-$140.2K
202,463
+1%
增持
SYY
SYSCO CORP
+$134.5K
156,332
+3%
增持
CAT
CATERPILLAR INC
+$131.8K
1,557
+41%
增持
FHN
FIRST HORIZON CORPORATION COM
+$123.7K
23,572
+4%
减持
COR
CENCORA INC
-$118.2K
65,798
-1%
增持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
+$116.3K
118,886
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$116.1K
1,585
-30%
减持
BLFS
BIOLIFE SOLUTIONS INC
+$114.7K
131,784
-0%
减持
CCBG
CAPITAL CITY BANK GP
+$110.1K
85,145
-0%
增持
—
INSTEEL INDUSTRIES
-$104.6K
91,243
+10%
减持
OII
OCEANEERING INTL INC
+$104.0K
88,182
-0%
减持
AZO
AUTOZONE INC
+$100.2K
4,839
-1%
增持
CMCO
COLUMBUS MCKINNON CO
+$99.5K
69,246
+1%
增持
NOG
NORTHERN OIL AND GAS
+$99.2K
48,354
+1%
减持
MLR
MILLER INDUSTRIES INC
+$95.9K
22,184
-0%
减持
LRN
STRIDE INC
+$93.9K
5,323
-1%
减持
NEE
NEXTERA ENERGY INC
-$93.3K
6,770
-1%
增持
WMS
ADVANCED DRAINAGE SYSTEMS INC
-$89.2K
2,725
+6%
建仓
—
GRAB HLDGS LTD F CLASS A
+$86.4K
18,300
增持
NVEC
N V E CORPORATION
+$84.9K
43,191
+1%
增持
TFX
TELEFLEX INC
-$80.5K
1,535
+7%
增持
—
EXACT SCIENCES CORP
-$77.7K
12,227
+9%
增持
SNA
SNAP-ON INCORPORATED
+$76.0K
1,213
+5%
增持
CBT
CABOT CORPORATION
-$62.4K
4,072
+5%
增持
SRCE
FIRST SOURCE CORP
-$62.3K
54,649
+1%
增持
LAD
LITHIA MOTORS INC
+$61.5K
1,147
+5%
增持
—
JAZZ PHARMACEUTICALS PLC
+$56.9K
3,359
+5%
增持
REXR
REXFORD INDUSTRIAL REALTY INC
-$56.6K
6,887
+7%
增持
HAE
HAEMONETICS CORP
-$56.3K
40,220
+1%
减持
WCC
WESCO INTL INC
-$56.2K
2,154
-19%
增持
SANM
SANMINA CORPORATION
+$56.1K
5,385
+5%
