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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 70
减持 48
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
—
BROADCOM INC
+$10.7M
63,874
清仓
FMC
FMC CORP
-$6.1M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$4.2M
206,896
-0%
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。
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
-$4.0M
41,005
+2%
增持
LKQ
LKQ CORP
+$3.9M
294,199
+26%
减持
COR
CENCORA INC
+$3.5M
65,655
-0%
减持
BNY
BANK NEW YORK MELLON CORP
-$3.2M
173,509
-25%
清仓
—
LOGILITY SUPPLY CHAIN SO CLASS A
-$2.9M
0
-100%
减持
WRB
BERKLEY W R CORP
+$2.7M
224,405
-1%
减持
AZO
AUTOZONE INC
+$2.7M
4,764
-2%
减持
AAPL
APPLE INC
-$2.6M
89,676
-0%
减持
—
SPDR S&P 500 ETF
-$2.4M
1,514
-73%
增持
SLB
SCHLUMBERGER LTD
+$2.1M
259,723
+14%
减持
JNJ
JOHNSON & JOHNSON
+$2.1M
99,607
-0%
减持
FLS
FLOWSERVE CORP
-$2.1M
226,398
-1%
减持
MSFT
MICROSOFT CORP
-$2.1M
44,771
-0%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
-$2.1M
93,320
+2%
清仓
GIC
GLOBAL INDUSTRIAL COMPANY
-$2.0M
0
-100%
增持
IT
GARTNER INC
-$2.0M
31,220
+0%
减持
—
CBOE GLOBAL MKTS INC
+$1.9M
63,470
-0%
建仓
—
GLOBAL INDUSTRIAL COMPANY
+$1.9M
86,382
增持
—
HCA HOLDINGS INC
+$1.9M
36,701
+2%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
-$1.9M
152,694
-0%
增持
ULTA
ULTA BEAUTY INC
-$1.9M
30,171
+1%
建仓
JBI
JANUS INTERNATIONAL GROUP
+$1.9M
260,220
清仓
—
FORWARD AIR CORP
-$1.8M
0
-100%
建仓
OPCH
OPTION CARE HEALTH INC.
+$1.6M
46,402
增持
KVUE
KENVUE INC COM
+$1.6M
556,269
+1%
增持
EMR
EMERSON ELEC CO
-$1.5M
113,323
+1%
减持
—
QUEST DIAGNOSTIC INC
+$1.5M
89,874
-1%
清仓
AZZ
AZZ INC
-$1.5M
0
-100%
建仓
CXT
CRANE NXT
+$1.5M
28,789
减持
FTDR
FRONTDOOR INC
-$1.5M
90,037
-0%
增持
CTRA
COTERRA ENERGY INC
+$1.5M
405,271
+1%
建仓
—
DONNELLEY FINANCIAL
+$1.5M
33,287
增持
—
TRANE TECHNOLOGIES PLC
-$1.4M
45,900
+1%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.3M
75,646
-0%
增持
CMCO
COLUMBUS MCKINNON CO
-$1.3M
76,181
+10%
建仓
MTX
MINERALS TECHNOLOGIES INC.
+$1.3M
20,120
增持
—
ACCENTURE PLC
-$1.3M
34,234
+1%
增持
MCD
MCDONALDS CORP
+$1.3M
52,771
+1%
减持
EBAY
EBAY INC
+$1.2M
234,334
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$1.2M
10,091
+537%
减持
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$1.0M
73,490
-38%
增持
AMAT
APPLIED MATERIALS
-$996.1K
61,532
+1%
增持
FITB
FIFTH THIRD BANCORP
-$962.2K
316,565
+0%
增持
DCGO
DOCGO INC
-$960.1K
638,400
+2%
增持
GWW
GRAINGER W W INC
-$941.2K
14,468
+0%
减持
TILE
INTERFACE INC
-$854.0K
187,376
-0%
减持
PLXS
PLEXUS CORP
-$846.8K
27,423
-2%
增持
ROK
ROCKWELL AUTOMATION INC
-$836.3K
42,939
+3%
增持
EMBC
EMBECTA CORP
-$829.9K
111,614
+2%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
-$749.8K
102,380
+17%
减持
—
SHYFT GROUP INC
-$742.2K
202,062
-0%
增持
NVEC
N V E CORPORATION
-$740.1K
43,567
+1%
增持
DOC
HEALTHPEAK PPTYS INC REIT
+$710.7K
525,886
+7%
增持
LMT
LOCKHEED MARTIN CORP
-$708.4K
24,498
+2%
增持
TTEK
TETRA TECH INC
-$676.9K
106,927
+12%
增持
HSY
HERSHEY CO
+$625.5K
72,208
+4%
增持
CL
COLGATE PALMOLIVE CO
+$596.5K
137,111
+2%
增持
MDXG
MIMEDX GROUP INC
-$593.5K
310,262
+1%
增持
AEIS
ADVANCED ENERGY INDUSTRIES, INC
-$589.7K
29,565
+0%
清仓
WSM
WILLIAMS-SONOMA INC
-$568.9K
0
-100%
增持
LOW
LOWES COMPANIES INC
-$524.2K
48,323
+1%
减持
AMAL
AMALGAMATED FINL CORP
-$524.2K
109,534
-0%
减持
LMB
LIMBACH HOLDINGS INC
-$499.5K
44,474
-0%
增持
OABI
OMNIAB, INC.
-$479.2K
468,707
+3%
增持
APLE
APPLE HOSPITALITY REIT
-$475.9K
200,823
+0%
减持
NGVT
INGEVITY CORP
-$458.9K
68,162
-12%
减持
SFM
SPROUTS FARMERS MARKET INC
+$442.4K
22,024
-4%
增持
HAE
HAEMONETICS CORP
-$441.7K
42,465
+6%
增持
HY
HYSTER-YALE MH CLASS A
-$422.7K
47,674
+1%
增持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
-$418.5K
192,048
+1%
减持
BLFS
BIOLIFE SOLUTIONS INC
-$415.0K
131,616
-0%
清仓
LAD
LITHIA MOTORS INC
-$410.0K
0
-100%
减持
CRK
COMSTOCK RESOURCES INC
+$408.4K
230,429
-2%
增持
—
VAREX IMAGING CORP
-$407.3K
153,396
+2%
增持
ACLS
AXCELIS TECHNOLOGIES INC
-$406.1K
31,621
+12%
清仓
CSX
CSX CORP
-$388.9K
0
-100%
增持
PCAR
PACCAR INC
-$387.9K
63,705
+1%
增持
ATKR
ATKORE INC
-$386.5K
23,383
+9%
建仓
MTN
VAIL RESORTS INC
+$373.5K
2,334
减持
—
EVERCORE INC CLASS A
-$372.9K
3,490
-10%
增持
OII
OCEANEERING INTL INC
-$370.1K
88,477
+0%
增持
MLR
MILLER INDUSTRIES INC
+$366.1K
42,861
+93%
减持
BELFB
BEL FUSE INC. CLASS B
-$364.3K
47,362
-0%
建仓
CROX
CROCS, INC
+$361.9K
3,408
减持
CRAI
CRA INTERNATIONAL INC
-$339.8K
20,648
-1%
增持
INTC
INTEL CORP
+$329.6K
123,765
+0%
增持
—
ORION ENGINEERED CARBONS
-$323.9K
145,965
+4%
增持
—
ZOETIS INC CLASS A
+$322.7K
70,062
+2%
减持
AMN
AMN HEALTHCARE SERVICES INC
-$322.5K
20,037
-41%
清仓
—
CARRIER GLOBAL CORP
-$317.1K
0
-100%
增持
NOG
NORTHERN OIL AND GAS
-$303.4K
49,403
+2%
增持
—
GMS INC
-$286.4K
35,729
+4%
清仓
HON
HONEYWELL INTL INC
-$274.5K
0
-100%
清仓
TFX
TELEFLEX INC
-$273.2K
0
-100%
减持
CHRW
CH ROBINSON WORLDWIDE INC
-$267.5K
141,814
-1%
建仓
IVV
ISHARES CORE S&P 500 ETF
+$267.5K
476
增持
UPS
UNITED PARCEL SVC INC
+$261.0K
100,637
+17%
建仓
VOO
VANGUARD S&P 500 ETF
+$254.4K
495
增持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
-$253.3K
69,534
+1%
清仓
—
MERCK & CO. INC.
-$240.9K
0
-100%
清仓
PII
POLARIS INDUSTRIES
-$225.9K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CO
-$219.9K
0
-100%
清仓
—
FERGUSON PLC NEW F
-$216.6K
0
-100%
减持
MLI
MUELLER INDUSTRIES INC
-$215.3K
55,067
-1%
减持
CNM
CORE & MAIN INC
-$215.1K
82,592
-0%
清仓
BMY
BRISTOL-MYERS SQUIBB
-$213.1K
0
-100%
增持
AVNT
AVIENT CORPORATION
-$209.8K
65,861
+1%
建仓
—
INTERCONTINENTAL EXC
+$207.0K
1,200
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
-$206.2K
90,116
+3%
减持
HCKT
HACKETT GROUP
-$203.3K
135,001
-0%
清仓
—
DIMENSIONAL U S SMALL CAP ETF
-$202.7K
0
-100%
增持
SPTM
SPDR TOTAL STOCK MARKET ETF
-$202.6K
79,508
+1%
清仓
—
CME GROUP INC CLASS A
-$200.4K
0
-100%
减持
MATV
MATIV HOLDINGS INC
-$191.4K
40,539
-0%
建仓
HDSN
HUDSON TECHNOLOGIES INC
+$186.9K
30,290
增持
—
EXXON MOBIL CORP COM
+$182.9K
8,522
+10%
减持
LRN
STRIDE INC
-$174.4K
2,995
-44%
减持
TMO
THERMO FISHER SCNTFC
-$165.9K
1,170
-19%
增持
PSA
PUBLIC STORAGE
+$165.3K
41,958
+1%
增持
—
MGP INGREDIENTS INC
-$156.2K
46,113
+20%
增持
—
IRADIMED CORP
-$144.4K
57,800
+0%
增持
—
GLOBAL SHIP LEASE
+$133.2K
113,625
+1%
减持
—
LIGAND PHARMA
-$120.7K
37,675
-1%
增持
PZZA
PAPA JOHNS INTERNATIONAL INC
+$120.1K
74,318
+4%
增持
HALO
HALOZYME THERAPEUTICS
+$118.1K
6,875
+3%
减持
—
META PLATFORMS INC
-$104.8K
1,858
-7%
增持
SRCE
FIRST SOURCE CORP
+$104.0K
55,082
+1%
减持
—
ALPHABET INC. CLASS A
-$91.9K
2,625
-0%
增持
—
AMERISAFE INC
+$91.6K
64,441
+1%
增持
UTMD
UTAH MEDICAL PRODUCT
-$89.1K
32,923
+5%
清仓
—
GRAB HLDGS LTD F CLASS A
-$86.4K
0
-100%
减持
—
COSTCO WHOLESALE CO
-$83.8K
265
-27%
减持
—
ACUITY INC
-$83.5K
1,380
-10%
增持
—
ALEXANDER & BALDWIN
-$74.6K
164,165
+0%
减持
AMZN
AMAZON COM INC
-$73.6K
2,415
-1%
减持
ABT
ABBOTT LABORATORIES
-$71.8K
3,620
-26%
增持
RLI
R L I CORP
-$67.4K
46,577
+102%
减持
—
MCKESSON CORP
+$58.0K
950
-7%
增持
FCN
F T I CONSULTING INC
-$52.9K
2,402
+3%
增持
WCC
WESCO INTL INC
-$49.7K
2,190
+2%
减持
—
O REILLY AUTOMOTIVE
+$45.9K
210
-2%
增持
OTCM
OTC MARKETS GROUP INC
-$44.4K
14,093
+1%
增持
MTW
MANITOWOC COMPANY
-$39.5K
193,640
+4%
减持
EIG
EMPLOYERS HOLDINGS INC
-$38.2K
64,127
-0%
增持
—
AMDOCS LIMITED
+$38.1K
4,537
+2%
减持
URI
UNITED RENTALS INC
-$36.9K
420
-1%
增持
CCBG
CAPITAL CITY BANK GP
-$36.6K
85,761
+1%
