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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 29
增持 60
减持 36
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
—
ALPHABET INC CLASS A
+$15.8M
91,873
+3400%
清仓
—
QUEST DIAGNOSTIC INC
-$15.2M
0
-100%
建仓
DXCM
DEXCOM INC
+$14.6M
167,387
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
KVUE
KENVUE INC COM
-$13.3M
0
-100%
增持
—
ABBVIE INC
+$11.5M
64,145
+3619%
清仓
DOC
HEALTHPEAK PPTYS INC REIT
-$10.6M
0
-100%
减持
—
BROADCOM INC
+$6.8M
63,610
-0%
增持
MSFT
MICROSOFT CORP
+$6.7M
47,255
+6%
建仓
—
SPDR TOTAL STOCK MARKET ETF
+$6.2M
82,977
清仓
SPTM
SPDR TOTAL STOCK MARKET ETF
-$5.4M
0
-100%
增持
AMAT
APPLIED MATERIALS
+$4.6M
73,951
+20%
减持
MCD
MCDONALDS CORP
-$4.3M
41,583
-21%
减持
—
TRANE TECHNOLOGIES PLC
+$3.7M
43,902
-4%
减持
ROK
ROCKWELL AUTOMATION INC
+$3.0M
42,381
-1%
减持
ULTA
ULTA BEAUTY INC
+$3.0M
29,981
-1%
增持
INTC
INTEL CORP
+$2.7M
247,660
+100%
减持
EMR
EMERSON ELEC CO
+$2.6M
112,772
-0%
增持
—
DONNELLEY FINANCIAL
+$1.9M
54,987
+65%
清仓
—
VAREX IMAGING CORP
-$1.8M
0
-100%
增持
SLB
SCHLUMBERGER LTD
-$1.7M
269,891
+4%
清仓
MTW
MANITOWOC COMPANY
-$1.7M
0
-100%
增持
UPS
UNITED PARCEL SVC INC
+$1.6M
125,029
+24%
减持
FTDR
FRONTDOOR INC
+$1.5M
84,704
-6%
减持
LMB
LIMBACH HOLDINGS INC
+$1.5M
34,320
-23%
建仓
APOG
APOGEE ENTERPRISES
+$1.5M
36,234
增持
—
HCA HOLDINGS INC
+$1.5M
36,936
+1%
增持
CXT
CRANE NXT
+$1.5M
54,495
+89%
减持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
+$1.5M
191,577
-0%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
+$1.4M
42,143
+3%
增持
CTRA
COTERRA ENERGY INC
-$1.4M
406,830
+0%
增持
LKQ
LKQ CORP
-$1.4M
301,010
+2%
增持
CAT
CATERPILLAR INC
+$1.4M
4,858
+212%
减持
PYPL
PAYPAL HLDGS INC
+$1.4M
200,028
-3%
增持
JNJ
JOHNSON & JOHNSON
-$1.3M
99,624
+0%
清仓
MCFT
MASTERCRAFT BOAT HOLDINGS INC
-$1.3M
0
-100%
减持
—
GMS INC
+$1.3M
35,535
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$1.2M
1,585
-84%
增持
OPCH
OPTION CARE HEALTH INC.
+$1.2M
86,671
+87%
增持
AAPL
APPLE INC
-$1.2M
91,369
+2%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
+$1.1M
117,032
+14%
增持
AEIS
ADVANCED ENERGY INDUSTRIES, INC
+$1.1M
29,615
+0%
减持
BELFB
BEL FUSE INC. CLASS B
+$1.1M
47,359
-0%
减持
BNY
BANK NEW YORK MELLON CORP
+$1.1M
171,282
-1%
建仓
—
MERCK & CO. INC.
+$1.0M
13,053
减持
—
INSTEEL INDUSTRIES
+$1.0M
94,754
-0%
减持
AZO
AUTOZONE INC
-$991.3K
4,626
-3%
减持
—
GLOBAL INDUSTRIAL COMPANY
-$988.5K
35,042
-59%
减持
CNM
CORE & MAIN INC
+$968.2K
82,158
-1%
减持
CHRW
CH ROBINSON WORLDWIDE INC
-$939.9K
141,551
-0%
减持
EBAY
EBAY INC
+$898.3K
225,218
-4%
减持
—
SHYFT GROUP INC
+$892.7K
201,544
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$842.5K
75,844
+0%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$810.6K
34,168
+8%
建仓
—
OTC MARKETS GROUP INC
+$803.6K
14,099
减持
FLS
FLOWSERVE CORP
+$784.0K
226,194
-0%
增持
JBI
JANUS INTERNATIONAL GROUP
+$762.2K
323,806
+24%
减持
GWW
GRAINGER W W INC
+$753.1K
14,463
-0%
增持
TTEK
TETRA TECH INC
+$719.4K
106,981
+0%
增持
HAE
HAEMONETICS CORP
+$673.5K
45,197
+6%
清仓
OTCM
OTC MARKETS GROUP INC
-$668.7K
0
-100%
增持
DCGO
DOCGO INC
-$614.3K
682,184
+7%
增持
PZZA
PAPA JOHNS INTERNATIONAL INC
+$597.4K
74,589
+0%
减持
FITB
FIFTH THIRD BANCORP
+$588.7K
316,024
-0%
增持
—
ZOETIS INC CLASS A
-$556.8K
70,400
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$553.9K
24,825
+1%
减持
COR
CENCORA INC
+$541.1K
62,695
-5%
减持
CRK
COMSTOCK RESOURCES INC
+$538.4K
188,846
-18%
增持
—
AMERISAFE INC
-$521.1K
65,523
+2%
增持
HCKT
HACKETT GROUP
-$503.4K
135,380
+0%
建仓
—
FIDELITY NATL INFORMATION
+$501.2K
6,156
清仓
AMN
AMN HEALTHCARE SERVICES INC
-$490.1K
0
-100%
增持
LOW
LOWES COMPANIES INC
-$483.9K
48,616
+1%
清仓
NEE
NEXTERA ENERGY INC
-$472.8K
0
-100%
建仓
—
NEXTERA ENERGY INC
+$449.1K
6,470
增持
NVEC
N V E CORPORATION
+$448.0K
43,812
+1%
清仓
HALO
HALOZYME THERAPEUTICS
-$438.7K
0
-100%
建仓
—
STRIDE INC
+$434.8K
2,995
增持
NOG
NORTHERN OIL AND GAS
+$431.6K
67,903
+37%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$424.2K
0
-100%
增持
MTX
MINERALS TECHNOLOGIES INC
+$412.8K
30,722
+53%
建仓
—
WESCO INTL INC
+$405.6K
2,190
增持
—
GLOBAL SHIP LEASE
+$402.3K
113,972
+0%
减持
—
IRADIMED CORP
+$395.3K
57,344
-1%
增持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
+$384.0K
69,992
+1%
建仓
AVY
AVERY DENNISON CORP
+$382.2K
2,178
清仓
LRN
STRIDE INC
-$378.9K
0
-100%
减持
—
CBOE GLOBAL MKTS INC
+$376.0K
63,199
-0%
清仓
MTN
VAIL RESORTS INC
-$373.5K
0
-100%
增持
IT
GARTNER INC
-$371.4K
31,500
+1%
建仓
—
VAIL RESORTS INC
+$366.7K
2,334
建仓
—
JAZZ PHARMACEUTICALS PLC
+$362.6K
3,417
增持
RLI
R L I CORP
-$361.9K
46,796
+0%
建仓
—
HALOZYME THERAPEUTICS
+$357.6K
6,875
增持
CL
COLGATE PALMOLIVE CO
-$355.9K
137,419
+0%
增持
IBM
IBM CORP
+$348.0K
2,548
+57%
增持
—
ACCENTURE PLC
-$342.0K
34,596
+1%
清仓
WCC
WESCO INTL INC
-$340.1K
0
-100%
增持
ATKR
ATKORE INC
+$336.4K
24,651
+5%
建仓
—
SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS
+$332.3K
4,720
建仓
—
ADVANCED DRAINAGE SYSTEMS INC
+$330.2K
2,875
建仓
ITW
ILLINOIS TOOL WORKS
+$323.9K
1,310
建仓
—
HEALTHPEAK PPTYS INC REIT
+$323.3K
18,461
清仓
WMS
ADVANCED DRAINAGE SYSTEMS INC
-$312.4K
0
-100%
清仓
SHEL
SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS
-$307.0K
0
-100%
增持
EMBC
EMBECTA CORP
-$299.3K
115,975
+4%
清仓
REXR
REXFORD INDUSTRIAL REALTY INC
-$289.9K
0
-100%
建仓
BA
BOEING CO
+$284.1K
1,356
增持
NGVT
INGEVITY CORP
+$281.5K
69,158
+1%
增持
—
J P MORGAN CHASE & CO
+$280.6K
3,013
+25%
减持
—
LIGAND PHARMA
+$276.0K
37,273
-1%
增持
KFY
KORN FERRY
+$275.8K
49,547
+0%
增持
AMAL
AMALGAMATED FINL CORP
+$274.6K
109,735
+0%
建仓
—
CAPITAL ONE FINL
+$272.8K
1,282
增持
—
SPDR S&P 500 ETF
+$272.6K
1,812
+20%
建仓
—
FERGUSON PLC NEW F
+$271.8K
1,248
建仓
—
REXFORD INDUSTRIAL REALTY INC
+$268.7K
7,554
增持
SFM
SPROUTS FARMERS MARKET INC
+$268.1K
22,047
+0%
清仓
IVV
ISHARES CORE S&P 500 ETF
-$267.5K
0
-100%
减持
CRAI
CRA INTERNATIONAL INC
+$266.7K
20,510
-1%
减持
CCBG
CAPITAL CITY BANK GP
+$265.5K
85,121
-1%
增持
HSY
HERSHEY CO
-$261.9K
72,840
+1%
减持
WRB
BERKLEY W R CORP
-$260.5K
213,804
-5%
清仓
VOO
VANGUARD S&P 500 ETF
-$254.4K
0
-100%
建仓
—
NVIDIA CORP
+$252.0K
1,595
清仓
OVV
OVINTIV INC
-$251.8K
0
-100%
建仓
—
CONOCOPHILLIPS
+$251.2K
2,799
减持
PSA
PUBLIC STORAGE
-$250.7K
41,943
-0%
增持
—
ORION ENGINEERED CARBONS
-$244.2K
156,640
+7%
清仓
ORI
OLD REPUBLIC INTL CORP
-$243.2K
0
-100%
增持
AVNT
AVIENT CORPORATION
-$239.3K
68,342
+4%
减持
—
EVERCORE INC CLASS A
+$238.6K
3,465
-1%
建仓
—
CARRIER GLOBAL CORP
+$236.0K
3,225
增持
AMZN
AMAZON COM INC
+$232.7K
3,155
+31%
建仓
NDAQ
NASDAQ INC
+$228.0K
2,550
清仓
FIS
FIDELITY NATL INFORMATION
-$224.4K
0
-100%
建仓
—
OVINTIV INC
+$223.8K
5,882
增持
PLXS
PLEXUS CORP
+$219.9K
27,593
+1%
增持
SYY
SYSCO CORP
+$214.2K
161,113
+1%
增持
EIG
EMPLOYERS HOLDINGS INC
-$213.9K
64,296
+0%
建仓
GE
GENERAL ELECTRIC CO
+$210.0K
816
增持
HDSN
HUDSON TECHNOLOGIES INC
+$207.1K
48,516
+60%
建仓
WMT
WALMART INC
+$204.9K
2,096
清仓
MGEE
MGE ENERGY INC
-$204.9K
0
-100%
建仓
DIS
WALT DISNEY CO
+$204.0K
1,645
清仓
CLB
CORE LABORATORIES INC
-$171.9K
0
-100%
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
-$165.7K
92,644
+3%
增持
BLFS
BIOLIFE SOLUTIONS INC
-$160.1K
132,125
+0%
减持
TILE
INTERFACE INC
+$159.3K
185,231
-1%
增持
SRCE
FIRST SOURCE CORP
+$153.0K
55,541
+1%
减持
ABT
ABBOTT LABORATORIES
-$151.0K
2,420
-33%
