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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 60
减持 32
清仓 50
方向
标的
Δ市值
现股数(环比)
减持
COR
CENCORA INC
-$18.8M
59,935
-4%
增持
AAPL
APPLE INC
-$18.7M
97,177
+6%
减持
—
BROADCOM INC
-$17.5M
60,005
-6%
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
AZO
AUTOZONE INC
-$17.2M
0
-100%
清仓
EBAY
EBAY INC
-$16.8M
0
-100%
减持
—
ALPHABET INC CLASS A
-$16.2M
90,640
-1%
减持
WRB
BERKLEY W R CORP
-$15.7M
211,271
-1%
减持
BNY
BANK NEW YORK MELLON CORP
-$15.6M
168,385
-2%
减持
EMR
EMERSON ELEC CO
-$15.0M
110,978
-2%
减持
—
CBOE GLOBAL MKTS INC
-$14.7M
61,890
-2%
增持
DXCM
DEXCOM INC
-$14.6M
167,786
+0%
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
-$14.6M
151,683
-1%
减持
CHRW
CH ROBINSON WORLDWIDE INC
-$13.6M
135,272
-4%
增持
AMAT
APPLIED MATERIALS
-$13.5M
74,053
+0%
增持
PG
PROCTER & GAMBLE CO
+$13.5M
98,617
+860%
减持
FITB
FIFTH THIRD BANCORP
-$13.0M
305,671
-3%
增持
IT
GARTNER INC
-$12.7M
35,551
+13%
增持
CL
COLGATE PALMOLIVE CO
-$12.5M
139,415
+1%
增持
—
ABBVIE INC
-$11.9M
65,063
+1%
减持
FLS
FLOWSERVE CORP
-$11.8M
221,361
-2%
增持
—
ACCENTURE PLC
-$10.3M
35,453
+2%
减持
CTRA
COTERRA ENERGY INC
-$10.3M
395,462
-3%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
-$9.8M
95,860
+1%
增持
CRK
COMSTOCK RESOURCES INC
-$5.2M
196,027
+4%
减持
FTDR
FRONTDOOR INC
-$5.0M
83,646
-1%
减持
CNM
CORE & MAIN INC
-$5.0M
81,252
-1%
减持
BELFB
BEL FUSE INC CLASS B
-$4.6M
27,355
-42%
增持
AEIS
ADVANCED ENERGY INDUSTRIES INC
-$3.9M
30,058
+1%
清仓
—
GMS INC
-$3.9M
0
-100%
增持
CRAI
CRA INTERNATIONAL INC
-$3.8M
21,123
+3%
增持
SRCE
FIRST SOURCE CORP
-$3.4M
58,317
+5%
增持
AMAL
AMALGAMATED FINL CORP
-$3.4M
115,113
+5%
增持
—
DONNELLEY FINANCIAL
-$3.4M
58,414
+6%
增持
CCBG
CAPITAL CITY BANK GP
-$3.3M
88,508
+4%
减持
JNJ
JOHNSON & JOHNSON
+$3.2M
99,283
-0%
增持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
-$3.1M
73,085
+4%
增持
EIG
EMPLOYERS HOLDINGS INC
-$3.0M
69,201
+8%
增持
—
GLOBAL SHIP LEASE
-$3.0M
116,755
+2%
增持
CXT
CRANE NXT
-$2.9M
58,903
+8%
增持
—
ALEXANDER & BALDWIN
-$2.9M
174,359
+6%
增持
—
AMERISAFE INC
-$2.9M
77,007
+18%
增持
BLFS
BIOLIFE SOLUTIONS INC
-$2.8M
137,771
+4%
增持
INTC
INTEL CORP
+$2.8M
248,276
+0%
增持
APLE
APPLE HOSPITALITY REIT
-$2.7M
254,251
+11%
清仓
—
SHYFT GROUP INC
-$2.5M
0
-100%
增持
ACLS
AXCELIS TECHNOLOGIES INC
-$2.4M
42,016
+23%
增持
ASO
ACADEMY SPORTS AND OUTDOORS INC
-$2.4M
61,190
+16%
减持
UPS
UNITED PARCEL SVC INC
-$2.4M
122,948
-2%
建仓
LOVE
LOVESAC COMPANY
+$2.3M
138,710
增持
AVNT
AVIENT CORPORATION
-$2.2M
74,698
+9%
减持
LKQ
LKQ CORP
-$2.2M
293,991
-2%
减持
ULTA
ULTA BEAUTY INC
+$1.9M
29,187
-3%
清仓
CAT
CATERPILLAR INC
-$1.9M
0
-100%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
+$1.8M
122,345
+5%
增持
ATKR
ATKORE INC
-$1.7M
34,849
+41%
减持
PYPL
PAYPAL HLDGS INC
-$1.7M
196,260
-2%
增持
LOW
LOWES COMPANIES INC
+$1.5M
48,850
+0%
减持
HSY
HERSHEY CO
+$1.5M
72,537
-0%
增持
APOG
APOGEE ENTERPRISES
-$1.5M
75,650
+109%
增持
LMB
LIMBACH HOLDINGS INC
-$1.5M
34,571
+1%
减持
—
HCA HOLDINGS INC
+$1.4M
36,522
-1%
减持
GWW
GRAINGER W W INC
-$1.4M
14,354
-1%
增持
CMCO
COLUMBUS MCKINNON CO
-$1.3M
110,159
+26%
减持
TILE
INTERFACE INC
+$1.3M
178,832
-3%
建仓
LNTH
LANTHEUS HOLDINGS INC
+$1.2M
24,140
增持
EMBC
EMBECTA CORP
-$1.1M
132,406
+14%
增持
SYY
SYSCO CORP
+$1.1M
161,534
+0%
增持
DCGO
DOCGO INC
-$1.1M
781,253
+15%
增持
MTX
MINERALS TECHNOLOGIES INC
+$1.1M
44,210
+44%
清仓
CSL
CARLISLE COMPANIES
-$1.0M
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$1.0M
43,117
-2%
减持
—
LIGAND PHARMA
+$988.1K
29,498
-21%
增持
NGVT
INGEVITY CORP
+$986.5K
71,870
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$973.3K
24,981
+1%
清仓
—
EXXON MOBIL CORP COM
-$961.6K
0
-100%
增持
SFM
SPROUTS FARMERS MARKET INC
-$949.4K
24,636
+12%
清仓
—
GLOBAL INDUSTRIAL COMPANY
-$946.5K
0
-100%
清仓
—
EVERCORE INC CLASS A
-$935.6K
0
-100%
清仓
HLI
HOULIHAN LOKEY INC CLASS A
-$914.1K
0
-100%
减持
MSFT
MICROSOFT CORP
+$866.5K
47,054
-0%
增持
FAST
FASTENAL CO
-$845.6K
20,238
+0%
清仓
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$819.0K
0
-100%
增持
—
IRADIMED CORP
+$751.3K
58,740
+2%
清仓
—
APPLIED INDL TECH
-$743.8K
0
-100%
减持
MLI
MUELLER INDUSTRIES INC
+$726.8K
48,673
-8%
清仓
—
B J S WHOLESALE CLUB HOL
-$726.2K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
+$720.9K
73,955
-2%
增持
JBI
JANUS INTERNATIONAL GROUP
+$698.7K
337,843
+4%
清仓
AMZN
AMAZON COM INC
-$692.2K
0
-100%
清仓
—
FIRSTCASH HLDGS INC
-$683.7K
0
-100%
清仓
—
NVENT ELECTRIC PLC F
-$639.6K
0
-100%
增持
—
META PLATFORMS INC
+$604.1K
2,690
+45%
增持
MCD
MCDONALDS CORP
+$603.4K
41,965
+1%
增持
MLR
MILLER INDUSTRIES INC
+$600.6K
62,221
+45%
建仓
PLAB
PHOTRONICS INC
+$600.4K
26,161
增持
REYN
REYNOLDS CONSUMER PRODUCTS INC
+$590.8K
105,240
+14%
清仓
—
EATON CORP PLC F
-$586.9K
0
-100%
清仓
ADP
AUTO DATA PROCESSING
-$585.0K
0
-100%
建仓
—
VISA INC CLASS A
+$568.4K
1,665
增持
MDXG
MIMEDX GROUP INC
+$562.4K
423,263
+8%
增持
—
SPDR TOTAL STOCK MARKET ETF
+$550.3K
83,874
+1%
增持
OII
OCEANEERING INTL INC
+$540.6K
96,923
+8%
清仓
—
GENPACT LIMITED
-$539.1K
0
-100%
清仓
SANM
SANMINA CORPORATION
-$534.7K
0
-100%
清仓
—
INSIGHT ENTERPRISES
-$522.0K
0
-100%
增持
—
ZOETIS INC CLASS A
-$518.0K
71,493
+2%
建仓
SCHB
SCHWAB US BROAD MARKET ETF
+$517.0K
20,108
清仓
—
FIDELITY NATL INFORMATION
-$501.2K
0
-100%
增持
UTMD
UTAH MEDICAL PRODUCT
+$487.1K
38,283
+13%
增持
INDB
INDEPENDENT BANK CO
+$465.7K
41,552
+8%
建仓
ACWX
ISHARES MSCI ACWI EX US ETF
+$451.0K
6,937
增持
OPCH
OPTION CARE HEALTH INC
+$444.5K
117,421
+35%
增持
HCKT
HACKETT GROUP
-$434.0K
158,198
+17%
清仓
AGCO
AGCO CORP
-$427.4K
0
-100%
清仓
PPLT
ABERDEEN STANDARD PLATINUM ETF IV
-$427.0K
0
-100%
清仓
CBSH
COMMERCE BANCSHARES
-$425.7K
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC
+$417.3K
41,470
-2%
清仓
—
AMDOCS LIMITED
-$414.0K
0
-100%
清仓
—
ACUITY INC
-$402.8K
0
-100%
清仓
WWD
WOODWARD INC
-$397.0K
0
-100%
清仓
ARW
ARROW ELECTRONICS
-$393.8K
0
-100%
清仓
FCN
F T I CONSULTING INC
-$391.2K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$382.2K
0
-100%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
-$370.7K
42,484
+1%
清仓
ECL
ECOLAB INC
-$370.5K
0
-100%
增持
HAE
HAEMONETICS CORP
-$364.8K
61,702
+37%
清仓
CMC
COMMERCIAL METALS CO
-$361.0K
0
-100%
清仓
—
FIVE BELOW
-$350.9K
0
-100%
清仓
CROX
CROCS, INC
-$345.2K
0
-100%
清仓
CVX
CHEVRON CORP
-$343.5K
0
-100%
减持
HSIC
SCHEIN HENRY INC
-$343.4K
5,885
-41%
清仓
—
ADVANCED DRAINAGE SYSTEMS INC
-$330.2K
0
-100%
清仓
ABT
ABBOTT LABORATORIES
-$329.1K
0
-100%
清仓
CBT
CABOT CORPORATION
-$319.4K
0
-100%
清仓
DCI
DONALDSON CO
-$309.6K
0
-100%
清仓
—
INTERPUBLIC GRP COS
-$305.1K
0
-100%
建仓
—
SALESFORCE COM
+$304.1K
1,283
清仓
—
WHITE MOUNTAINS INS F
-$294.5K
0
-100%
减持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT INC
-$289.1K
189,754
-1%
清仓
BA
BOEING CO
-$284.1K
0
-100%
清仓
—
CAPITAL ONE FINL
-$272.8K
0
-100%
清仓
—
FERGUSON PLC NEW F
-$271.8K
0
-100%
建仓
—
MOTLEY FOOL 100 INDEX ETF
+$265.2K
3,760
清仓
—
COSTCO WHOLESALE CO
-$263.3K
0
-100%
清仓
—
EXPONENT INC
-$253.3K
0
-100%
清仓
—
CONOCOPHILLIPS
-$251.2K
0
-100%
清仓
FISV
FISERV INC
-$242.8K
0
-100%
增持
—
INSTEEL INDUSTRIES
+$240.2K
98,226
+4%
清仓
—
CARRIER GLOBAL CORP
-$236.0K
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$232.8K
272,188
+1%
