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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 48
增持 51
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$25.5M
94,073
-3%
减持
—
ALPHABET INC CLASS A
+$25.2M
80,501
-11%
减持
CHRW
CH ROBINSON WORLDWIDE INC
+$20.5M
127,562
-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。
减持
—
BROADCOM INC
+$20.0M
57,829
-4%
减持
COR
CENCORA INC
+$19.2M
56,787
-5%
减持
BNY
BANK NEW YORK MELLON CORP
+$19.0M
163,819
-3%
减持
AMAT
APPLIED MATERIALS
+$18.5M
71,954
-3%
减持
—
AMCOR PLC F
+$16.1M
1,933,404
-3%
清仓
ULTA
ULTA BEAUTY INC
-$16.0M
0
-100%
减持
—
CBOE GLOBAL MKTS INC
+$15.4M
61,367
-1%
增持
—
VISA INC CLASS A
+$15.3M
45,208
+2615%
建仓
AZO
AUTOZONE INC
+$15.0M
4,419
减持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$14.8M
151,215
-0%
减持
—
ABBVIE INC
+$14.8M
64,740
-0%
减持
WRB
BERKLEY W R CORP
+$14.6M
208,728
-1%
减持
EMR
EMERSON ELEC CO
+$14.6M
110,195
-1%
减持
FITB
FIFTH THIRD BANCORP
+$14.2M
302,854
-1%
增持
DXCM
DEXCOM INC
+$11.7M
176,453
+5%
增持
CL
COLGATE PALMOLIVE CO
+$11.1M
140,347
+1%
增持
CTRA
COTERRA ENERGY INC
+$10.5M
397,854
+1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP
+$9.9M
117,347
+22%
增持
—
ACCENTURE PLC
+$9.6M
35,882
+1%
增持
IT
GARTNER INC
+$9.4M
37,137
+4%
建仓
—
KINSALE CAP GROUP INC
+$8.1M
20,736
减持
FTDR
FRONTDOOR INC
+$4.8M
83,471
-0%
减持
CRK
COMSTOCK RESOURCES INC
+$4.4M
191,306
-2%
减持
CRAI
CRA INTERNATIONAL INC
+$4.2M
21,103
-0%
增持
CNM
CORE & MAIN INC
+$4.2M
81,307
+0%
减持
—
GLOBAL SHIP LEASE
+$4.1M
116,609
-0%
增持
CCBG
CAPITAL CITY BANK GP
+$3.8M
88,691
+0%
增持
AMAL
AMALGAMATED FINL CORP
+$3.7M
115,903
+1%
增持
SRCE
FIRST SOURCE CORP
+$3.6M
58,456
+0%
减持
—
ALEXANDER & BALDWIN
+$3.6M
173,113
-1%
增持
BLFS
BIOLIFE SOLUTIONS INC
+$3.3M
138,393
+0%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$3.3M
41,480
-1%
增持
—
DONNELLEY FINANCIAL
+$3.3M
71,093
+22%
增持
—
AMERISAFE INC
+$3.1M
81,940
+6%
增持
ASO
ACADEMY SPORTS AND OUTDOORS INC
+$3.1M
62,641
+2%
增持
EIG
EMPLOYERS HOLDINGS INC
+$3.1M
71,700
+4%
增持
—
ARTISAN PARTNERS ASSET MANAGEMENT INC
+$3.1M
75,044
+3%
减持
APLE
APPLE HOSPITALITY REIT
+$3.0M
251,338
-1%
建仓
CAT
CATERPILLAR INC
+$3.0M
5,152
增持
APOG
APOGEE ENTERPRISES
+$2.8M
77,872
+3%
增持
CXT
CRANE NXT
+$2.8M
59,918
+2%
增持
HAE
HAEMONETICS CORP
+$2.4M
67,610
+10%
增持
AVNT
AVIENT CORPORATION
+$2.4M
75,660
+1%
建仓
UTI
UNIVERSAL TECHNICAL INSTITUTE
+$2.3M
88,751
增持
ATKR
ATKORE INC
+$2.3M
36,232
+4%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
-$2.3M
42,629
+0%
减持
PYPL
PAYPAL HLDGS INC
-$2.1M
189,056
-4%
增持
PLAB
PHOTRONICS INC
+$2.1M
84,120
+222%
增持
CMCO
COLUMBUS MCKINNON CO
+$2.1M
119,986
+9%
减持
UTMD
UTAH MEDICAL PRODUCT
-$1.9M
9,233
-76%
减持
UPS
UNITED PARCEL SVC INC
+$1.9M
122,374
-0%
减持
JNJ
JOHNSON & JOHNSON
+$1.9M
97,957
-1%
建仓
CLMB
CLIMB GLOBAL SOLUTIONS INC
+$1.8M
17,631
减持
MSFT
MICROSOFT CORP
-$1.8M
46,724
-1%
建仓
BOKF
BOK FINANCIAL CORPORATION
+$1.8M
14,981
建仓
GRBK
GREEN BRICK PARTNERS
+$1.7M
26,417
增持
EMBC
EMBECTA CORP
+$1.6M
138,729
+5%
建仓
PAYO
PAYONEER GLOBAL INC
+$1.6M
291,471
减持
—
TRANE TECHNOLOGIES PLC
-$1.5M
42,869
-1%
建仓
ERII
ENERGY RECOVERY INC
+$1.5M
111,054
建仓
CBT
CABOT CORPORATION
+$1.5M
22,415
清仓
—
ORION ENGINEERED CARBONS
-$1.4M
0
-100%
建仓
AMZN
AMAZON COM INC
+$1.4M
6,133
增持
SYY
SYSCO CORP
-$1.4M
162,159
+0%
增持
LNTH
LANTHEUS HOLDINGS INC
+$1.3M
38,768
+61%
增持
SLB
SCHLUMBERGER LTD
+$1.3M
277,812
+2%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.3M
40,574
-2%
减持
—
HCA HOLDINGS INC
+$1.3M
36,069
-1%
增持
—
EXACT SCIENCES CORP
+$1.2M
12,313
+1%
增持
PSA
PUBLIC STORAGE
-$1.2M
42,589
+0%
建仓
—
EVERCORE INC CLASS A
+$1.2M
3,465
增持
—
ZOETIS INC CLASS A
-$1.1M
74,119
+4%
增持
LOVE
LOVESAC COMPANY
+$1.1M
234,302
+69%
建仓
—
EXXON MOBIL CORP COM
+$1.1M
9,034
减持
PG
PROCTER & GAMBLE CO
-$1.0M
98,499
-0%
建仓
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$953.0K
1,896
减持
ISSC
INNOVATIVE SOLUTIONS AND SUPPORT INC
+$868.6K
170,995
-10%
建仓
EBAY
EBAY INC
+$793.6K
9,111
增持
DCGO
DOCGO INC
+$779.2K
888,845
+14%
减持
—
IRADIMED CORP
+$743.5K
50,611
-14%
增持
PZZA
PAPA JOHNS INTERNATIONAL INC
-$710.1K
79,581
+2%
减持
PCAR
PACCAR INC
+$679.5K
63,623
-1%
建仓
PPLT
ABERDEEN STANDARD PLATINUM ETF IV
+$647.8K
3,475
增持
SFM
SPROUTS FARMERS MARKET INC
+$640.9K
41,688
+69%
减持
INTC
INTEL CORP
+$632.9K
242,887
-2%
增持
—
SPDR TOTAL STOCK MARKET ETF
+$631.6K
89,648
+7%
增持
JBI
JANUS INTERNATIONAL GROUP
-$631.6K
413,293
+22%
减持
GWW
GRAINGER W W INC
+$623.5K
14,174
-1%
增持
—
INSTEEL INDUSTRIES
-$610.4K
99,640
+1%
建仓
—
ALPHABET INC CLASS C
+$580.1K
1,849
减持
FHN
FIRST HORIZON CORPORATION COM
+$561.2K
23,503
-2%
减持
—
LIGAND PHARMA
-$553.7K
24,708
-16%
减持
LOW
LOWES COMPANIES INC
-$545.0K
48,646
-0%
建仓
—
EATON CORP PLC F
+$539.9K
1,695
清仓
SCHB
SCHWAB US BROAD MARKET ETF
-$517.0K
0
-100%
建仓
—
FLOWSERVE CORP
+$510.2K
7,353
增持
OPCH
OPTION CARE HEALTH INC
+$505.3K
118,169
+1%
建仓
CMC
COMMERCIAL METALS CO
+$503.5K
7,274
建仓
ADP
AUTO DATA PROCESSING
+$500.8K
1,947
建仓
—
FIDELITY NATL INFORMATION
+$478.3K
7,197
建仓
CVX
CHEVRON CORP
+$477.7K
3,134
建仓
—
ACUITY INC
+$477.1K
1,325
清仓
IAU
ISHARES GOLD ETF
-$465.7K
0
-100%
清仓
ACWX
ISHARES MSCI ACWI EX US ETF
-$451.0K
0
-100%
清仓
—
STRIDE INC
-$446.1K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
+$429.9K
73,251
-1%
建仓
AGCO
AGCO CORP
+$425.1K
4,075
建仓
—
ADVANCED DRAINAGE SYSTEMS INC
+$410.2K
2,832
建仓
BMO
BANK MONTREAL QUE
+$401.2K
3,091
建仓
AVY
AVERY DENNISON CORP
+$396.9K
2,182
减持
HSY
HERSHEY CO
-$396.2K
72,381
-0%
建仓
CBSH
COMMERCE BANCSHARES
+$383.0K
7,318
建仓
ECL
ECOLAB INC
+$371.5K
1,415
增持
LMT
LOCKHEED MARTIN CORP
-$369.8K
25,019
+0%
建仓
—
AMDOCS LIMITED
+$367.0K
4,558
减持
—
META PLATFORMS INC
-$355.0K
2,455
-9%
减持
NVEC
N V E CORPORATION
-$352.5K
50,163
-2%
建仓
ABT
ABBOTT LABORATORIES
+$328.3K
2,620
建仓
FCN
F T I CONSULTING INC
+$328.0K
1,920
建仓
BA
BOEING CO
+$316.6K
1,458
增持
HY
HYSTER-YALE MH CLASS A
-$315.0K
57,443
+5%
减持
—
ISHARES SILVER TRUST ETF IV
+$312.8K
14,505
-1%
增持
NGVT
INGEVITY CORP
+$309.0K
72,245
+1%
建仓
CROX
CROCS, INC
+$307.5K
3,596
建仓
LLY
ELI LILLY & COMPANY
+$295.5K
275
建仓
APH
AMPHENOL CORP CLASS A
+$278.1K
2,058
建仓
—
FERGUSON PLC NEW F
+$277.8K
1,248
减持
TILE
INTERFACE INC
-$271.2K
175,651
-2%
增持
OABI
OMNIAB, INC.
+$263.9K
721,309
+8%
建仓
—
CONOCOPHILLIPS
+$262.0K
2,799
建仓
GE
GENERAL ELECTRIC CO
+$252.9K
821
建仓
GLW
CORNING INC
+$251.3K
2,870
建仓
—
COSTCO WHOLESALE CO
+$242.3K
281
建仓
—
EXPONENT INC
+$235.5K
3,390
建仓
—
ULTA BEAUTY INC
+$228.1K
377
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$223.4K
1,859
增持
HCKT
HACKETT GROUP
+$219.8K
164,398
+4%
建仓
—
CAPITAL ONE FINL
+$218.1K
900
增持
—
MGP INGREDIENTS INC
+$213.4K
72,147
+13%
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$210.7K
856
建仓
—
CISCO SYSTEMS INC
+$209.4K
2,719
增持
—
CORE LABORATORIES INC
+$199.9K
12,482
+3%
增持
LMB
LIMBACH HOLDINGS INC
-$195.4K
40,618
+17%
增持
INDB
INDEPENDENT BANK CO
+$193.0K
41,970
+1%
增持
KFY
KORN FERRY
-$187.2K
51,426
+0%
减持
NSSC
NAPCO SECURITY TECHNOLOGIES INC
-$170.8K
121,917
-0%
增持
MLR
MILLER INDUSTRIES INC
-$158.4K
63,060
+1%
