ISTHMUS PARTNERS, LLC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$798.8M
Holdings
211
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (211 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $19.9M |
AMCRAMCOR PLC F | $19.4M |
ABGCENCORA INC | $18.3M |
AZOAUTOZONE INC | $18.2M |
MSFTMICROSOFT CORP | $16.8M |
JNJJOHNSON & JOHNSON | $16.5M |
MCDMCDONALDS CORP | $16.5M |
WRBBERKLEY W R CORP | $16.0M |
EBAEBAY INC | $15.9M |
TTTRANE TECHNOLOGIES PLC | $15.5M |
DGXQUEST DIAGNOSTIC INC | $15.2M |
ALSNALLISON TRANSMISSION HLDGS INC | $14.6M |
BKBANK NEW YORK MELLON CORP | $14.6M |
CHRWCH ROBINSON WORLDWIDE INC | $14.5M |
CBOECBOE GLOBAL MKTS INC | $14.4M |
GWWGRAINGER W W INC | $14.3M |
PYPLPAYPAL HLDGS INC | $13.5M |
KVUEKENVUE INC COM | $13.3M |
PNCPNC FINL SVCS GROUP INC | $13.3M |
ITGARTNER INC | $13.1M |
CLCOLGATE PALMOLIVE CO | $12.8M |
—HCA HOLDINGS INC | $12.7M |
PSAPUBLIC STORAGE | $12.6M |
LKQ1LKQ CORP | $12.5M |
EMREMERSON ELEC CO | $12.4M |
FITBFIFTH THIRD BANCORP | $12.4M |
HSYHERSHEY CO | $12.3M |
SYYSYSCO CORP | $12.0M |
CTRACOTERRA ENERGY INC | $11.7M |
ZBRAZEBRA TECHNOLOGIES CORP | $11.6M |
ZTSZOETIS INC CLASS A | $11.5M |
LOWLOWES COMPANIES INC | $11.3M |
ROKROCKWELL AUTOMATION INC | $11.1M |
UPSUNITED PARCEL SVC INC | $11.1M |
ULTAULTA BEAUTY INC | $11.1M |
FLSFLOWSERVE CORP | $11.1M |
LMTLOCKHEED MARTIN CORP | $10.9M |
SLBSCHLUMBERGER LTD | $10.9M |
AVGOBROADCOM INC | $10.7M |
ACNACCENTURE PLC | $10.7M |
DOCHEALTHPEAK PPTYS INC REIT | $10.6M |
BAHBOOZ ALLEN HAMILTON HLDG CORP | $9.8M |
AMATAPPLIED MATERIALS | $8.9M |
PCARPACCAR INC | $6.2M |
SPTMSPDR TOTAL STOCK MARKET ETF | $5.4M |
CRKCOMSTOCK RESOURCES INC | $4.7M |
MLIMUELLER INDUSTRIES INC | $4.2M |
CNMCORE & MAIN INC | $4.0M |
LGNDLIGAND PHARMA | $4.0M |
HCKTHACKETT GROUP | $3.9M |
RLIR L I CORP | $3.7M |
TILEINTERFACE INC | $3.7M |
CRAICRA INTERNATIONAL INC | $3.6M |
BELFBBEL FUSE INC. CLASS B | $3.5M |
PLXSPLEXUS CORP | $3.5M |
FTDRFRONTDOOR INC | $3.5M |
AMSFAMERISAFE INC | $3.4M |
SFMSPROUTS FARMERS MARKET INC | $3.4M |
KFYKORN FERRY | $3.4M |
LMBLIMBACH HOLDINGS INC | $3.3M |
SRCEFIRST SOURCE CORP | $3.3M |
EIGEMPLOYERS HOLDINGS INC | $3.2M |
AMALAMALGAMATED FINL CORP | $3.1M |
TTEKTETRA TECH INC | $3.1M |
CCBGCAPITAL CITY BANK GP | $3.1M |
PZZAPAPA JOHNS INTERNATIONAL INC | $3.1M |
IRMDIRADIMED CORP | $3.0M |
BLFSBIOLIFE SOLUTIONS INC | $3.0M |
ALEXALEXANDER & BALDWIN | $2.8M |
AEISADVANCED ENERGY INDUSTRIES, INC | $2.8M |
INTCINTEL CORP | $2.8M |
NVECN V E CORPORATION | $2.8M |
APAMARTISAN PARTNERS ASSET MANAGEMENT INC | $2.7M |
NGVTINGEVITY CORP | $2.7M |
HAEHAEMONETICS CORP | $2.7M |
GMS1EURGMS INC | $2.6M |
GSLGLOBAL SHIP LEASE | $2.6M |
APLEAPPLE HOSPITALITY REIT | $2.6M |
—INSTEEL INDUSTRIES | $2.5M |
AVNTAVIENT CORPORATION | $2.4M |
INDBINDEPENDENT BANK CO | $2.4M |
MDXGMIMEDX GROUP INC | $2.4M |
NSSCNAPCO SECURITY TECHNOLOGIES INC | $2.4M |
ASOACADEMY SPORTS AND OUTDOORS INC | $2.4M |
REYNREYNOLDS CONSUMER PRODUCTS INC | $2.1M |
HYHYSTER-YALE MH CLASS A | $2.0M |
GICGLOBAL INDUSTRIAL COMPANY | $1.9M |
OIIOCEANEERING INTL INC | $1.9M |
OECORION ENGINEERED CARBONS | $1.9M |
JBIJANUS INTERNATIONAL GROUP | $1.9M |
UTMUTAH MEDICAL PRODUCT | $1.8M |
MLRMILLER INDUSTRIES INC | $1.8M |
VREXVAREX IMAGING CORP | $1.8M |
GLDSPDR GOLD SHARES ETF | $1.7M |
PGPROCTER & GAMBLE CO | $1.7M |
DCGODOCGO INC | $1.7M |
MTWMANITOWOC COMPANY | $1.7M |
SHYFSHYFT GROUP INC | $1.6M |
OPCHOPTION CARE HEALTH INC. | $1.6M |
BFLYBUTTERFLY NETWORK INC CLASS A | $1.6M |
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