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 |
|---|---|
ACLSAXCELIS TECHNOLOGIES INC | $1.6M |
NOGNORTHERN OIL AND GAS | $1.5M |
CXTCRANE NXT | $1.5M |
—DONNELLEY FINANCIAL | $1.5M |
KMBKIMBERLY-CLARK CORP | $1.4M |
EMBCEMBECTA CORP | $1.4M |
ATKRATKORE INC | $1.4M |
MGPIMGP INGREDIENTS INC | $1.4M |
CMCOCOLUMBUS MCKINNON CO | $1.3M |
MTXMINERALS TECHNOLOGIES INC. | $1.3M |
MCFTMASTERCRAFT BOAT HOLDINGS INC | $1.3M |
ISSCINNOVATIVE SOLUTIONS AND SUPPORT, INC. | $1.2M |
OABIOMNIAB, INC. | $1.1M |
METAMETA PLATFORMS INC | $1.1M |
XOMEXXON MOBIL CORP COM | $1.0M |
CSLCARLISLE COMPANIES | $945K |
UNPUNION PACIFIC CORP | $913K |
SPYSPDR S&P 500 ETF | $846K |
HLIHOULIHAN LOKEY INC CLASS A | $820K |
BRK/BBERKSHIRE HATHAWAY CLASS B | $815K |
NMIHNMI HOLDINGS INC CLASS A | $793K |
FASTFASTENAL CO | $790K |
—B J S WHOLESALE CLUB HOL | $768K |
—APPLIED INDL TECH | $721K |
—EVERCORE INC CLASS A | $697K |
HSICSCHEIN HENRY INC | $685K |
OTCMOTC MARKETS GROUP INC | $668K |
MCKMCKESSON CORP | $639K |
GGENPACT LIMITED | $617K |
FCFSFIRSTCASH HLDGS INC | $608K |
—J P MORGAN CHASE & CO | $592K |
TMOTHERMO FISHER SCNTFC | $582K |
ADPAUTO DATA PROCESSING | $579K |
USBU S BANCORP | $572K |
NSITINSIGHT ENTERPRISES | $566K |
IAU*ISHARES GOLD ETF | $561K |
RHIROBERT HALF INTL | $549K |
EXASEXACT SCIENCES CORP | $529K |
CATCATERPILLAR INC | $513K |
HCQAMN HEALTHCARE SERVICES INC | $490K |
ABTABBOTT LABORATORIES | $480K |
TN1TENNANT CO | $478K |
NEENEXTERA ENERGY INC | $472K |
FT2FIRST HORIZON CORPORATION COM | $463K |
SLVISHARES SILVER TRUST ETF IV | $461K |
AMZNAMAZON COM INC | $459K |
NVTNVENT ELECTRIC PLC F | $457K |
ETNEATON CORP PLC F | $446K |
HALOHALOZYME THERAPEUTICS | $438K |
TWSTTWIST BIOSCIENCE CORP | $437K |
CBSHCOMMERCE BANCSHARES | $426K |
JAZZJAZZ PHARMACEUTICALS PLC | $424K |
SANMSANMINA CORPORATION | $416K |
DOXAMDOCS LIMITED | $415K |
SNASNAP-ON INCORPORATED | $415K |
—ALPHABET INC. CLASS A | $405K |
CPERUNITED STATES COPPER INDEX ETF | $404K |
IBMIBM CORP | $403K |
FCNF T I CONSULTING INC | $394K |
CVXCHEVRON CORP | $386K |
AGCOAGCO CORP | $383K |
LRNSTRIDE INC | $378K |
MTNVAIL RESORTS INC | $373K |
AYIACUITY INC | $363K |
ABBVABBVIE INC | $361K |
CROXCROCS, INC | $361K |
MKLMARKEL CORP | $360K |
CBTCABOT CORPORATION | $354K |
ECLECOLAB INC | $348K |
FISVFISERV INC | $344K |
WCCWESCO INTL INC | $340K |
CMCCOMMERCIAL METALS CO | $339K |
IPGINTERPUBLIC GRP COS | $338K |
VVVVALVOLINE INC | $332K |
ARWARROW ELECTRONICS | $320K |
WECW E C ENERGY GROUP INC | $319K |
PPLTABERDEEN STANDARD PLATINUM ETF IV | $317K |
—WHITE MOUNTAINS INS F | $315K |
WMSADVANCED DRAINAGE SYSTEMS INC | $312K |
WEXWEX INC | $311K |
SHELSHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $307K |
ORLYO REILLY AUTOMOTIVE | $300K |
DCIDONALDSON CO | $299K |
WWDWOODWARD INC | $295K |
NDSNNORDSON CORP | $295K |
SPGIS&P GLOBAL INC | $295K |
REXRREXFORD INDUSTRIAL REALTY INC | $289K |
EXPOEXPONENT INC | $274K |
IVVISHARES CORE S&P 500 ETF | $267K |
URIUNITED RENTALS INC | $263K |
VOOVANGUARD S&P 500 ETF | $254K |
MATVMATIV HOLDINGS INC | $252K |
OVVOVINTIV INC | $251K |
COSTCOSTCO WHOLESALE CO | $250K |
MDYSPDR S&P MIDCAP 400 ETF IV | $248K |
MELIMERCADOLIBRE INC | $247K |
ORIOLD REPUBLIC INTL CORP | $243K |
IWBISHARES RUSSELL 1000 ETF IV | $243K |
MGYMAGNOLIA OIL & GAS CORP | $239K |
NOCNORTHROP GRUMMAN CO | $238K |