ISTHMUS PARTNERS, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$693K

Holdings

168

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
1
REYNREYNOLDS CONSUMER PRODUCTS INC
69,635$00.00%
2
UNPUNION PACIFIC CORP
4,007$00.00%
3
SHYFSHYFT GROUP INC
122,153$00.00%
4
SPYSPDR S&P 500 ETF
1,574$00.00%
5
EXPOEXPONENT INC
13,860$00.00%
6
OECORION ENGINEERED CARBONS
110,917$00.00%
7
WHITE MOUNTAINS INS F
164$00.00%
8
GICGLOBAL INDUSTRIAL COMPANY
67,255$00.00%
9
NOGNORTHERN OIL AND GAS
37,722$00.00%
10
MTWMANITOWOC COMPANY
140,317$00.00%
11
CLCOLGATE PALMOLIVE CO
132,641$00.00%
12
VIAVVIAVI SOLUTIONS INC
146,118$00.00%
13
SLVISHARES SILVER TRUST ETF IV
14,900$00.00%
14
BAHBOOZ ALLEN HAMILTON HLDG CORP
103,326$00.00%
15
KVUEKENVUE INC COM
503,737$00.00%
16
PSAPUBLIC STORAGE
37,433$00.00%
17
INSTEEL INDUSTRIES
67,967$00.00%
18
HCKTHACKETT GROUP
105,284$00.00%
19
PNCPNC FINL SVCS GROUP INC
65,381$00.00%
20
ITGARTNER INC
32,063$00.00%
21
GSLGLOBAL SHIP LEASE
89,724$00.00%
22
TWSTTWIST BIOSCIENCE CORP
13,360$00.00%
23
INNSUMMIT HOTEL PROPERTIES INC
124,107$00.00%
24
CATCATERPILLAR INC
1,257$00.00%
25
MRKMERCK & CO. INC.
2,331$00.00%
26
FCFSFIRSTCASH HLDGS INC
5,059$00.00%
27
APAMARTISAN PARTNERS ASSET MANAGEMENT INC
59,701$00.00%
28
CCBGCAPITAL CITY BANK GP
68,733$00.00%
29
NSSCNAPCO SECURITY TECHNOLOGIES INC
88,229$00.00%
30
ALPHABET INC. CLASS A
2,728$00.00%
31
XOMEXXON MOBIL CORP COM
9,074$00.00%
32
HLIOHELIOS TECHNOLOGIES INC
34,989$00.00%
33
35YCORECARD CORP
85,560$00.00%
34
MCKMCKESSON CORP
650$00.00%
35
MDTMEDTRONIC PLC
109,104$00.00%
36
AQLTISHARES CORE MSCI EAFE ETF
477,505$00.00%
37
MSFTMICROSOFT CORP
44,584$00.00%
38
HSICSCHEIN HENRY INC
6,145$00.00%
39
KMBKIMBERLY-CLARK CORP
81,533$00.00%
40
TMOTHERMO FISHER SCNTFC
572$00.00%
41
SYYSYSCO CORP
140,374$00.00%
42
OABIOMNIAB, INC.
262,636$00.00%
43
KSSKOHLS CORP
285,958$00.00%
44
INDBINDEPENDENT BANK CO
28,023$00.00%
45
SUPNSUPERNUS PHARMACEUTICALS INC
64,472$00.00%
46
EAELECTRONIC ARTS
77,588$00.00%
47
CSLCARLISLE COMPANIES
2,896$00.00%
48
UTMUTAH MEDICAL PRODUCT
21,307$00.00%
49
LEALEAR CORP
59,589$00.00%
50
CRAICRA INTERNATIONAL INC
17,473$00.00%
51
PLXSPLEXUS CORP
26,167$00.00%
52
INTCINTEL CORP
216,087$00.00%
53
FMCFMC CORP
89,308$00.00%
54
FITBFIFTH THIRD BANCORP
288,915$00.00%
55
HYPRHYPERFINE INC
313,350$00.00%
56
LTHM1EURLIVENT CORP
88,287$00.00%
57
DCIDONALDSON CO
4,797$00.00%
58
HCQAMN HEALTHCARE SERVICES INC
23,716$00.00%
59
LOWLOWES COMPANIES INC
46,284$00.00%
60
JOUTJOHNSON OUTDOORS INC
25,352$00.00%
61
AAPLAPPLE INC
82,086$00.00%
62
EXASEXACT SCIENCES CORP
14,233$00.00%
63
DOCUSDPHYSICIANS REALTY TR
576,140$00.00%
64
SRCEFIRST SOURCE CORP
40,522$00.00%
65
WWDWOODWARD INC
1,620$00.00%
66
IWBISHARES RUSSELL 1000 ETF IV
920$00.00%
67
AMALAMALGAMATED FINL CORP
96,971$00.00%
68
MLIMUELLER INDUSTRIES INC
13,210$00.00%
69
PGTIUSDPGT INNOVATIONS INC
95,786$00.00%
70
ABGCENCORA INC
69,029$00.00%
71
RLIR L I CORP
18,426$00.00%
72
WRBBERKLEY W R CORP
160,321$00.00%
73
EEMISHARES MSCI EMERGING MARKETS ETF
272,946$00.00%
74
EMREMERSON ELEC CO
114,329$00.00%
75
OTCMOTC MARKETS GROUP INC
10,552$00.00%
76
NVTNVENT ELECTRIC PLC F
8,732$00.00%
77
WCCWESCO INTL INC
79,127$00.00%
78
CNMCORE & MAIN, INC.
89,923$00.00%
79
EMBCEMBECTA CORP
84,752$00.00%
80
CAMTCAMTEK LTD
39,574$00.00%
81
AQLTISHARES CORE MSCI TOTAL INTL STOCK ETF
21,177$00.00%
82
MCXMC CORMICK & CO INC
2,830$00.00%
83
TN1TENNANT CO
6,000$00.00%
84
AZOAUTOZONE INC
5,084$00.00%
85
TSCOTRACTOR SUPPLY CO
41,549$00.00%
86
EBAEBAY INC
235,196$00.00%
87
ADPAUTO DATA PROCESSING
1,897$00.00%
88
ITWILLINOIS TOOL WORKS
994$00.00%
89
VREXVAREX IMAGING CORP
94,713$00.00%
90
FLT1EURFLEETCOR TECHNOLOGIES
52,020$00.00%
91
MCFTMASTERCRAFT BOAT HOLDINGS INC
80,975$00.00%
92
BLFSBIOLIFE SOLUTIONS INC
68,057$00.00%
93
HYHYSTER-YALE MH CLASS A
41,538$00.00%
94
ZTSZOETIS INC CLASS A
65,785$00.00%
95
QCOMQUALCOMM INC
87,977$00.00%
96
JNJJOHNSON & JOHNSON
69,355$00.00%
97
NMIHNMI HOLDINGS INC CLASS A
27,867$00.00%
98
FWRDUSDFORWARD AIR CORP
23,342$00.00%
99
SLBSCHLUMBERGER LTD
179,435$00.00%
100
NVECN V E CORPORATION
34,052$00.00%
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