ISTHMUS PARTNERS, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$841K

Holdings

195

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (195 positions)

#StockSharesValue% PortfolioType
1
REYNREYNOLDS CONSUMER PRODUCTS INC
86,774$00.00%
2
UNPUNION PACIFIC CORP
3,867$00.00%
3
SHYFSHYFT GROUP INC
200,564$00.00%
4
SPYSPDR S&P 500 ETF
1,574$00.00%
5
EXPOEXPONENT INC
3,390$00.00%
6
CLBCORE LABORATORIES INC
10,620$00.00%
7
OECORION ENGINEERED CARBONS
133,807$00.00%
8
WHITE MOUNTAINS INS F
164$00.00%
9
AGCOAGCO CORP
3,861$00.00%
10
FISFIDELITY NATL INFORMATION
2,680$00.00%
11
CMCCOMMERCIAL METALS CO
6,822$00.00%
12
NOGNORTHERN OIL AND GAS
47,943$00.00%
13
MTWMANITOWOC COMPANY
182,614$00.00%
14
CLCOLGATE PALMOLIVE CO
134,954$00.00%
15
SLVISHARES SILVER TRUST ETF IV
14,900$00.00%
16
BAHBOOZ ALLEN HAMILTON HLDG CORP
92,323$00.00%
17
GMS1EURGMS INC
25,111$00.00%
18
KVUEKENVUE INC COM
550,504$00.00%
19
VVVVALVOLINE, INC.
8,650$00.00%
20
SANMSANMINA CORPORATION
5,134$00.00%
21
PSAPUBLIC STORAGE
41,396$00.00%
22
WMSADVANCED DRAINAGE SYSTEMS, INC.
2,572$00.00%
23
NAPA1USDDUCKHORN PORTFOLIO INC
35,232$00.00%
24
INSTEEL INDUSTRIES
82,634$00.00%
25
ORIOLD REPUBLIC INTL CORP
6,200$00.00%
26
HCKTHACKETT GROUP
135,366$00.00%
27
PNCPNC FINL SVCS GROUP INC
77,759$00.00%
28
GICGLOBAL INDUSTRIAL COMPANY
83,012$00.00%
29
ITGARTNER INC
31,232$00.00%
30
GSLGLOBAL SHIP LEASE
111,372$00.00%
31
TWSTTWIST BIOSCIENCE CORP
11,145$00.00%
32
DOCHEALTHPEAK PPTYS INC REIT
506,019$00.00%
33
CATCATERPILLAR INC
1,107$00.00%
34
NGVTINGEVITY CORP
74,831$00.00%
35
LKQ1LKQ CORP
299,855$00.00%
36
WEXWEX INC
1,778$00.00%
37
MRKMERCK & CO. INC.
1,814$00.00%
38
FCFSFIRSTCASH HLDGS INC
5,059$00.00%
39
APAMARTISAN PARTNERS ASSET MANAGEMENT INC
69,091$00.00%
40
CCBGCAPITAL CITY BANK GP
85,306$00.00%
41
NSSCNAPCO SECURITY TECHNOLOGIES INC
86,713$00.00%
42
ALPHABET INC. CLASS A
2,630$00.00%
43
XOMEXXON MOBIL CORP COM
7,722$00.00%
44
MCKMCKESSON CORP
1,020$00.00%
45
CBOECBOE GLOBAL MKTS INC
63,749$00.00%
46
HSYHERSHEY CO
69,585$00.00%
47
MSFTMICROSOFT CORP
42,572$00.00%
48
HSICSCHEIN HENRY INC
9,622$00.00%
49
MCDMCDONALDS CORP
52,609$00.00%
50
SHELSHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS
4,867$00.00%
51
KMBKIMBERLY-CLARK CORP
2,276$00.00%
52
TMOTHERMO FISHER SCNTFC
570$00.00%
53
MLRMILLER INDUSTRIES INC
22,198$00.00%
54
SYYSYSCO CORP
151,405$00.00%
55
OABIOMNIAB, INC.
446,134$00.00%
56
DOXAMDOCS LIMITED
3,709$00.00%
57
PCARPACCAR INC
63,596$00.00%
58
DGXQUEST DIAGNOSTIC INC
90,990$00.00%
59
INDBINDEPENDENT BANK CO
37,068$00.00%
60
CSLCARLISLE COMPANIES
2,777$00.00%
61
UTMUTAH MEDICAL PRODUCT
32,062$00.00%
62
CRAICRA INTERNATIONAL INC
21,069$00.00%
63
PLXSPLEXUS CORP
29,095$00.00%
64
INTCINTEL CORP
200,765$00.00%
65
FMCFMC CORP
143,292$00.00%
66
REXRREXFORD INDUSTRIAL REALTY, INC.
6,418$00.00%
67
ARCADIUM LITHIUM PLC
403,583$00.00%
68
CBSHCOMMERCE BANCSHARES
6,135$00.00%
69
FITBFIFTH THIRD BANCORP
323,091$00.00%
70
HYPRHYPERFINE INC
313,350$00.00%
71
DCIDONALDSON CO
4,797$00.00%
72
HCQAMN HEALTHCARE SERVICES INC
39,121$00.00%
73
LOWLOWES COMPANIES INC
47,932$00.00%
74
AAPLAPPLE INC
90,722$00.00%
75
EXASEXACT SCIENCES CORP
11,227$00.00%
76
SRCEFIRST SOURCE CORP
54,321$00.00%
77
FERGFERGUSON PLC NEW F
1,248$00.00%
78
WWDWOODWARD INC
1,620$00.00%
79
IRMDIRADIMED CORP
57,818$00.00%
80
IWBISHARES RUSSELL 1000 ETF IV
795$00.00%
81
AMALAMALGAMATED FINL CORP
110,357$00.00%
82
FT2FIRST HORIZON CORPORATION COM
22,605$00.00%
83
MLIMUELLER INDUSTRIES INC
56,401$00.00%
84
URIUNITED RENTALS INC
420$00.00%
85
ABGCENCORA INC
66,206$00.00%
86
RLIR L I CORP
23,087$00.00%
87
AEISADVANCED ENERGY INDUSTRIES, INC
29,272$00.00%
88
WRBBERKLEY W R CORP
228,630$00.00%
89
MGYMAGNOLIA OIL & GAS CORP
8,860$00.00%
90
BRK/BBERKSHIRE HATHAWAY CLASS B
1,182$00.00%
91
LMBLIMBACH HOLDINGS INC
44,938$00.00%
92
EMREMERSON ELEC CO
114,327$00.00%
93
OTCMOTC MARKETS GROUP INC
13,730$00.00%
94
NVTNVENT ELECTRIC PLC F
8,732$00.00%
95
WCCWESCO INTL INC
2,655$00.00%
96
CNMCORE & MAIN, INC.
81,048$00.00%
97
EMBCEMBECTA CORP
110,888$00.00%
98
BELFBBEL FUSE INC. CLASS B
47,626$00.00%
99
TN1TENNANT CO
6,000$00.00%
100
AZOAUTOZONE INC
4,887$00.00%
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