ISTHMUS PARTNERS, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$900.5M
Holdings
214
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (214 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 94,073 | $25.6M | 2.84% | |
| 2 | —ALPHABET INC CLASS A | 80,501 | $25.2M | 2.80% | |
| 3 | MSFTMICROSOFT CORP | 46,724 | $22.6M | 2.51% | |
| 4 | CHRWCH ROBINSON WORLDWIDE INC | 127,562 | $20.5M | 2.28% | |
| 5 | JNJJOHNSON & JOHNSON | 97,957 | $20.3M | 2.25% | |
| 6 | AVGOBROADCOM INC | 57,829 | $20.0M | 2.22% | |
| 7 | ABGCENCORA INC | 56,787 | $19.2M | 2.13% | |
| 8 | BKBANK NEW YORK MELLON CORP | 163,819 | $19.0M | 2.11% | |
| 9 | AMATAPPLIED MATERIALS | 71,954 | $18.5M | 2.05% | |
| 10 | —HCA HOLDINGS INC | 36,069 | $16.8M | 1.87% | |
| 11 | TTTRANE TECHNOLOGIES PLC | 42,869 | $16.7M | 1.85% | |
| 12 | AMCRAMCOR PLC F | 1,933,404 | $16.1M | 1.79% | |
| 13 | VVISA INC CLASS A | 45,208 | $15.9M | 1.76% | |
| 14 | ROKROCKWELL AUTOMATION INC | 40,574 | $15.8M | 1.75% | |
| 15 | CBOECBOE GLOBAL MKTS INC | 61,367 | $15.4M | 1.71% | |
| 16 | PNCPNC FINL SVCS GROUP INC | 73,251 | $15.3M | 1.70% | |
| 17 | AZOAUTOZONE INC | 4,419 | $15.0M | 1.66% | |
| 18 | ALSNALLISON TRANSMISSION HLDGS INC | 151,215 | $14.8M | 1.64% | |
| 19 | ABBVABBVIE INC | 64,740 | $14.8M | 1.64% | |
| 20 | WRBBERKLEY W R CORP | 208,728 | $14.6M | 1.63% | |
| 21 | EMREMERSON ELEC CO | 110,195 | $14.6M | 1.62% | |
| 22 | GWWGRAINGER W W INC | 14,174 | $14.3M | 1.59% | |
| 23 | FITBFIFTH THIRD BANCORP | 302,854 | $14.2M | 1.57% | |
| 24 | PGPROCTER & GAMBLE CO | 98,499 | $14.1M | 1.57% | |
| 25 | HSYHERSHEY CO | 72,381 | $13.2M | 1.46% | |
| 26 | MCDMCDONALDS CORP | 41,827 | $12.8M | 1.42% | |
| 27 | UPSUNITED PARCEL SVC INC | 122,374 | $12.1M | 1.35% | |
| 28 | LMTLOCKHEED MARTIN CORP | 25,019 | $12.1M | 1.34% | |
| 29 | SYYSYSCO CORP | 162,159 | $11.9M | 1.33% | |
| 30 | LOWLOWES COMPANIES INC | 48,646 | $11.7M | 1.30% | |
| 31 | DC4DEXCOM INC | 176,453 | $11.7M | 1.30% | |
| 32 | CLCOLGATE PALMOLIVE CO | 140,347 | $11.1M | 1.23% | |
| 33 | PSAPUBLIC STORAGE | 42,589 | $11.1M | 1.23% | |
| 34 | PYPLPAYPAL HLDGS INC | 189,056 | $11.0M | 1.23% | |
| 35 | SLBSCHLUMBERGER LTD | 277,812 | $10.7M | 1.18% | |
| 36 | CTRACOTERRA ENERGY INC | 397,854 | $10.5M | 1.16% | |
| 37 | ZBRAZEBRA TECHNOLOGIES CORP | 42,629 | $10.4M | 1.15% | |
| 38 | BAHBOOZ ALLEN HAMILTON HLDG CORP | 117,347 | $9.9M | 1.10% | |
| 39 | ACNACCENTURE PLC | 35,882 | $9.6M | 1.07% | |
| 40 | ITGARTNER INC | 37,137 | $9.4M | 1.04% | |
| 41 | ZTSZOETIS INC CLASS A | 74,119 | $9.3M | 1.04% | |
| 42 | LKQ1LKQ CORP | 296,794 | $9.0M | 1.00% | |
| 43 | INTCINTEL CORP | 242,887 | $9.0M | 1.00% | |
| 44 | KNSLKINSALE CAP GROUP INC | 20,736 | $8.1M | 0.90% | |
| 45 | —SPDR TOTAL STOCK MARKET ETF | 89,648 | $7.4M | 0.82% | |
| 46 | PCARPACCAR INC | 63,623 | $7.0M | 0.77% | |
| 47 | HAEHAEMONETICS CORP | 67,610 | $5.4M | 0.60% | |
| 48 | NSSCNAPCO SECURITY TECHNOLOGIES INC | 121,917 | $5.1M | 0.56% | |
| 49 | IRMDIRADIMED CORP | 50,611 | $4.9M | 0.55% | |
| 50 | TILEINTERFACE INC | 175,651 | $4.9M | 0.54% | |
| 51 | MLIMUELLER INDUSTRIES INC | 42,065 | $4.8M | 0.54% | |
| 52 | FTDRFRONTDOOR INC | 83,471 | $4.8M | 0.53% | |
| 53 | LGNDLIGAND PHARMA | 24,708 | $4.7M | 0.52% | |
| 54 | CRKCOMSTOCK RESOURCES INC | 191,306 | $4.4M | 0.49% | |
| 55 | NGVTINGEVITY CORP | 72,245 | $4.3M | 0.47% | |
| 56 | CRAICRA INTERNATIONAL INC | 21,103 | $4.2M | 0.47% | |
| 57 | CNMCORE & MAIN INC | 81,307 | $4.2M | 0.47% | |
| 58 | GSLGLOBAL SHIP LEASE | 116,609 | $4.1M | 0.45% | |
| 59 | PLXSPLEXUS CORP | 27,072 | $4.0M | 0.44% | |
| 60 | CCBGCAPITAL CITY BANK GP | 88,691 | $3.8M | 0.42% | |
| 61 | OPCHOPTION CARE HEALTH INC | 118,169 | $3.8M | 0.42% | |
| 62 | TTEKTETRA TECH INC | 111,637 | $3.7M | 0.42% | |
| 63 | AMALAMALGAMATED FINL CORP | 115,903 | $3.7M | 0.41% | |
| 64 | SRCEFIRST SOURCE CORP | 58,456 | $3.7M | 0.41% | |
| 65 | ALEXALEXANDER & BALDWIN | 173,113 | $3.6M | 0.40% | |
| 66 | RLIR L I CORP | 54,599 | $3.5M | 0.39% | |
| 67 | LOVELOVESAC COMPANY | 234,302 | $3.5M | 0.38% | |
| 68 | KFYKORN FERRY | 51,426 | $3.4M | 0.38% | |
| 69 | BLFSBIOLIFE SOLUTIONS INC | 138,393 | $3.3M | 0.37% | |
| 70 | ACLSAXCELIS TECHNOLOGIES INC | 41,480 | $3.3M | 0.37% | |
| 71 | SFMSPROUTS FARMERS MARKET INC | 41,688 | $3.3M | 0.37% | |
| 72 | —DONNELLEY FINANCIAL | 71,093 | $3.3M | 0.37% | |
| 73 | ISSCINNOVATIVE SOLUTIONS AND SUPPORT INC | 170,995 | $3.2M | 0.36% | |
| 74 | HCKTHACKETT GROUP | 164,398 | $3.2M | 0.36% | |
| 75 | LMBLIMBACH HOLDINGS INC | 40,618 | $3.2M | 0.35% | |
| 76 | —INSTEEL INDUSTRIES | 99,640 | $3.2M | 0.35% | |
| 77 | AMSFAMERISAFE INC | 81,940 | $3.1M | 0.35% | |
| 78 | ASOACADEMY SPORTS AND OUTDOORS INC | 62,641 | $3.1M | 0.35% | |
| 79 | EIGEMPLOYERS HOLDINGS INC | 71,700 | $3.1M | 0.34% | |
| 80 | INDBINDEPENDENT BANK CO | 41,970 | $3.1M | 0.34% | |
| 81 | PZZAPAPA JOHNS INTERNATIONAL INC | 79,581 | $3.1M | 0.34% | |
| 82 | APAMARTISAN PARTNERS ASSET MANAGEMENT INC | 75,044 | $3.1M | 0.34% | |
| 83 | APLEAPPLE HOSPITALITY REIT | 251,338 | $3.0M | 0.33% | |
| 84 | NVECN V E CORPORATION | 50,163 | $3.0M | 0.33% | |
| 85 | MDXGMIMEDX GROUP INC | 438,732 | $3.0M | 0.33% | |
| 86 | CATCATERPILLAR INC | 5,152 | $3.0M | 0.33% | |
| 87 | APOGAPOGEE ENTERPRISES | 77,872 | $2.8M | 0.31% | |
| 88 | CXTCRANE NXT | 59,918 | $2.8M | 0.31% | |
| 89 | MTXMINERALS TECHNOLOGIES INC | 44,927 | $2.7M | 0.30% | |
| 90 | JBIJANUS INTERNATIONAL GROUP | 413,293 | $2.7M | 0.30% | |
| 91 | PLABPHOTRONICS INC | 84,120 | $2.7M | 0.30% | |
| 92 | BFLYBUTTERFLY NETWORK INC CLASS A | 689,222 | $2.6M | 0.29% | |
| 93 | LNTHLANTHEUS HOLDINGS INC | 38,768 | $2.6M | 0.29% | |
| 94 | REYNREYNOLDS CONSUMER PRODUCTS INC | 111,876 | $2.6M | 0.28% | |
| 95 | GLDSPDR GOLD SHARES ETF | 6,000 | $2.4M | 0.26% | |
| 96 | AVNTAVIENT CORPORATION | 75,660 | $2.4M | 0.26% | |
| 97 | MLRMILLER INDUSTRIES INC | 63,060 | $2.4M | 0.26% | |
| 98 | OIIOCEANEERING INTL INC | 97,629 | $2.3M | 0.26% | |
| 99 | UTIUNIVERSAL TECHNICAL INSTITUTE | 88,751 | $2.3M | 0.26% | |
| 100 | ATKRATKORE INC | 36,232 | $2.3M | 0.25% |
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