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 | Value |
|---|---|
AAPLAPPLE INC | $25.6M |
—ALPHABET INC CLASS A | $25.2M |
MSFTMICROSOFT CORP | $22.6M |
CHRWCH ROBINSON WORLDWIDE INC | $20.5M |
JNJJOHNSON & JOHNSON | $20.3M |
AVGOBROADCOM INC | $20.0M |
ABGCENCORA INC | $19.2M |
BKBANK NEW YORK MELLON CORP | $19.0M |
AMATAPPLIED MATERIALS | $18.5M |
—HCA HOLDINGS INC | $16.8M |
TTTRANE TECHNOLOGIES PLC | $16.7M |
AMCRAMCOR PLC F | $16.1M |
VVISA INC CLASS A | $15.9M |
ROKROCKWELL AUTOMATION INC | $15.8M |
CBOECBOE GLOBAL MKTS INC | $15.4M |
PNCPNC FINL SVCS GROUP INC | $15.3M |
AZOAUTOZONE INC | $15.0M |
ALSNALLISON TRANSMISSION HLDGS INC | $14.8M |
ABBVABBVIE INC | $14.8M |
WRBBERKLEY W R CORP | $14.6M |
EMREMERSON ELEC CO | $14.6M |
GWWGRAINGER W W INC | $14.3M |
FITBFIFTH THIRD BANCORP | $14.2M |
PGPROCTER & GAMBLE CO | $14.1M |
HSYHERSHEY CO | $13.2M |
MCDMCDONALDS CORP | $12.8M |
UPSUNITED PARCEL SVC INC | $12.1M |
LMTLOCKHEED MARTIN CORP | $12.1M |
SYYSYSCO CORP | $11.9M |
LOWLOWES COMPANIES INC | $11.7M |
DC4DEXCOM INC | $11.7M |
CLCOLGATE PALMOLIVE CO | $11.1M |
PSAPUBLIC STORAGE | $11.1M |
PYPLPAYPAL HLDGS INC | $11.0M |
SLBSCHLUMBERGER LTD | $10.7M |
CTRACOTERRA ENERGY INC | $10.5M |
ZBRAZEBRA TECHNOLOGIES CORP | $10.4M |
BAHBOOZ ALLEN HAMILTON HLDG CORP | $9.9M |
ACNACCENTURE PLC | $9.6M |
ITGARTNER INC | $9.4M |
ZTSZOETIS INC CLASS A | $9.3M |
LKQ1LKQ CORP | $9.0M |
INTCINTEL CORP | $9.0M |
KNSLKINSALE CAP GROUP INC | $8.1M |
—SPDR TOTAL STOCK MARKET ETF | $7.4M |
PCARPACCAR INC | $7.0M |
HAEHAEMONETICS CORP | $5.4M |
NSSCNAPCO SECURITY TECHNOLOGIES INC | $5.1M |
IRMDIRADIMED CORP | $4.9M |
TILEINTERFACE INC | $4.9M |
MLIMUELLER INDUSTRIES INC | $4.8M |
FTDRFRONTDOOR INC | $4.8M |
LGNDLIGAND PHARMA | $4.7M |
CRKCOMSTOCK RESOURCES INC | $4.4M |
NGVTINGEVITY CORP | $4.3M |
CRAICRA INTERNATIONAL INC | $4.2M |
CNMCORE & MAIN INC | $4.2M |
GSLGLOBAL SHIP LEASE | $4.1M |
PLXSPLEXUS CORP | $4.0M |
CCBGCAPITAL CITY BANK GP | $3.8M |
OPCHOPTION CARE HEALTH INC | $3.8M |
TTEKTETRA TECH INC | $3.7M |
AMALAMALGAMATED FINL CORP | $3.7M |
SRCEFIRST SOURCE CORP | $3.7M |
ALEXALEXANDER & BALDWIN | $3.6M |
RLIR L I CORP | $3.5M |
LOVELOVESAC COMPANY | $3.5M |
KFYKORN FERRY | $3.4M |
BLFSBIOLIFE SOLUTIONS INC | $3.3M |
ACLSAXCELIS TECHNOLOGIES INC | $3.3M |
SFMSPROUTS FARMERS MARKET INC | $3.3M |
—DONNELLEY FINANCIAL | $3.3M |
ISSCINNOVATIVE SOLUTIONS AND SUPPORT INC | $3.2M |
HCKTHACKETT GROUP | $3.2M |
LMBLIMBACH HOLDINGS INC | $3.2M |
—INSTEEL INDUSTRIES | $3.2M |
AMSFAMERISAFE INC | $3.1M |
ASOACADEMY SPORTS AND OUTDOORS INC | $3.1M |
EIGEMPLOYERS HOLDINGS INC | $3.1M |
INDBINDEPENDENT BANK CO | $3.1M |
PZZAPAPA JOHNS INTERNATIONAL INC | $3.1M |
APAMARTISAN PARTNERS ASSET MANAGEMENT INC | $3.1M |
APLEAPPLE HOSPITALITY REIT | $3.0M |
NVECN V E CORPORATION | $3.0M |
MDXGMIMEDX GROUP INC | $3.0M |
CATCATERPILLAR INC | $3.0M |
APOGAPOGEE ENTERPRISES | $2.8M |
CXTCRANE NXT | $2.8M |
MTXMINERALS TECHNOLOGIES INC | $2.7M |
JBIJANUS INTERNATIONAL GROUP | $2.7M |
PLABPHOTRONICS INC | $2.7M |
BFLYBUTTERFLY NETWORK INC CLASS A | $2.6M |
LNTHLANTHEUS HOLDINGS INC | $2.6M |
REYNREYNOLDS CONSUMER PRODUCTS INC | $2.6M |
GLDSPDR GOLD SHARES ETF | $2.4M |
AVNTAVIENT CORPORATION | $2.4M |
MLRMILLER INDUSTRIES INC | $2.4M |
OIIOCEANEERING INTL INC | $2.3M |
UTIUNIVERSAL TECHNICAL INSTITUTE | $2.3M |
ATKRATKORE INC | $2.3M |
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