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 |
|---|---|
CMCOCOLUMBUS MCKINNON CO | $2.1M |
CLMBCLIMB GLOBAL SOLUTIONS INC | $1.8M |
BOKFBOK FINANCIAL CORPORATION | $1.8M |
NOGNORTHERN OIL AND GAS | $1.8M |
MGPIMGP INGREDIENTS INC | $1.8M |
HYHYSTER-YALE MH CLASS A | $1.7M |
GRBKGREEN BRICK PARTNERS | $1.7M |
EMBCEMBECTA CORP | $1.6M |
PAYOPAYONEER GLOBAL INC | $1.6M |
METAMETA PLATFORMS INC | $1.6M |
ERIIENERGY RECOVERY INC | $1.5M |
CBTCABOT CORPORATION | $1.5M |
AMZNAMAZON COM INC | $1.4M |
MRKMERCK & CO. INC. | $1.4M |
OABIOMNIAB, INC. | $1.3M |
EXASEXACT SCIENCES CORP | $1.3M |
SPYSPDR S&P 500 ETF | $1.2M |
—EVERCORE INC CLASS A | $1.2M |
XOMEXXON MOBIL CORP COM | $1.1M |
—J P MORGAN CHASE & CO | $1.1M |
BRK/BBERKSHIRE HATHAWAY CLASS B | $953K |
SLVISHARES SILVER TRUST ETF IV | $934K |
UNPUNION PACIFIC CORP | $918K |
NMIHNMI HOLDINGS INC CLASS A | $897K |
MCKMCKESSON CORP | $812K |
FASTFASTENAL CO | $812K |
EBAEBAY INC | $793K |
DCGODOCGO INC | $780K |
—OTC MARKETS GROUP INC | $775K |
TMOTHERMO FISHER SCNTFC | $677K |
USBU S BANCORP | $674K |
PPLTABERDEEN STANDARD PLATINUM ETF IV | $647K |
IBMIBM CORP | $646K |
—ALPHABET INC CLASS C | $580K |
JAZZJAZZ PHARMACEUTICALS PLC | $572K |
FT2FIRST HORIZON CORPORATION COM | $561K |
ETNEATON CORP PLC F | $539K |
NEENEXTERA ENERGY INC | $529K |
WCCWESCO INTL INC | $527K |
UTMUTAH MEDICAL PRODUCT | $516K |
FLSFLOWSERVE CORP | $510K |
CMCCOMMERCIAL METALS CO | $503K |
ADPAUTO DATA PROCESSING | $500K |
—FIDELITY NATL INFORMATION | $478K |
AYIACUITY INC | $477K |
CVXCHEVRON CORP | $477K |
MATVMATIV HOLDINGS INC | $467K |
HALOHALOZYME THERAPEUTICS | $452K |
CPERUNITED STATES COPPER INDEX ETF | $447K |
TN1TENNANT CO | $442K |
MDYSPDR S&P MIDCAP 400 ETF IV | $433K |
AGCOAGCO CORP | $425K |
SNASNAP-ON INCORPORATED | $417K |
WMSADVANCED DRAINAGE SYSTEMS INC | $410K |
BMOBANK MONTREAL QUE | $401K |
AVYAVERY DENNISON CORP | $396K |
CBSHCOMMERCE BANCSHARES | $383K |
ECLECOLAB INC | $371K |
DOXAMDOCS LIMITED | $366K |
MKLMARKEL CORP | $365K |
TWSTTWIST BIOSCIENCE CORP | $353K |
NDSNNORDSON CORP | $351K |
SHELSHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $346K |
ITWILLINOIS TOOL WORKS | $344K |
URIUNITED RENTALS INC | $341K |
CRMSALESFORCE COM | $339K |
ABTABBOTT LABORATORIES | $328K |
FCNF T I CONSULTING INC | $327K |
NVDANVIDIA CORP | $326K |
HDSNHUDSON TECHNOLOGIES INC | $326K |
SPGIS&P GLOBAL INC | $325K |
ORLYO REILLY AUTOMOTIVE | $321K |
BABOEING CO | $316K |
MTNVAIL RESORTS INC | $311K |
WEXWEX INC | $309K |
CROXCROCS, INC | $307K |
HYPRHYPERFINE INC | $306K |
DOCHEALTHPEAK PPTYS INC REIT | $304K |
IWBISHARES RUSSELL 1000 ETF IV | $296K |
LLYELI LILLY & COMPANY | $295K |
NOCNORTHROP GRUMMAN CO | $293K |
REXRREXFORD INDUSTRIAL REALTY INC | $292K |
VVVVALVOLINE INC | $281K |
APHAMPHENOL CORP CLASS A | $278K |
KMBKIMBERLY-CLARK CORP | $277K |
FERGFERGUSON PLC NEW F | $277K |
TMFCMOTLEY FOOL 100 INDEX ETF | $269K |
HSICSCHEIN HENRY INC | $266K |
VIGVANGUARD DIV APPRCIATION | $266K |
COPCONOCOPHILLIPS | $262K |
MELIMERCADOLIBRE INC | $257K |
GEGENERAL ELECTRIC CO | $252K |
GLWCORNING INC | $251K |
T7DTRANSDIGM GROUP INC | $248K |
NDAQNASDAQ INC | $247K |
HDHOME DEPOT INC | $245K |
TSMTAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $245K |
COSTCOSTCO WHOLESALE CO | $242K |
WECW E C ENERGY GROUP INC | $238K |
OVVOVINTIV INC | $236K |