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
201	EXPOEXPONENT INC	3,390	$235K	0.03%
202	WMTWALMART INC	2,096	$233K	0.03%
203	RTXRAYTHEON TECHNOLOGIES CO	1,266	$232K	0.03%
204	—ULTA BEAUTY INC	377	$228K	0.03%
205	IJRISHARES CORE S&P SMALL CAP ETF	1,859	$223K	0.02%
206	COFCAPITAL ONE FINL	900	$218K	0.02%
207	IWMISHARES RUSSELL 2000 ETF	856	$210K	0.02%
208	MGYMAGNOLIA OIL & GAS CORP	9,617	$210K	0.02%
209	—CISCO SYSTEMS INC	2,719	$209K	0.02%
210	RHIROBERT HALF INTL	7,527	$204K	0.02%
211	—INTERCONTINENTAL EXC	1,250	$202K	0.02%
212	CLBCORE LABORATORIES INC	12,482	$200K	0.02%
213	TMCTMC THE METALS CO INC F	22,696	$140K	0.02%
214	AIRJAIRJOULE TECHNOLOGIES CO CLASS A	17,000	$66K	0.01%

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