ISTHMUS PARTNERS, LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$799K

Holdings

211

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (211 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	89,676	$20K	2.49%
2	AMCRAMCOR PLC F	2,003,404	$19K	2.43%
3	ABGCENCORA INC	65,655	$18K	2.29%
4	AZOAUTOZONE INC	4,764	$18K	2.27%
5	MSFTMICROSOFT CORP	44,771	$17K	2.10%
6	JNJJOHNSON & JOHNSON	99,607	$17K	2.07%
7	MCDMCDONALDS CORP	52,771	$16K	2.06%
8	WRBBERKLEY W R CORP	224,405	$16K	2.00%
9	EBAEBAY INC	234,334	$16K	1.99%
10	TTTRANE TECHNOLOGIES PLC	45,900	$15K	1.94%
11	DGXQUEST DIAGNOSTIC INC	89,874	$15K	1.90%
12	ALSNALLISON TRANSMISSION HLDGS INC	152,694	$15K	1.83%
13	BKBANK NEW YORK MELLON CORP	173,509	$15K	1.82%
14	CHRWCH ROBINSON WORLDWIDE INC	141,814	$15K	1.82%
15	CBOECBOE GLOBAL MKTS INC	63,470	$14K	1.80%
16	GWWGRAINGER W W INC	14,468	$14K	1.79%
17	PYPLPAYPAL HLDGS INC	206,896	$13K	1.69%
18	KVUEKENVUE INC COM	556,269	$13K	1.67%
19	PNCPNC FINL SVCS GROUP INC	75,646	$13K	1.66%
20	ITGARTNER INC	31,220	$13K	1.64%
21	CLCOLGATE PALMOLIVE CO	137,111	$13K	1.61%
22	—HCA HOLDINGS INC	36,701	$13K	1.59%
23	PSAPUBLIC STORAGE	41,958	$13K	1.57%
24	LKQ1LKQ CORP	294,199	$13K	1.57%
25	EMREMERSON ELEC CO	113,323	$12K	1.56%
26	FITBFIFTH THIRD BANCORP	316,565	$12K	1.55%
27	HSYHERSHEY CO	72,208	$12K	1.55%
28	SYYSYSCO CORP	159,761	$12K	1.50%
29	CTRACOTERRA ENERGY INC	405,271	$12K	1.47%
30	ZBRAZEBRA TECHNOLOGIES CORP	41,005	$12K	1.45%
31	ZTSZOETIS INC CLASS A	70,062	$12K	1.44%
32	LOWLOWES COMPANIES INC	48,323	$11K	1.41%
33	ROKROCKWELL AUTOMATION INC	42,939	$11K	1.39%
34	UPSUNITED PARCEL SVC INC	100,637	$11K	1.39%
35	ULTAULTA BEAUTY INC	30,171	$11K	1.38%
36	FLSFLOWSERVE CORP	226,398	$11K	1.38%
37	LMTLOCKHEED MARTIN CORP	24,498	$11K	1.37%
38	SLBSCHLUMBERGER LTD	259,723	$11K	1.36%
39	AVGOBROADCOM INC	63,874	$11K	1.34%
40	ACNACCENTURE PLC	34,234	$11K	1.34%
41	DOCHEALTHPEAK PPTYS INC REIT	525,886	$11K	1.33%
42	BAHBOOZ ALLEN HAMILTON HLDG CORP	93,320	$10K	1.22%
43	AMATAPPLIED MATERIALS	61,532	$9K	1.12%
44	PCARPACCAR INC	63,705	$6K	0.78%
45	SPTMSPDR TOTAL STOCK MARKET ETF	79,508	$5K	0.68%
46	CRKCOMSTOCK RESOURCES INC	230,429	$5K	0.59%
47	MLIMUELLER INDUSTRIES INC	55,067	$4K	0.52%
48	CNMCORE & MAIN INC	82,592	$4K	0.50%
49	LGNDLIGAND PHARMA	37,675	$4K	0.50%
50	HCKTHACKETT GROUP	135,001	$4K	0.49%
51	RLIR L I CORP	46,577	$4K	0.47%
52	TILEINTERFACE INC	187,376	$4K	0.47%
53	CRAICRA INTERNATIONAL INC	20,648	$4K	0.45%
54	BELFBBEL FUSE INC. CLASS B	47,362	$4K	0.44%
55	PLXSPLEXUS CORP	27,423	$4K	0.44%
56	FTDRFRONTDOOR INC	90,037	$3K	0.43%
57	AMSFAMERISAFE INC	64,441	$3K	0.42%
58	SFMSPROUTS FARMERS MARKET INC	22,024	$3K	0.42%
59	KFYKORN FERRY	49,499	$3K	0.42%
60	LMBLIMBACH HOLDINGS INC	44,474	$3K	0.41%
61	SRCEFIRST SOURCE CORP	55,082	$3K	0.41%
62	EIGEMPLOYERS HOLDINGS INC	64,127	$3K	0.41%
63	AMALAMALGAMATED FINL CORP	109,534	$3K	0.39%
64	TTEKTETRA TECH INC	106,927	$3K	0.39%
65	CCBGCAPITAL CITY BANK GP	85,761	$3K	0.39%
66	PZZAPAPA JOHNS INTERNATIONAL INC	74,318	$3K	0.38%
67	IRMDIRADIMED CORP	57,800	$3K	0.38%
68	BLFSBIOLIFE SOLUTIONS INC	131,616	$3K	0.38%
69	ALEXALEXANDER & BALDWIN	164,165	$3K	0.35%
70	AEISADVANCED ENERGY INDUSTRIES, INC	29,565	$3K	0.35%
71	INTCINTEL CORP	123,765	$3K	0.35%
72	NVECN V E CORPORATION	43,567	$3K	0.35%
73	APAMARTISAN PARTNERS ASSET MANAGEMENT INC	69,534	$3K	0.34%
74	NGVTINGEVITY CORP	68,162	$3K	0.34%
75	HAEHAEMONETICS CORP	42,465	$3K	0.34%
76	GMS1EURGMS INC	35,729	$3K	0.33%
77	GSLGLOBAL SHIP LEASE	113,625	$3K	0.32%
78	APLEAPPLE HOSPITALITY REIT	200,823	$3K	0.32%
79	—INSTEEL INDUSTRIES	94,819	$2K	0.31%
80	AVNTAVIENT CORPORATION	65,861	$2K	0.31%
81	INDBINDEPENDENT BANK CO	37,994	$2K	0.30%
82	MDXGMIMEDX GROUP INC	310,262	$2K	0.30%
83	NSSCNAPCO SECURITY TECHNOLOGIES INC	102,380	$2K	0.29%
84	ASOACADEMY SPORTS AND OUTDOORS INC	51,534	$2K	0.29%
85	REYNREYNOLDS CONSUMER PRODUCTS INC	90,116	$2K	0.27%
86	HYHYSTER-YALE MH CLASS A	47,674	$2K	0.25%
87	GICGLOBAL INDUSTRIAL COMPANY	86,382	$2K	0.24%
88	OIIOCEANEERING INTL INC	88,477	$2K	0.24%
89	OECORION ENGINEERED CARBONS	145,965	$2K	0.24%
90	JBIJANUS INTERNATIONAL GROUP	260,220	$2K	0.23%
91	UTMUTAH MEDICAL PRODUCT	32,923	$2K	0.23%
92	MLRMILLER INDUSTRIES INC	42,861	$2K	0.23%
93	VREXVAREX IMAGING CORP	153,396	$2K	0.22%
94	GLDSPDR GOLD SHARES ETF	6,000	$2K	0.22%
95	PGPROCTER & GAMBLE CO	9,910	$2K	0.21%
96	DCGODOCGO INC	638,400	$2K	0.21%
97	MTWMANITOWOC COMPANY	193,640	$2K	0.21%
98	SHYFSHYFT GROUP INC	202,062	$2K	0.20%
99	OPCHOPTION CARE HEALTH INC.	46,402	$2K	0.20%
100	BFLYBUTTERFLY NETWORK INC CLASS A	689,222	$2K	0.20%

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