ISTHMUS PARTNERS, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$451K
Holdings
176
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (176 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $24.0M |
—ALPHABET INC CLASS A | $22.0M |
AVGOBROADCOM INC | $19.0M |
JNJJOHNSON & JOHNSON | $18.4M |
TTTRANE TECHNOLOGIES PLC | $18.2M |
ABGCENCORA INC | $18.0M |
BKBANK NEW YORK MELLON CORP | $18.0M |
CHRWCH ROBINSON WORLDWIDE INC | $17.0M |
AMCRAMCOR PLC F | $16.0M |
WRBBERKLEY W R CORP | $16.0M |
—HCA HOLDINGS INC | $15.6M |
PGPROCTER & GAMBLE CO | $15.2M |
CBOECBOE GLOBAL MKTS INC | $15.0M |
AMATAPPLIED MATERIALS | $15.0M |
ABBVABBVIE INC | $15.0M |
PNCPNC FINL SVCS GROUP INC | $14.9M |
ROKROCKWELL AUTOMATION INC | $14.5M |
EMREMERSON ELEC CO | $14.0M |
HSYHERSHEY CO | $13.6M |
SYYSYSCO CORP | $13.3M |
PYPLPAYPAL HLDGS INC | $13.2M |
FITBFIFTH THIRD BANCORP | $13.0M |
MCDMCDONALDS CORP | $12.8M |
ZBRAZEBRA TECHNOLOGIES CORP | $12.6M |
LMTLOCKHEED MARTIN CORP | $12.5M |
PSAPUBLIC STORAGE | $12.3M |
LOWLOWES COMPANIES INC | $12.3M |
ALSNALLISON TRANSMISSION HLDGS INC | $12.0M |
DC4DEXCOM INC | $11.0M |
FLSFLOWSERVE CORP | $11.0M |
CLCOLGATE PALMOLIVE CO | $11.0M |
ZTSZOETIS INC CLASS A | $10.5M |
UPSUNITED PARCEL SVC INC | $10.3M |
SLBSCHLUMBERGER LTD | $9.4M |
BAHBOOZ ALLEN HAMILTON HLDG CORP | $9.0M |
CTRACOTERRA ENERGY INC | $9.0M |
ITGARTNER INC | $9.0M |
LKQ1LKQ CORP | $9.0M |
INTCINTEL CORP | $8.3M |
ACNACCENTURE PLC | $8.0M |
—SPDR TOTAL STOCK MARKET ETF | $6.8M |
PCARPACCAR INC | $6.3M |
NSSCNAPCO SECURITY TECHNOLOGIES INC | $5.3M |
LGNDLIGAND PHARMA | $5.2M |
TILEINTERFACE INC | $5.2M |
FTDRFRONTDOOR INC | $5.0M |
AEISADVANCED ENERGY INDUSTRIES INC | $5.0M |
MLIMUELLER INDUSTRIES INC | $4.9M |
IRMDIRADIMED CORP | $4.2M |
ACLSAXCELIS TECHNOLOGIES INC | $4.0M |
CRAICRA INTERNATIONAL INC | $4.0M |
CNMCORE & MAIN INC | $4.0M |
NGVTINGEVITY CORP | $4.0M |
PLXSPLEXUS CORP | $3.9M |
PZZAPAPA JOHNS INTERNATIONAL INC | $3.8M |
—INSTEEL INDUSTRIES | $3.8M |
TTEKTETRA TECH INC | $3.7M |
KFYKORN FERRY | $3.6M |
RLIR L I CORP | $3.5M |
LMBLIMBACH HOLDINGS INC | $3.4M |
JBIJANUS INTERNATIONAL GROUP | $3.3M |
NVECN V E CORPORATION | $3.3M |
OPCHOPTION CARE HEALTH INC | $3.3M |
HAEHAEMONETICS CORP | $3.0M |
HCKTHACKETT GROUP | $3.0M |
ALEXALEXANDER & BALDWIN | $3.0M |
BELFBBEL FUSE INC CLASS B | $3.0M |
CRKCOMSTOCK RESOURCES INC | $3.0M |
—DONNELLEY FINANCIAL | $3.0M |
AMALAMALGAMATED FINL CORP | $3.0M |
CCBGCAPITAL CITY BANK GP | $3.0M |
APAMARTISAN PARTNERS ASSET MANAGEMENT INC | $3.0M |
CXTCRANE NXT | $3.0M |
GSLGLOBAL SHIP LEASE | $3.0M |
ASOACADEMY SPORTS AND OUTDOORS INC | $3.0M |
SRCEFIRST SOURCE CORP | $3.0M |
AMSFAMERISAFE INC | $3.0M |
APLEAPPLE HOSPITALITY REIT | $3.0M |
APOGAPOGEE ENTERPRISES | $3.0M |
BLFSBIOLIFE SOLUTIONS INC | $3.0M |
MDXGMIMEDX GROUP INC | $3.0M |
INDBINDEPENDENT BANK CO | $2.9M |
MTXMINERALS TECHNOLOGIES INC | $2.7M |
SFMSPROUTS FARMERS MARKET INC | $2.7M |
REYNREYNOLDS CONSUMER PRODUCTS INC | $2.6M |
MLRMILLER INDUSTRIES INC | $2.5M |
UTMUTAH MEDICAL PRODUCT | $2.4M |
OIIOCEANEERING INTL INC | $2.4M |
ISSCINNOVATIVE SOLUTIONS AND SUPPORT INC | $2.4M |
LOVELOVESAC COMPANY | $2.3M |
GLDSPDR GOLD SHARES ETF | $2.1M |
HYHYSTER-YALE MH CLASS A | $2.0M |
EIGEMPLOYERS HOLDINGS INC | $2.0M |
ATKRATKORE INC | $2.0M |
AVNTAVIENT CORPORATION | $2.0M |
NOGNORTHERN OIL AND GAS | $1.9M |
MGPIMGP INGREDIENTS INC | $1.5M |
OECORION ENGINEERED CARBONS | $1.4M |
LNTHLANTHEUS HOLDINGS INC | $1.2M |
MRKMERCK & CO. INC. | $1.1M |
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