ISTHMUS PARTNERS, LLC Q4 2021 Filing

Filed January 25, 2022

Portfolio Value

$596.5M

Holdings

148

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (148 positions)

StockValue
AAPLAPPLE INC
$15.8M
AZOAUTOZONE INC
$15.5M
MSFTMICROSOFT CORP
$14.8M
QCOMQUALCOMM INC
$14.4M
ACNACCENTURE PLC A
$13.2M
PSAPUBLIC STORAGE
$13.1M
WMWASTE MGMT INC DEL
$13.1M
UPSUNITED PARCEL SVC INC
$13.0M
TSCOTRACTOR SUPPLY CO
$12.4M
GWWGRAINGER W W INC
$12.2M
FITBFIFTH THIRD BANCORP
$12.0M
ROKROCKWELL AUTOMATION, INC
$11.8M
BALLBALL CORPORATION
$11.3M
BKBANK OF NY MELLON CO
$11.1M
CHDCHURCH & DWIGHT INC
$10.9M
JNJJOHNSON & JOHNSON
$10.8M
CHRWC.H. ROBINSON WORLDWIDE, INC.
$10.7M
PNCPNC FINL SERVICES GP INC
$10.6M
BKNGBOOKING HLDGS INC
$10.5M
SYYSYSCO CORP
$10.4M
CLCOLGATE PALMOLIVE CO
$10.3M
EMREMERSON ELEC CO
$10.2M
FT2FIRST HORIZON CORPORATION
$10.2M
HN9HANESBRANDS INC.
$9.7M
CICIGNA CORP
$9.6M
LEALEAR CORP
$9.5M
KSSKOHLS CORP
$9.2M
FMCFMC CORP
$9.0M
EAELECTRONIC ARTS
$8.9M
BAHBOOZ ALLEN HAMILTON HLDG CORP
$8.9M
DOCUSDPHYSICIANS RLTY TR
$8.9M
WRBBERKLEY W R CORP
$8.9M
EBAEBAY INC
$8.9M
BDXBECTON DICKINSON & CO
$8.8M
KMBKIMBERLY CLARK CORP
$8.4M
ALSNALLISON TRANSMISSION HLDGS INC
$8.2M
MDTMEDTRONIC PLC
$7.5M
INTCINTEL CORP
$7.3M
CDKCDK GLOBAL INC
$7.1M
SLBSCHLUMBERGER LTD
$6.1M
TAT&T INC
$5.5M
XOMEXXON MOBIL CORP
$5.4M
FLSFLOWSERVE CORP
$5.1M
CLRUSDCONTINENTAL RESOURCE
$4.9M
SPTMSPDR TOTAL STOCK MARKET ETF
$4.8M
CLXCLOROX CO
$4.7M
BFLYBUTTERFLY NETWORK INC CLASS A
$4.6M
AMANTERO MIDSTREAM CORP COM
$3.9M
WCCWESCO INTERNATIONAL INC
$3.5M
LTHM1EURLIVENT CORP
$3.5M
ITGARTNER INC
$3.2M
HLIOHELIOS TECHNOLOGIES INC
$3.2M
CAMTCAMTEK LTD
$3.0M
NSSCNAPCO SECURITY TECHNOLOGIES, INC
$2.7M
EXPOEXPONENT INC
$2.6M
TTEKTETRA TECH INC
$2.6M
VREXVAREX IMAGING CORPOR
$2.5M
HCQAMN HEALTHCARE SERVICES, INC
$2.5M
INSTEEL INDUSTRIES
$2.4M
MGPIMGP INGREDIENTS INC
$2.4M
FWRDUSDFORWARD AIR CORP
$2.4M
HYPRHYPERFINE INC
$2.4M
TILEINTERFACE INC
$2.3M
LGNDLIGAND PHARMA
$2.1M
GBXGREENBRIER COMPANIES INC
$2.1M
ICHRICHOR HOLDINGS, LTD
$2.0M
MCFTMASTERCRAFT BOAT HOLDINGS INC
$2.0M
GICGLOBAL INDUSTRIAL COMPANY
$2.0M
UMBFU M B FINANCIAL CORP
$2.0M
GMEDGLOBUS MEDICAL, INC
$2.0M
MTWMANITOWOC COMPANY
$1.9M
PLXSPLEXUS CORP
$1.9M
SILCSILICOM LTD
$1.9M
UISUNISYS CORPORATION
$1.9M
RLIR L I CORP
$1.8M
HCKTHACKETT GROUP
$1.8M
EIGEMPLOYERS HOLDINGS INC
$1.8M
OECORION ENGINEERED CARBONS
$1.8M
PGTIUSDPGT INNOVATIONS, INC
$1.8M
UTMUTAH MEDICAL PRODUCT
$1.8M
AMALAMALGAMATED FINL CORP
$1.7M
MLKNMILLERKNOLL INC
$1.7M
NVECN V E CORPORATION
$1.7M
INDBINDEPENDENT BANK CO
$1.7M
CMCOCOLUMBUS MCKINNON CO
$1.7M
ALNTALLIED MOTION TECHNOLOGIES
$1.7M
CSTLCASTLE BIOSCIENCES INC
$1.6M
SUPNSUPERNUS PHARMACEUTICALS, INC
$1.6M
CCBGCAPITAL CITY BANK GP
$1.6M
SRCEFIRST SOURCE CORP
$1.6M
PGPROCTER & GAMBLE CO
$1.5M
35YCORECARD CORPORATION
$1.5M
JOUTJOHNSON OUTDOORS INC
$1.5M
SPYSPDR S&P 500 ETF
$1.5M
INTRICON CORP
$1.4M
NEENAH INC
$1.3M
GSLGLOBAL SHIP LEASE
$1.3M
CHASE CORP
$1.3M
IRIXIRIDEX CORP
$1.3M
MDXGMIMEDX GROUP INC
$1.3M
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