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 |
|---|---|---|---|---|---|
| 101 | CMCOCOLUMBUS MCKINNON CO | 119,986 | $2.1M | 0.23% | |
| 102 | CLMBCLIMB GLOBAL SOLUTIONS INC | 17,631 | $1.8M | 0.20% | |
| 103 | BOKFBOK FINANCIAL CORPORATION | 14,981 | $1.8M | 0.20% | |
| 104 | NOGNORTHERN OIL AND GAS | 81,739 | $1.8M | 0.19% | |
| 105 | MGPIMGP INGREDIENTS INC | 72,147 | $1.8M | 0.19% | |
| 106 | HYHYSTER-YALE MH CLASS A | 57,443 | $1.7M | 0.19% | |
| 107 | GRBKGREEN BRICK PARTNERS | 26,417 | $1.7M | 0.18% | |
| 108 | EMBCEMBECTA CORP | 138,729 | $1.6M | 0.18% | |
| 109 | PAYOPAYONEER GLOBAL INC | 291,471 | $1.6M | 0.18% | |
| 110 | METAMETA PLATFORMS INC | 2,455 | $1.6M | 0.18% | |
| 111 | ERIIENERGY RECOVERY INC | 111,054 | $1.5M | 0.17% | |
| 112 | CBTCABOT CORPORATION | 22,415 | $1.5M | 0.16% | |
| 113 | AMZNAMAZON COM INC | 6,133 | $1.4M | 0.16% | |
| 114 | MRKMERCK & CO. INC. | 13,053 | $1.4M | 0.15% | |
| 115 | OABIOMNIAB, INC. | 721,309 | $1.3M | 0.15% | |
| 116 | EXASEXACT SCIENCES CORP | 12,313 | $1.3M | 0.14% | |
| 117 | SPYSPDR S&P 500 ETF | 1,812 | $1.2M | 0.14% | |
| 118 | —EVERCORE INC CLASS A | 3,465 | $1.2M | 0.13% | |
| 119 | XOMEXXON MOBIL CORP COM | 9,034 | $1.1M | 0.12% | |
| 120 | —J P MORGAN CHASE & CO | 3,353 | $1.1M | 0.12% | |
| 121 | BRK/BBERKSHIRE HATHAWAY CLASS B | 1,896 | $953K | 0.11% | |
| 122 | SLVISHARES SILVER TRUST ETF IV | 14,505 | $934K | 0.10% | |
| 123 | UNPUNION PACIFIC CORP | 3,970 | $918K | 0.10% | |
| 124 | NMIHNMI HOLDINGS INC CLASS A | 22,000 | $897K | 0.10% | |
| 125 | MCKMCKESSON CORP | 990 | $812K | 0.09% | |
| 126 | FASTFASTENAL CO | 20,238 | $812K | 0.09% | |
| 127 | EBAEBAY INC | 9,111 | $793K | 0.09% | |
| 128 | DCGODOCGO INC | 888,845 | $780K | 0.09% | |
| 129 | —OTC MARKETS GROUP INC | 15,108 | $775K | 0.09% | |
| 130 | TMOTHERMO FISHER SCNTFC | 1,170 | $677K | 0.08% | |
| 131 | USBU S BANCORP | 12,646 | $674K | 0.07% | |
| 132 | PPLTABERDEEN STANDARD PLATINUM ETF IV | 3,475 | $647K | 0.07% | |
| 133 | IBMIBM CORP | 2,183 | $646K | 0.07% | |
| 134 | —ALPHABET INC CLASS C | 1,849 | $580K | 0.06% | |
| 135 | JAZZJAZZ PHARMACEUTICALS PLC | 3,367 | $572K | 0.06% | |
| 136 | FT2FIRST HORIZON CORPORATION COM | 23,503 | $561K | 0.06% | |
| 137 | ETNEATON CORP PLC F | 1,695 | $539K | 0.06% | |
| 138 | NEENEXTERA ENERGY INC | 6,590 | $529K | 0.06% | |
| 139 | WCCWESCO INTL INC | 2,155 | $527K | 0.06% | |
| 140 | UTMUTAH MEDICAL PRODUCT | 9,233 | $516K | 0.06% | |
| 141 | FLSFLOWSERVE CORP | 7,353 | $510K | 0.06% | |
| 142 | CMCCOMMERCIAL METALS CO | 7,274 | $503K | 0.06% | |
| 143 | ADPAUTO DATA PROCESSING | 1,947 | $500K | 0.06% | |
| 144 | —FIDELITY NATL INFORMATION | 7,197 | $478K | 0.05% | |
| 145 | AYIACUITY INC | 1,325 | $477K | 0.05% | |
| 146 | CVXCHEVRON CORP | 3,134 | $477K | 0.05% | |
| 147 | MATVMATIV HOLDINGS INC | 38,499 | $467K | 0.05% | |
| 148 | HALOHALOZYME THERAPEUTICS | 6,723 | $452K | 0.05% | |
| 149 | CPERUNITED STATES COPPER INDEX ETF | 12,800 | $447K | 0.05% | |
| 150 | TN1TENNANT CO | 6,000 | $442K | 0.05% | |
| 151 | MDYSPDR S&P MIDCAP 400 ETF IV | 718 | $433K | 0.05% | |
| 152 | AGCOAGCO CORP | 4,075 | $425K | 0.05% | |
| 153 | SNASNAP-ON INCORPORATED | 1,212 | $417K | 0.05% | |
| 154 | WMSADVANCED DRAINAGE SYSTEMS INC | 2,832 | $410K | 0.05% | |
| 155 | BMOBANK MONTREAL QUE | 3,091 | $401K | 0.04% | |
| 156 | AVYAVERY DENNISON CORP | 2,182 | $396K | 0.04% | |
| 157 | CBSHCOMMERCE BANCSHARES | 7,318 | $383K | 0.04% | |
| 158 | ECLECOLAB INC | 1,415 | $371K | 0.04% | |
| 159 | DOXAMDOCS LIMITED | 4,558 | $366K | 0.04% | |
| 160 | MKLMARKEL CORP | 170 | $365K | 0.04% | |
| 161 | TWSTTWIST BIOSCIENCE CORP | 11,145 | $353K | 0.04% | |
| 162 | NDSNNORDSON CORP | 1,462 | $351K | 0.04% | |
| 163 | SHELSHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS | 4,720 | $346K | 0.04% | |
| 164 | ITWILLINOIS TOOL WORKS | 1,400 | $344K | 0.04% | |
| 165 | URIUNITED RENTALS INC | 422 | $341K | 0.04% | |
| 166 | CRMSALESFORCE COM | 1,283 | $339K | 0.04% | |
| 167 | ABTABBOTT LABORATORIES | 2,620 | $328K | 0.04% | |
| 168 | FCNF T I CONSULTING INC | 1,920 | $327K | 0.04% | |
| 169 | NVDANVIDIA CORP | 1,749 | $326K | 0.04% | |
| 170 | HDSNHUDSON TECHNOLOGIES INC | 47,664 | $326K | 0.04% | |
| 171 | SPGIS&P GLOBAL INC | 622 | $325K | 0.04% | |
| 172 | ORLYO REILLY AUTOMOTIVE | 3,525 | $321K | 0.04% | |
| 173 | BABOEING CO | 1,458 | $316K | 0.04% | |
| 174 | MTNVAIL RESORTS INC | 2,345 | $311K | 0.03% | |
| 175 | WEXWEX INC | 2,077 | $309K | 0.03% | |
| 176 | CROXCROCS, INC | 3,596 | $307K | 0.03% | |
| 177 | HYPRHYPERFINE INC | 313,350 | $306K | 0.03% | |
| 178 | DOCHEALTHPEAK PPTYS INC REIT | 18,959 | $304K | 0.03% | |
| 179 | IWBISHARES RUSSELL 1000 ETF IV | 795 | $296K | 0.03% | |
| 180 | LLYELI LILLY & COMPANY | 275 | $295K | 0.03% | |
| 181 | NOCNORTHROP GRUMMAN CO | 515 | $293K | 0.03% | |
| 182 | REXRREXFORD INDUSTRIAL REALTY INC | 7,542 | $292K | 0.03% | |
| 183 | VVVVALVOLINE INC | 9,681 | $281K | 0.03% | |
| 184 | APHAMPHENOL CORP CLASS A | 2,058 | $278K | 0.03% | |
| 185 | KMBKIMBERLY-CLARK CORP | 2,748 | $277K | 0.03% | |
| 186 | FERGFERGUSON PLC NEW F | 1,248 | $277K | 0.03% | |
| 187 | TMFCMOTLEY FOOL 100 INDEX ETF | 3,760 | $269K | 0.03% | |
| 188 | HSICSCHEIN HENRY INC | 3,526 | $266K | 0.03% | |
| 189 | VIGVANGUARD DIV APPRCIATION | 1,211 | $266K | 0.03% | |
| 190 | COPCONOCOPHILLIPS | 2,799 | $262K | 0.03% | |
| 191 | MELIMERCADOLIBRE INC | 128 | $257K | 0.03% | |
| 192 | GEGENERAL ELECTRIC CO | 821 | $252K | 0.03% | |
| 193 | GLWCORNING INC | 2,870 | $251K | 0.03% | |
| 194 | T7DTRANSDIGM GROUP INC | 187 | $248K | 0.03% | |
| 195 | NDAQNASDAQ INC | 2,550 | $247K | 0.03% | |
| 196 | HDHOME DEPOT INC | 714 | $245K | 0.03% | |
| 197 | TSMTAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 807 | $245K | 0.03% | |
| 198 | COSTCOSTCO WHOLESALE CO | 281 | $242K | 0.03% | |
| 199 | WECW E C ENERGY GROUP INC | 2,260 | $238K | 0.03% | |
| 200 | OVVOVINTIV INC | 6,031 | $236K | 0.03% |