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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