The Analysis of ISTHMUS PARTNERS, LLC's Holdings

Currently, ISTHMUS PARTNERS, LLC holds 176 types of securities in its portfolio with a total value $450.8M. In the most recent quarter, they have increased their positions in PG (+88.3K shares, valued at $13.6M), LOVE (+138.7K shares, valued at $2.3M), LNTH (+24.1K shares, valued at $1.2M); decreased their positions in N/A (-7.8K shares, valued at $1.4M), ULTA (-794 shares, valued at $434.1K), MLI (-4.1K shares, valued at $415.4K); initiated new positions in LOVE (+138.7K shares, valued at $2.3M), LNTH (+24.1K shares, valued at $1.2M), PLAB (+26.2K shares, valued at $600.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP47.1K shares-0.43%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON99.3K shares-0.34%2025-09-302025-11-10

TT TRANE TECHNOLOGIES PLC43.1K shares-1.79%2025-09-302025-11-10

ULTA ULTA BEAUTY INC29.2K shares-2.65%2025-09-302025-11-10

HCA HOLDINGS INC HCA HOLDINGS INC36.5K shares-1.12%2025-09-302025-11-10

PG PROCTER & GAMBLE CO98.6K shares860.15%2025-09-302025-11-10

PNC PNC FINL SVCS GROUP INC74.0K shares-2.49%2025-09-302025-11-10

ROK ROCKWELL AUTOMATION INC41.5K shares-2.15%2025-09-302025-11-10

Sponsored

GWW GRAINGER W W INC14.4K shares-0.75%2025-09-302025-11-10

HSY HERSHEY CO72.5K shares-0.42%2025-09-302025-11-10

SYY SYSCO CORP161.5K shares0.26%2025-09-302025-11-10

PYPL PAYPAL HLDGS INC196.3K shares-1.88%2025-09-302025-11-10

MCD MCDONALDS CORP42.0K shares0.92%2025-09-302025-11-10

ZBRA ZEBRA TECHNOLOGIES CORP42.5K shares0.81%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP25.0K shares0.63%2025-09-302025-11-10

PSA PUBLIC STORAGE42.6K shares1.48%2025-09-302025-11-10

Sponsored

LOW LOWES COMPANIES INC48.9K shares0.48%2025-09-302025-11-10

ZOETIS INC CLASS A ZOETIS INC CLASS A71.5K shares1.55%2025-09-302025-11-10

UPS UNITED PARCEL SVC INC122.9K shares-1.66%2025-09-302025-11-10

SLB SCHLUMBERGER LTD272.2K shares0.85%2025-09-302025-11-10

LKQ LKQ CORP294.0K shares-2.33%2025-09-302025-11-10

INTC INTEL CORP248.3K shares0.25%2025-09-302025-11-10

SPDR TOTAL STOCK MARKET ETF SPDR TOTAL STOCK MARKET ETF83.9K shares1.08%2025-09-302025-11-10

PCAR PACCAR INC64.0K shares0.33%2025-09-302025-11-10

Sponsored

NSSC NAPCO SECURITY TECHNOLOGIES INC122.3K shares4.54%2025-09-302025-11-10

LIGAND PHARMA LIGAND PHARMA29.5K shares-20.86%2025-09-302025-11-10

TILE INTERFACE INC178.8K shares-3.45%2025-09-302025-11-10

MLI MUELLER INDUSTRIES INC48.7K shares-7.78%2025-09-302025-11-10

IRADIMED CORP IRADIMED CORP58.7K shares2.43%2025-09-302025-11-10

NGVT INGEVITY CORP71.9K shares3.92%2025-09-302025-11-10

PLXS PLEXUS CORP27.0K shares-1.99%2025-09-302025-11-10

PZZA PAPA JOHNS INTERNATIONAL INC78.4K shares5.06%2025-09-302025-11-10

Sponsored

INSTEEL INDUSTRIES INSTEEL INDUSTRIES98.2K shares3.66%2025-09-302025-11-10

TTEK TETRA TECH INC110.9K shares3.68%2025-09-302025-11-10

KFY KORN FERRY51.2K shares3.32%2025-09-302025-11-10

RLI R L I CORP53.4K shares14.02%2025-09-302025-11-10

LMB LIMBACH HOLDINGS INC34.6K shares0.73%2025-09-302025-11-10

JBI JANUS INTERNATIONAL GROUP337.8K shares4.34%2025-09-302025-11-10

NVEC N V E CORPORATION51.0K shares16.40%2025-09-302025-11-10

OPCH OPTION CARE HEALTH INC117.4K shares35.48%2025-09-302025-11-10

Sponsored

HAE HAEMONETICS CORP61.7K shares36.52%2025-09-302025-11-10

HCKT HACKETT GROUP158.2K shares16.85%2025-09-302025-11-10

MDXG MIMEDX GROUP INC423.3K shares8.12%2025-09-302025-11-10

INDB INDEPENDENT BANK CO41.6K shares8.49%2025-09-302025-11-10

MTX MINERALS TECHNOLOGIES INC44.2K shares43.90%2025-09-302025-11-10

SFM SPROUTS FARMERS MARKET INC24.6K shares11.74%2025-09-302025-11-10

REYN REYNOLDS CONSUMER PRODUCTS INC105.2K shares13.60%2025-09-302025-11-10

MLR MILLER INDUSTRIES INC62.2K shares44.51%2025-09-302025-11-10

Sponsored

UTMD UTAH MEDICAL PRODUCT38.3K shares13.28%2025-09-302025-11-10

OII OCEANEERING INTL INC96.9K shares7.91%2025-09-302025-11-10

ISSC INNOVATIVE SOLUTIONS AND SUPPORT INC189.8K shares-0.95%2025-09-302025-11-10

LOVE LOVESAC COMPANY138.7K sharesnew addition2025-09-302025-11-10

SPDR GOLD SHARES ETF SPDR GOLD SHARES ETF6.0K shares0.00%2025-09-302025-11-10

HY HYSTER-YALE MH CLASS A54.8K shares11.50%2025-09-302025-11-10

META PLATFORMS INC META PLATFORMS INC2.7K shares44.78%2025-09-302025-11-10

NOG NORTHERN OIL AND GAS76.3K shares12.31%2025-09-302025-11-10

Sponsored

MGP INGREDIENTS INC MGP INGREDIENTS INC63.7K shares27.56%2025-09-302025-11-10

OEC ORION ENGINEERED CARBONS187.2K shares19.48%2025-09-302025-11-10

LNTH LANTHEUS HOLDINGS INC24.1K sharesnew addition2025-09-302025-11-10

SPDR S&P 500 ETF SPDR S&P 500 ETF1.8K shares0.00%2025-09-302025-11-10

MERCK & CO. INC. MERCK & CO. INC.13.1K shares0.00%2025-09-302025-11-10

OABI OMNIAB, INC.669.1K shares17.79%2025-09-302025-11-10

J P MORGAN CHASE & CO J P MORGAN CHASE & CO3.4K shares11.28%2025-09-302025-11-10

UNP UNION PACIFIC CORP4.0K shares3.12%2025-09-302025-11-10

Sponsored

NMIH NMI HOLDINGS INC CLASS A22.0K shares0.00%2025-09-302025-11-10

OTC MARKETS GROUP INC OTC MARKETS GROUP INC15.0K shares6.67%2025-09-302025-11-10

IBM IBM CORP2.8K shares9.22%2025-09-302025-11-10

MCKESSON CORP MCKESSON CORP990 shares4.21%2025-09-302025-11-10

ISHARES SILVER TRUST ETF IV ISHARES SILVER TRUST ETF IV14.7K shares-1.54%2025-09-302025-11-10

USB U S BANCORP12.6K shares0.00%2025-09-302025-11-10

PLAB PHOTRONICS INC26.2K sharesnew addition2025-09-302025-11-10

VISA INC CLASS A VISA INC CLASS A1.7K sharesnew addition2025-09-302025-11-10

Sponsored

TMO THERMO FISHER SCNTFC1.2K shares0.00%2025-09-302025-11-10

SCHB SCHWAB US BROAD MARKET ETF20.1K sharesnew addition2025-09-302025-11-10

HALOZYME THERAPEUTICS HALOZYME THERAPEUTICS6.8K shares-0.45%2025-09-302025-11-10

NEXTERA ENERGY INC NEXTERA ENERGY INC6.6K shares1.85%2025-09-302025-11-10

TNC TENNANT CO6.0K shares0.00%2025-09-302025-11-10

HDSN HUDSON TECHNOLOGIES INC48.5K shares0.00%2025-09-302025-11-10

IAU ISHARES GOLD ETF6.4K shares-32.77%2025-09-302025-11-10

WESCO INTL INC WESCO INTL INC2.2K shares0.00%2025-09-302025-11-10

Sponsored

MATV MATIV HOLDINGS INC40.2K shares-0.29%2025-09-302025-11-10

HYPERFINE INC HYPERFINE INC313.4K shares0.00%2025-09-302025-11-10

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC3.4K shares0.15%2025-09-302025-11-10

ACWX ISHARES MSCI ACWI EX US ETF6.9K sharesnew addition2025-09-302025-11-10

STRIDE INC STRIDE INC3.0K shares0.00%2025-09-302025-11-10

SNA SNAP-ON INCORPORATED1.2K shares0.24%2025-09-302025-11-10

URI UNITED RENTALS INC422 shares0.48%2025-09-302025-11-10

HSIC SCHEIN HENRY INC5.9K shares-41.43%2025-09-302025-11-10

Sponsored

TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS1.4K shares0.50%2025-09-302025-11-10

CPER UNITED STATES COPPER INDEX ETF12.8K shares0.00%2025-09-302025-11-10

O REILLY AUTOMOTIVE O REILLY AUTOMOTIVE3.5K shares11.90%2025-09-302025-11-10

ITW ILLINOIS TOOL WORKS1.4K shares6.87%2025-09-302025-11-10

HEALTHPEAK PPTYS INC REIT HEALTHPEAK PPTYS INC REIT18.6K shares0.61%2025-09-302025-11-10

MKL MARKEL CORP184 shares0.00%2025-09-302025-11-10

VAIL RESORTS INC VAIL RESORTS INC2.3K shares0.47%2025-09-302025-11-10

VALVOLINE INC VALVOLINE INC9.6K shares0.14%2025-09-302025-11-10

Sponsored

SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS4.7K shares0.00%2025-09-302025-11-10

NVIDIA CORP NVIDIA CORP1.8K shares13.42%2025-09-302025-11-10

NDSN NORDSON CORP1.5K shares0.14%2025-09-302025-11-10

W E C ENERGY GROUP INC W E C ENERGY GROUP INC2.9K shares0.00%2025-09-302025-11-10

WEX INC WEX INC2.0K shares0.50%2025-09-302025-11-10

KMB KIMBERLY-CLARK CORP2.5K shares60.76%2025-09-302025-11-10

NOC NORTHROP GRUMMAN CO515 shares10.75%2025-09-302025-11-10

TWIST BIOSCIENCE CORP TWIST BIOSCIENCE CORP11.1K shares0.00%2025-09-302025-11-10

Sponsored

REXFORD INDUSTRIAL REALTY INC REXFORD INDUSTRIAL REALTY INC7.6K shares0.33%2025-09-302025-11-10

SPDR S&P MIDCAP 400 ETF IV SPDR S&P MIDCAP 400 ETF IV518 shares0.00%2025-09-302025-11-10

SALESFORCE COM SALESFORCE COM1.3K sharesnew addition2025-09-302025-11-10

S&P GLOBAL INC S&P GLOBAL INC622 shares6.87%2025-09-302025-11-10

MERCADOLIBRE INC MERCADOLIBRE INC128 shares0.79%2025-09-302025-11-10

IWB ISHARES RUSSELL 1000 ETF IV795 shares0.00%2025-09-302025-11-10

MOTLEY FOOL 100 INDEX ETF MOTLEY FOOL 100 INDEX ETF3.8K sharesnew addition2025-09-302025-11-10

VIG VANGUARD DIV APPRCIATION1.2K shares0.00%2025-09-302025-11-10

Sponsored

TDG TRANSDIGM GROUP INC188 shares14.63%2025-09-302025-11-10

OVINTIV INC OVINTIV INC5.9K shares0.60%2025-09-302025-11-10

HD HOME DEPOT INC570 sharesnew addition2025-09-302025-11-10

MGY MAGNOLIA OIL & GAS CORP9.5K shares0.51%2025-09-302025-11-10

NDAQ NASDAQ INC2.5K shares0.00%2025-09-302025-11-10

RHI ROBERT HALF INTL6.6K shares-35.29%2025-09-302025-11-10

WMT WALMART INC2.1K shares0.00%2025-09-302025-11-10

RAYTHEON TECHNOLOGIES CO RAYTHEON TECHNOLOGIES CO1.3K sharesnew addition2025-09-302025-11-10

Sponsored

INTERCONTINENTAL EXC INTERCONTINENTAL EXC1.3K shares4.17%2025-09-302025-11-10

TMC THE METALS CO INC F TMC THE METALS CO INC F22.7K shares0.00%2025-09-302025-11-10

AAPL APPLE INC97.2K shares6.36%2025-09-302025-11-10

ALPHABET INC CLASS A ALPHABET INC CLASS A90.6K shares-1.34%2025-09-302025-11-10

BROADCOM INC BROADCOM INC60.0K shares-5.67%2025-09-302025-11-10

COR CENCORA INC59.9K shares-4.40%2025-09-302025-11-10

BK BANK NEW YORK MELLON CORP168.4K shares-1.69%2025-09-302025-11-10

CHRW CH ROBINSON WORLDWIDE INC135.3K shares-4.44%2025-09-302025-11-10

Sponsored

AMCOR PLC F AMCOR PLC F2.0M shares0.00%2025-09-302025-11-10

WRB BERKLEY W R CORP211.3K shares-1.18%2025-09-302025-11-10

CBOE GLOBAL MKTS INC CBOE GLOBAL MKTS INC61.9K shares-2.07%2025-09-302025-11-10

AMAT APPLIED MATERIALS74.1K shares0.14%2025-09-302025-11-10

ABBVIE INC ABBVIE INC65.1K shares1.43%2025-09-302025-11-10

EMR EMERSON ELEC CO111.0K shares-1.59%2025-09-302025-11-10

FITB FIFTH THIRD BANCORP305.7K shares-3.28%2025-09-302025-11-10

ALSN ALLISON TRANSMISSION HLDGS INC151.7K shares-1.20%2025-09-302025-11-10

Sponsored

FLS FLOWSERVE CORP221.4K shares-2.14%2025-09-302025-11-10

DXCM DEXCOM INC167.8K shares0.24%2025-09-302025-11-10

CL COLGATE PALMOLIVE CO139.4K shares1.45%2025-09-302025-11-10

BAH BOOZ ALLEN HAMILTON HLDG CORP95.9K shares1.27%2025-09-302025-11-10

CTRA COTERRA ENERGY INC395.5K shares-2.79%2025-09-302025-11-10

IT GARTNER INC35.6K shares12.86%2025-09-302025-11-10

ACN ACCENTURE PLC35.5K shares2.48%2025-09-302025-11-10

FTDR FRONTDOOR INC83.6K shares-1.25%2025-09-302025-11-10

Sponsored

AEIS ADVANCED ENERGY INDUSTRIES INC30.1K shares1.50%2025-09-302025-11-10

CRAI CRA INTERNATIONAL INC21.1K shares2.99%2025-09-302025-11-10

CNM CORE & MAIN INC81.3K shares-1.10%2025-09-302025-11-10

ACLS AXCELIS TECHNOLOGIES INC42.0K shares22.97%2025-09-302025-11-10

CXT CRANE NXT58.9K shares8.09%2025-09-302025-11-10

CRK COMSTOCK RESOURCES INC196.0K shares3.80%2025-09-302025-11-10

BELFB BEL FUSE INC CLASS B27.4K shares-42.24%2025-09-302025-11-10

CCBG CAPITAL CITY BANK GP88.5K shares3.98%2025-09-302025-11-10

Sponsored

SRCE FIRST SOURCE CORP58.3K shares5.00%2025-09-302025-11-10

GSL GLOBAL SHIP LEASE116.8K shares2.44%2025-09-302025-11-10

BLFS BIOLIFE SOLUTIONS INC137.8K shares4.27%2025-09-302025-11-10

AMERISAFE INC AMERISAFE INC77.0K shares17.53%2025-09-302025-11-10

APOG APOGEE ENTERPRISES75.7K shares108.78%2025-09-302025-11-10

ARTISAN PARTNERS ASSET MANAGEMENT INC ARTISAN PARTNERS ASSET MANAGEMENT INC73.1K shares4.42%2025-09-302025-11-10

ALEX ALEXANDER & BALDWIN174.4K shares5.87%2025-09-302025-11-10

AMAL AMALGAMATED FINL CORP115.1K shares4.90%2025-09-302025-11-10

Sponsored

ASO ACADEMY SPORTS AND OUTDOORS INC61.2K shares16.49%2025-09-302025-11-10

APLE APPLE HOSPITALITY REIT254.3K shares10.80%2025-09-302025-11-10

DONNELLEY FINANCIAL DONNELLEY FINANCIAL58.4K shares6.23%2025-09-302025-11-10

EIG EMPLOYERS HOLDINGS INC69.2K shares7.63%2025-09-302025-11-10

AVNT AVIENT CORPORATION74.7K shares9.30%2025-09-302025-11-10

ATKR ATKORE INC34.8K shares41.37%2025-09-302025-11-10

EMBC EMBECTA CORP132.4K shares14.17%2025-09-302025-11-10

CMCO COLUMBUS MCKINNON CO110.2K shares26.14%2025-09-302025-11-10

Sponsored

BFLY BUTTERFLY NETWORK INC CLASS A689.2K shares0.00%2025-09-302025-11-10

DCGO DOCGO INC781.3K shares14.52%2025-09-302025-11-10

FAST FASTENAL CO20.2K shares0.40%2025-09-302025-11-10

EXACT SCIENCES CORP EXACT SCIENCES CORP12.2K shares0.00%2025-09-302025-11-10

AEBI AEBI SCHMIDT HLDG AG F45.7K sharesnew addition2025-09-302025-11-10

FHN FIRST HORIZON CORPORATION COM23.9K shares0.00%2025-09-302025-11-10

CORE LABORATORIES INC CORE LABORATORIES INC12.1K shares2.15%2025-09-302025-11-10

AIRJ AIRJOULE TECHNOLOGIES CO CLASS A17.0K shares0.00%2025-09-302025-11-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available