ISTHMUS PARTNERS, LLC

CIK 0001639666 • 7 13F filings • May 1, 2025 – Oct 21, 2026

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Filer information

Filed by: ISTHMUS PARTNERS, LLC, Chief Operating Officer
Address: ONE SOUTH PINCKNEY STREET, SUITE 818, MADISON, WI, 53703
Phone: 608-729-0953
AUM: $900.5M

AUM over time

$1.04B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $900.5M214 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$328K	0.0%Prev: 0.0%	2,620 SH	Decreased-1,000 SH
ABBVIE INC	COM	$14.8M	1.6%Prev: 1.7%	64,740 SH	Decreased-1,908 SH
ABERDEEN STANDARD PLATINUM ETF IV	PHYSCL PLATM SHS	$648K	0.1%	3,475 SH	New
ACADEMY SPORTS AND OUTDOORS INC	COM	$3.1M	0.3%	62,641 SH	New
ACCENTURE PLC	COM	$9.6M	1.1%	35,882 SH	New
ACUITY INC	COM	$477K	0.1%Prev: 0.1%	1,325 SH	Decreased-370 SH
ADVANCED DRAINAGE SYSTEMS INC	COM	$410K	0.0%	2,832 SH	New
AGCO CORP	COM	$425K	0.0%Prev: 0.0%	4,075 SH	Decreased+129 SH
AIRJOULE TECHNOLOGIES CO CLASS A	CL A	$67K	0.0%	17,000 SH	New
ALEXANDER & BALDWIN	COM	$3.6M	0.4%	173,113 SH	New
ALLISON TRANSMISSION HLDGS INC	COM	$14.8M	1.6%	151,215 SH	New
ALPHABET INC CLASS A	COM CL A	$25.2M	2.8%	80,501 SH	New
ALPHABET INC CLASS C	CAP STK CL C	$580K	0.1%	1,849 SH	New
AMALGAMATED FINL CORP	COM	$3.7M	0.4%	115,903 SH	New
AMAZON COM INC	COM	$1.4M	0.2%Prev: 0.1%	6,133 SH	Decreased+66 SH
AMCOR PLC F	COM	$16.1M	1.8%	1,933,404 SH	New
AMDOCS LIMITED	COM	$367K	0.0%	4,558 SH	New
AMERISAFE INC	COM	$3.1M	0.3%Prev: 0.3%	81,940 SH	Decreased-55,029 SH
AMPHENOL CORP CLASS A	CL A	$278K	0.0%	2,058 SH	New
APOGEE ENTERPRISES	COM	$2.8M	0.3%	77,872 SH	New
APPLE HOSPITALITY REIT	COM	$3.0M	0.3%	251,338 SH	New
APPLE INC	COM	$25.6M	2.8%Prev: 3.0%	94,073 SH	Decreased+535 SH
APPLIED MATERIALS	COM	$18.5M	2.1%	71,954 SH	New
ARTISAN PARTNERS ASSET MANAGEMENT INC	COM	$3.1M	0.3%	75,044 SH	New
ATKORE INC	COM	$2.3M	0.3%	36,232 SH	New
AUTO DATA PROCESSING	COM	$501K	0.1%	1,947 SH	New
AUTOZONE INC	COM	$15.0M	1.7%Prev: 1.2%	4,419 SH	Increased-25 SH
AVERY DENNISON CORP	COM	$397K	0.0%Prev: 0.0%	2,182 SH	Decreased-539 SH
AVIENT CORPORATION	COM	$2.4M	0.3%Prev: 0.3%	75,660 SH	Decreased-3,021 SH
AXCELIS TECHNOLOGIES INC	COM	$3.3M	0.4%	41,480 SH	New
BANK MONTREAL QUE	COM	$401K	0.0%	3,091 SH	New
BANK NEW YORK MELLON CORP	COM	$19.0M	2.1%	163,819 SH	New
BERKLEY W R CORP	COM	$14.6M	1.6%Prev: 1.3%	208,728 SH	Increased+1,815 SH
BERKSHIRE HATHAWAY CLASS B	CL B	$953K	0.1%	1,896 SH	New
BIOLIFE SOLUTIONS INC	COM	$3.3M	0.4%	138,393 SH	New
BOEING CO	COM	$317K	0.0%Prev: 0.0%	1,458 SH	Increased+102 SH
BOK FINANCIAL CORPORATION	COM	$1.8M	0.2%	14,981 SH	New
BOOZ ALLEN HAMILTON HLDG CORP	COM	$9.9M	1.1%	117,347 SH	New
BROADCOM INC	COM	$20.0M	2.2%Prev: 1.9%	57,829 SH	Decreased+559 SH
BUTTERFLY NETWORK INC CLASS A	CL A	$2.6M	0.3%	689,222 SH	New
CABOT CORPORATION	COM	$1.5M	0.2%	22,415 SH	New
CAPITAL CITY BANK GP	COM	$3.8M	0.4%	88,691 SH	New
CAPITAL ONE FINL	COM	$218K	0.0%	900 SH	New
CATERPILLAR INC	COM	$3.0M	0.3%Prev: 0.4%	5,152 SH	Decreased+163 SH
CBOE GLOBAL MKTS INC	COM	$15.4M	1.7%Prev: 1.5%	61,367 SH	Decreased+5,216 SH
CENCORA INC	COM	$19.2M	2.1%Prev: 1.3%	56,787 SH	Increased+12,720 SH
CH ROBINSON WORLDWIDE INC	COM	$20.5M	2.3%	127,562 SH	New
CHEVRON CORP	COM	$478K	0.1%	3,134 SH	New
CISCO SYSTEMS INC	COM	$209K	0.0%	2,719 SH	New
CLIMB GLOBAL SOLUTIONS INC	COM	$1.8M	0.2%Prev: 0.5%	17,631 SH	Decreased-132,914 SH
COLGATE PALMOLIVE CO	COM	$11.1M	1.2%Prev: 1.2%	140,347 SH	Decreased-9,054 SH
COLUMBUS MCKINNON CO	COM	$2.1M	0.2%	119,986 SH	New
COMMERCE BANCSHARES	COM	$383K	0.0%	7,318 SH	New
COMMERCIAL METALS CO	COM	$504K	0.1%Prev: 0.0%	7,274 SH	Increased+973 SH
COMSTOCK RESOURCES INC	COM	$4.4M	0.5%	191,306 SH	New
CONOCOPHILLIPS	COM	$262K	0.0%Prev: 0.0%	2,799 SH	Decreased-1,070 SH
CORE & MAIN INC	COM	$4.2M	0.5%	81,307 SH	New
CORE LABORATORIES INC	COM	$200K	0.0%Prev: 0.0%	12,482 SH	Decreased-9,322 SH
CORNING INC	COM	$251K	0.0%Prev: 0.0%	2,870 SH	Decreased
COSTCO WHOLESALE CO	COM	$242K	0.0%	281 SH	New
COTERRA ENERGY INC	COM	$10.5M	1.2%	397,854 SH	New
CRA INTERNATIONAL INC	COM	$4.2M	0.5%	21,103 SH	New
CRANE NXT	COM	$2.8M	0.3%	59,918 SH	New
CROCS, INC	COM	$308K	0.0%	3,596 SH	New
DEXCOM INC	COM	$11.7M	1.3%Prev: 1.5%	176,453 SH	Decreased-9,127 SH
DOCGO INC	COM	$780K	0.1%Prev: 0.0%	888,845 SH	Increased-315,201 SH
DONNELLEY FINANCIAL	COM	$3.3M	0.4%	71,093 SH	New
EATON CORP PLC F	COM	$540K	0.1%	1,695 SH	New
EBAY INC	COM	$794K	0.1%	9,111 SH	New
ECOLAB INC	COM	$371K	0.0%Prev: 0.0%	1,415 SH	Decreased+40 SH
ELI LILLY & COMPANY	COM	$296K	0.0%	275 SH	New
EMBECTA CORP	COM	$1.6M	0.2%	138,729 SH	New
EMERSON ELEC CO	COM	$14.6M	1.6%Prev: 1.5%	110,195 SH	Decreased+6,091 SH
EMPLOYERS HOLDINGS INC	COM	$3.1M	0.3%	71,700 SH	New
ENERGY RECOVERY INC	COM	$1.5M	0.2%Prev: 0.1%	111,054 SH	Increased-55,635 SH
EVERCORE INC CLASS A	CL A	$1.2M	0.1%	3,465 SH	New
EXACT SCIENCES CORP	COM	$1.3M	0.1%	12,313 SH	New
EXPONENT INC	COM	$235K	0.0%Prev: 0.0%	3,390 SH	Increased
EXXON MOBIL CORP COM	COM	$1.1M	0.1%	9,034 SH	New
F T I CONSULTING INC	COM	$328K	0.0%	1,920 SH	New
FASTENAL CO	COM	$812K	0.1%Prev: 0.1%	20,238 SH	Decreased+376 SH
FERGUSON PLC NEW F	COM	$278K	0.0%	1,248 SH	New
FIDELITY NATL INFORMATION	COM	$478K	0.1%	7,197 SH	New
FIFTH THIRD BANCORP	COM	$14.2M	1.6%Prev: 1.0%	302,854 SH	Increased+102,021 SH
FIRST HORIZON CORPORATION COM	COM	$562K	0.1%	23,503 SH	New
FIRST SOURCE CORP	COM	$3.7M	0.4%	58,456 SH	New
FLOWSERVE CORP	COM	$510K	0.1%	7,353 SH	New
FRONTDOOR INC	COM	$4.8M	0.5%Prev: 0.5%	83,471 SH	Decreased+11,731 SH
GARTNER INC	COM	$9.4M	1.0%Prev: 1.2%	37,137 SH	Decreased-31,243 SH
GENERAL ELECTRIC CO	COM	$253K	0.0%	821 SH	New
GLOBAL SHIP LEASE	COM	$4.1M	0.5%	116,609 SH	New
GRAINGER W W INC	COM	$14.3M	1.6%	14,174 SH	New
GREEN BRICK PARTNERS	COM	$1.7M	0.2%	26,417 SH	New
HACKETT GROUP	COM	$3.2M	0.4%	164,398 SH	New
HAEMONETICS CORP	COM	$5.4M	0.6%	67,610 SH	New
HALOZYME THERAPEUTICS	COM	$452K	0.1%	6,723 SH	New
HCA HOLDINGS INC	COM	$16.8M	1.9%	36,069 SH	New
HEALTHPEAK PPTYS INC REIT	COM	$305K	0.0%	18,959 SH	New
HERSHEY CO	COM	$13.2M	1.5%Prev: 0.9%	72,381 SH	Increased+9,794 SH
HOME DEPOT INC	COM	$246K	0.0%	714 SH	New
HUDSON TECHNOLOGIES INC	COM	$326K	0.0%Prev: 0.0%	47,664 SH	Increased-11,975 SH
HYPERFINE INC	COM	$307K	0.0%	313,350 SH	New
HYSTER-YALE MH CLASS A	CL A	$1.7M	0.2%	57,443 SH	New
IBM CORP	COM	$647K	0.1%	2,183 SH	New
ILLINOIS TOOL WORKS	COM	$345K	0.0%	1,400 SH	New
INDEPENDENT BANK CO	COM	$3.1M	0.3%	41,970 SH	New
INGEVITY CORP	COM	$4.3M	0.5%Prev: 0.4%	72,245 SH	Decreased+6,904 SH
INNOVATIVE SOLUTIONS AND SUPPORT INC	COM	$3.2M	0.4%	170,995 SH	New
INSTEEL INDUSTRIES	COM	$3.2M	0.4%	99,640 SH	New
INTEL CORP	COM	$9.0M	1.0%Prev: 0.2%	242,887 SH	Increased+224,592 SH
INTERCONTINENTAL EXC	COM	$202K	0.0%	1,250 SH	New
INTERFACE INC	COM	$4.9M	0.5%Prev: 0.5%	175,651 SH	Decreased+28,755 SH
IRADIMED CORP	COM	$4.9M	0.5%Prev: 0.2%	50,611 SH	Increased+25,149 SH
ISHARES CORE S&P SMALL CAP ETF	CORE S&P SCP ETF	$223K	0.0%	1,859 SH	New
ISHARES RUSSELL 1000 ETF IV	RUS 1000 ETF	$297K	0.0%	795 SH	New
ISHARES RUSSELL 2000 ETF	RUSSELL 2000 ETF	$211K	0.0%	856 SH	New
ISHARES SILVER TRUST ETF IV	COM	$934K	0.1%	14,505 SH	New
J P MORGAN CHASE & CO	COM	$1.1M	0.1%	3,353 SH	New
JANUS INTERNATIONAL GROUP	COM	$2.7M	0.3%	413,293 SH	New
JAZZ PHARMACEUTICALS PLC	COM	$572K	0.1%	3,367 SH	New
JOHNSON & JOHNSON	COM	$20.3M	2.3%Prev: 2.0%	97,957 SH	Decreased+18,761 SH
KIMBERLY-CLARK CORP	COM	$277K	0.0%Prev: 0.1%	2,748 SH	Decreased-6,836 SH
KINSALE CAP GROUP INC	COM	$8.1M	0.9%Prev: 0.9%	20,736 SH	Decreased-8,499 SH
KORN FERRY	COM	$3.4M	0.4%	51,426 SH	New
LANTHEUS HOLDINGS INC	COM	$2.6M	0.3%	38,768 SH	New
LIGAND PHARMA	COM	$4.7M	0.5%	24,708 SH	New
LIMBACH HOLDINGS INC	COM	$3.2M	0.4%	40,618 SH	New
LKQ CORP	COM	$9.0M	1.0%	296,794 SH	New
LOCKHEED MARTIN CORP	COM	$12.1M	1.3%Prev: 1.2%	25,019 SH	Decreased+635 SH
LOVESAC COMPANY	COM	$3.5M	0.4%	234,302 SH	New
LOWES COMPANIES INC	COM	$11.7M	1.3%	48,646 SH	New
MAGNOLIA OIL & GAS CORP	COM	$211K	0.0%	9,617 SH	New
MARKEL CORP	COM	$365K	0.0%	170 SH	New
MATIV HOLDINGS INC	COM	$468K	0.1%Prev: 0.0%	38,499 SH	Increased+681 SH
MCDONALDS CORP	COM	$12.8M	1.4%Prev: 1.0%	41,827 SH	Increased-2,917 SH
MCKESSON CORP	COM	$812K	0.1%Prev: 0.1%	990 SH	Decreased-115 SH
MERCADOLIBRE INC	COM	$258K	0.0%	128 SH	New
MERCK & CO. INC.	COM	$1.4M	0.2%	13,053 SH	New
META PLATFORMS INC	COM	$1.6M	0.2%	2,455 SH	New
MGP INGREDIENTS INC	COM	$1.8M	0.2%	72,147 SH	New
MICROSOFT CORP	COM	$22.6M	2.5%Prev: 2.6%	46,724 SH	Decreased-6,044 SH
MILLER INDUSTRIES INC	COM	$2.4M	0.3%	63,060 SH	New
MIMEDX GROUP INC	COM	$3.0M	0.3%Prev: 0.2%	438,732 SH	Increased-110,679 SH
MINERALS TECHNOLOGIES INC	COM	$2.7M	0.3%Prev: 0.3%	44,927 SH	Decreased-3,098 SH
MOTLEY FOOL 100 INDEX ETF	MOTLEY FOL ETF	$270K	0.0%	3,760 SH	New
MUELLER INDUSTRIES INC	COM	$4.8M	0.5%	42,065 SH	New
N V E CORPORATION	COM	$3.0M	0.3%	50,163 SH	New
NAPCO SECURITY TECHNOLOGIES INC	COM	$5.1M	0.6%	121,917 SH	New
NASDAQ INC	COM	$248K	0.0%Prev: 0.0%	2,550 SH	Increased+250 SH
NEXTERA ENERGY INC	COM	$529K	0.1%Prev: 0.0%	6,590 SH	Increased+596 SH
NMI HOLDINGS INC CLASS A	COM	$897K	0.1%	22,000 SH	New
NORDSON CORP	COM	$352K	0.0%Prev: 0.0%	1,462 SH	Decreased-87 SH
NORTHERN OIL AND GAS	COM	$1.8M	0.2%	81,739 SH	New
NORTHROP GRUMMAN CO	COM	$294K	0.0%	515 SH	New
NVIDIA CORP	COM	$326K	0.0%	1,749 SH	New
O REILLY AUTOMOTIVE	COM	$322K	0.0%	3,525 SH	New
OCEANEERING INTL INC	COM	$2.3M	0.3%Prev: 0.4%	97,629 SH	Decreased+5,988 SH
OMNIAB, INC.	COM	$1.3M	0.1%	721,309 SH	New
OPTION CARE HEALTH INC	COM	$3.8M	0.4%	118,169 SH	New
OTC MARKETS GROUP INC	COM	$775K	0.1%	15,108 SH	New
OVINTIV INC	COM	$236K	0.0%Prev: 0.0%	6,031 SH	Decreased+515 SH
PACCAR INC	COM	$7.0M	0.8%	63,623 SH	New
PAPA JOHNS INTERNATIONAL INC	COM	$3.1M	0.3%	79,581 SH	New
PAYONEER GLOBAL INC	COM	$1.6M	0.2%Prev: 0.1%	291,471 SH	Increased+213,031 SH
PAYPAL HLDGS INC	COM	$11.0M	1.2%Prev: 1.2%	189,056 SH	Decreased-56,807 SH
PHOTRONICS INC	COM	$2.7M	0.3%Prev: 0.4%	84,120 SH	Decreased-43,281 SH
PLEXUS CORP	COM	$4.0M	0.4%Prev: 0.2%	27,072 SH	Increased+19,913 SH
PNC FINL SVCS GROUP INC	COM	$15.3M	1.7%Prev: 1.5%	73,251 SH	Increased+4,939 SH
PROCTER & GAMBLE CO	COM	$14.1M	1.6%Prev: 1.5%	98,499 SH	Decreased-10,454 SH
PUBLIC STORAGE	COM	$11.1M	1.2%Prev: 1.2%	42,589 SH	Decreased-344 SH
R L I CORP	COM	$3.5M	0.4%	54,599 SH	New
RAYTHEON TECHNOLOGIES CO	COM	$232K	0.0%	1,266 SH	New
REXFORD INDUSTRIAL REALTY INC	COM	$292K	0.0%	7,542 SH	New
REYNOLDS CONSUMER PRODUCTS INC	COM	$2.6M	0.3%	111,876 SH	New
ROBERT HALF INTL	COM	$204K	0.0%	7,527 SH	New
ROCKWELL AUTOMATION INC	COM	$15.8M	1.8%Prev: 1.6%	40,574 SH	Decreased+2,123 SH
S&P GLOBAL INC	COM	$325K	0.0%Prev: 0.0%	622 SH	Increased+33 SH
SALESFORCE COM	COM	$340K	0.0%	1,283 SH	New
SCHEIN HENRY INC	COM	$266K	0.0%	3,526 SH	New
SCHLUMBERGER LTD	COM	$10.7M	1.2%	277,812 SH	New
SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS	ORD SHS	$347K	0.0%	4,720 SH	New
SNAP-ON INCORPORATED	COM	$418K	0.0%	1,212 SH	New
SPDR GOLD SHARES ETF	COM	$2.4M	0.3%	6,000 SH	New
SPDR S&P 500 ETF	COM	$1.2M	0.1%	1,812 SH	New
SPDR S&P MIDCAP 400 ETF IV	UTSER1 S&PDCRP	$433K	0.0%	718 SH	New
SPDR TOTAL STOCK MARKET ETF	COM	$7.4M	0.8%	89,648 SH	New
SPROUTS FARMERS MARKET INC	COM	$3.3M	0.4%	41,688 SH	New
SYSCO CORP	COM	$11.9M	1.3%Prev: 1.3%	162,159 SH	Decreased-5,964 SH
TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS	COM	$245K	0.0%	807 SH	New
TENNANT CO	COM	$442K	0.0%Prev: 0.0%	6,000 SH	Increased
TETRA TECH INC	COM	$3.7M	0.4%	111,637 SH	New
THERMO FISHER SCNTFC	COM	$678K	0.1%	1,170 SH	New
TMC THE METALS CO INC F	COM	$140K	0.0%	22,696 SH	New
TRANE TECHNOLOGIES PLC	COM	$16.7M	1.9%	42,869 SH	New
TRANSDIGM GROUP INC	COM	$249K	0.0%Prev: 0.0%	187 SH	Increased-4 SH
TWIST BIOSCIENCE CORP	COM	$354K	0.0%	11,145 SH	New
U S BANCORP	COM	$675K	0.1%	12,646 SH	New
ULTA BEAUTY INC	COM	$228K	0.0%	377 SH	New
UNION PACIFIC CORP	COM	$918K	0.1%	3,970 SH	New
UNITED PARCEL SVC INC	COM	$12.1M	1.3%	122,374 SH	New
UNITED RENTALS INC	COM	$342K	0.0%Prev: 0.0%	422 SH	Decreased
UNITED STATES COPPER INDEX ETF	CM REP COPP FD	$447K	0.0%	12,800 SH	New
UNIVERSAL TECHNICAL INSTITUTE	COM	$2.3M	0.3%	88,751 SH	New
UTAH MEDICAL PRODUCT	COM	$517K	0.1%	9,233 SH	New
VAIL RESORTS INC	COM	$311K	0.0%	2,345 SH	New
VALVOLINE INC	COM	$281K	0.0%Prev: 0.0%	9,681 SH	Decreased-2,516 SH
VANGUARD DIV APPRCIATION	COM	$266K	0.0%	1,211 SH	New
VISA INC CLASS A	COM	$15.9M	1.8%	45,208 SH	New
W E C ENERGY GROUP INC	COM	$238K	0.0%	2,260 SH	New
WALMART INC	COM	$234K	0.0%Prev: 0.0%	2,096 SH	Increased-14 SH
WESCO INTL INC	COM	$527K	0.1%Prev: 0.1%	2,155 SH	Decreased+632 SH
WEX INC	COM	$309K	0.0%	2,077 SH	New
ZEBRA TECHNOLOGIES CORP	COM	$10.4M	1.1%	42,629 SH	New
ZOETIS INC CLASS A	COM	$9.3M	1.0%	74,119 SH	New

Sold (vs prior filing)

1ST SOURCE CORP — $4.7M
ABRDN PLATINUM ETF TRUST — $526K
ACADEMY SPORTS & OUTDOORS IN — $3.1M
ACCENTURE PLC IRELAND — $9.1M
ADOBE INC — $13.5M
ADVANCED DRAIN SYS INC DEL — $397K
AIRJOULE TECHNOLOGIES CORP — $66K
ALIGN TECHNOLOGY INC — $378K
ALLISON TRANSMISSION HLDGS I — $975K
ALPHABET INC — $24.6M
ALPHABET INC — $873K
AMALGAMATED FINANCIAL CORP — $5.1M
AMCOR PLC — $10.6M
AMPHENOL CORP — $345K
APOGEE ENTERPRISES INC — $2.8M
APPFOLIO INC — $2.4M
APPLE HOSPITALITY REIT INC — $1.5M
APPLIED MATLS INC — $17.7M
ARTISAN PARTNERS ASSET MGMT — $3.4M
AUTOMATIC DATA PROCESSING IN — $502K
… and 139 more

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001104659-26-010761	$900.5M	View
Oct 21, 2026	Q3 2026	13F-HR	0001104659-26-117782	$1.04B	View
Nov 10, 2025	Q3 2025