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: $953.4M217 positionsView on SEC.gov

			% of Portfolio
1st Source Corporation	COM	$3.9M	0.4%	55,931 SH	New
Abbott Laboratories	COM	$269K	0.0%Prev: 0.1%	2,620 SH	Decreased-1,000 SH
AbbVie Inc.	COM	$14.6M	1.5%	67,064 SH	New
abrdn Platinum ETF Trust	PHYSCL PLATM SHS	$619K	0.1%	3,475 SH	New
Academy Sports and Outdoors Inc	COM	$3.5M	0.4%Prev: 0.3%	62,244 SH	Increased+10,710 SH
Accenture PLC	SHS CLASS A	$9.2M	1.0%	46,374 SH	New
Acuity Inc.	COM	$371K	0.0%	1,325 SH	New
Advanced Drainage System Inc	COM	$329K	0.0%	2,398 SH	New
Agco Corporation	COM	$356K	0.0%	3,072 SH	New
AirJoule Technologies Corporation	CL A	$43K	0.0%	17,000 SH	New
Align Technology Inc.	COM	$370K	0.0%	2,161 SH	New
Allison Transmission Holdings Inc	COM	$16.3M	1.7%	139,314 SH	New
Alphabet Inc.	CAP STK CL A	$20.2M	2.1%	70,172 SH	New
Alphabet Inc.	CAP STK CL C	$730K	0.1%	2,544 SH	New
Amalgamated Financial Corp.	COM	$4.4M	0.5%	112,570 SH	New
Amazon.com, Inc.	COM	$1.3M	0.1%	6,063 SH	New
Amcor PLC F	ORD	$11.7M	1.2%	294,680 SH	New
Amdocs Limited	SHS	$384K	0.0%	5,877 SH	New
Amerisafe Inc	COM	$3.0M	0.3%Prev: 0.4%	89,345 SH	Decreased+24,904 SH
Amphenol Corporation	CL A	$260K	0.0%	2,058 SH	New
Apogee Enterprises Inc.	COM	$2.6M	0.3%	77,894 SH	New
Apple Hospitality Reit Inc	COM NEW	$2.9M	0.3%	251,229 SH	New
Apple Inc.	COM	$23.1M	2.4%	90,937 SH	New
Applied Materials Inc.	COM	$15.6M	1.6%	45,575 SH	New
Artisan Partners Asset Management Inc.	COM	$3.3M	0.3%	91,072 SH	New
Atkore Inc	COM	$2.2M	0.2%Prev: 0.2%	36,814 SH	Increased+13,431 SH
Automatic Data Processing, Inc.	COM	$396K	0.0%	1,947 SH	New
Autozone, Inc.	COM	$14.6M	1.5%	4,331 SH	New
Avery Dennison Corporation	COM	$381K	0.0%	2,208 SH	New
Avient Corporation	COM	$2.8M	0.3%Prev: 0.3%	76,683 SH	Increased+10,822 SH
Axcelis Technologies Inc.	COM	$3.7M	0.4%	39,357 SH	New
Bank of Montreal	COM	$391K	0.0%	2,891 SH	New
Berkshire Hathaway Inc.	COM	$909K	0.1%	1,896 SH	New
Biolife Solutions Inc.	COM	$2.6M	0.3%	137,952 SH	New
Boeing Co.	COM	$270K	0.0%	1,356 SH	New
BOK Financial Corp	COM	$3.4M	0.4%	26,245 SH	New
Booz Allen Hamilton Holding Corp.	COM	$9.9M	1.0%	127,317 SH	New
Broadcom Inc	COM	$18.0M	1.9%Prev: 1.3%	58,081 SH	Increased-5,793 SH
Butterfly Network Inc	COM	$2.8M	0.3%	689,222 SH	New
C.H. Robinson Worldwide Inc	COM	$12.5M	1.3%	75,055 SH	New
Cabot Corporation	COM	$1.7M	0.2%Prev: 0.0%	21,938 SH	Increased+17,680 SH
Capital City Bank Group Inc.	COM	$3.8M	0.4%	87,424 SH	New
Caterpillar Inc	COM	$3.6M	0.4%Prev: 0.1%	5,045 SH	Increased+3,488 SH
Cboe Global Markets Inc	COM	$15.8M	1.7%	56,042 SH	New
Cencora Inc	COM	$13.2M	1.4%Prev: 2.3%	42,177 SH	Decreased-23,478 SH
Chevron Corp.	COM	$646K	0.1%	3,124 SH	New
Cisco Systems, Inc.	COM	$258K	0.0%	3,319 SH	New
Climb Global Solutions Inc	COM	$2.7M	0.3%	134,054 SH	New
Colgate-Palmolive Co.	COM	$12.4M	1.3%	145,620 SH	New
Columbus McKinnon Corp.	COM	$1.8M	0.2%	124,049 SH	New
Commerce Bancshares Inc	COM	$379K	0.0%	7,699 SH	New
Commercial Metals Company	COM	$344K	0.0%	5,606 SH	New
Comstock Resources, Inc.	COM	$3.9M	0.4%	186,245 SH	New
ConocoPhillips	COM	$369K	0.0%	2,799 SH	New
Core & Main Inc	COM	$3.8M	0.4%Prev: 0.5%	77,013 SH	Decreased-5,579 SH
Core Laboratories Inc	COM	$244K	0.0%Prev: 0.0%	14,509 SH	Increased+3,041 SH
Corning Incorporated	COM	$390K	0.0%	2,870 SH	New
Costco Wholesale Corporation	COM	$215K	0.0%	216 SH	New
Coterra Energy Inc	COM	$13.7M	1.4%Prev: 1.5%	390,100 SH	Increased-15,171 SH
CRA International Inc.	COM	$3.2M	0.3%	19,730 SH	New
Crane NXT Co	COM	$2.8M	0.3%	69,554 SH	New
Crocs Inc	COM	$378K	0.0%	4,554 SH	New
DexCom Inc	COM	$11.5M	1.2%	182,654 SH	New
Docgo Inc	COM	$637K	0.1%Prev: 0.2%	1,013,056 SH	Decreased+374,656 SH
Donnelley Financial Solutions Inc	COM	$3.4M	0.4%	72,901 SH	New
Eaton Corporation PLC	COM	$606K	0.1%	1,695 SH	New
Ecolab Inc.	COM	$376K	0.0%	1,415 SH	New
Eli Lilly & Co.	COM	$244K	0.0%	265 SH	New
Embecta Corp.	COM	$1.3M	0.1%	146,342 SH	New
Emerson Electric Co.	COM	$13.5M	1.4%	102,859 SH	New
Employers Holdings Inc.	COM	$2.9M	0.3%	71,516 SH	New
Energy Recovery Inc.	COM	$1.5M	0.2%	153,262 SH	New
Evercore Inc.	COM	$945K	0.1%	3,165 SH	New
Exponent Inc	COM	$221K	0.0%Prev: 0.0%	3,390 SH	Decreased
Exxon Mobil Corp.	COM	$1.5M	0.2%	8,605 SH	New
Fastenal Co.	COM	$908K	0.1%	19,568 SH	New
Ferguson Enterprises Inc	COM	$291K	0.0%	1,248 SH	New
Fidelity National Information Services Inc	COM	$338K	0.0%	7,197 SH	New
Fifth Third Bancorp	COM	$13.8M	1.4%Prev: 1.6%	296,132 SH	Increased-20,433 SH
First Horizon Corporation	COM	$392K	0.0%	17,235 SH	New
Frontdoor Inc	COM	$4.1M	0.4%Prev: 0.4%	77,669 SH	Increased-12,368 SH
FTI Consulting, Inc.	COM	$307K	0.0%	1,739 SH	New
Gartner Inc.	COM	$11.1M	1.2%	69,803 SH	New
GE Aerospace	COM	$232K	0.0%	816 SH	New
Global Ship Lease Inc.	COM	$4.5M	0.5%	121,899 SH	New
Green Brick Partners Inc.	COM	$3.4M	0.4%	53,216 SH	New
Hackett Group Inc.	COM	$2.3M	0.2%	174,618 SH	New
Haemonetics Corp	COM	$3.7M	0.4%Prev: 0.3%	65,229 SH	Increased+22,764 SH
Halozyme Therapeutics Inc	COM	$386K	0.0%	5,971 SH	New
HCA Healthcare Inc	COM	$15.4M	1.6%	32,615 SH	New
Healthpeak Properties Inc	COM	$381K	0.0%	23,209 SH	New
Henry Jack & Associates Inc.	COM	$398K	0.0%	2,520 SH	New
Hershey Co. (The)	COM	$12.3M	1.3%	59,301 SH	New
Home Depot Inc.	COM	$220K	0.0%	670 SH	New
Hudson Technologes Inc	COM	$255K	0.0%	43,397 SH	New
Huron Consulting Group Inc.	COM	$1.5M	0.2%	11,895 SH	New
Hyperfine Inc	COM	$338K	0.0%Prev: 0.0%	313,350 SH	Increased
Hyster-Yale Inc	COM	$2.0M	0.2%	60,227 SH	New
Illinois Tool Works Inc.	COM	$338K	0.0%	1,300 SH	New
Independent Bank Corp.	COM	$3.2M	0.3%	41,904 SH	New
Ingevity Corporation	COM	$4.6M	0.5%	65,240 SH	New
Innovative Solutio	COM	$3.4M	0.4%	165,173 SH	New
Insteel Industries Inc.	COM	$3.3M	0.3%	98,957 SH	New
Intel Corporation	COM	$1.2M	0.1%	28,191 SH	New
Interface, Inc.	COM	$3.9M	0.4%	155,192 SH	New
International Business Machines Corp.	COM	$529K	0.1%	2,183 SH	New
Iradimed Corp.	COM	$2.5M	0.3%	25,693 SH	New
iShares Shrt Term Ntnl Mun Bnd ETF IV	SHRT NAT MUN ETF	$370K	0.0%	3,472 SH	New
Ishares Silver Trust	ISHARES	$982K	0.1%	14,410 SH	New
iShares Trust	CORE S&P SCP ETF	$231K	0.0%	1,859 SH	New
iShares Trust	RUS 1000 ETF	$283K	0.0%	795 SH	New
iShares Trust	RUSSELL 2000 ETF	$212K	0.0%	856 SH	New
iShares Trust A Rate Cp Bd ETF	A RATE CP BD ETF	$2.9M	0.3%	59,976 SH	New
iShares Trust Core MSCI EAFE	CORE MSCI EAFE	$46.2M	4.9%	510,828 SH	New
iShares Trust Core MSCI Total	CORE MSCI TOTAL	$2.3M	0.2%	26,263 SH	New
iShares Trust Core US Agg Bd ETF	CORE US AGGBD ET	$665K	0.1%	6,694 SH	New
iShares Trust Intrm Gov Cr ETF	INTRM GOV CR ETF	$6.1M	0.6%	57,592 SH	New
iShares Trust MSCI ACW Ex US	MSCI ACWI EX US	$475K	0.0%	6,937 SH	New
Jacobs Solutions Inc.	COM	$286K	0.0%	2,249 SH	New
Janus International Group Inc	COM	$2.3M	0.2%	443,001 SH	New
Jazz Pharmaceuticals PLC	COM	$410K	0.0%Prev: 0.1%	2,170 SH	Decreased-1,247 SH
Johnson & Johnson	COM	$20.0M	2.1%Prev: 2.1%	81,633 SH	Increased-17,974 SH
JPMorgan Chase & Co.	COM	$1.0M	0.1%	3,513 SH	New
Kimberly-Clark Corporation	COM	$925K	0.1%	9,584 SH	New
Kinsale Capital Group Inc	COM	$8.8M	0.9%	25,841 SH	New
Korn Ferry	COM	$2.9M	0.3%Prev: 0.4%	45,530 SH	Decreased-3,969 SH
Lam Research Corporation	COM	$299K	0.0%	1,400 SH	New
Lantheus Holdings Inc	COM	$3.3M	0.3%	43,185 SH	New
Ligand Pharmaceuticals Incorporated	COM	$4.8M	0.5%	24,059 SH	New
Limbach Holdings Inc.	COM	$3.2M	0.3%	40,474 SH	New
Lockheed Martin Corporation	COM	$14.4M	1.5%	23,799 SH	New
Lowes Companies, Inc.	COM	$12.2M	1.3%	51,798 SH	New
Magnolia Oil & Gas Corporation	COM	$303K	0.0%	9,609 SH	New
Markel Group Inc	COM	$325K	0.0%	170 SH	New
Mativ Holdings Inc	COM	$332K	0.0%Prev: 0.0%	38,214 SH	Increased-2,325 SH
McDonald's Corp.	COM	$13.5M	1.4%	43,366 SH	New
Mckesson Corp.	COM	$835K	0.1%	965 SH	New
Merck & Co., Inc	COM	$1.6M	0.2%	12,897 SH	New
Meta Platforms Inc	COM	$1.3M	0.1%Prev: 0.1%	2,280 SH	Increased+422 SH
Microsoft Corp.	COM	$17.5M	1.8%	47,391 SH	New
Miller Industries Inc. (Tennessee)	COM	$3.3M	0.3%	72,516 SH	New
MiMedx Group Inc.	COM	$1.9M	0.2%	482,127 SH	New
Minerals Technologies Inc.	COM	$3.4M	0.4%Prev: 0.2%	47,596 SH	Increased+27,476 SH
Mueller Industries Inc.	COM	$4.5M	0.5%	40,572 SH	New
NAPCO Security Technologies Inc.	COM	$4.6M	0.5%	115,669 SH	New
NextEra Energy Inc	COM	$564K	0.1%Prev: 0.1%	6,074 SH	Increased-596 SH
NMI Holdings Inc	COM	$825K	0.1%	22,000 SH	New
Nordson Corp	COM	$378K	0.0%Prev: 0.0%	1,420 SH	Increased-44 SH
Northern Oil And Gas, Inc.	COM	$2.4M	0.3%	82,358 SH	New
Northrop Grumman Corporation	COM	$307K	0.0%	450 SH	New
NVE Corp.	COM	$3.3M	0.3%	50,103 SH	New
NVIDIA Corp.	COM	$305K	0.0%	1,749 SH	New
O'Reilly Automotive Inc.	COM	$325K	0.0%	3,525 SH	New
Oceaneering International, Inc.	COM	$3.4M	0.4%	96,364 SH	New
OmniAb Inc.	COM	$1.2M	0.1%	756,674 SH	New
Option Care Health Inc	COM	$3.2M	0.3%	117,913 SH	New
Otc Markets Group Inc	COM	$646K	0.1%Prev: 0.1%	12,066 SH	Decreased-2,027 SH
Ovintiv Inc	COM	$306K	0.0%Prev: 0.0%	5,152 SH	Increased-730 SH
Paccar Inc	COM	$7.0M	0.7%Prev: 0.8%	60,671 SH	Increased-3,034 SH
Papa John's International Inc.	COM	$1.2M	0.1%	36,099 SH	New
Paychex Inc	COM	$11.6M	1.2%	125,487 SH	New
Payoneer Global Inc.	COM	$2.6M	0.3%	545,096 SH	New
Paypal Holdings Inc.	COM	$10.5M	1.1%	231,587 SH	New
Phillips 66	COM	$202K	0.0%	1,110 SH	New
Photronics Inc.	COM	$3.7M	0.4%	91,613 SH	New
Plexus Corp	COM	$2.7M	0.3%Prev: 0.4%	13,085 SH	Decreased-14,338 SH
PNC Financial Services Group Inc.	COM	$14.3M	1.5%	68,691 SH	New
Public Storage	COM	$11.8M	1.2%Prev: 1.6%	43,576 SH	Decreased+1,618 SH
RBB Fund Inc	COM	$248K	0.0%	3,760 SH	New
Rexford Industrial Realty Inc.	COM	$353K	0.0%	10,788 SH	New
Reynolds Consumer Products Inc.	COM	$2.4M	0.3%	113,165 SH	New
RLI Corp	COM	$3.1M	0.3%	54,537 SH	New
Rockwell Automation, Inc.	COM	$14.1M	1.5%	39,300 SH	New
RTX Corp.	COM	$225K	0.0%	1,166 SH	New
S&P Global Inc	COM	$248K	0.0%Prev: 0.0%	582 SH	Decreased
Salesforce Inc.	COM	$239K	0.0%	1,283 SH	New
SLB Ltd.	COM	$14.7M	1.5%	286,514 SH	New
Snap-On Incorporated	COM	$395K	0.0%Prev: 0.1%	1,088 SH	Decreased-145 SH
Spdr Gold Trust	COM	$2.6M	0.3%	6,000 SH	New
Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets ETF	PORTFOLIO EMG MK	$16.3M	1.7%	347,279 SH	New
SPDR Series Trust	PORTFOLI S&P1500	$7.5M	0.8%	95,083 SH	New
Sprouts Farmers Markets Inc	COM	$3.7M	0.4%	48,192 SH	New
State Street Spdr S&p 500 Etf Trust	TR UNIT	$1.2M	0.1%	1,812 SH	New
State Street Spdr S&p Midcap 400 Etf Trust	UTSER1 S&PDCRP	$452K	0.0%	733 SH	New
Stride Inc	COM	$427K	0.0%Prev: 0.0%	4,847 SH	Increased+1,852 SH
Sysco Corporation	COM	$11.8M	1.2%	164,738 SH	New
Taiwan Semiconductor Manufacturing Co., Ltd.	SPONSORED ADS	$273K	0.0%	807 SH	New
Tennant Co	COM	$398K	0.0%Prev: 0.1%	6,000 SH	Decreased
Tetra Tech Inc	COM	$3.0M	0.3%Prev: 0.4%	98,876 SH	Decreased-8,051 SH
The Bank of New York Mellon Corp.	COM	$17.0M	1.8%	143,231 SH	New
The Lovesac Company	COM	$3.5M	0.4%	240,186 SH	New
The Procter & Gamble Co.	COM	$15.5M	1.6%	107,277 SH	New
Thermo Fisher Scientific Inc	COM	$501K	0.1%	1,020 SH	New
Tmc The Metals Company Inc	COM	$106K	0.0%	22,696 SH	New
Trane Technologies PLC	COM	$16.3M	1.7%Prev: 1.9%	39,173 SH	Increased-6,727 SH
Transdigm Group Inc.	COM	$217K	0.0%	187 SH	New
Twist Bioscience Corporation	COM	$435K	0.0%	9,145 SH	New
U.S. Bancorp.	COM	$658K	0.1%	12,646 SH	New
UFP Technologies Inc.	COM	$1.7M	0.2%	8,675 SH	New
Union Pacific Corporation	COM	$963K	0.1%	3,970 SH	New
United Parcel Service, Inc.	COM	$12.7M	1.3%	128,697 SH	New
United Rentals, Inc.	COM	$307K	0.0%	422 SH	New
United States Commodity Index Funds Trust	COM	$441K	0.0%	12,800 SH	New
Universal Technical Institute, Inc.	COM	$3.5M	0.4%	97,211 SH	New
Vail Resorts, Inc.	COM	$374K	0.0%	2,914 SH	New
Valvoline Inc	COM	$363K	0.0%Prev: 0.0%	10,791 SH	Increased+1,247 SH
Vanguard Specialized Funds	COM	$260K	0.0%	1,211 SH	New
Veralto Corp.	COM	$11.5M	1.2%	130,583 SH	New
Visa Inc	COM	$18.5M	1.9%	61,211 SH	New
W.R. Berkley Corporation	COM	$13.6M	1.4%	204,520 SH	New
W.w. Grainger Inc.	COM	$15.3M	1.6%	14,054 SH	New
Walmart Inc	COM	$260K	0.0%	2,096 SH	New
WEC Energy Group Inc.	COM	$246K	0.0%	2,129 SH	New
Wesco International, Inc.	COM	$388K	0.0%	1,419 SH	New
WEX Inc	COM	$390K	0.0%Prev: 0.0%	2,549 SH	Increased+562 SH
Zebra Technologies Corporation	COM	$11.6M	1.2%	55,635 SH	New
Zoetis Inc Class A	COM	$12.0M	1.3%	101,584 SH	New

Sold (vs prior filing)

ABBVIE INC — $361K
ABERDEEN STANDARD PLATINUM ETF IV — $318K
ACCENTURE PLC — $10.7M
ACUITY INC — $363K
ADVANCED DRAINAGE SYSTEMS INC — $312K
ADVANCED ENERGY INDUSTRIES, INC — $2.8M
AGCO CORP — $384K
ALEXANDER & BALDWIN — $2.8M
ALLISON TRANSMISSION HLDGS INC — $14.6M
ALPHABET INC. CLASS A — $406K
AMALGAMATED FINL CORP — $3.1M
AMAZON COM INC — $459K
AMCOR PLC F — $19.4M
AMDOCS LIMITED — $415K
AMN HEALTHCARE SERVICES INC — $490K
APPLE HOSPITALITY REIT — $2.6M
APPLE INC — $19.9M
APPLIED INDL TECH — $721K
APPLIED MATERIALS — $8.9M
ARROW ELECTRONICS — $321K
… and 152 more

All filings

Open a filing on Jive Data

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