Fund HoldingsISTHMUS PARTNERS, LLC

Total Portfolio Value
$880.96M
Total Bought
$208.54M
Total Sold
$149.17M
Net Transaction
+$59.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES CORE MSCI EAFE ETF0471,945+471,945035,0283.98%+35,028
LKQ CORP(LKQ)0285,637+285,637015,2561.73%+15,256
SPDR INDEX SHARES EMERG MARKT ETF0318,619+318,619011,5311.31%+11,531
ZOETIS INC CLASS A(ZTS)067,406+67,406011,4061.29%+11,406
HEALTHPEAK PPTYS INC REIT(DOC)0499,099+499,09909,3581.06%+9,358
PAYPAL HLDGS INC(PYPL)123,135220,578+97,4437,56214,7771.68%+7,215
SPDR TOTAL STOCK MARKET ETF
ST STR PR SP1500
076,816+76,81604,9280.56%+4,928
SCHLUMBERGER LTD(SLB)0254,818+254,818013,9671.59%+13,967
ALLISON TRANSMISSION HLDGS INC(ALSN)0230,921+230,921018,7422.13%+18,742
UNITED PARCEL SVC INC(UPS)68,40897,592+29,18410,75614,5051.65%+3,749
HYSTER-YALE MH CLASS A057,957+57,95703,7190.42%+3,719
JOHNSON & JOHNSON(JNJ)73,75695,950+22,19411,56115,1781.72%+3,618
IRADIMED CORP(IRMD)7,33171,905+64,5743483,1630.36%+2,815
ADVANCED ENERGY INDUSTRIES, INC027,089+27,08902,7630.31%+2,763
APPLIED MATERIALS81,45577,408-4,04713,20115,9641.81%+2,762
HAEMONETICS CORP(HAE)17,88848,038+30,1501,5304,1000.47%+2,570
MICROSOFT CORP(MSFT)42,92944,410+1,48116,14318,6842.12%+2,541
CRA INTERNATIONAL INC(CRAI)028,675+28,67504,2890.49%+4,289
AUTOZONE INC(AZO)5,1935,013-18013,42715,7991.79%+2,372
SPROUTS FARMERS MARKET INC(SFM)66,87386,181+19,3083,2175,5570.63%+2,340
BERKLEY W R CORP163,321156,889-6,43211,55013,8751.58%+2,325
EBAY INC(EBAY)245,161245,586+42510,69412,9621.47%+2,268
ALEXANDER & BALDWIN61,811205,212+143,4011,1763,3800.38%+2,204
INTERFACE INC(TILE)197,188274,051+76,8632,4894,6100.52%+2,121
DIODES INCORPORATED(DIOD)028,900+28,90002,0370.23%+2,037
MCDONALDS CORP(MCD)41,98951,294+9,30512,45014,4621.64%+2,012
AXCELIS TECHNOLOGIES INC017,763+17,76301,9810.22%+1,981
CENCORA INC70,27467,507-2,76714,43316,4041.86%+1,971
AZZ INC54,31764,749+10,4323,1555,0060.57%+1,850
ARCADIUM LITHIUM PLC0412,256+412,25601,7770.20%+1,777
ATKORE INC023,451+23,45104,4640.51%+4,464
CORE & MAIN, INC.(CNM)96,97797,637+6603,9195,5900.63%+1,671
N V E CORPORATION051,166+51,16604,6140.52%+4,614
ALLIENT INC097,512+97,51203,4790.39%+3,479
GLOBAL INDUSTRIAL COMPANY69,39296,047+26,6552,6954,3010.49%+1,606
EMERSON ELEC CO(EMR)118,236115,518-2,71811,50813,1021.49%+1,594
MUELLER INDUSTRIES INC(MLI)55,45477,417+21,9632,6154,1750.47%+1,560
ISHARES CORE MSCI TOTAL INTL STOCK ETF022,877+22,87701,5520.18%+1,552
MASTERCRAFT BOAT HOLDINGS INC0146,174+146,17403,4670.39%+3,467
COLUMBUS MCKINNON CO57,55684,531+26,9752,2463,7730.43%+1,527
EMPLOYERS HOLDINGS INC(EIG)080,987+80,98703,6760.42%+3,676
KORN FERRY(KFY)44,18962,119+17,9302,6234,0850.46%+1,462
LOWES COMPANIES INC(LOW)47,86247,544-31810,65212,1111.37%+1,459
TETRA TECH INC(TTEK)18,43824,515+6,0773,0784,5280.51%+1,450
COLGATE PALMOLIVE CO(CL)137,359137,384+2510,94912,3711.40%+1,423
R L I CORP(RLI)027,670+27,67004,1080.47%+4,108
COMSTOCK RESOURCES INC(CRK)0285,066+285,06602,6450.30%+2,645
BOOZ ALLEN HAMILTON HLDG CORP103,20197,908-5,29313,20014,5331.65%+1,333
BANK NEW YORK MELLON CORP246,825245,551-1,27412,84714,1491.61%+1,301
GRAINGER W W INC(GWW)18,16216,069-2,09315,05116,3471.86%+1,296
NAPCO SECURITY TECHNOLOGIES INC(NSSC)97,548115,162+17,6143,3414,6250.52%+1,284
HACKETT GROUP0162,432+162,43203,9470.45%+3,947
FRONTDOOR INC(FTDR)65,385109,646+44,2612,3033,5720.41%+1,269
ZEBRA TECHNOLOGIES CORP(ZBRA)41,36641,710+34411,30712,5731.43%+1,266
AVIENT CORPORATION(AVNT)56,31682,679+26,3632,3413,5880.41%+1,247
AMERISAFE INC067,198+67,19803,3710.38%+3,371
REYNOLDS CONSUMER PRODUCTS INC(REYN)0111,372+111,37203,1810.36%+3,181
MGP INGREDIENTS INC040,567+40,56703,4940.40%+3,494
TRANE TECHNOLOGIES PLC(TT)68,10159,251-8,85016,61017,7872.02%+1,177
DOCGO INC0603,868+603,86802,4400.28%+2,440
SHYFT GROUP INC0244,002+244,00203,0310.34%+3,031
SYSCO CORP(SYY)146,757146,524-23310,73211,8951.35%+1,162
ARTISAN PARTNERS ASSET MANAGEMENT INC61,72684,791+23,0652,7273,8810.44%+1,154
HELIOS TECHNOLOGIES INC(HLIO)062,999+62,99902,8150.32%+2,815
AMERICAN SOFTWARE INC0276,616+276,61603,1670.36%+3,167
LIGAND PHARMA(LGND)34,34748,331+13,9842,4533,5330.40%+1,080
VAREX IMAGING CORP0169,964+169,96403,0760.35%+3,076
INSTEEL INDUSTRIES70,27197,637+27,3662,6913,7320.42%+1,041
BIOLIFE SOLUTIONS INC(BLFS)77,082122,982+45,9001,2532,2810.26%+1,029
FLOWSERVE CORP(FLS)236,471235,530-9419,74710,7591.22%+1,012
OCEANEERING INTL INC(OII)0110,157+110,15702,5780.29%+2,578
GLOBAL SHIP LEASE
COM CL A
0141,493+141,49302,8720.33%+2,872
NORTHERN OIL AND GAS(NOG)060,324+60,32402,3940.27%+2,394
FIRST SOURCE CORP(SRCE)46,00164,977+18,9762,5283,4060.39%+878
CAPITAL CITY BANK GP(CCBG)0107,583+107,58302,9800.34%+2,980
JOHNSON OUTDOORS INC050,173+50,17302,3130.26%+2,313
MILLERKNOLL INC(MLKN)0113,753+113,75302,8170.32%+2,817
KIMBERLY-CLARK CORP(KMB)85,47586,470+99510,38611,1851.27%+799
NMI HOLDINGS INC CLASS A(NMIH)024,000+24,00007760.09%+776
BUTTERFLY NETWORK INC CLASS A(BFLY)0689,222+689,22207440.08%+744
EVERCORE INC CLASS A(EVR)03,860+3,86007430.08%+743
CH ROBINSON WORLDWIDE INC(CHRW)116,039140,622+24,58310,02510,7071.22%+682
HOULIHAN LOKEY INC CLASS A(HLI)05,080+5,08006510.07%+651
AMALGAMATED FINL CORP98,285136,397+38,1122,6483,2740.37%+626
UTAH MEDICAL PRODUCT035,602+35,60202,5320.29%+2,532
FMC CORP(FMC)116,011124,542+8,5317,3147,9330.90%+619
ULTA BEAUTY INC(ULTA)24,64924,192-45712,07812,6501.44%+572
PLEXUS CORP(PLXS)25,91735,522+9,6052,8023,3680.38%+566
FIFTH THIRD BANCORP(FITB)350,239339,795-10,44412,08012,6441.44%+564
MANITOWOC COMPANY146,255211,217+64,9622,4412,9870.34%+546
AMN HEALTHCARE SERVICES INC043,116+43,11602,6950.31%+2,695
BERKSHIRE HATHAWAY CLASS B01,182+1,18204970.06%+497
GARTNER INC(IT)32,54531,809-73614,68115,1621.72%+481
INDEPENDENT BANK CO29,78846,288+16,5001,9602,4080.27%+448
ORION ENGINEERED CARBONS113,541152,572+39,0313,1483,5880.41%+440
MIMEDX GROUP INC0301,500+301,50002,3220.26%+2,322
ANTERO MIDSTREAM CORP(AM)382,225370,110-12,1154,7895,2040.59%+414
ACUITY BRANDS INC01,530+1,53004110.05%+411
ALPHABET INC. CLASS A02,689+2,68904060.05%+406
PNC FINL SVCS GROUP INC(PNC)80,52879,568-96012,47012,8581.46%+388
Page 1 of 1