Fund HoldingsISTHMUS PARTNERS, LLC

Total Portfolio Value
$798.83M
Total Bought
$75.05M
Total Sold
$68.39M
Net Transaction
+$6.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BROADCOM INC(AVGO)063,874+63,874010,6941.34%+10,694
LKQ CORP(LKQ)0294,199+294,199012,5151.57%+12,515
CENCORA INC065,655+65,655018,2582.29%+18,258
BERKLEY W R CORP226,184224,405-1,77913,23615,9692.00%+2,732
AUTOZONE INC(AZO)4,8394,764-7515,49418,1642.27%+2,670
SCHLUMBERGER LTD(SLB)0259,723+259,723010,8561.36%+10,856
JOHNSON & JOHNSON(JNJ)099,607+99,607016,5192.07%+16,519
HYSTER-YALE MH CLASS A047,674+47,67401,9800.25%+1,980
CBOE GLOBAL MKTS INC063,470+63,470014,3631.80%+14,363
HCA HOLDINGS INC(HCA)036,701+36,701012,6821.59%+12,682
JANUS INTERNATIONAL GROUP0260,220+260,22001,8740.23%+1,874
OPTION CARE HEALTH INC.(OPCH)046,402+46,40201,6220.20%+1,622
KENVUE INC COM(KVUE)0556,269+556,269013,3391.67%+13,339
QUEST DIAGNOSTIC INC(DGX)089,874+89,874015,2071.90%+15,207
CRANE NXT(CXT)028,789+28,78901,4800.19%+1,480
COTERRA ENERGY INC401,147405,271+4,12410,24511,7121.47%+1,467
DONNELLEY FINANCIAL(DFIN)033,287+33,28701,4550.18%+1,455
MINERALS TECHNOLOGIES INC.(MTX)020,120+20,12001,2790.16%+1,279
MCDONALDS CORP(MCD)052,771+52,771016,4842.06%+16,484
EBAY INC(EBAY)0234,334+234,334015,8711.99%+15,871
KIMBERLY-CLARK CORP(KMB)010,091+10,09101,4350.18%+1,435
HOULIHAN LOKEY INC CLASS A(HLI)05,080+5,08008200.10%+820
BERKSHIRE HATHAWAY CLASS B01,532+1,53208160.10%+816
HEALTHPEAK PPTYS INC REIT(DOC)0525,886+525,886010,6331.33%+10,633
EVERCORE INC CLASS A(EVR)03,490+3,49006970.09%+697
HERSHEY CO(HSY)072,208+72,208012,3501.55%+12,350
COLGATE PALMOLIVE CO(CL)0137,111+137,111012,8471.61%+12,847
AMCOR PLC F2,003,4042,003,404018,85219,4332.43%+581
SPROUTS FARMERS MARKET INC(SFM)022,024+22,02403,3620.42%+3,362
COMSTOCK RESOURCES INC(CRK)234,826230,429-4,3974,2794,6870.59%+408
ALPHABET INC. CLASS A02,625+2,62504060.05%+406
VAIL RESORTS INC(MTN)02,334+2,33403730.05%+373
MILLER INDUSTRIES INC22,18442,861+20,6771,4501,8160.23%+366
CROCS, INC(CROX)03,408+3,40803620.05%+362
INTEL CORP(INTC)0123,765+123,76502,8110.35%+2,811
ZOETIS INC CLASS A(ZTS)68,82170,062+1,24111,21311,5361.44%+323
SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS(SHEL)04,190+4,19003070.04%+307
SPDR GOLD SHARES ETF06,000+6,00001,7290.22%+1,729
ISHARES CORE S&P 500 ETF0476+47602670.03%+267
UNITED PARCEL SVC INC(UPS)0100,637+100,637011,0691.39%+11,069
VANGUARD S&P 500 ETF0495+49502540.03%+254
INTERCONTINENTAL EXC01,200+1,20002070.03%+207
HUDSON TECHNOLOGIES INC030,290+30,29001870.02%+187
EXXON MOBIL CORP COM08,522+8,52201,0140.13%+1,014
B J S WHOLESALE CLUB HOL06,735+6,73507680.10%+768
PUBLIC STORAGE(PSA)041,958+41,958012,5581.57%+12,558
GLOBAL SHIP LEASE
COM CL A
0113,625+113,62502,5960.33%+2,596
PAPA JOHNS INTERNATIONAL INC71,41174,318+2,9072,9333,0530.38%+120
HALOZYME THERAPEUTICS(HALO)6,7066,875+1693214390.05%+118
FIRST SOURCE CORP(SRCE)055,082+55,08203,2940.41%+3,294
AMERISAFE INC63,92664,441+5153,2953,3860.42%+92
GENPACT LIMITED012,250+12,25006170.08%+617
ISHARES GOLD ETF(IAU)9,5209,52004715610.07%+90
FIRSTCASH HLDGS INC(FCFS)05,059+5,05906090.08%+609
UNITED STATES COPPER INDEX ETF(CPER)012,800+12,80004040.05%+404
ISHARES SILVER TRUST ETF IV014,900+14,90004620.06%+462
MCKESSON CORP(MCK)1,020950-705816390.08%+58
FASTENAL CO(FAST)010,194+10,19407910.10%+791
ABBVIE INC(ABBV)01,725+1,72503610.05%+361
CHEVRON CORP(CVX)02,312+2,31203870.05%+387
IBM CORP(IBM)1,6211,62103564030.05%+47
O REILLY AUTOMOTIVE(ORLY)0210+21003010.04%+301
W E C ENERGY GROUP INC02,929+2,92903190.04%+319
AMDOCS LIMITED04,537+4,53704150.05%+415
SYSCO CORP(SYY)156,332159,761+3,42911,95311,9881.50%+35
MERCADOLIBRE INC(MELI)12712702162480.03%+32
UNION PACIFIC CORP(UNP)03,867+3,86709140.11%+914
INSTEEL INDUSTRIES094,819+94,81902,4940.31%+2,494
ABERDEEN STANDARD PLATINUM ETF IV3,4753,47502893180.04%+29
WOODWARD INC(WWD)01,620+1,62002960.04%+296
AUTO DATA PROCESSING01,897+1,89705800.07%+580
FISERV INC(FISV)01,558+1,55803440.04%+344
REXFORD INDUSTRIAL REALTY INC(REXR)07,406+7,40602900.04%+290
KORN FERRY(KFY)049,499+49,49903,3580.42%+3,358
MAGNOLIA OIL & GAS CORP(MGY)09,490+9,49002400.03%+240
NORTHROP GRUMMAN CO(NOC)46546502182380.03%+20
TRANSDIGM GROUP INC(TDG)16416402082270.03%+19
OLD REPUBLIC INTL CORP(ORI)06,200+6,20002430.03%+243
OVINTIV INC(OVV)5,7995,882+832352520.03%+17
TMC THE METALS CO INC F(TMC)022,696+22,6960390.00%+39
J P MORGAN CHASE & CO(JPM)2,4172,41705795930.07%+14
JAZZ PHARMACEUTICALS PLC(JAZZ)3,3593,417+584144240.05%+11
SANMINA CORPORATION(SANM)5,3855,466+814074160.05%+9
FIDELITY NATL INFORMATION(FIS)03,005+3,00502240.03%+224
PROCTER & GAMBLE CO(PG)09,910+9,91001,6890.21%+1,689
COMMERCE BANCSHARES(CBSH)06,848+6,84804260.05%+426
NORDSON CORP(NDSN)01,464+1,46402950.04%+295
S&P GLOBAL INC(SPGI)58258202902960.04%+6
AGCO CORP04,143+4,14303840.05%+384
SNAP-ON INCORPORATED(SNA)1,2131,233+204124160.05%+4
VALVOLINE INC09,544+9,54403320.04%+332
SCHEIN HENRY INC(HSIC)010,002+10,00206850.09%+685
MGE ENERGY INC(MGEE)02,204+2,20402050.03%+205
VANGUARD DIV APPRCIATION1,2111,21102372350.03%-2
ADVANCED DRAINAGE SYSTEMS INC(WMS)02,875+2,87503120.04%+312
WHITE MOUNTAINS INS F0164+16403160.04%+316
INSIGHT ENTERPRISES03,780+3,78005670.07%+567
ACADEMY SPORTS AND OUTDOORS INC(ASO)41,01551,534+10,5192,3602,3500.29%-9
TENNANT CO(TNC)06,000+6,00004790.06%+479
INTERPUBLIC GRP COS012,465+12,46503390.04%+339
Page 1 of 1