Fund Holdings — ISTHMUS PARTNERS, LLC

Total Portfolio Value
$1.93B
Total Bought
$334.07M
Total Sold
$115.66M
Net Transaction
+$218.41M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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UNITED STATES COPPER INDEX ETF(CPER)12,80012,8000322858,84944.47%+858,527
ALLETE INC0347+347014,4020.75%+14,402
DOVER CORP(DOV)01,008+1,008014,2460.74%+14,246
CORE SCIENTIFIC INC(CORZ)0638+638014,0830.73%+14,083
HERSHEY CO(HSY)069,284+69,284012,7360.66%+12,736
METLIFE INC0417+417012,2530.63%+12,253
LOCKHEED MARTIN CORP(LMT)026,111+26,111012,1960.63%+12,196
CIGNA CORP(CI)095+95012,1290.63%+12,129
ADOBE INC0125+125012,1210.63%+12,121
TE CONNECTIVITY LTD F0300+300011,7690.61%+11,769
HCA HOLDINGS INC(HCA)035,938+35,938011,5460.60%+11,546
REINSURANCE GP AMER(RGA)034+34011,5110.60%+11,511
CBOE GLOBAL MKTS INC063,909+63,909010,8680.56%+10,868
ICHOR HOLDINGS LTD
SHS
61,6053,125-58,4802,37913,1230.68%+10,744
PEPSICO INC(PEP)01,030+1,030010,5510.55%+10,551
HELIUS MEDICAL TECHNOLOG CLASS A0111+111010,4830.54%+10,483
AMERICAN SOFTWARE INC276,616307,832+31,2163,16710,8680.56%+7,701
ISHARES CORE S&P SMALL CAP ETF01,529+1,52905,8290.30%+5,829
BANK OF AMERICA CORP01,300+1,30004,6200.24%+4,620
HARLEY DAVIDSON INC(HOG)02,004+2,00404,0590.21%+4,059
BEL FUSE INC. CLASS B059,204+59,20403,8620.20%+3,862
ISHARES CORE S&P 500 ETF0138+13803,8460.20%+3,846
CORE LABORATORIES INC(CLB)08,938+8,93803,7250.19%+3,725
CITIGROUP INC(C)0155+15503,5880.19%+3,588
DTE ENERGY CO(DTB)0273+27303,5660.18%+3,566
INGEVITY CORP(NGVT)079,992+79,99203,4960.18%+3,496
APPLE INC(AAPL)94,48092,645-1,83516,20119,5131.01%+3,311
EVERCORE INC CLASS A(EVR)3,8603,86007433,9960.21%+3,253
NISOURCE INC 00500(NI)0325+32503,1230.16%+3,123
NXP SEMICONDUCTORS NV F(NXPI)0205+20502,9480.15%+2,948
AXCELIS TECHNOLOGIES INC17,76333,270+15,5071,9814,7310.24%+2,750
SMITH A O(AOS)0325+32502,5340.13%+2,534
F T I CONSULTING INC(FCN)0641+64102,3900.12%+2,390
CH ROBINSON WORLDWIDE INC(CHRW)140,622145,765+5,14310,70712,8450.67%+2,138
BANK OZK(OZK)01,000+1,00001,8270.09%+1,827
BROOKFIELD INFRASTRUCT F CLASS A049+4901,7270.09%+1,727
MICROCHIP TECHNOLOGY INC(MCHP)01,179+1,17901,6770.09%+1,677
GMS INC018,444+18,44401,4870.08%+1,487
OMNIAB INC (USD15 VESTIN07,026+7,02601,2900.07%+1,290
BIOLIFE SOLUTIONS INC(BLFS)122,982165,247+42,2652,2813,5410.18%+1,260
TOTALENERGIES SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS(TTE)0250+25001,2350.06%+1,235
NAPCO SECURITY TECHNOLOGIES INC(NSSC)115,162112,205-2,9574,6255,8290.30%+1,204
GLOBAL SHIP LEASE
COM CL A
141,493141,434-592,8724,0720.21%+1,200
CONOCOPHILLIPS(COP)01,365+1,36501,1730.06%+1,173
FERGUSON PLC NEW F1,2481,24802731,2050.06%+933
CDW CORP(CDW)0100+10008890.05%+889
APPLIED MATERIALS77,40871,255-6,15315,96416,8150.87%+852
COLGATE PALMOLIVE CO(CL)137,384136,017-1,36712,37113,1990.68%+828
IAC INC0112+11206960.04%+696
SPROUTS FARMERS MARKET INC(SFM)86,18174,698-11,4835,5576,2490.32%+692
ENERGY SELECT SECTOR SPDR ETF IV080+8006850.04%+685
MICROSOFT CORP(MSFT)44,41043,303-1,10718,68419,3541.00%+670
MASCO CORP(MAS)0407+40706250.03%+625
3M CO0900+90005920.03%+592
ALPHABET INC. CLASS C0985+98505790.03%+579
NORFOLK SOUTHERN CO(NSC)060+6005710.03%+571
RAYTHEON TECHNOLOGIES CO(RTX)01,000+1,00005490.03%+549
COINBASE GLOBAL INC(COIN)0113+11305310.03%+531
GE VERNOVA INC(GEV)0177+17705270.03%+527
LIGAND PHARMA(LGND)48,33148,176-1553,5334,0590.21%+526
REGAL REXNORD CORP(RRX)045+4505180.03%+518
SPDR INDEX SHARES EMERG MARKT ETF318,619319,092+47311,53112,0200.62%+489
ISHARES RUSSELL 1000 VALUE ETF0259+25904850.03%+485
CARRIER GLOBAL CORP(CARR)0900+90004740.02%+474
HEALTHPEAK PPTYS INC REIT(DOC)499,099501,446+2,3479,3589,8280.51%+470
AMALGAMATED FINL CORP136,397136,474+773,2743,7390.19%+466
MC CORMICK & CO INC(MKC)02,162+2,16204610.02%+461
PAPA JOHNS INTERNATIONAL INC(PZZA)09,812+9,81204610.02%+461
AMER ELECTRIC PWR CO0305+30504190.02%+419
MIMEDX GROUP INC(MDXG)301,500393,214+91,7142,3222,7250.14%+403
GE HEALTHCARE TECHNOLOGI0161+16103960.02%+396
AMCOR PLC F1,444,5341,444,534013,73814,1280.73%+390
FLOWSERVE CORP(FLS)235,530231,715-3,81510,75911,1450.58%+386
ILLINOIS TOOL WORKS(ITW)780700-802095960.03%+386
BRISTOL-MYERS SQUIBB(BMY)01,617+1,61703780.02%+378
STARBUCKS CORP(SBUX)0165+16503670.02%+367
ZOETIS INC CLASS A(ZTS)67,40667,888+48211,40611,7690.61%+363
FIRSTENERGY CORP(FE)0365+36503630.02%+363
APACHE CORP0380+38003620.02%+362
HOLOGIC INC01,348+1,34803400.02%+340
BANK NEW YORK MELLON CORP245,551241,889-3,66214,14914,4870.75%+338
CRA INTERNATIONAL INC(CRAI)28,67526,824-1,8514,2894,6200.24%+330
TETRA TECH INC(TTEK)24,51523,728-7874,5284,8520.25%+324
ALTRIA GROUP INC(MO)0522+52203170.02%+317
COMSTOCK RESOURCES INC(CRK)285,066285,280+2142,6452,9610.15%+316
MGE ENERGY INC(MGEE)01,866+1,86603140.02%+314
CISCO SYSTEMS INC(CSCO)03,346+3,34603070.02%+307
ZEBRA TECHNOLOGIES CORP(ZBRA)41,71041,683-2712,57312,8770.67%+304
PLEXUS CORP(PLXS)35,52235,559+373,3683,6690.19%+301
QUEST DIAGNOSTIC INC(DGX)91,19390,874-31912,13912,4390.64%+300
ASSOCIATED BANC CORP05,106+5,10603000.02%+300
STERIS PLC F(STE)0200+20002980.02%+298
Sylvamo Corp.(SLVM)012+1202820.01%+282
HYSTER-YALE MH CLASS A(HY)57,95757,306-6513,7193,9960.21%+277
STATE STREET CORP(STT)0300+30002740.01%+274
WEX INC01,546+1,54602740.01%+274
NORTHERN TRUST CORP(NTRS)0130+13002730.01%+273
ENTERPRISE PRODS PART LP(EPD)0600+60002660.01%+266
ORACLE CORP(ORCL)0113+11302490.01%+249
NICOLET BANKSHARES074+7402440.01%+244
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ISTHMUS PARTNERS, LLC — 13F Holdings — Q2 2024 | TickerTrail