Fund HoldingsISTHMUS PARTNERS, LLC

Total Portfolio Value
$856.08M
Total Bought
$110.50M
Total Sold
$102.10M
Net Transaction
+$8.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ALPHABET INC CLASS A2,62591,873+89,24840616,1911.89%+15,785
DEXCOM INC(DXCM)0167,387+167,387014,6111.71%+14,611
ABBVIE INC(ABBV)1,72564,145+62,42036111,9071.39%+11,545
BROADCOM INC(AVGO)63,87463,610-26410,69417,5342.05%+6,840
MICROSOFT CORP(MSFT)047,255+47,255023,5052.75%+23,505
SPDR TOTAL STOCK MARKET ETF082,977+82,97706,2140.73%+6,214
APPLIED MATERIALS073,951+73,951013,5381.58%+13,538
TRANE TECHNOLOGIES PLC(TT)043,902+43,902019,2032.24%+19,203
ROCKWELL AUTOMATION INC(ROK)042,381+42,381014,0781.64%+14,078
ULTA BEAUTY INC(ULTA)029,981+29,981014,0261.64%+14,026
INTEL CORP(INTC)123,765247,660+123,8952,8115,5480.65%+2,737
EMERSON ELEC CO(EMR)0112,772+112,772015,0361.76%+15,036
DONNELLEY FINANCIAL(DFIN)33,28754,987+21,7001,4553,3900.40%+1,935
UNITED PARCEL SVC INC(UPS)100,637125,029+24,39211,06912,6201.47%+1,551
FRONTDOOR INC(FTDR)084,704+84,70404,9920.58%+4,992
LIMBACH HOLDINGS INC034,320+34,32004,8080.56%+4,808
APOGEE ENTERPRISES036,234+36,23401,4710.17%+1,471
HCA HOLDINGS INC(HCA)36,70136,936+23512,68214,1501.65%+1,468
CRANE NXT(CXT)28,78954,495+25,7061,4802,9370.34%+1,458
INNOVATIVE SOLUTIONS AND SUPPORT, INC.0191,577+191,57702,6590.31%+2,659
ZEBRA TECHNOLOGIES CORP(ZBRA)042,143+42,143012,9951.52%+12,995
CATERPILLAR INC(CAT)04,858+4,85801,8860.22%+1,886
PAYPAL HLDGS INC(PYPL)0200,028+200,028014,8661.74%+14,866
GMS INC035,535+35,53503,8640.45%+3,864
OPTION CARE HEALTH INC.(OPCH)46,40286,671+40,2691,6222,8150.33%+1,193
NAPCO SECURITY TECHNOLOGIES INC(NSSC)0117,032+117,03203,4750.41%+3,475
ADVANCED ENERGY INDUSTRIES, INC029,615+29,61503,9240.46%+3,924
BEL FUSE INC. CLASS B047,359+47,35904,6270.54%+4,627
BANK NEW YORK MELLON CORP0171,282+171,282015,6061.82%+15,606
MERCK & CO. INC.(MRK)013,053+13,05301,0330.12%+1,033
INSTEEL INDUSTRIES94,81994,754-652,4943,5260.41%+1,032
CORE & MAIN INC(CNM)082,158+82,15804,9580.58%+4,958
EBAY INC(EBAY)234,334225,218-9,11615,87116,7701.96%+898
SHYFT GROUP INC0201,544+201,54402,5270.30%+2,527
PNC FINL SVCS GROUP INC(PNC)075,844+75,844014,1391.65%+14,139
AXCELIS TECHNOLOGIES INC034,168+34,16802,3810.28%+2,381
OTC MARKETS GROUP INC014,099+14,09908040.09%+804
FLOWSERVE CORP(FLS)0226,194+226,194011,8411.38%+11,841
JANUS INTERNATIONAL GROUP260,220323,806+63,5861,8742,6360.31%+762
GRAINGER W W INC(GWW)014,463+14,463015,0451.76%+15,045
TETRA TECH INC(TTEK)0106,981+106,98103,8470.45%+3,847
HAEMONETICS CORP(HAE)045,197+45,19703,3720.39%+3,372
PAPA JOHNS INTERNATIONAL INC74,31874,589+2713,0533,6500.43%+597
FIFTH THIRD BANCORP(FITB)0316,024+316,024012,9981.52%+12,998
LOCKHEED MARTIN CORP(LMT)024,825+24,825011,4971.34%+11,497
CENCORA INC65,65562,695-2,96018,25818,7992.20%+541
COMSTOCK RESOURCES INC(CRK)230,429188,846-41,5834,6875,2250.61%+538
FIDELITY NATL INFORMATION06,156+6,15605010.06%+501
NEXTERA ENERGY INC06,470+6,47004490.05%+449
N V E CORPORATION043,812+43,81203,2250.38%+3,225
STRIDE INC(LRN)02,995+2,99504350.05%+435
NORTHERN OIL AND GAS(NOG)067,903+67,90301,9250.22%+1,925
MINERALS TECHNOLOGIES INC(MTX)20,12030,722+10,6021,2791,6920.20%+413
WESCO INTL INC02,190+2,19004060.05%+406
GLOBAL SHIP LEASE
COM CL A
113,625113,972+3472,5962,9990.35%+402
IRADIMED CORP(IRMD)057,344+57,34403,4290.40%+3,429
ARTISAN PARTNERS ASSET MANAGEMENT INC069,992+69,99203,1030.36%+3,103
AVERY DENNISON CORP02,178+2,17803820.04%+382
CBOE GLOBAL MKTS INC63,47063,199-27114,36314,7391.72%+376
VAIL RESORTS INC02,334+2,33403670.04%+367
JAZZ PHARMACEUTICALS PLC(JAZZ)03,417+3,41703630.04%+363
HALOZYME THERAPEUTICS06,875+6,87503580.04%+358
IBM CORP(IBM)1,6212,548+9274037510.09%+348
ATKORE INC024,651+24,65101,7390.20%+1,739
SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS04,720+4,72003320.04%+332
ADVANCED DRAINAGE SYSTEMS INC(WMS)02,875+2,87503300.04%+330
ILLINOIS TOOL WORKS(ITW)01,310+1,31003240.04%+324
HEALTHPEAK PPTYS INC REIT(DOC)018,461+18,46103230.04%+323
META PLATFORMS INC(META)01,858+1,85801,3710.16%+1,371
BOEING CO(BA)01,356+1,35602840.03%+284
INGEVITY CORP(NGVT)069,158+69,15802,9800.35%+2,980
J P MORGAN CHASE & CO(JPM)2,4173,013+5965938730.10%+281
LIGAND PHARMA(LGND)037,273+37,27304,2370.49%+4,237
KORN FERRY(KFY)49,49949,547+483,3583,6330.42%+276
AMALGAMATED FINL CORP0109,735+109,73503,4240.40%+3,424
CAPITAL ONE FINL(COF)01,282+1,28202730.03%+273
SPDR S&P 500 ETF01,812+1,81201,1200.13%+1,120
FERGUSON PLC NEW F01,248+1,24802720.03%+272
REXFORD INDUSTRIAL REALTY INC07,554+7,55402690.03%+269
SPROUTS FARMERS MARKET INC(SFM)22,02422,047+233,3623,6300.42%+268
CRA INTERNATIONAL INC(CRAI)020,510+20,51003,8430.45%+3,843
CAPITAL CITY BANK GP(CCBG)085,121+85,12103,3500.39%+3,350
NVIDIA CORP(NVDA)01,595+1,59502520.03%+252
CONOCOPHILLIPS(COP)02,799+2,79902510.03%+251
EVERCORE INC CLASS A(EVR)3,4903,465-256979360.11%+239
CARRIER GLOBAL CORP(CARR)03,225+3,22502360.03%+236
AMAZON COM INC(AMZN)03,155+3,15506920.08%+692
NASDAQ INC(NDAQ)02,550+2,55002280.03%+228
OVINTIV INC(OVV)05,882+5,88202240.03%+224
PLEXUS CORP(PLXS)027,593+27,59303,7340.44%+3,734
SYSCO CORP(SYY)159,761161,113+1,35211,98812,2031.43%+214
GENERAL ELECTRIC CO(GE)0816+81602100.02%+210
HUDSON TECHNOLOGIES INC30,29048,516+18,2261873940.05%+207
WALMART INC(WMT)02,096+2,09602050.02%+205
WALT DISNEY CO(DIS)01,645+1,64502040.02%+204
NVENT ELECTRIC PLC F(NVT)08,732+8,73206400.07%+640
INTERFACE INC(TILE)0185,231+185,23103,8770.45%+3,877
FIRST SOURCE CORP(SRCE)55,08255,541+4593,2943,4470.40%+153
FIVE BELOW02,675+2,67503510.04%+351
MGP INGREDIENTS INC049,901+49,90101,4960.17%+1,496
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