Fund HoldingsISTHMUS PARTNERS, LLC

Total Portfolio Value
$841.69M
Total Bought
$59.85M
Total Sold
$133.95M
Net Transaction
-$74.10M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
COTERRA ENERGY INC0398,904+398,90409,5541.14%+9,554
PACCAR INC(PCAR)063,596+63,59606,2760.75%+6,276
PAYPAL HLDGS INC(PYPL)0217,216+217,216016,9492.01%+16,949
LIMBACH HOLDINGS INC044,938+44,93803,4050.40%+3,405
PUBLIC STORAGE(PSA)40,84841,396+54811,75015,0631.79%+3,313
CH ROBINSON WORLDWIDE INC(CHRW)145,765145,645-12012,84516,0751.91%+3,230
HCA HOLDINGS INC(HCA)35,93835,973+3511,54614,6211.74%+3,074
KENVUE INC COM(KVUE)0550,504+550,504012,7331.51%+12,733
MCDONALDS CORP(MCD)052,609+52,609016,0201.90%+16,020
ZEBRA TECHNOLOGIES CORP(ZBRA)41,68341,735+5212,87715,4551.84%+2,578
EBAY INC(EBAY)243,343239,453-3,89013,07215,5911.85%+2,518
LOWES COMPANIES INC(LOW)047,932+47,932012,9821.54%+12,982
BANK NEW YORK MELLON CORP241,889235,842-6,04714,48716,9482.01%+2,461
AMCOR PLC F1,444,5341,444,534014,12816,3671.94%+2,239
CBOE GLOBAL MKTS INC63,90963,749-16010,86813,0601.55%+2,192
TRANE TECHNOLOGIES PLC(TT)050,518+50,518019,6382.33%+19,638
PNC FINL SVCS GROUP INC(PNC)077,759+77,759014,3741.71%+14,374
GRAINGER W W INC(GWW)015,504+15,504016,1061.91%+16,106
JOHNSON & JOHNSON(JNJ)097,495+97,495015,8001.88%+15,800
ACCENTURE PLC
SHS CLASS A
33,95134,239+28810,30112,1031.44%+1,802
GARTNER INC(IT)031,232+31,232015,8271.88%+15,827
HEALTHPEAK PPTYS INC REIT(DOC)501,446506,019+4,5739,82811,5731.37%+1,744
FIFTH THIRD BANCORP(FITB)0323,091+323,091013,8411.64%+13,841
QUEST DIAGNOSTIC INC(DGX)90,87490,990+11612,43914,1261.68%+1,687
ZOETIS INC CLASS A(ZTS)67,88868,648+76011,76913,4121.59%+1,643
LOCKHEED MARTIN CORP(LMT)26,11123,651-2,46012,19613,8251.64%+1,629
APPLE INC(AAPL)92,64590,722-1,92319,51321,1382.51%+1,625
FMC CORP(FMC)0143,292+143,29209,4491.12%+9,449
PAPA JOHNS INTERNATIONAL INC9,81235,759+25,9474611,9260.23%+1,465
MILLER INDUSTRIES INC022,198+22,19801,3540.16%+1,354
SYSCO CORP(SYY)0151,405+151,405011,8191.40%+11,819
FLOWSERVE CORP(FLS)231,715233,059+1,34411,14512,0471.43%+901
BERKLEY W R CORP0228,630+228,630012,9701.54%+12,970
AUTOZONE INC(AZO)04,887+4,887015,3941.83%+15,394
FORWARD AIR CORP056,055+56,05501,9840.24%+1,984
COLGATE PALMOLIVE CO(CL)136,017134,954-1,06313,19914,0101.66%+810
GMS INC18,44425,111+6,6671,4872,2740.27%+788
BUTTERFLY NETWORK INC CLASS A(BFLY)0689,222+689,22201,2200.14%+1,220
FRONTDOOR INC(FTDR)110,24990,856-19,3933,7254,3600.52%+635
BOOZ ALLEN HAMILTON HLDG CORP092,323+92,323015,0261.79%+15,026
HERSHEY CO(HSY)69,28469,585+30112,73613,3451.59%+609
UNITED PARCEL SVC INC(UPS)0101,147+101,147013,7901.64%+13,790
JAZZ PHARMACEUTICALS PLC(JAZZ)03,202+3,20203570.04%+357
SANMINA CORPORATION(SANM)05,134+5,13403510.04%+351
PLEXUS CORP(PLXS)35,55929,095-6,4643,6693,9780.47%+309
EXACT SCIENCES CORP011,227+11,22707650.09%+765
SPDR TOTAL STOCK MARKET ETF
ST STR PR SP1500
77,91277,803-1095,1695,4510.65%+281
FERGUSON PLC NEW F01,248+1,24802480.03%+248
OLD REPUBLIC INTL CORP(ORI)06,200+6,20002200.03%+220
MAGNOLIA OIL & GAS CORP(MGY)08,860+8,86002160.03%+216
MGE ENERGY INC(MGEE)02,204+2,20402020.02%+202
CORE LABORATORIES INC010,620+10,62001970.02%+197
EVERCORE INC CLASS A(EVR)3,8603,86008059780.12%+173
SPDR GOLD SHARES ETF6,0006,00001,2901,4580.17%+168
ULTA BEAUTY INC(ULTA)029,983+29,983011,6671.39%+11,667
AGCO CORP03,861+3,86103780.04%+378
SCHEIN HENRY INC(HSIC)09,622+9,62207010.08%+701
MUELLER INDUSTRIES INC(MLI)056,401+56,40104,1790.50%+4,179
STRIDE INC(LRN)4,8145,384+5703394590.05%+120
HOULIHAN LOKEY INC CLASS A(HLI)5,0805,08006858030.10%+118
CABOT CORPORATION(CBT)3,4463,885+4393174340.05%+118
LITHIA MOTORS INC(LAD)01,097+1,09703480.04%+348
WEX INC1,5461,778+2322743730.04%+99
WILLIAMS-SONOMA, INC.(WSM)03,437+3,43705320.06%+532
NEXTERA ENERGY INC(NEE)6,8456,84504855790.07%+94
ADVANCED ENERGY INDUSTRIES, INC27,46229,272+1,8102,9873,0810.37%+94
TELEFLEX INC(TFX)1,2361,430+1942603540.04%+94
APPLIED INDL TECH3,2003,20006217140.08%+93
FASTENAL CO(FAST)010,437+10,43707450.09%+745
NMI HOLDINGS INC CLASS A(NMIH)24,00022,000-2,0008179060.11%+89
GENPACT LIMITED12,25012,25003944800.06%+86
NORDSON CORP(NDSN)01,301+1,30103420.04%+342
ROBERT HALF INTL(RHI)07,912+7,91205330.06%+533
REXFORD INDUSTRIAL REALTY, INC.(REXR)5,4766,418+9422443230.04%+79
U S BANCORP(USB)013,043+13,04305960.07%+596
WESCO INTL INC(WCC)02,655+2,65504460.05%+446
UNION PACIFIC CORP(UNP)03,867+3,86709530.11%+953
SNAP-ON INCORPORATED(SNA)01,159+1,15903360.04%+336
CARLISLE COMPANIES(CSL)2,8962,777-1191,1731,2490.15%+75
AMDOCS LIMITED3,1663,709+5432503240.04%+75
AUTO DATA PROCESSING01,897+1,89705250.06%+525
HYPERFINE INC0313,350+313,35003380.04%+338
POLARIS INDUSTRIES(PII)04,616+4,61603840.05%+384
UNITED RENTALS INC(URI)0420+42003400.04%+340
EXPONENT INC(EXPO)03,390+3,39003910.05%+391
INSIGHT ENTERPRISES3,7803,78007508140.10%+64
COMMERCE BANCSHARES(CBSH)5,3806,135+7553003640.04%+64
BERKSHIRE HATHAWAY CLASS B01,182+1,18205440.06%+544
PROCTER & GAMBLE CO(PG)10,16910,030-1391,6771,7370.21%+60
INTERFACE INC(TILE)0214,009+214,00904,0600.48%+4,060
MGP INGREDIENTS INC037,695+37,69503,1380.37%+3,138
COMMERCIAL METALS CO(CMC)5,8366,822+9863213750.04%+54
ROCKWELL AUTOMATION INC(ROK)041,699+41,699011,1951.33%+11,195
ACUITY BRANDS INC01,530+1,53004210.05%+421
W E C ENERGY GROUP INC2,9292,92902302820.03%+52
FIRSTCASH HLDGS INC(FCFS)05,059+5,05905810.07%+581
FISERV INC(FISV)01,558+1,55802800.03%+280
ADVANCED DRAINAGE SYSTEMS, INC.(WMS)2,2302,572+3423584040.05%+47
SPDR S&P 500 ETF1,5741,57408579030.11%+46
ABBVIE INC(ABBV)01,725+1,72503410.04%+341
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