Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ISTHMUS PARTNERS, LLC (CIK 1639666) reported $953.4M across 217 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($46.2M, 4.85%), AAPL ($23.1M, 2.42%), GOOGL ($20.2M, 2.12%), JNJ ($20.0M, 2.09%), V ($18.5M, 1.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Trust Core MSCI EAFE | $46.2M | 4.85% | 510,828 | New |
| 2 | AAPL | Apple Inc. | $23.1M | 2.42% | 90,937 | Trimmed |
| 3 | GOOGL | Alphabet Inc. | $20.2M | 2.12% | 70,172 | Trimmed |
| 4 | JNJ | Johnson & Johnson | $20.0M | 2.09% | 81,633 | Trimmed |
| 5 | V | Visa Inc | $18.5M | 1.94% | 61,211 | Added |
| 6 | AVGO | Broadcom Inc | $18.0M | 1.89% | 58,081 | Added |
| 7 | MSFT | Microsoft Corp. | $17.5M | 1.84% | 47,391 | Added |
| 8 | BK | The Bank of New York Mellon Corp. | $17.0M | 1.78% | 143,231 | Trimmed |
| 9 | ALSN | Allison Transmission Holdings Inc | $16.3M | 1.71% | 139,314 | Trimmed |
| 10 | TT | Trane Technologies PLC | $16.3M | 1.71% | 39,173 | Trimmed |
| 11 | SPEM | Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets ETF | $16.3M | 1.71% | 347,279 | New |
| 12 | CBOE | Cboe Global Markets Inc | $15.8M | 1.65% | 56,042 | Trimmed |
| 13 | PG | The Procter & Gamble Co. | $15.5M | 1.63% | 107,277 | Added |
| 14 | AMAT | Applied Materials Inc. | $15.6M | 1.63% | 45,575 | Trimmed |
| 15 | HCA | HCA Healthcare Inc | $15.4M | 1.62% | 32,615 | Trimmed |
| 16 | GWW | W.w. Grainger Inc. | $15.3M | 1.61% | 14,054 | Trimmed |
| 17 | SLB | SLB Ltd. | $14.7M | 1.54% | 286,514 | Added |
| 18 | ABBV | AbbVie Inc. | $14.6M | 1.53% | 67,064 | Added |
| 19 | AZO | Autozone, Inc. | $14.6M | 1.53% | 4,331 | Trimmed |
| 20 | LMT | Lockheed Martin Corporation | $14.4M | 1.51% | 23,799 | Trimmed |
| 21 | PNC | PNC Financial Services Group Inc. | $14.3M | 1.50% | 68,691 | Trimmed |
| 22 | ROK | Rockwell Automation, Inc. | $14.1M | 1.48% | 39,300 | Trimmed |
| 23 | FITB | Fifth Third Bancorp | $13.8M | 1.44% | 296,132 | Trimmed |
| 24 | CTRA | Coterra Energy Inc | $13.7M | 1.44% | 390,100 | Trimmed |
| 25 | WRB | W.R. Berkley Corporation | $13.6M | 1.42% | 204,520 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31