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ISTHMUS PARTNERS, LLC

227 holdingsFiling period: 2026-06-30Current AUM: $1.05Bestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1IEFAISHARES TR504.0K$48.7M$49.5M4.71%-6,8092026-06-30
2AAPLAPPLE INC92.2K$26.7M$30.5M2.90%+1.2K2026-06-30
3GOOGLALPHABET INC70.1K$25.0M$24.2M2.30%-852026-06-30
4AMATAPPLIED MATLS INC34.0K$24.6M$14.3M1.36%-11,5592026-06-30
5AVGOBROADCOM INC57.2K$21.6M$19.4M1.84%-8832026-06-30
6VVISA INC60.8K$20.9M$22.8M2.17%-4162026-06-30
7JNJJOHNSON & JOHNSON80.5K$20.4M$21.5M2.04%-1,1362026-06-30
8BKBANK OF NY MELLON CORP136.3K$19.7M$19.7M1.87%-6,8952026-06-30
9ROKROCKWELL AUTOMATION INC38.6K$19.1M$16.1M1.53%-6972026-06-30
10GWWWW GRAINGER INC13.9K$18.9M$17.7M1.68%-1272026-06-30
11MSFTMICROSOFT CORP50.4K$18.8M$25.0M2.38%+3.0K2026-06-30
12TRANE TECHNOLOGIES PLC38.2K$18.8M$18.8M1.78%-9682026-06-30
13SPEMSPDR INDEX SHS FDS341.0K$17.7M$17.6M1.67%-6,3102026-06-30
14ABBVABBVIE INC67.1K$16.9M$17.7M1.68%+602026-06-30
15PNCPNC FINL SVCS GROUP INC68.5K$16.9M$16.5M1.57%-2212026-06-30
16FITBFIFTH THIRD BANCORP292.9K$16.5M$16.0M1.52%-3,2092026-06-30
17PGPROCTER & GAMBLE CO108.5K$15.9M$15.9M1.51%+1.2K2026-06-30
18EMREMERSON ELEC CO103.4K$14.8M$15.2M1.44%+5422026-06-30
19ZBRAZEBRA TECHNOLOGIES CORPORATI56.1K$14.8M$19.2M1.83%+4382026-06-30
20WRBBERKLEY W R CORP206.7K$14.6M$14.7M1.40%+2.1K2026-06-30
21CHRWC H ROBINSON WORLDWIDE IN75.5K$14.2M$11.9M1.13%+4142026-06-30
22SYYSYSCO CORP167.1K$14.0M$13.3M1.26%+2.4K2026-06-30
23AZOAUTOZONE INC4.4K$14.0M$12.5M1.19%+372026-06-30
24UPSUNITED PARCEL SVCS INC129.7K$13.9M$13.3M1.26%+9862026-06-30
25PSAPUBLIC STORAGE43.0K$13.7M$12.8M1.21%-5452026-06-30
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