ISTHMUS PARTNERS, LLC 13F Holdings

CIK 0001639666 · MADISON, WI

As of Sep 30, 2025, ISTHMUS PARTNERS, LLC reported 176 positions worth $450.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology47,054$24.4M5.41%
JOHNSON & JOHNSONJNJHealthcare99,283 8.4M4.08%
TRANE TECHNOLOGIES PLCTTBasic Materials43,117 8.2M4.04%
ULTA BEAUTY INCULTAConsumer Cyclical29,187 6.0M3.54%
HCA HOLDINGS INC COMHCAHealthcare36,522 5.6M3.45%
PROCTER & GAMBLE COPGConsumer Defensive98,617 5.2M3.36%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services73,955 4.9M3.30%
ROCKWELL AUTOMATION INCROKIndustrials41,470 4.5M3.22%
WW GRAINGER INCGWWIndustrials14,354 3.7M3.03%
HERSHEY COHSYConsumer Defensive72,537 3.6M3.01%
SYSCO CORPSYYConsumer Defensive161,534 3.3M2.95%
PAYPAL HOLDINGS INCPYPLFinancial Services196,260 3.2M2.92%
MCDONALDS CORPMCDConsumer Cyclical41,965 2.8M2.83%
ZEBRA TECHNOLOGIES CORPZBRATechnology42,484 2.6M2.80%
LOCKHEED MARTIN CORPLMTIndustrials24,981 2.5M2.77%
PUBLIC STORAGEPSAReal Estate42,563 2.3M2.73%
LOWES COMPANIES INCLOWConsumer Cyclical48,850 2.3M2.72%
ZOETIS INCZTSHealthcare71,493 0.5M2.32%
UNITED PARCEL SERVICE INCUPSIndustrials122,948 0.3M2.28%
SLB LIMITEDSLBEquity272,188$9.4M2.08%
LKQ CORPLKQConsumer Cyclical293,991$9.0M1.99%
INTEL CORPINTCTechnology248,276$8.3M1.85%
SPDR PORTFOLIO TOTAL STOCK MARSPTM—83,874$6.8M1.50%
PACCAR INCPCARIndustrials63,953$6.3M1.39%
NAPCO SECURITY TECHNOLOGIES INCNSSCIndustrials122,345$5.3M1.17%