§ 13F · FUND PROFILE
ISTHMUS PARTNERS, LLC.
AUM · $1.0B (13F)Positions · 226Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$57M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 504K | $49M | 4.7% | −1% |
| 2 | AAPL | APPLE INC | 92K | $27M | 2.6% | +1% |
| 3 | GOOGL | ALPHABET INC | 70K | $25M | 2.4% | ±0% |
| 4 | AMAT | APPLIED MATLS INC | 34K | $25M | 2.4% | −25% |
| 5 | AVGO | BROADCOM INC | 57K | $22M | 2.1% | −2% |
| 6 | V | VISA INC | 61K | $21M | 2.0% | −1% |
| 7 | JNJ | JOHNSON & JOHNSON | 80K | $20M | 2.0% | −1% |
| 8 | BK | BANK OF NY MELLON CORP | 136K | $20M | 1.9% | −5% |
| 9 | ROK | ROCKWELL AUTOMATION INC | 39K | $19M | 1.8% | −2% |
| 10 | GWW | WW GRAINGER INC | 14K | $19M | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ISTHMUS SIGNAL
AC read
ISTHMUS PARTNERS, LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 226 positions.
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