§ 13F · FUND PROFILE
ISTHMUS PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $856.1T (13F)Positions · 217Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$55.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 94K | $25.6T | 2.8% | −3% |
| 2 | GOOGL | ALPHABET INC CLASS A | 81K | $25.2T | 2.8% | −11% |
| 3 | MSFT | MICROSOFT CORP | 47K | $22.6T | 2.5% | −1% |
| 4 | CHRW | CH ROBINSON WORLDWIDE INC | 128K | $20.5T | 2.3% | −6% |
| 5 | JNJ | JOHNSON & JOHNSON | 98K | $20.3T | 2.3% | −1% |
| 6 | AVGO | BROADCOM INC | 58K | $20.0T | 2.2% | −4% |
| 7 | COR | CENCORA INC | 57K | $19.2T | 2.1% | −5% |
| 8 | BK | BANK NEW YORK MELLON CORP | 164K | $19.0T | 2.1% | −3% |
| 9 | AMAT | APPLIED MATERIALS | 72K | $18.5T | 2.1% | −3% |
| 10 | HCA | HCA HOLDINGS INC | 36K | $16.8T | 1.9% | −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 $856083.6 trillion in assets. The fund runs a broad portfolio of 217 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed