§ 13F · FUND PROFILE
ISTHMUS PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $451M (13F)Positions · 176Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$290M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Trust Core MSCI EAFE | 511K | $46M | 4.9% | NEW |
| 2 | AAPL | Apple Inc. | 91K | $23M | 2.4% | −3% |
| 3 | GOOGL | Alphabet Inc. | 70K | $20M | 2.1% | NEW |
| 4 | JNJ | Johnson & Johnson | 82K | $20M | 2.1% | −17% |
| 5 | V | Visa Inc | 61K | $19M | 1.9% | NEW |
| 6 | AVGO | Broadcom Inc | 58K | $18M | 1.9% | NEW |
| 7 | MSFT | Microsoft Corp. | 47K | $18M | 1.8% | +1% |
| 8 | BK | The Bank of New York Mellon Corp. | 143K | $17M | 1.8% | −13% |
| 9 | TT | Trane Technologies PLC | 39K | $16M | 1.7% | −9% |
| 10 | ALSN | Allison Transmission Holdings Inc | 139K | $16M | 1.7% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ISTHMUS SIGNAL
AC read
ISTHMUS PARTNERS, LLC is a Other fund managing $451 million in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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