13F 机构持仓

ISTHMUS PARTNERS, LLC

MADISON WI · SEC CIK 0001639666

2026Q22026Q1 更早 9 个季度 🔒
$10.34亿2026Q2 申报市值
226持仓数
23.8%前十大占比 · 第一大 4.7%
19 / 10新建仓 / 清仓
申报市值走势$10.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IEFA 4.7%
AAPL 2.6%
GOOGL 2.4%
AMAT 2.4%
AVGO 2.1%
V 2.0%
JNJ 2.0%
BNY 1.9%
ROK 1.8%
GWW 1.8%

2026Q2 买入最多 按季末市值估算

DVN 新建仓+$1,132.30万
AMCR 新建仓+$1,094.48万
CPRT 新建仓+$1,073.06万
VRSK 新建仓+$762.54万
ADBE 新建仓+$676.28万

2026Q2 卖出最多 按季末市值估算

ALSN 减仓-$1,471.02万
Coterra Energy I 清仓-$1,370.81万
Amcor PLC F 清仓-$1,171.35万
BAH 清仓-$993.45万
AMAT 减仓-$835.72万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— Coterra Energy Inc $00.00%0 -390,100-100.0% -$1,370.81万 清仓
— Amcor PLC F $00.00%0 -294,680-100.0% -$1,171.35万 清仓
BAH Booz Allen Hamilton Holding Corp. $00.00%0 -127,317-100.0% -$993.45万 清仓
EMBC Embecta Corp. $00.00%0 -146,342-100.0% -$129.37万 清仓
USB U.S. Bancorp. $00.00%0 -12,646-100.0% -$65.77万 清仓
— Otc Markets Group Inc $00.00%0 -12,066-100.0% -$64.59万 清仓
TWST Twist Bioscience Corporation $00.00%0 -9,145-100.0% -$43.46万 清仓
WEX WEX Inc $00.00%0 -2,549-100.0% -$39.01万 清仓
EXPO Exponent Inc $00.00%0 -3,390-100.0% -$22.12万 清仓
PSX Phillips 66 $00.00%0 -1,110-100.0% -$20.22万 清仓
— AIRJOULE TECHNOLOGIES CORP $9.42万0.01%17,000 00.0% — 不变
TMC TMC THE METALS COMPANY INC $10.05万0.01%22,696 00.0% — 不变
PANW PALO ALTO NETWORKS INC $20.12万0.02%590 590— $20.12万 新建仓
COST COSTCO WHOLESALE CORPORATION $20.21万0.02%216 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $20.38万0.02%2,120 2,120— $20.38万 新建仓
CRM SALESFORCE INC $20.40万0.02%1,302 191.5% $2,977 加仓
DOV DOVER CORP $20.68万0.02%922 922— $20.68万 新建仓
CARR CARRIER GLOBAL CORPORATION $21.27万0.02%2,900 2,900— $21.27万 新建仓
RTX RTX CORPORATION $22.12万0.02%1,166 00.0% — 不变
BAC BANK OF AMER CORP $22.23万0.02%3,902 3,902— $22.23万 新建仓
NOC NORTHROP GRUMMAN CORP $22.92万0.02%450 00.0% — 不变
WMT WALMART INC $23.30万0.02%2,057 -39-1.9% -$4,417 减仓
HD HOME DEPOT INC $23.63万0.02%670 00.0% — 不变
SPGI S&P GLOBAL INC $23.70万0.02%582 00.0% — 不变
GDDY GODADDY INC $23.77万0.02%2,801 2,801— $23.77万 新建仓
HLIO HELIOS TECHNOLOGIES INC $23.81万0.02%2,668 2,668— $23.81万 新建仓
GEV GE VERNOVA INC $23.97万0.02%204 204— $23.97万 新建仓
CLB CORE LABORATORIES INC $24.26万0.02%20,823 6,31443.5% $7.36万 加仓
WEC WEC ENERGY GROUP INC $24.86万0.02%2,129 00.0% — 不变
TDG TRANSDIGM GROUP INC $24.91万0.02%187 00.0% — 不变
MGY MAGNOLIA OIL & GAS CORP $26.48万0.03%10,353 7447.7% $1.90万 加仓
FIS FIDELITY NATL INFORMATION SV $26.89万0.03%6,917 -280-3.9% -$1.09万 减仓
IJR ISHARES TR $27.57万0.03%1,859 00.0% — 不变
TMFC RBB FD INC $28.63万0.03%3,760 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $28.65万0.03%1,211 00.0% — 不变
MATV MATIV HOLDINGS INC $28.88万0.03%38,147 -67-0.2% -$507 减仓
OVV OVINTIV INC $29.04万0.03%5,516 3647.1% $1.92万 加仓
COP CONOCOPHILLIPS $29.10万0.03%2,799 00.0% — 不变
BA BOEING CO $29.35万0.03%1,356 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $29.62万0.03%1,248 00.0% — 不变
GE GE AEROSPACE $30.50万0.03%816 00.0% — 不变
FCN FTI CONSULTING INC $31.68万0.03%2,126 38722.3% $5.77万 加仓
ORLY OREILLY AUTOMOTIVE INC $32.46万0.03%3,525 00.0% — 不变
IWB ISHARES TR $32.56万0.03%795 00.0% — 不变
ABT ABBOTT LABORATORIES $32.85万0.03%3,620 1,00038.2% $9.07万 加仓
HDSN HUDSON TECHNOLOGIES INC $32.98万0.03%57,456 14,05932.4% $8.07万 加仓
NVDA NVIDIA CORPORATION $33.15万0.03%1,657 -92-5.3% -$1.84万 减仓
MKL MARKEL GROUP INC $33.20万0.03%170 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $33.76万0.03%707 -100-12.4% -$4.78万 减仓
J JACOBS SOLUTIONS INC $33.92万0.03%2,692 44319.7% $5.58万 加仓
VOO VANGUARD INDEX FDS $34.00万0.03%495 495— $34.00万 新建仓
LLY ELI LILLY & CO $34.78万0.03%290 259.4% $3.00万 加仓
IWM ISHARES TR $35.09万0.03%1,168 31236.4% $9.37万 加仓
ITW ILLINOIS TOOL WKS INC $35.16万0.03%1,300 00.0% — 不变
APH AMPHENOL CORP $36.29万0.04%2,058 00.0% — 不变
SUB ISHARES TR $36.97万0.04%3,472 00.0% — 不变
DOX AMDOCS LTD $37.52万0.04%7,424 1,54726.3% $7.82万 加仓
CMC COMMERCIAL METALS CO $38.40万0.04%6,120 5149.2% $3.23万 加仓
CSCO CISCO SYS INC $38.98万0.04%3,319 00.0% — 不变
ECL ECOLAB INC $39.42万0.04%1,415 00.0% — 不变
— HYPERFINE INC $42.30万0.04%313,350 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $42.32万0.04%2,509 34816.1% $5.87万 加仓
REXR REXFORD INDL RLTY INC $42.70万0.04%12,745 1,95718.1% $6.56万 加仓
AVY AVERY DENNISON CORP $43.57万0.04%2,684 47621.6% $7.73万 加仓
ADP AUTOMATIC DATA PROCESSING IN $43.60万0.04%1,947 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $44.10万0.04%3,202 68227.1% $9.39万 加仓
AGCO AGCO CORP $45.22万0.04%3,778 70623.0% $8.45万 加仓
MTN VAIL RESORTS INC $45.37万0.04%3,332 41814.3% $5.69万 加仓
LRN STRIDE INC $46.65万0.05%5,409 56211.6% $4.85万 加仓
NDSN NORDSON CORP $46.73万0.05%1,549 1299.1% $3.89万 加仓
VVV VALVOLINE INC $46.80万0.05%11,836 1,0459.7% $4.13万 加仓
WMS ADVANCED DRAIN SYS INC DEL $47.09万0.05%3,000 60225.1% $9.45万 加仓
BMO BANK MONTREAL MEDIUM $47.20万0.05%2,671 -220-7.6% -$3.89万 减仓
SNA SNAP ON INC $47.72万0.05%1,186 989.0% $3.94万 加仓
URI UNITED RENTALS INC $47.81万0.05%422 00.0% — 不变
FHN FIRST HORIZON CORPORATION $48.00万0.05%18,720 1,4858.6% $3.81万 加仓
PPLT ABRDN PLATINUM ETF TRUST $48.25万0.05%34,150 -600-1.7% -$8,478 减仓
CPER UNITED STS COMMODITY INDEX F $48.29万0.05%12,800 00.0% — 不变
CBSH COMMERCE BANCSHARES INC $48.52万0.05%8,402 7039.1% $4.06万 加仓
AYI ACUITY INC $49.91万0.05%1,325 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $50.69万0.05%6,476 5058.5% $3.95万 加仓
TMO THERMO FISHER SCIENTIFIC INC $51.14万0.05%1,020 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $51.55万0.05%733 00.0% — 不变
CVX CHEVRON CORPORATION $51.78万0.05%3,124 00.0% — 不变
TNC TENNANT CO $52.52万0.05%6,000 00.0% — 不变
WCC WESCO INTL INC $52.61万0.05%1,523 1047.3% $3.59万 加仓
ACWX ISHARES TR $52.80万0.05%6,937 00.0% — 不变
NEE NEXTERA ENERGY INC $53.31万0.05%6,074 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $53.70万0.05%25,093 1,8848.1% $4.03万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $56.15万0.05%2,330 1607.4% $3.86万 加仓
LRCX LAM RESEARCH CORP $56.33万0.05%1,300 -100-7.1% -$4.33万 减仓
CROX CROCS INC $59.15万0.06%4,903 3497.7% $4.21万 加仓
IBM INTERNATIONAL BUSINESS MACHS $61.39万0.06%2,183 00.0% — 不变
— DOCGO INC $61.52万0.06%1,191,977 178,92117.7% $9.23万 加仓
AGG ISHARES TR $62.26万0.06%6,290 -404-6.0% -$4.00万 减仓
SAIC SCIENCE APPLICATIONS INTL CO $66.10万0.06%5,987 5,987— $66.10万 新建仓
ETN EATON CORP PLC $72.23万0.07%1,695 00.0% — 不变
MCK MCKESSON CORP $72.92万0.07%965 00.0% — 不变
GLW CORNING INC $73.31万0.07%2,870 00.0% — 不变
SLV ISHARES SILVER TR $77.05万0.07%14,410 00.0% — 不变