ISTHMUS PARTNERS, LLC
MADISON WI · SEC CIK 0001639666
$9.53亿2026Q1 申报市值
217持仓数
22.4%前十大占比 · 第一大 4.9%
16 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEFA 新建仓+$4,624.53万
SPEM 新建仓+$1,629.09万
PAYX 新建仓+$1,155.99万
VLTO 新建仓+$1,154.61万
GVI 新建仓+$614.39万
2026Q1 卖出最多 按季末市值估算
INTC 减仓-$947.45万
AMAT 减仓-$901.61万
LKQ 清仓-$896.32万
CHRW 减仓-$871.98万
COR 减仓-$458.96万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NMIH | NMI Holdings Inc | $82.52万 | 0.09% | 22,000 | 0 | 0.0% | — | 不变 |
| MCK | Mckesson Corp. | $83.51万 | 0.09% | 965 | -25 | -2.5% | -$2.16万 | 减仓 |
| FAST | Fastenal Co. | $90.80万 | 0.10% | 19,568 | -670 | -3.3% | -$3.11万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. | $90.86万 | 0.10% | 1,896 | 0 | 0.0% | — | 不变 |
| KMB | Kimberly-Clark Corporation | $92.46万 | 0.10% | 9,584 | 6,836 | 248.8% | $65.95万 | 加仓 |
| EVR | Evercore Inc. | $94.48万 | 0.10% | 3,165 | -300 | -8.7% | -$8.96万 | 减仓 |
| UNP | Union Pacific Corporation | $96.32万 | 0.10% | 3,970 | 0 | 0.0% | — | 不变 |
| SLV | Ishares Silver Trust | $98.19万 | 0.10% | 14,410 | -95 | -0.7% | -$6,473 | 减仓 |
| JPM | JPMorgan Chase & Co. | $103.34万 | 0.11% | 3,513 | 160 | 4.8% | $4.71万 | 加仓 |
| PZZA | Papa John's International Inc. | $117.00万 | 0.12% | 36,099 | -43,482 | -54.6% | -$140.93万 | 减仓 |
| SPY | State Street Spdr S&p 500 Etf Trust | $117.84万 | 0.12% | 1,812 | 0 | 0.0% | — | 不变 |
| OABI | OmniAb Inc. | $118.80万 | 0.12% | 756,674 | 35,365 | 4.9% | $5.55万 | 加仓 |
| INTC | Intel Corporation | $124.41万 | 0.13% | 28,191 | -214,696 | -88.4% | -$947.45万 | 减仓 |
| AMZN | Amazon.com, Inc. | $126.27万 | 0.13% | 6,063 | -70 | -1.1% | -$1.46万 | 减仓 |
| EMBC | Embecta Corp. | $129.37万 | 0.14% | 146,342 | 7,613 | 5.5% | $6.73万 | 加仓 |
| META | Meta Platforms Inc | $130.45万 | 0.14% | 2,280 | -175 | -7.1% | -$10.01万 | 减仓 |
| — | Exxon Mobil Corp. | $145.99万 | 0.15% | 8,605 | -429 | -4.7% | -$7.28万 | 减仓 |
| HURN | Huron Consulting Group Inc. | $151.65万 | 0.16% | 11,895 | 11,895 | — | $151.65万 | 新建仓 |
| ERII | Energy Recovery Inc. | $154.33万 | 0.16% | 153,262 | 42,208 | 38.0% | $42.50万 | 加仓 |
| MRK | Merck & Co., Inc | $155.14万 | 0.16% | 12,897 | -156 | -1.2% | -$1.88万 | 减仓 |
| CBT | Cabot Corporation | $165.22万 | 0.17% | 21,938 | -477 | -2.1% | -$3.59万 | 减仓 |
| UFPT | UFP Technologies Inc. | $167.95万 | 0.18% | 8,675 | 8,675 | — | $167.95万 | 新建仓 |
| CMCO | Columbus McKinnon Corp. | $180.24万 | 0.19% | 124,049 | 4,063 | 3.4% | $5.90万 | 加仓 |
| MDXG | MiMedx Group Inc. | $190.44万 | 0.20% | 482,127 | 43,395 | 9.9% | $17.14万 | 加仓 |
| HY | Hyster-Yale Inc | $195.80万 | 0.21% | 60,227 | 2,784 | 4.8% | $9.05万 | 加仓 |
| — | Atkore Inc | $216.87万 | 0.23% | 36,814 | 582 | 1.6% | $3.43万 | 加仓 |
| HCKT | Hackett Group Inc. | $227.18万 | 0.24% | 174,618 | 10,220 | 6.2% | $13.30万 | 加仓 |
| IXUS | iShares Trust Core MSCI Total | $227.55万 | 0.24% | 26,263 | 26,263 | — | $227.55万 | 新建仓 |
| JBI | Janus International Group Inc | $228.15万 | 0.24% | 443,001 | 29,708 | 7.2% | $15.30万 | 加仓 |
| REYN | Reynolds Consumer Products Inc. | $239.68万 | 0.25% | 113,165 | 1,289 | 1.2% | $2.73万 | 加仓 |
| NOG | Northern Oil And Gas, Inc. | $240.73万 | 0.25% | 82,358 | 619 | 0.8% | $1.81万 | 加仓 |
| IRMD | Iradimed Corp. | $247.32万 | 0.26% | 25,693 | -24,918 | -49.2% | -$239.86万 | 减仓 |
| GLD | Spdr Gold Trust | $258.17万 | 0.27% | 6,000 | 0 | 0.0% | — | 不变 |
| APOG | Apogee Enterprises Inc. | $261.26万 | 0.27% | 77,894 | 22 | 0.0% | $738 | 加仓 |
| — | Biolife Solutions Inc. | $263.21万 | 0.28% | 137,952 | -441 | -0.3% | -$8,414 | 减仓 |
| PAYO | Payoneer Global Inc. | $263.28万 | 0.28% | 545,096 | 253,625 | 87.0% | $122.50万 | 加仓 |
| PLXS | Plexus Corp | $265.02万 | 0.28% | 13,085 | -13,987 | -51.7% | -$283.29万 | 减仓 |
| CLMB | Climb Global Solutions Inc | $265.69万 | 0.28% | 134,054 | 63,530 | 90.1% | $125.92万 | 加仓 |
| AVNT | Avient Corporation | $278.36万 | 0.29% | 76,683 | 1,023 | 1.4% | $3.71万 | 加仓 |
| BFLY | Butterfly Network Inc | $278.45万 | 0.29% | 689,222 | 0 | 0.0% | — | 不变 |
| CXT | Crane NXT Co | $282.32万 | 0.30% | 69,554 | 9,636 | 16.1% | $39.11万 | 加仓 |
| QLTA | iShares Trust A Rate Cp Bd ETF | $285.43万 | 0.30% | 59,976 | 59,976 | — | $285.43万 | 新建仓 |
| KFY | Korn Ferry | $286.61万 | 0.30% | 45,530 | -5,896 | -11.5% | -$37.12万 | 减仓 |
| APLE | Apple Hospitality Reit Inc | $289.16万 | 0.30% | 251,229 | -109 | -0.0% | -$1,255 | 减仓 |
| EIG | Employers Holdings Inc. | $294.22万 | 0.31% | 71,516 | -184 | -0.3% | -$7,570 | 减仓 |
| AMSF | Amerisafe Inc | $297.79万 | 0.31% | 89,345 | 7,405 | 9.0% | $24.68万 | 加仓 |
| TTEK | Tetra Tech Inc | $297.81万 | 0.31% | 98,876 | -12,761 | -11.4% | -$38.44万 | 减仓 |
| RLI | RLI Corp | $311.08万 | 0.33% | 54,537 | -62 | -0.1% | -$3,536 | 减仓 |
| INDB | Independent Bank Corp. | $315.16万 | 0.33% | 41,904 | -66 | -0.2% | -$4,964 | 减仓 |
| LMB | Limbach Holdings Inc. | $315.90万 | 0.33% | 40,474 | -144 | -0.4% | -$1.12万 | 减仓 |
| OPCH | Option Care Health Inc | $317.42万 | 0.33% | 117,913 | -256 | -0.2% | -$6,892 | 减仓 |
| CRAI | CRA International Inc. | $319.39万 | 0.34% | 19,730 | -1,373 | -6.5% | -$22.23万 | 减仓 |
| LNTH | Lantheus Holdings Inc | $327.56万 | 0.34% | 43,185 | 4,417 | 11.4% | $33.50万 | 加仓 |
| NVEC | NVE Corp. | $328.17万 | 0.34% | 50,103 | -60 | -0.1% | -$3,930 | 减仓 |
| MLR | Miller Industries Inc. (Tennessee) | $330.31万 | 0.35% | 72,516 | 9,456 | 15.0% | $43.07万 | 加仓 |
| APAM | Artisan Partners Asset Management Inc. | $331.41万 | 0.35% | 91,072 | 16,028 | 21.4% | $58.33万 | 加仓 |
| IIIN | Insteel Industries Inc. | $332.59万 | 0.35% | 98,957 | -683 | -0.7% | -$2.30万 | 减仓 |
| BOKF | BOK Financial Corp | $336.09万 | 0.35% | 26,245 | 11,264 | 75.2% | $144.25万 | 加仓 |
| MTX | Minerals Technologies Inc. | $337.55万 | 0.35% | 47,596 | 2,669 | 5.9% | $18.93万 | 加仓 |
| IA | Innovative Solutio | $339.10万 | 0.36% | 165,173 | -5,822 | -3.4% | -$11.95万 | 减仓 |
| OII | Oceaneering International, Inc. | $341.80万 | 0.36% | 96,364 | -1,265 | -1.3% | -$4.49万 | 减仓 |
| GRBK | Green Brick Partners Inc. | $342.98万 | 0.36% | 53,216 | 26,799 | 101.4% | $172.72万 | 加仓 |
| DFIN | Donnelley Financial Solutions Inc | $343.66万 | 0.36% | 72,901 | 1,808 | 2.5% | $8.52万 | 加仓 |
| UTI | Universal Technical Institute, Inc. | $350.93万 | 0.37% | 97,211 | 8,460 | 9.5% | $30.54万 | 加仓 |
| ASO | Academy Sports and Outdoors Inc | $351.37万 | 0.37% | 62,244 | -397 | -0.6% | -$2.24万 | 减仓 |
| LOVE | The Lovesac Company | $354.75万 | 0.37% | 240,186 | 5,884 | 2.5% | $8.69万 | 加仓 |
| CAT | Caterpillar Inc | $357.42万 | 0.37% | 5,045 | -107 | -2.1% | -$7.58万 | 减仓 |
| ACLS | Axcelis Technologies Inc. | $366.33万 | 0.38% | 39,357 | -2,123 | -5.1% | -$19.76万 | 减仓 |
| HAE | Haemonetics Corp | $367.63万 | 0.39% | 65,229 | -2,381 | -3.5% | -$13.42万 | 减仓 |
| PLAB | Photronics Inc. | $370.21万 | 0.39% | 91,613 | 7,493 | 8.9% | $30.28万 | 加仓 |
| SFM | Sprouts Farmers Markets Inc | $371.70万 | 0.39% | 48,192 | 6,504 | 15.6% | $50.17万 | 加仓 |
| CCBG | Capital City Bank Group Inc. | $379.94万 | 0.40% | 87,424 | -1,267 | -1.4% | -$5.51万 | 减仓 |
| CNM | Core & Main Inc | $380.44万 | 0.40% | 77,013 | -4,294 | -5.3% | -$21.21万 | 减仓 |
| TILE | Interface, Inc. | $386.74万 | 0.41% | 155,192 | -20,459 | -11.6% | -$50.98万 | 减仓 |
| SRCE | 1st Source Corporation | $387.10万 | 0.41% | 55,931 | -2,525 | -4.3% | -$17.48万 | 减仓 |
| CRK | Comstock Resources, Inc. | $392.60万 | 0.41% | 186,245 | -5,061 | -2.6% | -$10.67万 | 减仓 |
| FTDR | Frontdoor Inc | $410.56万 | 0.43% | 77,669 | -5,802 | -7.0% | -$30.67万 | 减仓 |
| AMAL | Amalgamated Financial Corp. | $437.56万 | 0.46% | 112,570 | -3,333 | -2.9% | -$12.96万 | 减仓 |
| MLI | Mueller Industries Inc. | $449.54万 | 0.47% | 40,572 | -1,493 | -3.5% | -$16.54万 | 减仓 |
| GSL | Global Ship Lease Inc. | $453.83万 | 0.48% | 121,899 | 5,290 | 4.5% | $19.69万 | 加仓 |
| NSSC | NAPCO Security Technologies Inc. | $455.62万 | 0.48% | 115,669 | -6,248 | -5.1% | -$24.61万 | 减仓 |
| NGVT | Ingevity Corporation | $464.70万 | 0.49% | 65,240 | -7,005 | -9.7% | -$49.90万 | 减仓 |
| LGND | Ligand Pharmaceuticals Incorporated | $480.34万 | 0.50% | 24,059 | -649 | -2.6% | -$12.96万 | 减仓 |
| GVI | iShares Trust Intrm Gov Cr ETF | $614.39万 | 0.64% | 57,592 | 57,592 | — | $614.39万 | 新建仓 |
| PCAR | Paccar Inc | $700.75万 | 0.74% | 60,671 | -2,952 | -4.6% | -$34.10万 | 减仓 |
| SPTM | SPDR Series Trust | $751.73万 | 0.79% | 95,083 | 5,435 | 6.1% | $42.97万 | 加仓 |
| KNSL | Kinsale Capital Group Inc | $882.88万 | 0.93% | 25,841 | 5,105 | 24.6% | $174.42万 | 加仓 |
| ACN | Accenture PLC | $919.55万 | 0.96% | 46,374 | 10,492 | 29.2% | $208.05万 | 加仓 |
| BAH | Booz Allen Hamilton Holding Corp. | $993.45万 | 1.04% | 127,317 | 9,970 | 8.5% | $77.80万 | 加仓 |
| PYPL | Paypal Holdings Inc. | $1,047.47万 | 1.10% | 231,587 | 42,531 | 22.5% | $192.37万 | 加仓 |
| IT | Gartner Inc. | $1,105.26万 | 1.16% | 69,803 | 32,666 | 88.0% | $517.23万 | 加仓 |
| DXCM | DexCom Inc | $1,147.07万 | 1.20% | 182,654 | 6,201 | 3.5% | $38.94万 | 加仓 |
| VLTO | Veralto Corp. | $1,154.61万 | 1.21% | 130,583 | 130,583 | — | $1,154.61万 | 新建仓 |
| PAYX | Paychex Inc | $1,155.99万 | 1.21% | 125,487 | 125,487 | — | $1,155.99万 | 新建仓 |
| ZBRA | Zebra Technologies Corporation | $1,163.22万 | 1.22% | 55,635 | 13,006 | 30.5% | $271.93万 | 加仓 |
| — | Amcor PLC F | $1,171.35万 | 1.23% | 294,680 | -92,001 | -23.8% | -$365.70万 | 减仓 |
| SYY | Sysco Corporation | $1,175.08万 | 1.23% | 164,738 | 2,579 | 1.6% | $18.40万 | 加仓 |
| PSA | Public Storage | $1,180.39万 | 1.24% | 43,576 | 987 | 2.3% | $26.74万 | 加仓 |
| ZTS | Zoetis Inc Class A | $1,200.82万 | 1.26% | 101,584 | 27,465 | 37.1% | $324.66万 | 加仓 |
| LOW | Lowes Companies, Inc. | $1,223.88万 | 1.28% | 51,798 | 3,152 | 6.5% | $74.48万 | 加仓 |