ISTHMUS PARTNERS, LLC
MADISON WI · SEC CIK 0001639666
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $89.35万 | 0.09% | 2,529 | -15 | -0.6% | -$5,299 | 减仓 |
| NMIH | NMI HLDGS INC | $90.40万 | 0.09% | 22,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.87万 | 0.09% | 1,896 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $95.40万 | 0.09% | 19,862 | 294 | 1.5% | $1.41万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $99.61万 | 0.10% | 8,835 | -130,479 | -93.7% | -$1,471.02万 | 减仓 |
| CCBG | CAPITAL CITY BANK | $104.54万 | 0.10% | 21,153 | -66,271 | -75.8% | -$327.51万 | 减仓 |
| HCKT | HACKETT GROUP INC | $104.96万 | 0.10% | 97,458 | -77,160 | -44.2% | -$83.10万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $105.20万 | 0.10% | 9,584 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $107.98万 | 0.10% | 3,970 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $108.07万 | 0.10% | 3,165 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $113.94万 | 0.11% | 3,481 | -32 | -0.9% | -$1.05万 | 减仓 |
| — | EXXON MOBIL CORP | $117.65万 | 0.11% | 8,605 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $128.49万 | 0.12% | 2,281 | 1 | 0.0% | $563 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $132.18万 | 0.13% | 35,947 | -152 | -0.4% | -$5,589 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.31万 | 0.13% | 1,812 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $143.62万 | 0.14% | 6,026 | -37 | -0.6% | -$8,819 | 减仓 |
| ERII | ENERGY RECOVERY INC | $145.63万 | 0.14% | 161,447 | 8,185 | 5.3% | $7.38万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $176.72万 | 0.17% | 136,569 | 136,569 | — | $176.72万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $178.44万 | 0.17% | 98,316 | 15,958 | 19.4% | $28.96万 | 加仓 |
| XPEL | XPEL INC | $178.71万 | 0.17% | 36,031 | 36,031 | — | $178.71万 | 新建仓 |
| MRK | MERCK & CO INC | $182.95万 | 0.18% | 14,237 | 1,340 | 10.4% | $17.22万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $186.03万 | 0.18% | 14,802 | 14,802 | — | $186.03万 | 新建仓 |
| APPF | APPFOLIO INC | $192.34万 | 0.19% | 11,995 | 11,995 | — | $192.34万 | 新建仓 |
| OABI | OMNIAB INC | $197.64万 | 0.19% | 803,428 | 46,754 | 6.2% | $11.50万 | 加仓 |
| CBT | CABOT CORP | $202.83万 | 0.20% | 22,333 | 395 | 1.8% | $3.59万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $203.80万 | 0.20% | 134,697 | 10,648 | 8.6% | $16.11万 | 加仓 |
| MDXG | MIMEDX GROUP INC | $204.32万 | 0.20% | 530,709 | 48,582 | 10.1% | $18.70万 | 加仓 |
| GLD | SPDR GOLD TR | $221.03万 | 0.21% | 6,000 | 0 | 0.0% | — | 不变 |
| HY | HYSTER-YALE INC | $221.57万 | 0.21% | 63,197 | 2,970 | 4.9% | $10.41万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $230.67万 | 0.22% | 25,585 | 13,690 | 115.1% | $123.43万 | 加仓 |
| IRMD | IRADIMED CORP | $244.50万 | 0.24% | 25,586 | -107 | -0.4% | -$1.02万 | 减仓 |
| KFY | KORN FERRY | $249.05万 | 0.24% | 37,406 | -8,124 | -17.8% | -$54.09万 | 减仓 |
| IXUS | ISHARES TR | $254.01万 | 0.25% | 26,615 | 352 | 1.3% | $3.36万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $257.21万 | 0.25% | 122,654 | 4,741 | 4.0% | $9.94万 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $257.74万 | 0.25% | 464,390 | 21,389 | 4.8% | $11.87万 | 加仓 |
| INTC | INTEL CORP | $269.32万 | 0.26% | 19,288 | -8,903 | -31.6% | -$124.31万 | 减仓 |
| QLTA | ISHARES TR | $285.01万 | 0.28% | 59,976 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $288.67万 | 0.28% | 193,478 | 7,233 | 3.9% | $10.79万 | 加仓 |
| — | ATKORE INC | $289.86万 | 0.28% | 38,120 | 1,306 | 3.5% | $9.93万 | 加仓 |
| AVNT | AVIENT CORPORATION | $289.98万 | 0.28% | 78,459 | 1,776 | 2.3% | $6.56万 | 加仓 |
| CRAI | CRA INTL INC | $290.51万 | 0.28% | 20,415 | 685 | 3.5% | $9.75万 | 加仓 |
| PLXS | PLEXUS CORP | $293.97万 | 0.28% | 9,777 | -3,308 | -25.3% | -$99.46万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $294.86万 | 0.29% | 102,063 | 3,187 | 3.2% | $9.21万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $298.01万 | 0.29% | 63,231 | 987 | 1.6% | $4.65万 | 加仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $300.58万 | 0.29% | 166,991 | 1,818 | 1.1% | $3.27万 | 加仓 |
| IIIN | INSTEEL INDS INC | $307.29万 | 0.30% | 101,752 | 2,795 | 2.8% | $8.44万 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $308.80万 | 0.30% | 433,702 | -111,394 | -20.4% | -$79.31万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $318.19万 | 0.31% | 41,324 | 850 | 2.1% | $6.54万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $318.85万 | 0.31% | 137,375 | 3,321 | 2.5% | $7.71万 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $320.77万 | 0.31% | 76,464 | 3,563 | 4.9% | $14.95万 | 加仓 |
| PLAB | PHOTRONICS INC | $323.60万 | 0.31% | 99,477 | 7,864 | 8.6% | $25.58万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $327.32万 | 0.32% | 94,792 | 3,720 | 4.1% | $12.85万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $330.03万 | 0.32% | 12,448 | 3,773 | 43.5% | $100.03万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $352.13万 | 0.34% | 42,060 | 156 | 0.4% | $1.31万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $354.34万 | 0.34% | 47,903 | 307 | 0.6% | $2.27万 | 加仓 |
| APOG | APOGEE ENTERPRISES INC | $361.41万 | 0.35% | 79,015 | 1,121 | 1.4% | $5.13万 | 加仓 |
| AMSF | AMERISAFE INC | $361.60万 | 0.35% | 106,886 | 17,541 | 19.6% | $59.34万 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $365.08万 | 0.35% | 72,321 | 805 | 1.1% | $4.06万 | 加仓 |
| BOKF | BOK FINL CORP | $367.78万 | 0.36% | 26,482 | 237 | 0.9% | $3.29万 | 加仓 |
| MLR | MILLER INDS INC TENN | $373.61万 | 0.36% | 73,042 | 526 | 0.7% | $2.69万 | 加仓 |
| CNM | CORE & MAIN INC | $380.26万 | 0.37% | 78,811 | 1,798 | 2.3% | $8.68万 | 加仓 |
| RLI | RLI CORP | $385.20万 | 0.37% | 65,211 | 10,674 | 19.6% | $63.05万 | 加仓 |
| OII | OCEANEERING INTL INC | $388.12万 | 0.38% | 95,786 | -578 | -0.6% | -$2.34万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $392.23万 | 0.38% | 146,083 | 32,918 | 29.1% | $88.38万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $398.15万 | 0.38% | 140,987 | 3,035 | 2.2% | $8.57万 | 加仓 |
| CXT | CRANE NXT CO | $407.14万 | 0.39% | 79,582 | 10,028 | 14.4% | $51.30万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $413.18万 | 0.40% | 48,851 | 659 | 1.4% | $5.57万 | 加仓 |
| LOVE | LOVESAC CO | $414.10万 | 0.40% | 248,115 | 7,929 | 3.3% | $13.23万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $416.93万 | 0.40% | 97,483 | 272 | 0.3% | $1.16万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $424.54万 | 0.41% | 252,554 | 1,325 | 0.5% | $2.23万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $435.13万 | 0.42% | 54,364 | 1,148 | 2.2% | $9.19万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $446.99万 | 0.43% | 23,594 | -15,763 | -40.1% | -$298.63万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $447.97万 | 0.43% | 117,950 | 2,281 | 2.0% | $8.66万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $454.00万 | 0.44% | 120,746 | -1,153 | -0.9% | -$4.34万 | 减仓 |
| MLI | MUELLER INDS INC | $454.82万 | 0.44% | 36,998 | -3,574 | -8.8% | -$43.94万 | 减仓 |
| SRCE | 1ST SOURCE CORP | $460.61万 | 0.45% | 56,461 | 530 | 0.9% | $4.32万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $475.07万 | 0.46% | 564,222 | -125,000 | -18.1% | -$105.25万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $482.30万 | 0.47% | 43,474 | 289 | 0.7% | $3.21万 | 加仓 |
| NGVT | INGEVITY CORP | $489.61万 | 0.47% | 65,570 | 330 | 0.5% | $2.46万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $494.63万 | 0.48% | 65,951 | 722 | 1.1% | $5.42万 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $512.60万 | 0.50% | 111,678 | -892 | -0.8% | -$4.09万 | 减仓 |
| NVEC | NVE CORP | $522.54万 | 0.51% | 49,980 | -123 | -0.2% | -$1.29万 | 减仓 |
| CAT | CATERPILLAR INC | $534.79万 | 0.52% | 5,022 | -23 | -0.5% | -$2.45万 | 减仓 |
| TILE | INTERFACE INC | $546.28万 | 0.53% | 152,423 | -2,769 | -1.8% | -$9.92万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $587.28万 | 0.57% | 47,194 | 820 | 1.8% | $10.20万 | 加仓 |
| FTDR | FRONTDOOR INC | $592.61万 | 0.57% | 76,377 | -1,292 | -1.7% | -$10.02万 | 减仓 |
| GVI | ISHARES TR | $598.82万 | 0.58% | 56,442 | -1,150 | -2.0% | -$12.20万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $661.73万 | 0.64% | 20,935 | -3,124 | -13.0% | -$98.75万 | 减仓 |
| ADBE | ADOBE INC | $676.28万 | 0.65% | 32,986 | 32,986 | — | $676.28万 | 新建仓 |
| PCAR | PACCAR INC | $736.58万 | 0.71% | 61,320 | 649 | 1.1% | $7.80万 | 加仓 |
| ZTS | ZOETIS INC | $761.92万 | 0.74% | 106,029 | 4,445 | 4.4% | $31.94万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $762.54万 | 0.74% | 42,474 | 42,474 | — | $762.54万 | 新建仓 |
| IT | GARTNER INC | $869.89万 | 0.84% | 67,111 | -2,692 | -3.9% | -$34.89万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $907.15万 | 0.88% | 99,917 | 4,834 | 5.1% | $43.89万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $927.52万 | 0.90% | 28,123 | 2,282 | 8.8% | $75.26万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,046.41万 | 1.01% | 242,336 | 10,749 | 4.6% | $46.41万 | 加仓 |
| HSY | HERSHEY CO | $1,063.47万 | 1.03% | 60,614 | 1,313 | 2.2% | $23.04万 | 加仓 |
| CPRT | COPART INC | $1,073.06万 | 1.04% | 380,652 | 380,652 | — | $1,073.06万 | 新建仓 |
| AMCR | AMCOR PLC | $1,094.48万 | 1.06% | 252,476 | 252,476 | — | $1,094.48万 | 新建仓 |
| VLTO | VERALTO CORP | $1,117.47万 | 1.08% | 126,012 | -4,571 | -3.5% | -$40.54万 | 减仓 |