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 |
|---|---|---|---|---|---|---|---|---|
| HSY | Hershey Co. (The) | $1,232.81万 | 1.29% | 59,301 | -13,080 | -18.1% | -$271.92万 | 减仓 |
| CL | Colgate-Palmolive Co. | $1,241.12万 | 1.30% | 145,620 | 5,273 | 3.8% | $44.94万 | 加仓 |
| CHRW | C.H. Robinson Worldwide Inc | $1,246.44万 | 1.31% | 75,055 | -52,507 | -41.2% | -$871.98万 | 减仓 |
| UPS | United Parcel Service, Inc. | $1,266.12万 | 1.33% | 128,697 | 6,323 | 5.2% | $62.21万 | 加仓 |
| COR | Cencora Inc | $1,324.95万 | 1.39% | 42,177 | -14,610 | -25.7% | -$458.96万 | 减仓 |
| EMR | Emerson Electric Co. | $1,347.66万 | 1.41% | 102,859 | -7,336 | -6.7% | -$96.12万 | 减仓 |
| MCD | McDonald's Corp. | $1,347.77万 | 1.41% | 43,366 | 1,539 | 3.7% | $47.83万 | 加仓 |
| WRB | W.R. Berkley Corporation | $1,355.56万 | 1.42% | 204,520 | -4,208 | -2.0% | -$27.89万 | 减仓 |
| — | Coterra Energy Inc | $1,370.81万 | 1.44% | 390,100 | -7,754 | -1.9% | -$27.25万 | 减仓 |
| FITB | Fifth Third Bancorp | $1,375.83万 | 1.44% | 296,132 | -6,722 | -2.2% | -$31.23万 | 减仓 |
| ROK | Rockwell Automation, Inc. | $1,410.40万 | 1.48% | 39,300 | -1,274 | -3.1% | -$45.72万 | 减仓 |
| PNC | PNC Financial Services Group Inc. | $1,429.39万 | 1.50% | 68,691 | -4,560 | -6.2% | -$94.89万 | 减仓 |
| LMT | Lockheed Martin Corporation | $1,438.39万 | 1.51% | 23,799 | -1,220 | -4.9% | -$73.74万 | 减仓 |
| ABBV | AbbVie Inc. | $1,458.58万 | 1.53% | 67,064 | 2,324 | 3.6% | $50.54万 | 加仓 |
| AZO | Autozone, Inc. | $1,462.92万 | 1.53% | 4,331 | -88 | -2.0% | -$29.72万 | 减仓 |
| SLB | SLB Ltd. | $1,472.40万 | 1.54% | 286,514 | 8,702 | 3.1% | $44.72万 | 加仓 |
| GWW | W.w. Grainger Inc. | $1,533.02万 | 1.61% | 14,054 | -120 | -0.8% | -$13.09万 | 减仓 |
| HCA | HCA Healthcare Inc | $1,543.47万 | 1.62% | 32,615 | -3,454 | -9.6% | -$163.46万 | 减仓 |
| PG | The Procter & Gamble Co. | $1,549.51万 | 1.63% | 107,277 | 8,778 | 8.9% | $126.79万 | 加仓 |
| AMAT | Applied Materials Inc. | $1,557.71万 | 1.63% | 45,575 | -26,379 | -36.7% | -$901.61万 | 减仓 |
| CBOE | Cboe Global Markets Inc | $1,575.17万 | 1.65% | 56,042 | -5,325 | -8.7% | -$149.67万 | 减仓 |
| SPEM | Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets ETF | $1,629.09万 | 1.71% | 347,279 | 347,279 | — | $1,629.09万 | 新建仓 |
| ALSN | Allison Transmission Holdings Inc | $1,630.81万 | 1.71% | 139,314 | -11,901 | -7.9% | -$139.31万 | 减仓 |
| TT | Trane Technologies PLC | $1,632.50万 | 1.71% | 39,173 | -3,696 | -8.6% | -$154.03万 | 减仓 |
| BNY | The Bank of New York Mellon Corp. | $1,699.15万 | 1.78% | 143,231 | -20,588 | -12.6% | -$244.24万 | 减仓 |
| MSFT | Microsoft Corp. | $1,754.28万 | 1.84% | 47,391 | 667 | 1.4% | $24.69万 | 加仓 |
| AVGO | Broadcom Inc | $1,797.66万 | 1.89% | 58,081 | 252 | 0.4% | $7.80万 | 加仓 |
| V | Visa Inc | $1,850.04万 | 1.94% | 61,211 | 16,003 | 35.4% | $483.67万 | 加仓 |
| JNJ | Johnson & Johnson | $1,995.44万 | 2.09% | 81,633 | -16,324 | -16.7% | -$399.02万 | 减仓 |
| GOOGL | Alphabet Inc. | $2,017.87万 | 2.12% | 70,172 | -10,329 | -12.8% | -$297.02万 | 减仓 |
| AAPL | Apple Inc. | $2,307.88万 | 2.42% | 90,937 | -3,136 | -3.3% | -$79.59万 | 减仓 |
| IEFA | iShares Trust Core MSCI EAFE | $4,624.53万 | 4.85% | 510,828 | 510,828 | — | $4,624.53万 | 新建仓 |