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 |
|---|---|---|---|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | $1,132.30万 | 1.09% | 274,033 | 274,033 | — | $1,132.30万 | 新建仓 |
| LOW | LOWES COS INC | $1,163.02万 | 1.12% | 52,747 | 949 | 1.8% | $20.92万 | 加仓 |
| MCD | MCDONALDS CORP | $1,194.28万 | 1.15% | 44,182 | 816 | 1.9% | $22.06万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,235.24万 | 1.19% | 24,246 | 447 | 1.9% | $22.77万 | 加仓 |
| COR | CENCORA INC | $1,240.10万 | 1.20% | 43,823 | 1,646 | 3.9% | $46.58万 | 加仓 |
| PAYX | PAYCHEX INC | $1,248.21万 | 1.21% | 126,941 | 1,454 | 1.2% | $14.30万 | 加仓 |
| DXCM | DEXCOM INC | $1,254.50万 | 1.21% | 186,266 | 3,612 | 2.0% | $24.33万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,295.49万 | 1.25% | 33,227 | 612 | 1.9% | $23.86万 | 加仓 |
| SLB | SLB LIMITED | $1,332.16万 | 1.29% | 286,548 | 34 | 0.0% | $1,581 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,359.02万 | 1.31% | 148,235 | 2,615 | 1.8% | $23.97万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,361.48万 | 1.32% | 56,104 | 62 | 0.1% | $1.50万 | 加仓 |
| PSA | PUBLIC STORAGE | $1,369.72万 | 1.32% | 43,031 | -545 | -1.3% | -$17.35万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,394.09万 | 1.35% | 129,683 | 986 | 0.8% | $10.60万 | 加仓 |
| AZO | AUTOZONE INC | $1,395.99万 | 1.35% | 4,368 | 37 | 0.9% | $11.82万 | 加仓 |
| SYY | SYSCO CORP | $1,396.91万 | 1.35% | 167,134 | 2,396 | 1.5% | $20.03万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,421.38万 | 1.37% | 75,469 | 414 | 0.6% | $7.80万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,457.60万 | 1.41% | 206,664 | 2,144 | 1.0% | $15.12万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,476.18万 | 1.43% | 56,073 | 438 | 0.8% | $11.53万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,480.19万 | 1.43% | 103,401 | 542 | 0.5% | $7.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,590.66万 | 1.54% | 108,474 | 1,197 | 1.1% | $17.55万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,651.21万 | 1.60% | 292,923 | -3,209 | -1.1% | -$18.09万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,685.87万 | 1.63% | 68,470 | -221 | -0.3% | -$5.44万 | 减仓 |
| ABBV | ABBVIE INC | $1,689.11万 | 1.63% | 67,124 | 60 | 0.1% | $1.51万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,765.54万 | 1.71% | 340,969 | -6,310 | -1.8% | -$32.67万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,876.48万 | 1.81% | 38,205 | -968 | -2.5% | -$47.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,878.64万 | 1.82% | 50,363 | 2,972 | 6.3% | $110.86万 | 加仓 |
| GWW | WW GRAINGER INC | $1,894.63万 | 1.83% | 13,927 | -127 | -0.9% | -$17.28万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,911.16万 | 1.85% | 38,603 | -697 | -1.8% | -$34.51万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $1,971.55万 | 1.91% | 136,336 | -6,895 | -4.8% | -$99.71万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,044.38万 | 1.98% | 80,497 | -1,136 | -1.4% | -$28.85万 | 减仓 |
| V | VISA INC | $2,085.82万 | 2.02% | 60,795 | -416 | -0.7% | -$14.27万 | 减仓 |
| AVGO | BROADCOM INC | $2,160.65万 | 2.09% | 57,198 | -883 | -1.5% | -$33.36万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,459.36万 | 2.38% | 34,016 | -11,559 | -25.4% | -$835.72万 | 减仓 |
| GOOGL | ALPHABET INC | $2,504.70万 | 2.42% | 70,087 | -85 | -0.1% | -$3.04万 | 减仓 |
| AAPL | APPLE INC | $2,667.22万 | 2.58% | 92,177 | 1,240 | 1.4% | $35.88万 | 加仓 |
| IEFA | ISHARES TR | $4,867.82万 | 4.71% | 504,019 | -6,809 | -1.3% | -$65.76万 | 减仓 |