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 |
|---|---|---|---|---|---|---|---|---|
| IRMD | Iradimed Corp. | $247.32万 | 0.26% | 25,693 | -24,918 | -49.2% | -$239.86万 | 减仓 |
| NOG | Northern Oil And Gas, Inc. | $240.73万 | 0.25% | 82,358 | 619 | 0.8% | $1.81万 | 加仓 |
| REYN | Reynolds Consumer Products Inc. | $239.68万 | 0.25% | 113,165 | 1,289 | 1.2% | $2.73万 | 加仓 |
| JBI | Janus International Group Inc | $228.15万 | 0.24% | 443,001 | 29,708 | 7.2% | $15.30万 | 加仓 |
| IXUS | iShares Trust Core MSCI Total | $227.55万 | 0.24% | 26,263 | 26,263 | — | $227.55万 | 新建仓 |
| HCKT | Hackett Group Inc. | $227.18万 | 0.24% | 174,618 | 10,220 | 6.2% | $13.30万 | 加仓 |
| — | Atkore Inc | $216.87万 | 0.23% | 36,814 | 582 | 1.6% | $3.43万 | 加仓 |
| HY | Hyster-Yale Inc | $195.80万 | 0.21% | 60,227 | 2,784 | 4.8% | $9.05万 | 加仓 |
| MDXG | MiMedx Group Inc. | $190.44万 | 0.20% | 482,127 | 43,395 | 9.9% | $17.14万 | 加仓 |
| CMCO | Columbus McKinnon Corp. | $180.24万 | 0.19% | 124,049 | 4,063 | 3.4% | $5.90万 | 加仓 |
| UFPT | UFP Technologies Inc. | $167.95万 | 0.18% | 8,675 | 8,675 | — | $167.95万 | 新建仓 |
| CBT | Cabot Corporation | $165.22万 | 0.17% | 21,938 | -477 | -2.1% | -$3.59万 | 减仓 |
| MRK | Merck & Co., Inc | $155.14万 | 0.16% | 12,897 | -156 | -1.2% | -$1.88万 | 减仓 |
| ERII | Energy Recovery Inc. | $154.33万 | 0.16% | 153,262 | 42,208 | 38.0% | $42.50万 | 加仓 |
| HURN | Huron Consulting Group Inc. | $151.65万 | 0.16% | 11,895 | 11,895 | — | $151.65万 | 新建仓 |
| — | Exxon Mobil Corp. | $145.99万 | 0.15% | 8,605 | -429 | -4.7% | -$7.28万 | 减仓 |
| META | Meta Platforms Inc | $130.45万 | 0.14% | 2,280 | -175 | -7.1% | -$10.01万 | 减仓 |
| EMBC | Embecta Corp. | $129.37万 | 0.14% | 146,342 | 7,613 | 5.5% | $6.73万 | 加仓 |
| AMZN | Amazon.com, Inc. | $126.27万 | 0.13% | 6,063 | -70 | -1.1% | -$1.46万 | 减仓 |
| INTC | Intel Corporation | $124.41万 | 0.13% | 28,191 | -214,696 | -88.4% | -$947.45万 | 减仓 |
| OABI | OmniAb Inc. | $118.80万 | 0.12% | 756,674 | 35,365 | 4.9% | $5.55万 | 加仓 |
| SPY | State Street Spdr S&p 500 Etf Trust | $117.84万 | 0.12% | 1,812 | 0 | 0.0% | — | 不变 |
| PZZA | Papa John's International Inc. | $117.00万 | 0.12% | 36,099 | -43,482 | -54.6% | -$140.93万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $103.34万 | 0.11% | 3,513 | 160 | 4.8% | $4.71万 | 加仓 |
| SLV | Ishares Silver Trust | $98.19万 | 0.10% | 14,410 | -95 | -0.7% | -$6,473 | 减仓 |
| UNP | Union Pacific Corporation | $96.32万 | 0.10% | 3,970 | 0 | 0.0% | — | 不变 |
| EVR | Evercore Inc. | $94.48万 | 0.10% | 3,165 | -300 | -8.7% | -$8.96万 | 减仓 |
| KMB | Kimberly-Clark Corporation | $92.46万 | 0.10% | 9,584 | 6,836 | 248.8% | $65.95万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. | $90.86万 | 0.10% | 1,896 | 0 | 0.0% | — | 不变 |
| FAST | Fastenal Co. | $90.80万 | 0.10% | 19,568 | -670 | -3.3% | -$3.11万 | 减仓 |
| MCK | Mckesson Corp. | $83.51万 | 0.09% | 965 | -25 | -2.5% | -$2.16万 | 减仓 |
| NMIH | NMI Holdings Inc | $82.52万 | 0.09% | 22,000 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc. | $72.97万 | 0.08% | 2,544 | 695 | 37.6% | $19.93万 | 加仓 |
| AGG | iShares Trust Core US Agg Bd ETF | $66.45万 | 0.07% | 6,694 | 6,694 | — | $66.45万 | 新建仓 |
| USB | U.S. Bancorp. | $65.77万 | 0.07% | 12,646 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp. | $64.64万 | 0.07% | 3,124 | -10 | -0.3% | -$2,069 | 减仓 |
| — | Otc Markets Group Inc | $64.59万 | 0.07% | 12,066 | -3,042 | -20.1% | -$16.28万 | 减仓 |
| — | Docgo Inc | $63.73万 | 0.07% | 1,013,056 | 124,211 | 14.0% | $7.81万 | 加仓 |
| PPLT | abrdn Platinum ETF Trust | $61.93万 | 0.06% | 3,475 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corporation PLC | $60.63万 | 0.06% | 1,695 | 0 | 0.0% | — | 不变 |
| NEE | NextEra Energy Inc | $56.42万 | 0.06% | 6,074 | -516 | -7.8% | -$4.79万 | 减仓 |
| IBM | International Business Machines Corp. | $52.91万 | 0.06% | 2,183 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc | $50.14万 | 0.05% | 1,020 | -150 | -12.8% | -$7.37万 | 减仓 |
| ACWX | iShares Trust MSCI ACW Ex US | $47.50万 | 0.05% | 6,937 | 0 | 0.0% | — | 重新持有 |
| MDY | State Street Spdr S&p Midcap 400 Etf Trust | $45.21万 | 0.05% | 733 | 15 | 2.1% | $9,251 | 加仓 |
| CPER | United States Commodity Index Funds Trust | $44.07万 | 0.05% | 12,800 | 0 | 0.0% | — | 不变 |
| TWST | Twist Bioscience Corporation | $43.46万 | 0.05% | 9,145 | -2,000 | -17.9% | -$9.50万 | 减仓 |
| LRN | Stride Inc | $42.74万 | 0.04% | 4,847 | 1,852 | 61.8% | $16.33万 | 重新持有 |
| JAZZ | Jazz Pharmaceuticals PLC | $41.02万 | 0.04% | 2,170 | -1,197 | -35.6% | -$22.63万 | 减仓 |
| TNC | Tennant Co | $39.84万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| JKHY | Henry Jack & Associates Inc. | $39.83万 | 0.04% | 2,520 | 2,520 | — | $39.83万 | 新建仓 |
| ADP | Automatic Data Processing, Inc. | $39.56万 | 0.04% | 1,947 | 0 | 0.0% | — | 不变 |
| SNA | Snap-On Incorporated | $39.52万 | 0.04% | 1,088 | -124 | -10.2% | -$4.50万 | 减仓 |
| FHN | First Horizon Corporation | $39.23万 | 0.04% | 17,235 | -6,268 | -26.7% | -$14.27万 | 减仓 |
| BMO | Bank of Montreal | $39.13万 | 0.04% | 2,891 | -200 | -6.5% | -$2.71万 | 减仓 |
| GLW | Corning Incorporated | $39.02万 | 0.04% | 2,870 | 0 | 0.0% | — | 不变 |
| WEX | WEX Inc | $39.01万 | 0.04% | 2,549 | 472 | 22.7% | $7.22万 | 加仓 |
| WCC | Wesco International, Inc. | $38.83万 | 0.04% | 1,419 | -736 | -34.2% | -$20.14万 | 减仓 |
| HALO | Halozyme Therapeutics Inc | $38.59万 | 0.04% | 5,971 | -752 | -11.2% | -$4.86万 | 减仓 |
| DOX | Amdocs Limited | $38.35万 | 0.04% | 5,877 | 1,319 | 28.9% | $8.61万 | 加仓 |
| DOC | Healthpeak Properties Inc | $38.13万 | 0.04% | 23,209 | 4,250 | 22.4% | $6.98万 | 加仓 |
| AVY | Avery Dennison Corporation | $38.13万 | 0.04% | 2,208 | 26 | 1.2% | $4,490 | 加仓 |
| CBSH | Commerce Bancshares Inc | $37.88万 | 0.04% | 7,699 | 381 | 5.2% | $1.87万 | 加仓 |
| CROX | Crocs Inc | $37.81万 | 0.04% | 4,554 | 958 | 26.6% | $7.95万 | 加仓 |
| NDSN | Nordson Corp | $37.78万 | 0.04% | 1,420 | -42 | -2.9% | -$1.12万 | 减仓 |
| ECL | Ecolab Inc. | $37.64万 | 0.04% | 1,415 | 0 | 0.0% | — | 不变 |
| MTN | Vail Resorts, Inc. | $37.39万 | 0.04% | 2,914 | 569 | 24.3% | $7.30万 | 加仓 |
| AYI | Acuity Inc. | $37.13万 | 0.04% | 1,325 | 0 | 0.0% | — | 不变 |
| ALGN | Align Technology Inc. | $37.05万 | 0.04% | 2,161 | 2,161 | — | $37.05万 | 新建仓 |
| SUB | iShares Shrt Term Ntnl Mun Bnd ETF IV | $36.98万 | 0.04% | 3,472 | 3,472 | — | $36.98万 | 新建仓 |
| COP | ConocoPhillips | $36.95万 | 0.04% | 2,799 | 0 | 0.0% | — | 不变 |
| VVV | Valvoline Inc | $36.34万 | 0.04% | 10,791 | 1,110 | 11.5% | $3.74万 | 加仓 |
| AGCO | Agco Corporation | $35.60万 | 0.04% | 3,072 | -1,003 | -24.6% | -$11.62万 | 减仓 |
| REXR | Rexford Industrial Realty Inc. | $35.31万 | 0.04% | 10,788 | 3,246 | 43.0% | $10.62万 | 加仓 |
| CMC | Commercial Metals Company | $34.44万 | 0.04% | 5,606 | -1,668 | -22.9% | -$10.25万 | 减仓 |
| — | Hyperfine Inc | $33.84万 | 0.04% | 313,350 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works Inc. | $33.84万 | 0.04% | 1,300 | -100 | -7.1% | -$2.60万 | 减仓 |
| FIS | Fidelity National Information Services Inc | $33.76万 | 0.04% | 7,197 | 0 | 0.0% | — | 不变 |
| MATV | Mativ Holdings Inc | $33.25万 | 0.03% | 38,214 | -285 | -0.7% | -$2,480 | 减仓 |
| WMS | Advanced Drainage System Inc | $32.88万 | 0.03% | 2,398 | -434 | -15.3% | -$5.95万 | 减仓 |
| ORLY | O'Reilly Automotive Inc. | $32.54万 | 0.03% | 3,525 | 0 | 0.0% | — | 不变 |
| MKL | Markel Group Inc | $32.54万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| URI | United Rentals, Inc. | $30.75万 | 0.03% | 422 | 0 | 0.0% | — | 不变 |
| FCN | FTI Consulting, Inc. | $30.74万 | 0.03% | 1,739 | -181 | -9.4% | -$3.20万 | 减仓 |
| NOC | Northrop Grumman Corporation | $30.70万 | 0.03% | 450 | -65 | -12.6% | -$4.43万 | 减仓 |
| OVV | Ovintiv Inc | $30.58万 | 0.03% | 5,152 | -879 | -14.6% | -$5.22万 | 减仓 |
| NVDA | NVIDIA Corp. | $30.50万 | 0.03% | 1,749 | 0 | 0.0% | — | 不变 |
| MGY | Magnolia Oil & Gas Corporation | $30.34万 | 0.03% | 9,609 | -8 | -0.1% | -$253 | 减仓 |
| LRCX | Lam Research Corporation | $29.91万 | 0.03% | 1,400 | 1,400 | — | $29.91万 | 新建仓 |
| FERG | Ferguson Enterprises Inc | $29.11万 | 0.03% | 1,248 | 0 | 0.0% | — | 不变 |
| J | Jacobs Solutions Inc. | $28.63万 | 0.03% | 2,249 | 2,249 | — | $28.63万 | 新建仓 |
| IWB | iShares Trust | $28.35万 | 0.03% | 795 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | $27.27万 | 0.03% | 807 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co. | $26.99万 | 0.03% | 1,356 | -102 | -7.0% | -$2.03万 | 减仓 |
| ABT | Abbott Laboratories | $26.90万 | 0.03% | 2,620 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $26.05万 | 0.03% | 2,096 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Specialized Funds | $26.04万 | 0.03% | 1,211 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corporation | $26.00万 | 0.03% | 2,058 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems, Inc. | $25.75万 | 0.03% | 3,319 | 600 | 22.1% | $4.66万 | 加仓 |
| HDSN | Hudson Technologes Inc | $25.52万 | 0.03% | 43,397 | -4,267 | -9.0% | -$2.51万 | 减仓 |