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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $269.32万 | 0.26% | 19,288 | -8,903 | -31.6% | -$124.31万 | 减仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $257.74万 | 0.25% | 464,390 | 21,389 | 4.8% | $11.87万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $257.21万 | 0.25% | 122,654 | 4,741 | 4.0% | $9.94万 | 加仓 |
| IXUS | ISHARES TR | $254.01万 | 0.25% | 26,615 | 352 | 1.3% | $3.36万 | 加仓 |
| KFY | KORN FERRY | $249.05万 | 0.24% | 37,406 | -8,124 | -17.8% | -$54.09万 | 减仓 |
| IRMD | IRADIMED CORP | $244.50万 | 0.24% | 25,586 | -107 | -0.4% | -$1.02万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $230.67万 | 0.22% | 25,585 | 13,690 | 115.1% | $123.43万 | 加仓 |
| HY | HYSTER-YALE INC | $221.57万 | 0.21% | 63,197 | 2,970 | 4.9% | $10.41万 | 加仓 |
| GLD | SPDR GOLD TR | $221.03万 | 0.21% | 6,000 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $204.32万 | 0.20% | 530,709 | 48,582 | 10.1% | $18.70万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $203.80万 | 0.20% | 134,697 | 10,648 | 8.6% | $16.11万 | 加仓 |
| CBT | CABOT CORP | $202.83万 | 0.20% | 22,333 | 395 | 1.8% | $3.59万 | 加仓 |
| OABI | OMNIAB INC | $197.64万 | 0.19% | 803,428 | 46,754 | 6.2% | $11.50万 | 加仓 |
| APPF | APPFOLIO INC | $192.34万 | 0.19% | 11,995 | 11,995 | — | $192.34万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $186.03万 | 0.18% | 14,802 | 14,802 | — | $186.03万 | 新建仓 |
| MRK | MERCK & CO INC | $182.95万 | 0.18% | 14,237 | 1,340 | 10.4% | $17.22万 | 加仓 |
| XPEL | XPEL INC | $178.71万 | 0.17% | 36,031 | 36,031 | — | $178.71万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $178.44万 | 0.17% | 98,316 | 15,958 | 19.4% | $28.96万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $176.72万 | 0.17% | 136,569 | 136,569 | — | $176.72万 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $145.63万 | 0.14% | 161,447 | 8,185 | 5.3% | $7.38万 | 加仓 |
| AMZN | AMAZON COM INC | $143.62万 | 0.14% | 6,026 | -37 | -0.6% | -$8,819 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.31万 | 0.13% | 1,812 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $132.18万 | 0.13% | 35,947 | -152 | -0.4% | -$5,589 | 减仓 |
| META | META PLATFORMS INC | $128.49万 | 0.12% | 2,281 | 1 | 0.0% | $563 | 加仓 |
| — | EXXON MOBIL CORP | $117.65万 | 0.11% | 8,605 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $113.94万 | 0.11% | 3,481 | -32 | -0.9% | -$1.05万 | 减仓 |
| EVR | EVERCORE INC | $108.07万 | 0.10% | 3,165 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $107.98万 | 0.10% | 3,970 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $105.20万 | 0.10% | 9,584 | 0 | 0.0% | — | 不变 |
| HCKT | HACKETT GROUP INC | $104.96万 | 0.10% | 97,458 | -77,160 | -44.2% | -$83.10万 | 减仓 |
| CCBG | CAPITAL CITY BANK | $104.54万 | 0.10% | 21,153 | -66,271 | -75.8% | -$327.51万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $99.61万 | 0.10% | 8,835 | -130,479 | -93.7% | -$1,471.02万 | 减仓 |
| FAST | FASTENAL CO | $95.40万 | 0.09% | 19,862 | 294 | 1.5% | $1.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.87万 | 0.09% | 1,896 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $90.40万 | 0.09% | 22,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $89.35万 | 0.09% | 2,529 | -15 | -0.6% | -$5,299 | 减仓 |
| SLV | ISHARES SILVER TR | $77.05万 | 0.07% | 14,410 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $73.31万 | 0.07% | 2,870 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $72.92万 | 0.07% | 965 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $72.23万 | 0.07% | 1,695 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $66.10万 | 0.06% | 5,987 | 5,987 | — | $66.10万 | 新建仓 |
| AGG | ISHARES TR | $62.26万 | 0.06% | 6,290 | -404 | -6.0% | -$4.00万 | 减仓 |
| — | DOCGO INC | $61.52万 | 0.06% | 1,191,977 | 178,921 | 17.7% | $9.23万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.39万 | 0.06% | 2,183 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $59.15万 | 0.06% | 4,903 | 349 | 7.7% | $4.21万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.33万 | 0.05% | 1,300 | -100 | -7.1% | -$4.33万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $56.15万 | 0.05% | 2,330 | 160 | 7.4% | $3.86万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $53.70万 | 0.05% | 25,093 | 1,884 | 8.1% | $4.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $53.31万 | 0.05% | 6,074 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $52.80万 | 0.05% | 6,937 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $52.61万 | 0.05% | 1,523 | 104 | 7.3% | $3.59万 | 加仓 |
| TNC | TENNANT CO | $52.52万 | 0.05% | 6,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $51.78万 | 0.05% | 3,124 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $51.55万 | 0.05% | 733 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.14万 | 0.05% | 1,020 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $50.69万 | 0.05% | 6,476 | 505 | 8.5% | $3.95万 | 加仓 |
| AYI | ACUITY INC | $49.91万 | 0.05% | 1,325 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $48.52万 | 0.05% | 8,402 | 703 | 9.1% | $4.06万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $48.29万 | 0.05% | 12,800 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $48.25万 | 0.05% | 34,150 | -600 | -1.7% | -$8,478 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $48.00万 | 0.05% | 18,720 | 1,485 | 8.6% | $3.81万 | 加仓 |
| URI | UNITED RENTALS INC | $47.81万 | 0.05% | 422 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $47.72万 | 0.05% | 1,186 | 98 | 9.0% | $3.94万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $47.20万 | 0.05% | 2,671 | -220 | -7.6% | -$3.89万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $47.09万 | 0.05% | 3,000 | 602 | 25.1% | $9.45万 | 加仓 |
| VVV | VALVOLINE INC | $46.80万 | 0.05% | 11,836 | 1,045 | 9.7% | $4.13万 | 加仓 |
| NDSN | NORDSON CORP | $46.73万 | 0.05% | 1,549 | 129 | 9.1% | $3.89万 | 加仓 |
| LRN | STRIDE INC | $46.65万 | 0.05% | 5,409 | 562 | 11.6% | $4.85万 | 加仓 |
| MTN | VAIL RESORTS INC | $45.37万 | 0.04% | 3,332 | 418 | 14.3% | $5.69万 | 加仓 |
| AGCO | AGCO CORP | $45.22万 | 0.04% | 3,778 | 706 | 23.0% | $8.45万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $44.10万 | 0.04% | 3,202 | 682 | 27.1% | $9.39万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.60万 | 0.04% | 1,947 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $43.57万 | 0.04% | 2,684 | 476 | 21.6% | $7.73万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $42.70万 | 0.04% | 12,745 | 1,957 | 18.1% | $6.56万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $42.32万 | 0.04% | 2,509 | 348 | 16.1% | $5.87万 | 加仓 |
| — | HYPERFINE INC | $42.30万 | 0.04% | 313,350 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $39.42万 | 0.04% | 1,415 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $38.98万 | 0.04% | 3,319 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $38.40万 | 0.04% | 6,120 | 514 | 9.2% | $3.23万 | 加仓 |
| DOX | AMDOCS LTD | $37.52万 | 0.04% | 7,424 | 1,547 | 26.3% | $7.82万 | 加仓 |
| SUB | ISHARES TR | $36.97万 | 0.04% | 3,472 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $36.29万 | 0.04% | 2,058 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $35.16万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $35.09万 | 0.03% | 1,168 | 312 | 36.4% | $9.37万 | 加仓 |
| LLY | ELI LILLY & CO | $34.78万 | 0.03% | 290 | 25 | 9.4% | $3.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $34.00万 | 0.03% | 495 | 495 | — | $34.00万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $33.92万 | 0.03% | 2,692 | 443 | 19.7% | $5.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.76万 | 0.03% | 707 | -100 | -12.4% | -$4.78万 | 减仓 |
| MKL | MARKEL GROUP INC | $33.20万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $33.15万 | 0.03% | 1,657 | -92 | -5.3% | -$1.84万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $32.98万 | 0.03% | 57,456 | 14,059 | 32.4% | $8.07万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.85万 | 0.03% | 3,620 | 1,000 | 38.2% | $9.07万 | 加仓 |
| IWB | ISHARES TR | $32.56万 | 0.03% | 795 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.46万 | 0.03% | 3,525 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $31.68万 | 0.03% | 2,126 | 387 | 22.3% | $5.77万 | 加仓 |
| GE | GE AEROSPACE | $30.50万 | 0.03% | 816 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $29.62万 | 0.03% | 1,248 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $29.35万 | 0.03% | 1,356 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.10万 | 0.03% | 2,799 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $29.04万 | 0.03% | 5,516 | 364 | 7.1% | $1.92万 | 加仓 |