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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $4,867.82万 | 4.71% | 504,019 | -6,809 | -1.3% | -$65.76万 | 减仓 |
| AAPL | APPLE INC | $2,667.22万 | 2.58% | 92,177 | 1,240 | 1.4% | $35.88万 | 加仓 |
| GOOGL | ALPHABET INC | $2,504.70万 | 2.42% | 70,087 | -85 | -0.1% | -$3.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,459.36万 | 2.38% | 34,016 | -11,559 | -25.4% | -$835.72万 | 减仓 |
| AVGO | BROADCOM INC | $2,160.65万 | 2.09% | 57,198 | -883 | -1.5% | -$33.36万 | 减仓 |
| V | VISA INC | $2,085.82万 | 2.02% | 60,795 | -416 | -0.7% | -$14.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,044.38万 | 1.98% | 80,497 | -1,136 | -1.4% | -$28.85万 | 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 |
| ROK | ROCKWELL AUTOMATION INC | $1,911.16万 | 1.85% | 38,603 | -697 | -1.8% | -$34.51万 | 减仓 |
| GWW | WW GRAINGER INC | $1,894.63万 | 1.83% | 13,927 | -127 | -0.9% | -$17.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,878.64万 | 1.82% | 50,363 | 2,972 | 6.3% | $110.86万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,876.48万 | 1.81% | 38,205 | -968 | -2.5% | -$47.54万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,765.54万 | 1.71% | 340,969 | -6,310 | -1.8% | -$32.67万 | 减仓 |
| ABBV | ABBVIE INC | $1,689.11万 | 1.63% | 67,124 | 60 | 0.1% | $1.51万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,685.87万 | 1.63% | 68,470 | -221 | -0.3% | -$5.44万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1,651.21万 | 1.60% | 292,923 | -3,209 | -1.1% | -$18.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,590.66万 | 1.54% | 108,474 | 1,197 | 1.1% | $17.55万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,480.19万 | 1.43% | 103,401 | 542 | 0.5% | $7.76万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,476.18万 | 1.43% | 56,073 | 438 | 0.8% | $11.53万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,457.60万 | 1.41% | 206,664 | 2,144 | 1.0% | $15.12万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,421.38万 | 1.37% | 75,469 | 414 | 0.6% | $7.80万 | 加仓 |
| SYY | SYSCO CORP | $1,396.91万 | 1.35% | 167,134 | 2,396 | 1.5% | $20.03万 | 加仓 |
| AZO | AUTOZONE INC | $1,395.99万 | 1.35% | 4,368 | 37 | 0.9% | $11.82万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,394.09万 | 1.35% | 129,683 | 986 | 0.8% | $10.60万 | 加仓 |
| PSA | PUBLIC STORAGE | $1,369.72万 | 1.32% | 43,031 | -545 | -1.3% | -$17.35万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,361.48万 | 1.32% | 56,104 | 62 | 0.1% | $1.50万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,359.02万 | 1.31% | 148,235 | 2,615 | 1.8% | $23.97万 | 加仓 |
| SLB | SLB LIMITED | $1,332.16万 | 1.29% | 286,548 | 34 | 0.0% | $1,581 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,295.49万 | 1.25% | 33,227 | 612 | 1.9% | $23.86万 | 加仓 |
| DXCM | DEXCOM INC | $1,254.50万 | 1.21% | 186,266 | 3,612 | 2.0% | $24.33万 | 加仓 |
| PAYX | PAYCHEX INC | $1,248.21万 | 1.21% | 126,941 | 1,454 | 1.2% | $14.30万 | 加仓 |
| COR | CENCORA INC | $1,240.10万 | 1.20% | 43,823 | 1,646 | 3.9% | $46.58万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,235.24万 | 1.19% | 24,246 | 447 | 1.9% | $22.77万 | 加仓 |
| MCD | MCDONALDS CORP | $1,194.28万 | 1.15% | 44,182 | 816 | 1.9% | $22.06万 | 加仓 |
| LOW | LOWES COS INC | $1,163.02万 | 1.12% | 52,747 | 949 | 1.8% | $20.92万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $1,132.30万 | 1.09% | 274,033 | 274,033 | — | $1,132.30万 | 新建仓 |
| VLTO | VERALTO CORP | $1,117.47万 | 1.08% | 126,012 | -4,571 | -3.5% | -$40.54万 | 减仓 |
| AMCR | AMCOR PLC | $1,094.48万 | 1.06% | 252,476 | 252,476 | — | $1,094.48万 | 新建仓 |
| CPRT | COPART INC | $1,073.06万 | 1.04% | 380,652 | 380,652 | — | $1,073.06万 | 新建仓 |
| HSY | HERSHEY CO | $1,063.47万 | 1.03% | 60,614 | 1,313 | 2.2% | $23.04万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,046.41万 | 1.01% | 242,336 | 10,749 | 4.6% | $46.41万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $927.52万 | 0.90% | 28,123 | 2,282 | 8.8% | $75.26万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $907.15万 | 0.88% | 99,917 | 4,834 | 5.1% | $43.89万 | 加仓 |
| IT | GARTNER INC | $869.89万 | 0.84% | 67,111 | -2,692 | -3.9% | -$34.89万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $762.54万 | 0.74% | 42,474 | 42,474 | — | $762.54万 | 新建仓 |
| ZTS | ZOETIS INC | $761.92万 | 0.74% | 106,029 | 4,445 | 4.4% | $31.94万 | 加仓 |
| PCAR | PACCAR INC | $736.58万 | 0.71% | 61,320 | 649 | 1.1% | $7.80万 | 加仓 |
| ADBE | ADOBE INC | $676.28万 | 0.65% | 32,986 | 32,986 | — | $676.28万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $661.73万 | 0.64% | 20,935 | -3,124 | -13.0% | -$98.75万 | 减仓 |
| GVI | ISHARES TR | $598.82万 | 0.58% | 56,442 | -1,150 | -2.0% | -$12.20万 | 减仓 |
| FTDR | FRONTDOOR INC | $592.61万 | 0.57% | 76,377 | -1,292 | -1.7% | -$10.02万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $587.28万 | 0.57% | 47,194 | 820 | 1.8% | $10.20万 | 加仓 |
| TILE | INTERFACE INC | $546.28万 | 0.53% | 152,423 | -2,769 | -1.8% | -$9.92万 | 减仓 |
| CAT | CATERPILLAR INC | $534.79万 | 0.52% | 5,022 | -23 | -0.5% | -$2.45万 | 减仓 |
| NVEC | NVE CORP | $522.54万 | 0.51% | 49,980 | -123 | -0.2% | -$1.29万 | 减仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $512.60万 | 0.50% | 111,678 | -892 | -0.8% | -$4.09万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $494.63万 | 0.48% | 65,951 | 722 | 1.1% | $5.42万 | 加仓 |
| NGVT | INGEVITY CORP | $489.61万 | 0.47% | 65,570 | 330 | 0.5% | $2.46万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $482.30万 | 0.47% | 43,474 | 289 | 0.7% | $3.21万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $475.07万 | 0.46% | 564,222 | -125,000 | -18.1% | -$105.25万 | 减仓 |
| SRCE | 1ST SOURCE CORP | $460.61万 | 0.45% | 56,461 | 530 | 0.9% | $4.32万 | 加仓 |
| MLI | MUELLER INDS INC | $454.82万 | 0.44% | 36,998 | -3,574 | -8.8% | -$43.94万 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC | $454.00万 | 0.44% | 120,746 | -1,153 | -0.9% | -$4.34万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $447.97万 | 0.43% | 117,950 | 2,281 | 2.0% | $8.66万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $446.99万 | 0.43% | 23,594 | -15,763 | -40.1% | -$298.63万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $435.13万 | 0.42% | 54,364 | 1,148 | 2.2% | $9.19万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $424.54万 | 0.41% | 252,554 | 1,325 | 0.5% | $2.23万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $416.93万 | 0.40% | 97,483 | 272 | 0.3% | $1.16万 | 加仓 |
| LOVE | LOVESAC CO | $414.10万 | 0.40% | 248,115 | 7,929 | 3.3% | $13.23万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $413.18万 | 0.40% | 48,851 | 659 | 1.4% | $5.57万 | 加仓 |
| CXT | CRANE NXT CO | $407.14万 | 0.39% | 79,582 | 10,028 | 14.4% | $51.30万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $398.15万 | 0.38% | 140,987 | 3,035 | 2.2% | $8.57万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $392.23万 | 0.38% | 146,083 | 32,918 | 29.1% | $88.38万 | 加仓 |
| OII | OCEANEERING INTL INC | $388.12万 | 0.38% | 95,786 | -578 | -0.6% | -$2.34万 | 减仓 |
| RLI | RLI CORP | $385.20万 | 0.37% | 65,211 | 10,674 | 19.6% | $63.05万 | 加仓 |
| CNM | CORE & MAIN INC | $380.26万 | 0.37% | 78,811 | 1,798 | 2.3% | $8.68万 | 加仓 |
| MLR | MILLER INDS INC TENN | $373.61万 | 0.36% | 73,042 | 526 | 0.7% | $2.69万 | 加仓 |
| BOKF | BOK FINL CORP | $367.78万 | 0.36% | 26,482 | 237 | 0.9% | $3.29万 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $365.08万 | 0.35% | 72,321 | 805 | 1.1% | $4.06万 | 加仓 |
| AMSF | AMERISAFE INC | $361.60万 | 0.35% | 106,886 | 17,541 | 19.6% | $59.34万 | 加仓 |
| APOG | APOGEE ENTERPRISES INC | $361.41万 | 0.35% | 79,015 | 1,121 | 1.4% | $5.13万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $354.34万 | 0.34% | 47,903 | 307 | 0.6% | $2.27万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $352.13万 | 0.34% | 42,060 | 156 | 0.4% | $1.31万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $330.03万 | 0.32% | 12,448 | 3,773 | 43.5% | $100.03万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $327.32万 | 0.32% | 94,792 | 3,720 | 4.1% | $12.85万 | 加仓 |
| PLAB | PHOTRONICS INC | $323.60万 | 0.31% | 99,477 | 7,864 | 8.6% | $25.58万 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $320.77万 | 0.31% | 76,464 | 3,563 | 4.9% | $14.95万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $318.85万 | 0.31% | 137,375 | 3,321 | 2.5% | $7.71万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $318.19万 | 0.31% | 41,324 | 850 | 2.1% | $6.54万 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $308.80万 | 0.30% | 433,702 | -111,394 | -20.4% | -$79.31万 | 减仓 |
| IIIN | INSTEEL INDS INC | $307.29万 | 0.30% | 101,752 | 2,795 | 2.8% | $8.44万 | 加仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $300.58万 | 0.29% | 166,991 | 1,818 | 1.1% | $3.27万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $298.01万 | 0.29% | 63,231 | 987 | 1.6% | $4.65万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $294.86万 | 0.29% | 102,063 | 3,187 | 3.2% | $9.21万 | 加仓 |
| PLXS | PLEXUS CORP | $293.97万 | 0.28% | 9,777 | -3,308 | -25.3% | -$99.46万 | 减仓 |
| CRAI | CRA INTL INC | $290.51万 | 0.28% | 20,415 | 685 | 3.5% | $9.75万 | 加仓 |
| AVNT | AVIENT CORPORATION | $289.98万 | 0.28% | 78,459 | 1,776 | 2.3% | $6.56万 | 加仓 |
| — | ATKORE INC | $289.86万 | 0.28% | 38,120 | 1,306 | 3.5% | $9.93万 | 加仓 |
| CRK | COMSTOCK RES INC | $288.67万 | 0.28% | 193,478 | 7,233 | 3.9% | $10.79万 | 加仓 |
| QLTA | ISHARES TR | $285.01万 | 0.28% | 59,976 | 0 | 0.0% | — | 不变 |