Universe · entity
ISTHMUS PARTNERS, LLC
Institutional manager (13F) · CIK 1639666
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $705M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | iShares Trust Core MSCI EAFE | $46M | 510,828 |
| 2 | Apple Inc. | $23M | 90,937 |
| 3 | Alphabet Inc. | $20M | 70,172 |
| 4 | Johnson & Johnson | $20M | 81,633 |
| 5 | Visa Inc | $19M | 61,211 |
| 6 | Broadcom Inc | $18M | 58,081 |
| 7 | Microsoft Corp. | $18M | 47,391 |
| 8 | The Bank of New York Mellon Corp. | $17M | 143,231 |
| 9 | Trane Technologies PLC | $16M | 39,173 |
| 10 | Allison Transmission Holdings Inc | $16M | 139,314 |
| 11 | Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets ETF | $16M | 347,279 |
| 12 | Cboe Global Markets Inc | $16M | 56,042 |
| 13 | Applied Materials Inc. | $16M | 45,575 |
| 14 | The Procter & Gamble Co. | $15M | 107,277 |
| 15 | HCA Healthcare Inc | $15M | 32,615 |
| 16 | W.w. Grainger Inc. | $15M | 14,054 |
| 17 | SLB Ltd. | $15M | 286,514 |
| 18 | Autozone, Inc. | $15M | 4,331 |
| 19 | AbbVie Inc. | $15M | 67,064 |
| 20 | Lockheed Martin Corporation | $14M | 23,799 |
| 21 | PNC Financial Services Group Inc. | $14M | 68,691 |
| 22 | Rockwell Automation, Inc. | $14M | 39,300 |
| 23 | Fifth Third Bancorp | $14M | 296,132 |
| 24 | Coterra Energy Inc | $14M | 390,100 |
| 25 | W.R. Berkley Corporation | $14M | 204,520 |
| 26 | McDonald's Corp. | $13M | 43,366 |
| 27 | Emerson Electric Co. | $13M | 102,859 |
| 28 | Cencora Inc | $13M | 42,177 |
| 29 | United Parcel Service, Inc. | $13M | 128,697 |
| 30 | C.H. Robinson Worldwide Inc | $12M | 75,055 |
| 31 | Colgate-Palmolive Co. | $12M | 145,620 |
| 32 | Hershey Co. (The) | $12M | 59,301 |
| 33 | Lowes Companies, Inc. | $12M | 51,798 |
| 34 | Zoetis Inc Class A | $12M | 101,584 |
| 35 | Public Storage | $12M | 43,576 |
| 36 | Sysco Corporation | $12M | 164,738 |
| 37 | Amcor PLC F | $12M | 294,680 |
| 38 | Zebra Technologies Corporation | $12M | 55,635 |
| 39 | Paychex Inc | $12M | 125,487 |
| 40 | Veralto Corp. | $12M | 130,583 |
| 41 | DexCom Inc | $11M | 182,654 |
| 42 | Gartner Inc. | $11M | 69,803 |
| 43 | Paypal Holdings Inc. | $10M | 231,587 |
| 44 | Booz Allen Hamilton Holding Corp. | $10M | 127,317 |
| 45 | Accenture PLC | $9M | 46,374 |
| 46 | Kinsale Capital Group Inc | $9M | 25,841 |
| 47 | SPDR Series Trust | $8M | 95,083 |
| 48 | Paccar Inc | $7M | 60,671 |
| 49 | iShares Trust Intrm Gov Cr ETF | $6M | 57,592 |
| 50 | Ligand Pharmaceuticals Incorporated | $5M | 24,059 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.