ISTHMUS PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 47K | $24.37M |
 | AEBI | 46K | $569 |
 | MTX | 44K | $2.75M |
 | TT | 43K | $18.19M |
 | PSA | 43K | $12.29M |
 | ZBRA | 42K | $12.62M |
 | ACLS | 42K | $4.10K |
 | MCD | 42K | $12.75M |
 | INDB | 42K | $2.87M |
 | ROK | 41K | $14.50M |
 | MATV | 40K | $454.75K |
 | UTMD | 38K | $2.41M |
 | HCA | 37K | $15.57M |
 | IT | 36K | $9.35K |
 | ACN | 35K | $8.74K |
 | ATKR | 35K | $2.19K |
 | LMB | 35K | $3.36M |
 | AEIS | 30K | $5.11K |
 | LGND | 29K | $5.23M |
 | ULTA | 29K | $15.96M |
Microsoft Corporation
MSFT
Shares Held
47K
Value
$24.37M
Aebi Schmidt Holding AG
AEBI
Shares Held
46K
Value
$569
Minerals Technologies Inc.
MTX
Shares Held
44K
Value
$2.75M
Trane Technologies plc
TT
Shares Held
43K
Value
$18.19M
Public Storage
PSA
Shares Held
43K
Value
$12.29M
Zebra Technologies Corporation
ZBRA
Shares Held
42K
Value
$12.62M
Axcelis Technologies, Inc.
ACLS
Shares Held
42K
Value
$4.10K
McDonald's Corporation
MCD
Shares Held
42K
Value
$12.75M
Independent Bank Corp.
INDB
Shares Held
42K
Value
$2.87M
Rockwell Automation, Inc.
ROK
Shares Held
41K
Value
$14.50M
Mativ Holdings, Inc.
MATV
Shares Held
40K
Value
$454.75K
Utah Medical Products, Inc.
UTMD
Shares Held
38K
Value
$2.41M
HCA Healthcare, Inc.
HCA
Shares Held
37K
Value
$15.57M
Gartner, Inc.
IT
Shares Held
36K
Value
$9.35K
Accenture plc
ACN
Shares Held
35K
Value
$8.74K
Atkore Inc.
ATKR
Shares Held
35K
Value
$2.19K
Limbach Holdings, Inc.
LMB
Shares Held
35K
Value
$3.36M
Advanced Energy Industries, Inc.
AEIS
Shares Held
30K
Value
$5.11K
Ligand Pharmaceuticals Incorporated
LGND
Shares Held
29K
Value
$5.23M
Ulta Beauty, Inc.
ULTA
Shares Held
29K
Value
$15.96M