ISTHMUS PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BELFB | 27K | $3.86K |
 | PLXS | 27K | $3.91M |
 | PLAB | 26K | $600.39K |
 | LMT | 25K | $12.47M |
 | SFM | 25K | $2.68M |
 | LNTH | 24K | $1.24M |
 | FHN | 24K | $540 |
 | TMC | 23K | $144.57K |
 | NMIH | 22K | $843.48K |
 | CRAI | 21K | $4.41K |
 | FAST | 20K | $992 |
 | DOC | 19K | $355.67K |
 | AIRJ | 17K | $80 |
 | GWW | 14K | $13.68M |
 | MRK | 13K | $1.10M |
 | USB | 13K | $611.18K |
 | EXAS | 12K | $669 |
 | CLB | 12K | $150 |
 | TWST | 11K | $313.62K |
 | VVV | 10K | $343.19K |
Bel Fuse Inc.
BELFB
Shares Held
27K
Value
$3.86K
Plexus Corp.
PLXS
Shares Held
27K
Value
$3.91M
Photronics, Inc.
PLAB
Shares Held
26K
Value
$600.39K
Lockheed Martin Corporation
LMT
Shares Held
25K
Value
$12.47M
Sprouts Farmers Market, Inc.
SFM
Shares Held
25K
Value
$2.68M
Lantheus Holdings, Inc.
LNTH
Shares Held
24K
Value
$1.24M
First Horizon Corporation
FHN
Shares Held
24K
Value
$540
TMC the metals company Inc.
TMC
Shares Held
23K
Value
$144.57K
NMI Holdings, Inc.
NMIH
Shares Held
22K
Value
$843.48K
CRA International, Inc.
CRAI
Shares Held
21K
Value
$4.41K
Fastenal Company
FAST
Shares Held
20K
Value
$992
Healthpeak Properties, Inc.
DOC
Shares Held
19K
Value
$355.67K
AirJoule Technologies Corporation
AIRJ
Shares Held
17K
Value
$80
W.W. Grainger, Inc.
GWW
Shares Held
14K
Value
$13.68M
Merck & Co., Inc.
MRK
Shares Held
13K
Value
$1.10M
U.S. Bancorp
USB
Shares Held
13K
Value
$611.18K
Exact Sciences Corporation
EXAS
Shares Held
12K
Value
$669
Core Laboratories N.V.
CLB
Shares Held
12K
Value
$150
Twist Bioscience Corporation
TWST
Shares Held
11K
Value
$313.62K
Valvoline Inc.
VVV
Shares Held
10K
Value
$343.19K