Stock Taper 
ISTHMUS PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Markel Corporation | MKL | 170 | $332.01K |
 TransDigm Group Incorporated | TDG | 187 | $249.09K |
 GE Vernova Inc. | GEV | 204 | $239.67K |
 Costco Wholesale Corporation | COST | 216 | $202.06K |
 Eli Lilly and Company | LLY | 290 | $347.83K |
 United Rentals, Inc. | URI | 422 | $478.08K |
 Northrop Grumman Corporation | NOC | 450 | $229.19K |
 S&P Global Inc. | SPGI | 582 | $237.03K |
 Palo Alto Networks, Inc. | PANW | 590 | $201.2K |
 The Home Depot, Inc. | HD | 670 | $236.3K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 707 | $337.64K |
 GE Aerospace | GE | 816 | $304.96K |
 Dover Corporation | DOV | 922 | $206.79K |
 McKesson Corporation | MCK | 965 | $729.15K |
 Thermo Fisher Scientific Inc. | TMO | 1.02K | $511.39K |
 RTX Corporation | RTX | 1.17K | $221.22K |
 Snap-on Incorporated | SNA | 1.19K | $477.25K |
 Ferguson plc | FERG | 1.25K | $296.19K |
 Lam Research Corporation | LRCX | 1.3K | $563.33K |
 Illinois Tool Works Inc. | ITW | 1.3K | $351.61K |