Stock Taper 
ISTHMUS PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IRadimed Corporation | IRMD | 25.59K | $2.44M |
 BOK Financial Corporation | BOKF | 26.48K | $3.68M |
 Kinsale Capital Group, Inc. | KNSL | 28.12K | $9.28M |
 Adobe Inc. | ADBE | 32.99K | $6.76M |
 HCA Healthcare, Inc. | HCA | 33.23K | $12.95M |
 Applied Materials, Inc. | AMAT | 34.02K | $24.59M |
 Papa John's International, Inc. | PZZA | 35.95K | $1.32M |
 XPEL, Inc. | XPEL | 36.03K | $1.79M |
 Mueller Industries, Inc. | MLI | 37K | $4.55M |
 Korn Ferry | KFY | 37.41K | $2.49M |
 Atkore Inc. | ATKR | 38.12K | $2.9M |
 Mativ Holdings, Inc. | MATV | 38.15K | $288.77K |
 Trane Technologies plc | TT | 38.2K | $18.76M |
 Rockwell Automation, Inc. | ROK | 38.6K | $19.11M |
 Limbach Holdings, Inc. | LMB | 41.32K | $3.18M |
 Independent Bank Corp. | INDB | 42.06K | $3.52M |
 Verisk Analytics, Inc. | VRSK | 42.47K | $7.63M |
 Public Storage | PSA | 43.03K | $13.7M |
 Lantheus Holdings, Inc. | LNTH | 43.47K | $4.82M |
 Cencora, Inc. | COR | 43.82K | $12.4M |