Stock Taper 
ISTHMUS PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Axcelis Technologies, Inc. | ACLS | 23.59K | $4.47M |
 TMC the metals company inc. | TMC | 22.7K | $100.54K |
 Cabot Corp. | CBT | 22.33K | $2.03M |
 NMI Holdings, Inc. | NMIH | 22K | $903.98K |
 Capital City Bank Group, Inc. | CCBG | 21.15K | $1.05M |
 Ligand Pharmaceuticals Incorporated | LGND | 20.93K | $6.62M |
 Core Laboratories N.V. | CLB | 20.82K | $242.59K |
 CRA International, Inc. | CRAI | 20.41K | $2.91M |
 Fastenal Company | FAST | 19.86K | $953.97K |
 Intel Corp. | INTC | 19.29K | $2.69M |
 First Horizon Corporation | FHN | 18.72K | $479.98K |
 Paycom Software, Inc. | PAYC | 14.8K | $1.86M |
 Merck & Co., Inc. | MRK | 14.24K | $1.83M |
 W.W. Grainger, Inc. | GWW | 13.93K | $18.95M |
 Rexford Industrial Realty, Inc. | REXR | 12.74K | $426.96K |
 UFP Technologies, Inc. | UFPT | 12.45K | $3.3M |
 AppFolio Inc. | APPF | 11.99K | $1.92M |
 Valvoline Inc. | VVV | 11.84K | $468K |
 Magnolia Oil & Gas Corporation | MGY | 10.35K | $264.83K |
 Plexus Corp. | PLXS | 9.78K | $2.94M |