ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 7, 2020

Total Value ($000): $439,265 (100.0% shares, 0.0% debt)

Holdings (139)

AAPL APPLE INC 2.7%
Value ($000) $11,781 Shares 40,118 Est. Cost $44.88 Unrealized +38.2%
MSFT MICROSOFT CORP 2.7%
Value ($000) $11,652 Shares 73,890 Est. Cost $41.25 Unrealized +237.6%
QCOM QUALCOMM INC 2.4%
Value ($000) $10,758 Shares 121,932 Est. Cost $62.71 Unrealized +16.2%
SYY SYSCO CORP 2.3%
Value ($000) $10,032 Shares 117,278 Est. Cost $59.55 Unrealized +15.0%
IQV IQVIA HOLDINGS INC 2.2%
Value ($000) $9,679 Shares 62,642 Est. Cost $104.71 Unrealized +39.4%
WM WASTE MGMT INC DEL 2.1%
Value ($000) $9,352 Shares 82,064 Est. Cost $97.23 Unrealized +5.0%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $9,268 Shares 63,539 Est. Cost $114.77 Unrealized -0.6%
MDT MEDTRONIC PLC 2.1%
Value ($000) $9,232 Shares 81,376 Est. Cost $76.19 Unrealized +21.5%
T AT&T INC 2.1%
Value ($000) $9,175 Shares 234,782 Est. Cost $15.08 Unrealized +25.1%
BDX BECTON DICKINSON & CO 2.1%
Value ($000) $9,110 Shares 33,495 Est. Cost $209.73 Unrealized +8.0%
HRL HORMEL FOODS CORP 2.0%
Value ($000) $8,809 Shares 195,274 Est. Cost $33.93 Unrealized +7.2%
BKNG BOOKING HLDGS INC 2.0%
Value ($000) $8,566 Shares 4,171 Est. Cost $1772.26 Unrealized +9.0%
LW LAMB WESTON HLDGS INC 1.9%
Value ($000) $8,510 Shares 98,924 Est. Cost $73.11 Unrealized 0.0%
ROK ROCKWELL AUTOMATION, INC 1.9%
Value ($000) $8,473 Shares 41,809 Est. Cost $149.90 Unrealized +11.0%
PNC PNC FINL SERVICES GP INC 1.9%
Value ($000) $8,464 Shares 53,022 Est. Cost $70.98 Unrealized +69.3%
GWW GRAINGER W W INC 1.9%
Value ($000) $8,421 Shares 24,875 Est. Cost $257.64 Unrealized +14.3%
KSS KOHLS CORP 1.9%
Value ($000) $8,300 Shares 162,912 Est. Cost $54.97 Unrealized -7.5%
EMR EMERSON ELEC CO 1.9%
Value ($000) $8,272 Shares 108,477 Est. Cost $57.46 Unrealized +9.3%
ALSN ALLISON TRANSMISSION HLDGS INC 1.9%
Value ($000) $8,252 Shares 170,782 Est. Cost $40.66 Unrealized +3.3%
CI CIGNA CORP 1.9%
Value ($000) $8,198 Shares 40,092 Est. Cost $169.92 Unrealized -1.3%
FMC F M C CORP NEW 1.9%
Value ($000) $8,183 Shares 81,974 Est. Cost $64.95 Unrealized +19.6%
FITB FIFTH THIRD BANCORP 1.9%
Value ($000) $8,179 Shares 266,078 Est. Cost $21.06 Unrealized +8.8%
BALL BALL CORPORATION 1.9%
Value ($000) $8,156 Shares 126,123 Est. Cost $36.19 Unrealized +74.3%
PYPL PAYPAL HOLDINGS INC COM 1.8%
Value ($000) $8,105 Shares 74,926 Est. Cost $110.58 Unrealized -6.0%
CABOT MICROELECTRONICS CORP 1.8%
Value ($000) $8,018 Shares 55,556 Est. Cost $109.49 Unrealized
HANESBRANDS INC. 1.8%
Value ($000) $7,995 Shares 538,353 Est. Cost $16.98 Unrealized
ACN ACCENTURE PLC CL A F 1.8%
Value ($000) $7,987 Shares 37,931 Est. Cost $72.24 Unrealized +147.0%
INTC INTEL CORP 1.8%
Value ($000) $7,930 Shares 132,506 Est. Cost $31.25 Unrealized +57.6%
KMB KIMBERLY CLARK CORP 1.8%
Value ($000) $7,839 Shares 56,988 Est. Cost $102.19 Unrealized +6.5%
CLX CLOROX CO 1.8%
Value ($000) $7,832 Shares 51,009 Est. Cost $125.61 Unrealized -0.8%
UPS UNITED PARCEL SVC INC 1.8%
Value ($000) $7,708 Shares 65,848 Est. Cost $80.15 Unrealized +15.8%
PSA PUBLIC STORAGE 1.7%
Value ($000) $7,546 Shares 35,435 Est. Cost $164.09 Unrealized +4.2%
LEA LEAR CORP 1.7%
Value ($000) $7,534 Shares 54,911 Est. Cost $120.43 Unrealized -9.1%
BK BANK OF NY MELLON CP NEW 1.7%
Value ($000) $7,500 Shares 149,018 Est. Cost $38.77 Unrealized +3.0%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.6%
Value ($000) $7,150 Shares 91,438 Est. Cost $71.36 Unrealized -3.8%
SLB SCHLUMBERGER LTD 1.6%
Value ($000) $6,955 Shares 173,010 Est. Cost $33.53 Unrealized -8.4%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $6,743 Shares 96,626 Est. Cost $57.12 Unrealized -8.8%
FLS FLOWSERVE CORP 1.5%
Value ($000) $6,581 Shares 132,230 Est. Cost $38.35 Unrealized +9.0%
WRB BERKLEY W R CORP 1.3%
Value ($000) $5,909 Shares 85,517 Est. Cost $27.14 Unrealized -0.5%
EBAY EBAY INC 1.3%
Value ($000) $5,732 Shares 158,730 Est. Cost $33.50 Unrealized -2.5%
BMY BRISTOL-MYERS SQUIBB 1.3%
Value ($000) $5,597 Shares 87,193 Est. Cost $45.19 Unrealized 0.0%
CONTINENTAL RESOURCE 1.0%
Value ($000) $4,260 Shares 124,203 Est. Cost $41.74 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.8%
Value ($000) $3,325 Shares 438,020 Est. Cost $6.08 Unrealized -45.7%
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $3,302 Shares 82,990 Est. Cost $35.36 Unrealized
ZBRA ZEBRA TECHNOLOGIES CL A 0.4%
Value ($000) $1,896 Shares 7,424 Est. Cost $201.63 Unrealized +16.0%
EXPONENT INC 0.4%
Value ($000) $1,840 Shares 26,663 Est. Cost $71.95 Unrealized
TNC TENNANT COMPANY 0.4%
Value ($000) $1,822 Shares 23,384 Est. Cost $57.21 Unrealized +19.9%
TTEK TETRA TECH INC 0.4%
Value ($000) $1,758 Shares 20,400 Est. Cost $13.48 Unrealized +28.5%
INOVALON HOLDINGS, INC 0.4%
Value ($000) $1,749 Shares 92,937 Est. Cost $14.40 Unrealized
GMED GLOBUS MEDICAL, INC 0.4%
Value ($000) $1,737 Shares 29,493 Est. Cost $43.57 Unrealized +24.6%
LIVENT CORP 0.4%
Value ($000) $1,681 Shares 196,579 Est. Cost $6.91 Unrealized
IT GARTNER INC 0.4%
Value ($000) $1,616 Shares 10,484 Est. Cost $155.92 Unrealized -2.1%
NIC INC 0.4%
Value ($000) $1,597 Shares 71,437 Est. Cost $16.07 Unrealized
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.4%
Value ($000) $1,550 Shares 52,723 Est. Cost $12.80 Unrealized +9.4%
PLXS PLEXUS CORP 0.4%
Value ($000) $1,546 Shares 20,098 Est. Cost $57.75 Unrealized +25.6%
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $1,520 Shares 49,831 Est. Cost $20.02 Unrealized +23.6%
FOX FACTORY HOLDING 0.3%
Value ($000) $1,514 Shares 21,766 Est. Cost $82.10 Unrealized
TILE INTERFACE INC 0.3%
Value ($000) $1,493 Shares 89,983 Est. Cost $15.95 Unrealized +0.9%
PRSU VIAD CORP 0.3%
Value ($000) $1,452 Shares 21,505 Est. Cost $58.34 Unrealized +10.7%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,451 Shares 13,448 Est. Cost $69.74 Unrealized +45.3%
RLI R L I CORP 0.3%
Value ($000) $1,444 Shares 16,040 Est. Cost $24.17 Unrealized +56.9%
SYKES ENTERPRISES 0.3%
Value ($000) $1,433 Shares 38,749 Est. Cost $25.87 Unrealized
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $1,427 Shares 44,016 Est. Cost $30.49 Unrealized -19.3%
HLIO HELIOS TECHNOLOGIES INC 0.3%
Value ($000) $1,413 Shares 30,557 Est. Cost $46.58 Unrealized -7.9%
CHASE CORP 0.3%
Value ($000) $1,406 Shares 11,870 Est. Cost $72.90 Unrealized
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,382 Shares 34,529 Est. Cost $35.85 Unrealized +2.0%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,373 Shares 16,498 Est. Cost $62.82 Unrealized +6.5%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,338 Shares 10,715 Est. Cost $90.50 Unrealized +16.3%
FORWARD AIR CORP 0.3%
Value ($000) $1,330 Shares 19,019 Est. Cost $63.72 Unrealized
AMN AMN HEALTHCARE SERVICES, INC 0.3%
Value ($000) $1,325 Shares 21,257 Est. Cost $50.94 Unrealized +16.1%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,306 Shares 25,173 Est. Cost $36.16 Unrealized
ZD J2 GLOBAL INC 0.3%
Value ($000) $1,296 Shares 13,833 Est. Cost $75.58 Unrealized +9.4%
MTW MANITOWOC COMPANY 0.3%
Value ($000) $1,279 Shares 73,078 Est. Cost $22.98 Unrealized -36.6%
AMERISAFE INC 0.3%
Value ($000) $1,269 Shares 19,212 Est. Cost $63.86 Unrealized
BIOSPECIFICS TECH CO 0.3%
Value ($000) $1,268 Shares 22,266 Est. Cost $58.11 Unrealized
NEENAH INC 0.3%
Value ($000) $1,242 Shares 17,637 Est. Cost $67.46 Unrealized
VAREX IMAGING CORPOR 0.3%
Value ($000) $1,238 Shares 41,542 Est. Cost $69.86 Unrealized
HCKT HACKETT GROUP 0.3%
Value ($000) $1,204 Shares 74,598 Est. Cost $15.89 Unrealized 0.0%
INN SUMMIT HOTEL PROPERTIES INC 0.3%
Value ($000) $1,196 Shares 96,883 Est. Cost $31.03 Unrealized
LIGAND PHARMA 0.3%
Value ($000) $1,194 Shares 11,448 Est. Cost $112.12 Unrealized
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $1,192 Shares 28,546 Est. Cost $33.41 Unrealized +2.4%
LASR nLIGHT, INC 0.3%
Value ($000) $1,164 Shares 57,415 Est. Cost $18.83 Unrealized -8.5%
NVEC N V E CORPORATION 0.3%
Value ($000) $1,154 Shares 16,169 Est. Cost $88.61 Unrealized -26.4%
HY HYSTER-YALE MH CLASS A 0.3%
Value ($000) $1,145 Shares 19,421 Est. Cost $54.41 Unrealized -14.9%
ACTUANT CORP CLASS A 0.3%
Value ($000) $1,135 Shares 43,586 Est. Cost $24.25 Unrealized
SRI STONERIDGE, INC. 0.3%
Value ($000) $1,120 Shares 38,186 Est. Cost $30.41 Unrealized +1.2%
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $1,112 Shares 16,194 Est. Cost $63.65 Unrealized +4.3%
G P STRATEGIES CORP 0.2%
Value ($000) $1,095 Shares 82,745 Est. Cost $12.62 Unrealized
PGT INNOVATIONS, INC 0.2%
Value ($000) $1,078 Shares 72,297 Est. Cost $16.73 Unrealized
INSTEEL INDUSTRIES 0.2%
Value ($000) $1,046 Shares 48,684 Est. Cost $20.81 Unrealized
IBERIABANK CORP 0.2%
Value ($000) $1,044 Shares 13,949 Est. Cost $75.86 Unrealized
MCS MARCUS CORPORATION 0.2%
Value ($000) $1,016 Shares 31,976 Est. Cost $36.60 Unrealized -7.6%
OII OCEANEERING INTL INC 0.2%
Value ($000) $1,004 Shares 67,324 Est. Cost $17.62 Unrealized -21.0%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.2%
Value ($000) $977 Shares 41,204 Est. Cost $29.70 Unrealized -18.2%
INTRICON CORP 0.2%
Value ($000) $962 Shares 53,443 Est. Cost $20.67 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $944 Shares 3,899 Est. Cost $36.66 Unrealized +36.8%
BLFS BIOLIFE SOLUTIONS, INC 0.2%
Value ($000) $864 Shares 53,407 Est. Cost $17.04 Unrealized -4.6%
USB U S BANCORP 0.2%
Value ($000) $847 Shares 14,281 Est. Cost $36.11 Unrealized +22.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $833 Shares 4,608 Est. Cost $147.77 Unrealized +1.1%
CULP CULP INC 0.2%
Value ($000) $833 Shares 61,155 Est. Cost $16.66 Unrealized -16.4%
AMALGAMATED BANK 0.2%
Value ($000) $785 Shares 40,365 Est. Cost $16.86 Unrealized
S R C ENERGY INC 0.2%
Value ($000) $785 Shares 190,593 Est. Cost $6.05 Unrealized
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.2%
Value ($000) $781 Shares 49,594 Est. Cost $20.54 Unrealized -23.2%
PLCE CHILDREN'S PLACE, INC 0.2%
Value ($000) $669 Shares 10,698 Est. Cost $96.97 Unrealized -24.8%
PLANTRONICS INC 0.1%
Value ($000) $651 Shares 23,817 Est. Cost $87.88 Unrealized
CAMT CAMTEK LTD 0.1%
Value ($000) $642 Shares 59,235 Est. Cost $10.25 Unrealized 0.0%
EXACT SCIENCES CORP 0.1%
Value ($000) $609 Shares 6,585 Est. Cost $48.75 Unrealized
NORTHERN OIL AND GAS 0.1%
Value ($000) $602 Shares 257,331 Est. Cost $1.93 Unrealized
WALGREENS BOOTS ALLI 0.1%
Value ($000) $530 Shares 8,987 Est. Cost $54.64 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $519 Shares 14,058 Est. Cost $12.59 Unrealized +21.6%
VERA BRADLEY INC 0.1%
Value ($000) $513 Shares 43,441 Est. Cost $11.91 Unrealized
ZIX CORPORATION 0.1%
Value ($000) $495 Shares 72,939 Est. Cost $9.09 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.1%
Value ($000) $477 Shares 7,718 Est. Cost $8.75 Unrealized
IRIX IRIDEX CORP 0.1%
Value ($000) $474 Shares 212,371 Est. Cost $4.25 Unrealized -50.3%
FIS FIDELITY NATL INFORMATION 0.1%
Value ($000) $471 Shares 3,386 Est. Cost $93.46 Unrealized +26.9%
3M CO 0.1%
Value ($000) $454 Shares 2,572 Est. Cost $190.79 Unrealized
ECHO GLOBAL LOGISTIC 0.1%
Value ($000) $425 Shares 20,552 Est. Cost $51.05 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $391 Shares 6,139 Est. Cost $41.35 Unrealized +18.3%
W E C ENERGY GROUP INC 0.1%
Value ($000) $386 Shares 4,182 Est. Cost $83.45 Unrealized
J P MORGAN CHASE & CO 0.1%
Value ($000) $370 Shares 2,652 Est. Cost $111.69 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $366 Shares 2,147 Est. Cost $102.16 Unrealized +42.0%
BA BOEING CO 0.1%
Value ($000) $353 Shares 1,083 Est. Cost $357.24 Unrealized -1.7%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $334 Shares 3,657 Est. Cost $66.81 Unrealized +7.5%
COLLECTORS UNIVERSE 0.1%
Value ($000) $318 Shares 13,810 Est. Cost $21.34 Unrealized
MGEE MGE ENERGY INC 0.1%
Value ($000) $316 Shares 4,004 Est. Cost $67.55 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value ($000) $312 Shares 1,619 Est. Cost $150.92 Unrealized +17.7%
SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $278 Shares 740 Est. Cost $354.05 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $278 Shares 1,547 Est. Cost $117.81 Unrealized +24.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $264 Shares 4,296 Est. Cost $40.03 Unrealized +6.9%
CVX CHEVRON CORP 0.1%
Value ($000) $250 Shares 2,077 Est. Cost $90.24 Unrealized -0.6%
MKC MC CORMICK & CO INC 0.1%
Value ($000) $240 Shares 1,415 Est. Cost $59.09 Unrealized +24.0%
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $222 Shares 10,053 Est. Cost $14.63 Unrealized +12.6%
ALPHABET INC. CLASS A 0.0%
Value ($000) $216 Shares 161 Est. Cost $1341.61 Unrealized
VFC VF CORP 0.0%
Value ($000) $209 Shares 2,094 Est. Cost $89.63 Unrealized 0.0%
MERCK & CO. INC. 0.0%
Value ($000) $203 Shares 2,228 Est. Cost $83.71 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $200 Shares 1,120 Est. Cost $178.57 Unrealized
HELIUS MEDICAL TECHN 0.0%
Value ($000) $199 Shares 204,829 Est. Cost $13.72 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $137 Shares 10,722 Est. Cost $11.84 Unrealized
ZOMEDICA PHARMACEUTICA F 0.0%
Value ($000) $21 Shares 64,200 Est. Cost $0.36 Unrealized