ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $325,464 (100.0% shares, 0.0% debt)

Holdings (136)

AAPL APPLE INC 3.0%
Value ($000) $9,858 Shares 38,765 Est. Cost $44.88 Unrealized +58.3%
HRL HORMEL FOODS CORP 2.7%
Value ($000) $8,912 Shares 191,090 Est. Cost $33.93 Unrealized +13.9%
MSFT MICROSOFT CORP 2.6%
Value ($000) $8,393 Shares 53,215 Est. Cost $41.25 Unrealized +279.0%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $8,276 Shares 63,116 Est. Cost $114.77 Unrealized +4.7%
QCOM QUALCOMM INC 2.5%
Value ($000) $8,041 Shares 118,859 Est. Cost $62.71 Unrealized +14.7%
BALL BALL CORPORATION 2.4%
Value ($000) $7,852 Shares 121,433 Est. Cost $36.19 Unrealized +80.4%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $7,592 Shares 33,041 Est. Cost $209.73 Unrealized +7.3%
CLX CLOROX CO 2.3%
Value ($000) $7,543 Shares 43,538 Est. Cost $125.61 Unrealized +10.4%
WM WASTE MGMT INC DEL 2.3%
Value ($000) $7,467 Shares 80,674 Est. Cost $97.23 Unrealized +7.1%
KMB KIMBERLY CLARK CORP 2.2%
Value ($000) $7,215 Shares 56,422 Est. Cost $102.19 Unrealized +9.7%
CHD CHURCH & DWIGHT COMPANY 2.2%
Value ($000) $7,193 Shares 112,071 Est. Cost $66.24 Unrealized 0.0%
INTC INTEL CORP 2.2%
Value ($000) $7,037 Shares 130,023 Est. Cost $31.25 Unrealized +67.5%
PSA PUBLIC STORAGE 2.2%
Value ($000) $7,008 Shares 35,285 Est. Cost $164.09 Unrealized +1.5%
CI CIGNA CORP 2.1%
Value ($000) $6,987 Shares 39,432 Est. Cost $169.92 Unrealized +4.4%
PYPL PAYPAL HOLDINGS INC COM 2.1%
Value ($000) $6,935 Shares 72,432 Est. Cost $110.58 Unrealized -0.4%
FMC F M C CORP NEW 2.1%
Value ($000) $6,907 Shares 84,556 Est. Cost $65.35 Unrealized +19.2%
T AT&T INC 2.1%
Value ($000) $6,692 Shares 229,572 Est. Cost $15.08 Unrealized +20.5%
EA ELECTRONIC ARTS INC 2.1%
Value ($000) $6,686 Shares 66,745 Est. Cost $102.32 Unrealized 0.0%
IQV IQVIA HOLDINGS INC 2.1%
Value ($000) $6,685 Shares 61,976 Est. Cost $104.71 Unrealized +36.4%
SYY SYSCO CORP 2.0%
Value ($000) $6,386 Shares 139,950 Est. Cost $59.43 Unrealized -1.0%
UPS UNITED PARCEL SVC INC 1.9%
Value ($000) $6,251 Shares 66,911 Est. Cost $80.18 Unrealized +2.1%
ROK ROCKWELL AUTOMATION, INC 1.9%
Value ($000) $6,243 Shares 41,368 Est. Cost $149.90 Unrealized +11.6%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.9%
Value ($000) $6,195 Shares 93,574 Est. Cost $71.15 Unrealized -12.3%
EMR EMERSON ELEC CO 1.9%
Value ($000) $6,156 Shares 129,192 Est. Cost $57.51 Unrealized +0.4%
GWW GRAINGER W W INC 1.9%
Value ($000) $6,133 Shares 24,679 Est. Cost $257.64 Unrealized +6.9%
ACN ACCENTURE PLC CL A F 1.9%
Value ($000) $6,105 Shares 37,395 Est. Cost $72.24 Unrealized +145.1%
MDT MEDTRONIC PLC 1.9%
Value ($000) $6,085 Shares 67,474 Est. Cost $76.19 Unrealized +18.4%
ALSN ALLISON TRANSMISSION HLDGS INC 1.7%
Value ($000) $5,594 Shares 171,549 Est. Cost $40.66 Unrealized -7.1%
BKNG BOOKING HLDGS INC 1.7%
Value ($000) $5,560 Shares 4,133 Est. Cost $1772.26 Unrealized -2.6%
CABOT MICROELECTRONICS CORP 1.6%
Value ($000) $5,264 Shares 46,116 Est. Cost $109.49 Unrealized
LW LAMB WESTON HLDGS INC 1.6%
Value ($000) $5,164 Shares 90,441 Est. Cost $73.11 Unrealized +2.3%
BK BANK OF NY MELLON CP NEW 1.6%
Value ($000) $5,045 Shares 149,796 Est. Cost $38.77 Unrealized -8.8%
PNC PNC FINL SERVICES GP INC 1.5%
Value ($000) $4,989 Shares 52,117 Est. Cost $70.98 Unrealized +52.6%
EBAY EBAY INC 1.5%
Value ($000) $4,749 Shares 157,974 Est. Cost $33.50 Unrealized -5.9%
WRB WR BERKLEY CORP 1.4%
Value ($000) $4,456 Shares 85,421 Est. Cost $27.14 Unrealized -3.3%
HANESBRANDS INC. 1.4%
Value ($000) $4,436 Shares 563,667 Est. Cost $16.57 Unrealized
LEA LEAR CORP 1.3%
Value ($000) $4,380 Shares 53,911 Est. Cost $120.43 Unrealized -15.0%
FITB FIFTH THIRD BANCORP 1.2%
Value ($000) $3,930 Shares 264,672 Est. Cost $21.06 Unrealized -6.7%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,686 Shares 97,069 Est. Cost $57.12 Unrealized -26.3%
FHN FIRST HORIZON NATIONAL CORP 1.0%
Value ($000) $3,260 Shares 404,479 Est. Cost $11.03 Unrealized 0.0%
FLS FLOWSERVE CORP 1.0%
Value ($000) $3,118 Shares 130,518 Est. Cost $38.35 Unrealized -7.7%
KSS KOHLS CORP 0.8%
Value ($000) $2,708 Shares 185,628 Est. Cost $52.83 Unrealized -29.1%
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $2,533 Shares 80,548 Est. Cost $35.36 Unrealized
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $2,470 Shares 183,112 Est. Cost $33.07 Unrealized -23.5%
IWM ISHARES RUSSELL 2000 ETF 0.6%
Value ($000) $2,063 Shares 18,022 Est. Cost $114.47 Unrealized
EXPONENT INC 0.5%
Value ($000) $1,650 Shares 22,941 Est. Cost $71.95 Unrealized
NIC INC 0.5%
Value ($000) $1,603 Shares 69,693 Est. Cost $16.07 Unrealized
RLI R L I CORP 0.4%
Value ($000) $1,358 Shares 15,443 Est. Cost $24.17 Unrealized +48.3%
TNC TENNANT COMPANY 0.4%
Value ($000) $1,298 Shares 22,398 Est. Cost $57.21 Unrealized +19.0%
UTMD UTAH MEDICAL PRODUCT 0.4%
Value ($000) $1,252 Shares 13,307 Est. Cost $69.74 Unrealized +33.2%
GMED GLOBUS MEDICAL, INC 0.4%
Value ($000) $1,236 Shares 29,069 Est. Cost $43.57 Unrealized +13.4%
BIOSPECIFICS TECH CO 0.4%
Value ($000) $1,224 Shares 21,645 Est. Cost $58.11 Unrealized
AMERISAFE INC 0.4%
Value ($000) $1,206 Shares 18,702 Est. Cost $63.86 Unrealized
TTEK TETRA TECH INC 0.4%
Value ($000) $1,185 Shares 16,779 Est. Cost $13.48 Unrealized +26.4%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $1,179 Shares 10,715 Est. Cost $90.50 Unrealized +14.7%
HLIO HELIOS TECHNOLOGIES INC 0.3%
Value ($000) $1,118 Shares 29,490 Est. Cost $46.58 Unrealized -8.6%
AMN AMN HEALTHCARE SERVICES, INC 0.3%
Value ($000) $1,082 Shares 18,713 Est. Cost $50.94 Unrealized +34.4%
PLXS PLEXUS CORP 0.3%
Value ($000) $1,077 Shares 19,733 Est. Cost $57.75 Unrealized +16.8%
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $1,065 Shares 26,293 Est. Cost $33.41 Unrealized -0.9%
SYKES ENTERPRISES 0.3%
Value ($000) $1,035 Shares 38,158 Est. Cost $25.87 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.3%
Value ($000) $1,020 Shares 485,507 Est. Cost $5.74 Unrealized -54.5%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $983 Shares 15,273 Est. Cost $62.82 Unrealized -6.5%
IT GARTNER INC 0.3%
Value ($000) $972 Shares 9,757 Est. Cost $155.92 Unrealized -12.1%
CONTINENTAL RESOURCE 0.3%
Value ($000) $961 Shares 125,813 Est. Cost $41.30 Unrealized
LIVENT CORP 0.3%
Value ($000) $929 Shares 176,984 Est. Cost $6.91 Unrealized
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $920 Shares 45,705 Est. Cost $20.02 Unrealized +12.9%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $914 Shares 3,799 Est. Cost $36.66 Unrealized +48.1%
CHASE CORP 0.3%
Value ($000) $905 Shares 11,002 Est. Cost $72.90 Unrealized
HCKT HACKETT GROUP 0.3%
Value ($000) $903 Shares 70,995 Est. Cost $15.89 Unrealized -5.6%
FORWARD AIR CORP 0.3%
Value ($000) $886 Shares 17,499 Est. Cost $63.72 Unrealized
VAREX IMAGING CORPOR 0.3%
Value ($000) $886 Shares 39,020 Est. Cost $69.86 Unrealized
FOX FACTORY HOLDING 0.3%
Value ($000) $851 Shares 20,258 Est. Cost $82.10 Unrealized
NVEC N V E CORPORATION 0.3%
Value ($000) $843 Shares 16,194 Est. Cost $88.61 Unrealized -26.2%
INTRICON CORP 0.3%
Value ($000) $842 Shares 71,578 Est. Cost $18.42 Unrealized
COLLECTORS UNIVERSE 0.3%
Value ($000) $831 Shares 53,005 Est. Cost $17.15 Unrealized
NEENAH INC 0.2%
Value ($000) $812 Shares 18,837 Est. Cost $65.91 Unrealized
CMCO COLUMBUS MCKINNON CO 0.2%
Value ($000) $801 Shares 32,054 Est. Cost $35.85 Unrealized -12.1%
INSTEEL INDUSTRIES 0.2%
Value ($000) $797 Shares 60,142 Est. Cost $19.37 Unrealized
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.2%
Value ($000) $797 Shares 52,512 Est. Cost $12.80 Unrealized -11.2%
LIGAND PHARMA 0.2%
Value ($000) $785 Shares 10,799 Est. Cost $112.12 Unrealized
SRCE FIRST SOURCE CORP 0.2%
Value ($000) $762 Shares 23,488 Est. Cost $36.16 Unrealized
GBX GREENBRIER COMPANIES INC 0.2%
Value ($000) $739 Shares 41,657 Est. Cost $30.49 Unrealized -35.3%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.2%
Value ($000) $721 Shares 40,078 Est. Cost $29.70 Unrealized -29.3%
HY HYSTER-YALE MH CLASS A 0.2%
Value ($000) $714 Shares 17,813 Est. Cost $54.41 Unrealized -22.4%
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $702 Shares 15,134 Est. Cost $63.65 Unrealized -4.4%
AMALGAMATED BANK 0.2%
Value ($000) $678 Shares 62,681 Est. Cost $14.71 Unrealized
EPAC ENERPAC TOOL GROUP CORP 0.2%
Value ($000) $675 Shares 40,761 Est. Cost $21.99 Unrealized 0.0%
ZIX CORPORATION 0.2%
Value ($000) $657 Shares 152,407 Est. Cost $6.60 Unrealized
LASR nLIGHT, INC 0.2%
Value ($000) $649 Shares 61,871 Est. Cost $18.70 Unrealized -8.8%
CAMT CAMTEK LTD 0.2%
Value ($000) $641 Shares 76,181 Est. Cost $10.30 Unrealized +1.9%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $636 Shares 4,508 Est. Cost $147.77 Unrealized -1.9%
TILE INTERFACE INC 0.2%
Value ($000) $627 Shares 82,885 Est. Cost $15.95 Unrealized -12.5%
CULP CULP INC 0.2%
Value ($000) $623 Shares 84,697 Est. Cost $14.78 Unrealized -33.2%
SRI STONERIDGE, INC. 0.2%
Value ($000) $620 Shares 37,026 Est. Cost $30.41 Unrealized -18.4%
MTW MANITOWOC COMPANY 0.2%
Value ($000) $579 Shares 68,167 Est. Cost $22.98 Unrealized -43.2%
SPDR S&P 500 ETF 0.2%
Value ($000) $575 Shares 2,232 Est. Cost $257.62 Unrealized
PGT INNOVATIONS, INC 0.2%
Value ($000) $559 Shares 66,674 Est. Cost $16.73 Unrealized
G P STRATEGIES CORP 0.2%
Value ($000) $532 Shares 81,686 Est. Cost $12.62 Unrealized
IBERIABANK CORP 0.2%
Value ($000) $512 Shares 14,149 Est. Cost $75.30 Unrealized
BLFS BIOLIFE SOLUTIONS, INC 0.1%
Value ($000) $479 Shares 50,415 Est. Cost $17.04 Unrealized -19.4%
USB U S BANCORP 0.1%
Value ($000) $448 Shares 12,993 Est. Cost $36.11 Unrealized +3.1%
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.1%
Value ($000) $443 Shares 60,621 Est. Cost $19.47 Unrealized -24.8%
FAST FASTENAL CO 0.1%
Value ($000) $439 Shares 14,058 Est. Cost $12.59 Unrealized +20.5%
PRSU VIAD CORP 0.1%
Value ($000) $422 Shares 19,889 Est. Cost $58.34 Unrealized -12.0%
MGP INGREDIENTS INC 0.1%
Value ($000) $422 Shares 15,693 Est. Cost $26.89 Unrealized
ICHR ICHOR HOLDINGS, LTD 0.1%
Value ($000) $412 Shares 21,500 Est. Cost $30.23 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION 0.1%
Value ($000) $412 Shares 3,386 Est. Cost $93.46 Unrealized +31.7%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $411 Shares 8,987 Est. Cost $54.64 Unrealized
EXACT SCIENCES CORP 0.1%
Value ($000) $382 Shares 6,585 Est. Cost $48.75 Unrealized
INN SUMMIT HOTEL PROPERTIES INC 0.1%
Value ($000) $380 Shares 89,981 Est. Cost $31.03 Unrealized
MCS MARCUS CORPORATION 0.1%
Value ($000) $370 Shares 30,043 Est. Cost $36.60 Unrealized -31.2%
W E C ENERGY GROUP INC 0.1%
Value ($000) $369 Shares 4,182 Est. Cost $83.45 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.1%
Value ($000) $350 Shares 7,452 Est. Cost $8.75 Unrealized
3M CO 0.1%
Value ($000) $337 Shares 2,472 Est. Cost $190.79 Unrealized
IRIX IRIDEX CORP 0.1%
Value ($000) $332 Shares 209,702 Est. Cost $4.25 Unrealized -39.3%
SO SOUTHERN CO 0.1%
Value ($000) $318 Shares 5,868 Est. Cost $41.35 Unrealized +22.1%
PLANTRONICS INC 0.1%
Value ($000) $315 Shares 31,291 Est. Cost $69.30 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $296 Shares 3,657 Est. Cost $66.81 Unrealized +8.8%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $293 Shares 2,147 Est. Cost $102.16 Unrealized +39.0%
IAT ISHARES US REGIONAL BANKS ETF 0.1%
Value ($000) $278 Shares 9,600 Est. Cost $28.96 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $273 Shares 140 Est. Cost $96.79 Unrealized 0.0%
MGEE MGE ENERGY INC 0.1%
Value ($000) $262 Shares 4,004 Est. Cost $67.55 Unrealized -2.7%
ECL ECOLAB INC 0.1%
Value ($000) $251 Shares 1,609 Est. Cost $150.92 Unrealized +16.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $231 Shares 4,296 Est. Cost $40.03 Unrealized +2.5%
J P MORGAN CHASE & CO 0.1%
Value ($000) $228 Shares 2,538 Est. Cost $111.69 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $220 Shares 1,547 Est. Cost $117.81 Unrealized +25.3%
ABBVIE INC 0.1%
Value ($000) $209 Shares 2,739 Est. Cost $76.31 Unrealized
OEC ORION ENGINEERED CARBONS 0.1%
Value ($000) $206 Shares 27,562 Est. Cost $14.47 Unrealized 0.0%
OII OCEANEERING INTL INC 0.1%
Value ($000) $190 Shares 64,557 Est. Cost $17.62 Unrealized -40.7%
PDC ENERGY INC 0.1%
Value ($000) $190 Shares 30,535 Est. Cost $6.22 Unrealized
NORTHERN OIL AND GAS 0.1%
Value ($000) $177 Shares 266,525 Est. Cost $1.89 Unrealized
VERA BRADLEY INC 0.1%
Value ($000) $166 Shares 40,388 Est. Cost $11.91 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $129 Shares 10,053 Est. Cost $14.63 Unrealized -3.5%
DNP SELECT INCOME CF 0.0%
Value ($000) $105 Shares 10,722 Est. Cost $11.84 Unrealized
HELIUS MEDICAL TECHN 0.0%
Value ($000) $68 Shares 204,829 Est. Cost $13.72 Unrealized
ZOMEDICA PHARMACEUTICA F 0.0%
Value ($000) $6 Shares 30,600 Est. Cost $0.36 Unrealized