ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $405,803 (100.0% shares, 0.0% debt)

Holdings (140)

AAPL APPLE INC 3.3%
Value ($000) $13,573 Shares 37,208 Est. Cost $44.88 Unrealized +67.3%
QCOM QUALCOMM INC 2.6%
Value ($000) $10,717 Shares 117,501 Est. Cost $62.71 Unrealized +13.2%
PYPL PAYPAL HOLDINGS INC COM 2.5%
Value ($000) $10,150 Shares 58,258 Est. Cost $110.58 Unrealized +24.7%
MSFT MICROSOFT CORP 2.4%
Value ($000) $9,923 Shares 48,760 Est. Cost $41.25 Unrealized +319.6%
KMB KIMBERLY CLARK CORP 2.3%
Value ($000) $9,286 Shares 65,690 Est. Cost $103.67 Unrealized +8.7%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $8,861 Shares 63,012 Est. Cost $114.77 Unrealized +8.2%
EA ELECTRONIC ARTS INC 2.2%
Value ($000) $8,791 Shares 66,574 Est. Cost $102.32 Unrealized +12.3%
IQV IQVIA HOLDINGS INC 2.2%
Value ($000) $8,777 Shares 61,865 Est. Cost $104.71 Unrealized +29.4%
CLX CLOROX CO 2.1%
Value ($000) $8,599 Shares 39,200 Est. Cost $125.61 Unrealized +34.3%
WM WASTE MGMT INC DEL 2.1%
Value ($000) $8,599 Shares 81,193 Est. Cost $97.23 Unrealized -5.2%
BALL BALL CORPORATION 2.1%
Value ($000) $8,470 Shares 121,881 Est. Cost $36.19 Unrealized +74.6%
FMC F M C CORP NEW 2.0%
Value ($000) $8,302 Shares 83,334 Est. Cost $65.35 Unrealized +19.2%
HRL HORMEL FOODS CORP 2.0%
Value ($000) $8,163 Shares 169,117 Est. Cost $33.93 Unrealized +20.3%
EBAY EBAY INC 2.0%
Value ($000) $8,099 Shares 154,422 Est. Cost $33.50 Unrealized +14.7%
CHD CHURCH & DWIGHT COMPANY 2.0%
Value ($000) $7,984 Shares 103,288 Est. Cost $66.24 Unrealized +2.8%
ACN ACCENTURE PLC CL A F 2.0%
Value ($000) $7,984 Shares 37,182 Est. Cost $72.24 Unrealized +141.7%
EMR EMERSON ELEC CO 2.0%
Value ($000) $7,973 Shares 128,539 Est. Cost $57.51 Unrealized -12.6%
ROK ROCKWELL AUTOMATION, INC 2.0%
Value ($000) $7,942 Shares 37,285 Est. Cost $149.90 Unrealized +17.1%
UPS UNITED PARCEL SVC INC 1.9%
Value ($000) $7,904 Shares 71,088 Est. Cost $80.15 Unrealized -0.5%
BDX BECTON DICKINSON & CO 1.9%
Value ($000) $7,862 Shares 32,858 Est. Cost $209.73 Unrealized +5.0%
GWW GRAINGER W W INC 1.9%
Value ($000) $7,792 Shares 24,803 Est. Cost $257.64 Unrealized +5.0%
INTC INTEL CORP 1.9%
Value ($000) $7,712 Shares 128,901 Est. Cost $31.25 Unrealized +70.2%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.9%
Value ($000) $7,672 Shares 97,039 Est. Cost $70.97 Unrealized -6.9%
SYY SYSCO CORP 1.9%
Value ($000) $7,633 Shares 139,643 Est. Cost $59.43 Unrealized -24.0%
TSCO TRACTOR SUPPLY COMP 1.8%
Value ($000) $7,428 Shares 56,364 Est. Cost $20.01 Unrealized 0.0%
CI CIGNA CORP 1.8%
Value ($000) $7,369 Shares 39,272 Est. Cost $169.92 Unrealized +2.1%
T AT&T INC 1.8%
Value ($000) $7,217 Shares 238,743 Est. Cost $15.09 Unrealized +2.7%
PSA PUBLIC STORAGE 1.7%
Value ($000) $6,870 Shares 35,800 Est. Cost $163.91 Unrealized -7.5%
BKNG BOOKING HLDGS INC 1.6%
Value ($000) $6,686 Shares 4,199 Est. Cost $1767.95 Unrealized -15.3%
HANESBRANDS INC. 1.6%
Value ($000) $6,438 Shares 570,202 Est. Cost $16.51 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC 1.6%
Value ($000) $6,432 Shares 174,888 Est. Cost $40.51 Unrealized -19.4%
MDT MEDTRONIC PLC 1.5%
Value ($000) $6,255 Shares 68,214 Est. Cost $76.25 Unrealized +7.3%
BK BANK OF NY MELLON CP NEW 1.5%
Value ($000) $6,005 Shares 155,379 Est. Cost $38.50 Unrealized -19.3%
LEA LEAR CORP 1.5%
Value ($000) $5,895 Shares 54,072 Est. Cost $120.43 Unrealized -26.2%
LW LAMB WESTON HLDGS INC 1.5%
Value ($000) $5,886 Shares 92,076 Est. Cost $72.80 Unrealized -24.3%
PNC PNC FINL SERVICES GP INC 1.4%
Value ($000) $5,668 Shares 53,875 Est. Cost $71.47 Unrealized +20.3%
FITB FIFTH THIRD BANCORP 1.4%
Value ($000) $5,517 Shares 286,149 Est. Cost $20.59 Unrealized -27.9%
WRB WR BERKLEY CORP 1.2%
Value ($000) $4,992 Shares 87,130 Est. Cost $27.03 Unrealized -19.9%
CDK GLOBAL INC 1.2%
Value ($000) $4,725 Shares 114,086 Est. Cost $41.42 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $4,379 Shares 97,930 Est. Cost $57.12 Unrealized -39.0%
KSS KOHLS CORP 1.1%
Value ($000) $4,275 Shares 205,806 Est. Cost $49.54 Unrealized -61.1%
FHN FIRST HORIZON NATIONAL CORP 1.0%
Value ($000) $4,254 Shares 427,101 Est. Cost $10.84 Unrealized -32.2%
FLS FLOWSERVE CORP 1.0%
Value ($000) $4,167 Shares 146,112 Est. Cost $36.78 Unrealized -35.8%
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $3,445 Shares 187,326 Est. Cost $32.68 Unrealized -52.6%
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $3,195 Shares 84,563 Est. Cost $35.48 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.6%
Value ($000) $2,472 Shares 484,734 Est. Cost $5.74 Unrealized -54.4%
CONTINENTAL RESOURCE 0.6%
Value ($000) $2,258 Shares 128,831 Est. Cost $40.75 Unrealized
EXPONENT INC 0.5%
Value ($000) $1,857 Shares 22,943 Est. Cost $71.95 Unrealized
COLLECTORS UNIVERSE 0.5%
Value ($000) $1,833 Shares 53,476 Est. Cost $17.15 Unrealized
FOX FACTORY HOLDING 0.4%
Value ($000) $1,493 Shares 18,073 Est. Cost $82.10 Unrealized
TNC TENNANT COMPANY 0.4%
Value ($000) $1,483 Shares 22,818 Est. Cost $57.20 Unrealized -1.5%
PLXS PLEXUS CORP 0.3%
Value ($000) $1,414 Shares 20,043 Est. Cost $57.82 Unrealized +7.4%
TTEK TETRA TECH INC 0.3%
Value ($000) $1,350 Shares 17,066 Est. Cost $13.51 Unrealized +12.4%
NIC INC 0.3%
Value ($000) $1,348 Shares 58,697 Est. Cost $16.07 Unrealized
BIOSPECIFICS TECH CO 0.3%
Value ($000) $1,342 Shares 21,899 Est. Cost $58.15 Unrealized
GMED GLOBUS MEDICAL, INC 0.3%
Value ($000) $1,330 Shares 27,880 Est. Cost $43.57 Unrealized +10.7%
IT GARTNER INC 0.3%
Value ($000) $1,304 Shares 10,751 Est. Cost $152.19 Unrealized -24.1%
RLI R L I CORP 0.3%
Value ($000) $1,281 Shares 15,609 Est. Cost $24.26 Unrealized +32.8%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,281 Shares 10,715 Est. Cost $90.50 Unrealized +12.2%
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.3%
Value ($000) $1,253 Shares 53,551 Est. Cost $12.75 Unrealized -20.6%
CHASE CORP 0.3%
Value ($000) $1,234 Shares 12,035 Est. Cost $75.44 Unrealized
INSTEEL INDUSTRIES 0.3%
Value ($000) $1,229 Shares 64,454 Est. Cost $19.35 Unrealized
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,229 Shares 78,388 Est. Cost $16.57 Unrealized
LIGAND PHARMA 0.3%
Value ($000) $1,223 Shares 10,932 Est. Cost $112.11 Unrealized
ICHR ICHOR HOLDINGS, LTD 0.3%
Value ($000) $1,207 Shares 45,413 Est. Cost $26.33 Unrealized -13.3%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,202 Shares 13,561 Est. Cost $70.11 Unrealized +28.0%
LIVENT CORP 0.3%
Value ($000) $1,201 Shares 194,964 Est. Cost $6.84 Unrealized
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $1,199 Shares 62,949 Est. Cost $19.21 Unrealized -34.5%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,186 Shares 35,468 Est. Cost $34.92 Unrealized -25.0%
AMERISAFE INC 0.3%
Value ($000) $1,171 Shares 19,147 Est. Cost $63.80 Unrealized
HLIO HELIOS TECHNOLOGIES INC 0.3%
Value ($000) $1,166 Shares 31,308 Est. Cost $45.85 Unrealized -25.6%
MTW MANITOWOC COMPANY 0.3%
Value ($000) $1,130 Shares 103,880 Est. Cost $18.33 Unrealized -48.4%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,119 Shares 16,678 Est. Cost $62.22 Unrealized -10.5%
SYKES ENTERPRISES 0.3%
Value ($000) $1,090 Shares 39,424 Est. Cost $25.93 Unrealized
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $1,084 Shares 47,654 Est. Cost $28.72 Unrealized -42.7%
ZIX CORPORATION 0.3%
Value ($000) $1,078 Shares 156,278 Est. Cost $6.61 Unrealized
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $1,066 Shares 50,892 Est. Cost $19.71 Unrealized -13.7%
HCKT HACKETT GROUP 0.3%
Value ($000) $1,058 Shares 78,173 Est. Cost $15.70 Unrealized -12.1%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.3%
Value ($000) $1,051 Shares 44,257 Est. Cost $28.99 Unrealized -23.8%
INTRICON CORP 0.3%
Value ($000) $1,041 Shares 77,034 Est. Cost $18.07 Unrealized
NVEC N V E CORPORATION 0.3%
Value ($000) $1,038 Shares 16,786 Est. Cost $87.50 Unrealized -34.7%
AMALGAMATED BANK 0.3%
Value ($000) $1,015 Shares 80,291 Est. Cost $14.26 Unrealized
CAMT CAMTEK LTD 0.2%
Value ($000) $996 Shares 79,181 Est. Cost $10.34 Unrealized +8.2%
FORWARD AIR CORP 0.2%
Value ($000) $977 Shares 19,620 Est. Cost $62.22 Unrealized
NEENAH INC 0.2%
Value ($000) $966 Shares 19,538 Est. Cost $65.32 Unrealized
SRCE FIRST SOURCE CORP 0.2%
Value ($000) $953 Shares 26,771 Est. Cost $36.09 Unrealized
BLFS BIOLIFE SOLUTIONS, INC 0.2%
Value ($000) $933 Shares 57,047 Est. Cost $16.66 Unrealized -17.3%
TILE INTERFACE INC 0.2%
Value ($000) $923 Shares 113,347 Est. Cost $13.95 Unrealized -39.1%
EIG EMPLOYERS HOLDINGS INC 0.2%
Value ($000) $906 Shares 30,046 Est. Cost $32.38 Unrealized -22.4%
AMN AMN HEALTHCARE SERVICES, INC 0.2%
Value ($000) $902 Shares 19,943 Est. Cost $50.75 Unrealized -5.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $900 Shares 3,749 Est. Cost $36.66 Unrealized +41.8%
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $893 Shares 17,325 Est. Cost $61.80 Unrealized -20.7%
SRI STONERIDGE, INC. 0.2%
Value ($000) $887 Shares 42,957 Est. Cost $28.79 Unrealized -34.9%
MGP INGREDIENTS INC 0.2%
Value ($000) $875 Shares 23,837 Est. Cost $30.24 Unrealized
FIS FIDELITY NATL INFORMATION 0.2%
Value ($000) $836 Shares 6,235 Est. Cost $104.10 Unrealized +12.1%
EPAC ENERPAC TOOL GROUP CORP 0.2%
Value ($000) $835 Shares 47,440 Est. Cost $21.25 Unrealized -21.3%
HY HYSTER-YALE MH CLASS A 0.2%
Value ($000) $806 Shares 20,853 Est. Cost $51.06 Unrealized -38.4%
CULP CULP INC 0.2%
Value ($000) $804 Shares 93,432 Est. Cost $14.01 Unrealized -52.9%
IBERIABANK CORP 0.2%
Value ($000) $766 Shares 16,815 Est. Cost $70.58 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $762 Shares 4,508 Est. Cost $147.77 Unrealized -4.3%
OEC ORION ENGINEERED CARBONS 0.2%
Value ($000) $751 Shares 70,879 Est. Cost $11.27 Unrealized -18.1%
G P STRATEGIES CORP 0.2%
Value ($000) $745 Shares 86,858 Est. Cost $12.38 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $743 Shares 5,190 Est. Cost $114.47 Unrealized
SPDR S&P 500 ETF 0.2%
Value ($000) $701 Shares 2,272 Est. Cost $258.51 Unrealized
VAREX IMAGING CORPOR 0.2%
Value ($000) $699 Shares 46,168 Est. Cost $61.39 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $640 Shares 11,736 Est. Cost $25.46 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $602 Shares 14,058 Est. Cost $12.59 Unrealized +31.8%
INN SUMMIT HOTEL PROPERTIES INC 0.1%
Value ($000) $583 Shares 98,242 Est. Cost $28.92 Unrealized
EXACT SCIENCES CORP 0.1%
Value ($000) $572 Shares 6,585 Est. Cost $48.75 Unrealized
INTELLIGENT SYSTEMS CORP 0.1%
Value ($000) $516 Shares 15,151 Est. Cost $34.06 Unrealized
MLKN HERMAN MILLER, INC 0.1%
Value ($000) $503 Shares 21,315 Est. Cost $19.32 Unrealized 0.0%
PLANTRONICS INC 0.1%
Value ($000) $498 Shares 33,932 Est. Cost $65.05 Unrealized
USB U S BANCORP 0.1%
Value ($000) $478 Shares 12,983 Est. Cost $36.11 Unrealized -22.9%
IRIX IRIDEX CORP 0.1%
Value ($000) $459 Shares 216,669 Est. Cost $4.17 Unrealized -54.9%
MCS MARCUS CORPORATION 0.1%
Value ($000) $449 Shares 33,801 Est. Cost $34.02 Unrealized -60.6%
OII OCEANEERING INTL INC 0.1%
Value ($000) $421 Shares 65,942 Est. Cost $17.36 Unrealized -69.6%
PLCE CHILDREN'S PLACE, INC 0.1%
Value ($000) $395 Shares 10,567 Est. Cost $33.99 Unrealized 0.0%
PDC ENERGY INC 0.1%
Value ($000) $386 Shares 31,042 Est. Cost $6.32 Unrealized
WALGREENS BOOTS ALLI 0.1%
Value ($000) $381 Shares 8,987 Est. Cost $54.64 Unrealized
W E C ENERGY GROUP INC 0.1%
Value ($000) $367 Shares 4,182 Est. Cost $83.45 Unrealized
3M CO 0.1%
Value ($000) $360 Shares 2,305 Est. Cost $190.79 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $320 Shares 2,147 Est. Cost $102.16 Unrealized +24.3%
ECL ECOLAB INC 0.1%
Value ($000) $320 Shares 1,609 Est. Cost $150.92 Unrealized +20.7%
SO SOUTHERN CO 0.1%
Value ($000) $304 Shares 5,868 Est. Cost $41.35 Unrealized +8.2%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $292 Shares 3,657 Est. Cost $66.81 Unrealized +1.2%
AMZN AMAZON COM INC 0.1%
Value ($000) $276 Shares 100 Est. Cost $96.79 Unrealized +24.8%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $270 Shares 1,547 Est. Cost $117.81 Unrealized +21.3%
NORTHERN OIL AND GAS 0.1%
Value ($000) $263 Shares 313,654 Est. Cost $1.73 Unrealized
MGEE MGE ENERGY INC 0.1%
Value ($000) $258 Shares 4,004 Est. Cost $67.55 Unrealized -14.5%
MKC MC CORMICK & CO INC 0.1%
Value ($000) $254 Shares 1,415 Est. Cost $73.49 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $237 Shares 4,296 Est. Cost $40.03 Unrealized +1.8%
VERA BRADLEY INC 0.1%
Value ($000) $235 Shares 52,943 Est. Cost $10.13 Unrealized
J P MORGAN CHASE & CO 0.1%
Value ($000) $234 Shares 2,488 Est. Cost $111.69 Unrealized
ABBVIE INC 0.1%
Value ($000) $216 Shares 2,196 Est. Cost $76.31 Unrealized
ALPHABET INC. CLASS A 0.1%
Value ($000) $216 Shares 152 Est. Cost $1421.05 Unrealized
SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $208 Shares 640 Est. Cost $325.00 Unrealized
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $207 Shares 570 Est. Cost $330.32 Unrealized 0.0%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $138 Shares 10,053 Est. Cost $14.63 Unrealized -26.0%
DNP SELECT INCOME CF 0.0%
Value ($000) $117 Shares 10,722 Est. Cost $11.84 Unrealized
HELIUS MEDICAL TECHN 0.0%
Value ($000) $87 Shares 204,829 Est. Cost $13.72 Unrealized