ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 4, 2020

Total Value ($000): $428,197 (100.0% shares, 0.0% debt)

Holdings (140)

AAPL APPLE INC 3.1%
Value ($000) $13,211 Shares 114,075 Est. Cost $86.04 Unrealized +23.2%
QCOM QUALCOMM INC 2.8%
Value ($000) $12,047 Shares 102,369 Est. Cost $62.71 Unrealized +51.7%
UPS UNITED PARCEL SVC INC 2.6%
Value ($000) $11,333 Shares 68,011 Est. Cost $80.15 Unrealized +46.4%
PYPL PAYPAL HOLDINGS INC COM 2.5%
Value ($000) $10,872 Shares 55,179 Est. Cost $110.58 Unrealized +69.9%
MSFT MICROSOFT CORP 2.4%
Value ($000) $10,284 Shares 48,896 Est. Cost $41.25 Unrealized +386.7%
BALL BALL CORPORATION 2.3%
Value ($000) $9,922 Shares 119,366 Est. Cost $36.19 Unrealized +99.2%
CHRW C.H. ROBINSON WORLDWIDE, INC. 2.3%
Value ($000) $9,675 Shares 94,679 Est. Cost $70.97 Unrealized +16.4%
IQV IQVIA HOLDINGS INC 2.3%
Value ($000) $9,664 Shares 61,308 Est. Cost $104.71 Unrealized +49.7%
CHD CHURCH & DWIGHT COMPANY 2.2%
Value ($000) $9,598 Shares 102,424 Est. Cost $66.24 Unrealized +28.7%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $9,396 Shares 63,112 Est. Cost $114.77 Unrealized +10.7%
WM WASTE MGMT INC 2.1%
Value ($000) $9,128 Shares 80,659 Est. Cost $97.23 Unrealized +4.2%
HANESBRANDS INC. 2.1%
Value ($000) $8,939 Shares 567,561 Est. Cost $16.51 Unrealized
GWW GRAINGER W W INC 2.1%
Value ($000) $8,814 Shares 24,706 Est. Cost $257.64 Unrealized +25.9%
EA ELECTRONIC ARTS INC 2.0%
Value ($000) $8,681 Shares 66,565 Est. Cost $102.32 Unrealized +29.5%
SYY SYSCO CORP 2.0%
Value ($000) $8,653 Shares 139,077 Est. Cost $59.43 Unrealized -15.2%
FMC F M C CORP NEW 2.0%
Value ($000) $8,608 Shares 81,281 Est. Cost $65.35 Unrealized +38.9%
EMR EMERSON ELEC CO 2.0%
Value ($000) $8,379 Shares 127,780 Est. Cost $57.51 Unrealized +2.2%
HRL HORMEL FOODS CORP 1.9%
Value ($000) $8,273 Shares 169,214 Est. Cost $33.93 Unrealized +26.9%
CLX CLOROX CO 1.9%
Value ($000) $8,245 Shares 39,229 Est. Cost $125.61 Unrealized +50.4%
ROK ROCKWELL AUTOMATION, INC 1.9%
Value ($000) $8,231 Shares 37,299 Est. Cost $149.90 Unrealized +35.9%
KMB KIMBERLY CLARK CORP 1.9%
Value ($000) $8,218 Shares 55,652 Est. Cost $103.67 Unrealized +19.1%
ACN ACCENTURE PLC CL A F 1.9%
Value ($000) $8,183 Shares 36,210 Est. Cost $72.24 Unrealized +193.8%
TSCO TRACTOR SUPPLY COMP 1.9%
Value ($000) $8,076 Shares 56,342 Est. Cost $20.01 Unrealized +31.7%
PSA PUBLIC STORAGE 1.9%
Value ($000) $7,999 Shares 35,915 Est. Cost $163.91 Unrealized -1.0%
EBAY EBAY INC 1.8%
Value ($000) $7,822 Shares 150,134 Est. Cost $33.50 Unrealized +50.0%
BDX BECTON DICKINSON & CO 1.8%
Value ($000) $7,703 Shares 33,105 Est. Cost $209.73 Unrealized +7.4%
ALSN ALLISON TRANSMISSION HLDGS INC 1.7%
Value ($000) $7,300 Shares 207,737 Est. Cost $39.34 Unrealized -15.7%
BKNG BOOKING HLDGS INC 1.7%
Value ($000) $7,257 Shares 4,242 Est. Cost $1767.54 Unrealized -2.2%
MDT MEDTRONIC PLC 1.7%
Value ($000) $7,150 Shares 68,803 Est. Cost $76.25 Unrealized +13.1%
T AT&T INC 1.6%
Value ($000) $6,955 Shares 243,951 Est. Cost $15.10 Unrealized +3.0%
INTC INTEL CORP 1.6%
Value ($000) $6,792 Shares 131,172 Est. Cost $31.52 Unrealized +47.6%
CI CIGNA CORP 1.6%
Value ($000) $6,770 Shares 39,961 Est. Cost $169.76 Unrealized -5.1%
FITB FIFTH THIRD BANCORP 1.5%
Value ($000) $6,408 Shares 300,558 Est. Cost $20.39 Unrealized -19.8%
LW LAMB WESTON HLDGS INC 1.4%
Value ($000) $6,197 Shares 93,516 Est. Cost $72.58 Unrealized -19.1%
PNC PNC FINL SERVICES GP INC 1.4%
Value ($000) $6,069 Shares 55,214 Est. Cost $71.89 Unrealized +23.4%
BK BANK OF NY MELLON CP NEW 1.4%
Value ($000) $5,986 Shares 174,330 Est. Cost $37.70 Unrealized -17.3%
FHN FIRST HORIZON NATIONAL CORP 1.4%
Value ($000) $5,978 Shares 633,985 Est. Cost $9.82 Unrealized -21.4%
WRB WR BERKLEY CORP 1.4%
Value ($000) $5,915 Shares 96,727 Est. Cost $26.76 Unrealized -9.4%
LEA LEAR CORP 1.4%
Value ($000) $5,915 Shares 54,238 Est. Cost $120.43 Unrealized -15.5%
CDK GLOBAL INC 1.2%
Value ($000) $5,014 Shares 115,024 Est. Cost $41.42 Unrealized
FLS FLOWSERVE CORP 1.0%
Value ($000) $4,176 Shares 153,023 Est. Cost $36.29 Unrealized -28.4%
KSS KOHLS CORP 0.9%
Value ($000) $3,895 Shares 210,213 Est. Cost $48.95 Unrealized -56.8%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,464 Shares 100,900 Est. Cost $56.39 Unrealized -42.7%
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $3,369 Shares 82,403 Est. Cost $35.48 Unrealized
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $2,966 Shares 190,614 Est. Cost $32.40 Unrealized -49.0%
AM ANTERO MIDSTREAM CORP COM 0.6%
Value ($000) $2,598 Shares 483,769 Est. Cost $5.74 Unrealized -33.6%
BLFS BIOLIFE SOLUTIONS, INC 0.4%
Value ($000) $1,741 Shares 60,144 Est. Cost $16.91 Unrealized +27.7%
LIVENT CORP 0.4%
Value ($000) $1,734 Shares 193,297 Est. Cost $6.84 Unrealized
EXPONENT INC 0.4%
Value ($000) $1,658 Shares 23,018 Est. Cost $71.95 Unrealized
CONTINENTAL RESOURCE 0.4%
Value ($000) $1,621 Shares 132,010 Est. Cost $40.06 Unrealized
TTEK TETRA TECH INC 0.4%
Value ($000) $1,617 Shares 16,937 Est. Cost $13.51 Unrealized +31.6%
COLLECTORS UNIVERSE 0.4%
Value ($000) $1,603 Shares 32,391 Est. Cost $17.15 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,475 Shares 10,615 Est. Cost $90.50 Unrealized +28.6%
TNC TENNANT COMPANY 0.3%
Value ($000) $1,423 Shares 23,575 Est. Cost $57.34 Unrealized +7.2%
PLXS PLEXUS CORP 0.3%
Value ($000) $1,416 Shares 20,053 Est. Cost $57.82 Unrealized +26.8%
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $1,396 Shares 47,466 Est. Cost $28.72 Unrealized -19.7%
GMED GLOBUS MEDICAL, INC 0.3%
Value ($000) $1,375 Shares 27,769 Est. Cost $43.57 Unrealized +18.4%
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,370 Shares 78,190 Est. Cost $16.57 Unrealized
IT GARTNER INC 0.3%
Value ($000) $1,348 Shares 10,786 Est. Cost $152.19 Unrealized -16.5%
SYKES ENTERPRISES 0.3%
Value ($000) $1,348 Shares 39,411 Est. Cost $25.93 Unrealized
RLI R L I CORP 0.3%
Value ($000) $1,316 Shares 15,722 Est. Cost $24.26 Unrealized +48.2%
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.3%
Value ($000) $1,272 Shares 54,140 Est. Cost $12.73 Unrealized -8.6%
INSTEEL INDUSTRIES 0.3%
Value ($000) $1,220 Shares 65,219 Est. Cost $19.34 Unrealized
CAMT CAMTEK LTD 0.3%
Value ($000) $1,218 Shares 79,164 Est. Cost $10.34 Unrealized +41.4%
AMN AMN HEALTHCARE SERVICES, INC 0.3%
Value ($000) $1,184 Shares 20,245 Est. Cost $50.77 Unrealized +3.7%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,183 Shares 94,578 Est. Cost $11.45 Unrealized +4.6%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,182 Shares 35,705 Est. Cost $34.92 Unrealized -5.5%
BIOSPECIFICS TECH CO 0.3%
Value ($000) $1,179 Shares 22,310 Est. Cost $58.05 Unrealized
NIC INC 0.3%
Value ($000) $1,174 Shares 59,574 Est. Cost $16.13 Unrealized
CHASE CORP 0.3%
Value ($000) $1,167 Shares 12,234 Est. Cost $75.77 Unrealized
CULP CULP INC 0.3%
Value ($000) $1,166 Shares 93,889 Est. Cost $14.01 Unrealized -25.0%
HLIO HELIOS TECHNOLOGIES INC 0.3%
Value ($000) $1,164 Shares 31,973 Est. Cost $45.70 Unrealized -15.2%
MLKN HERMAN MILLER, INC 0.3%
Value ($000) $1,143 Shares 37,902 Est. Cost $20.13 Unrealized +5.2%
LIGAND PHARMA 0.3%
Value ($000) $1,142 Shares 11,984 Est. Cost $110.64 Unrealized
FORWARD AIR CORP 0.3%
Value ($000) $1,136 Shares 19,791 Est. Cost $62.22 Unrealized
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $1,118 Shares 63,903 Est. Cost $19.22 Unrealized +4.2%
AMERISAFE INC 0.3%
Value ($000) $1,114 Shares 19,426 Est. Cost $63.71 Unrealized
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,113 Shares 13,933 Est. Cost $70.46 Unrealized +17.8%
NVEC N V E CORPORATION 0.3%
Value ($000) $1,072 Shares 21,834 Est. Cost $80.08 Unrealized -30.8%
MGP INGREDIENTS INC 0.2%
Value ($000) $1,048 Shares 26,370 Est. Cost $31.16 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,041 Shares 3,749 Est. Cost $36.66 Unrealized +64.4%
INDB INDEPENDENT BANK CO 0.2%
Value ($000) $1,041 Shares 19,879 Est. Cost $60.56 Unrealized -14.3%
ICHR ICHOR HOLDINGS, LTD 0.2%
Value ($000) $1,027 Shares 47,607 Est. Cost $26.34 Unrealized +0.9%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.2%
Value ($000) $1,027 Shares 49,275 Est. Cost $28.34 Unrealized -19.9%
ZIX CORPORATION 0.2%
Value ($000) $1,018 Shares 174,324 Est. Cost $6.53 Unrealized
INTRICON CORP 0.2%
Value ($000) $1,001 Shares 82,190 Est. Cost $17.70 Unrealized
CCBG CAPITAL CITY BANK GP 0.2%
Value ($000) $995 Shares 52,967 Est. Cost $19.61 Unrealized -12.7%
EIG EMPLOYERS HOLDINGS INC 0.2%
Value ($000) $954 Shares 31,537 Est. Cost $32.08 Unrealized -18.7%
MTW MANITOWOC COMPANY 0.2%
Value ($000) $932 Shares 110,821 Est. Cost $17.81 Unrealized -44.1%
EPAC ENERPAC TOOL GROUP CORP 0.2%
Value ($000) $918 Shares 48,793 Est. Cost $21.21 Unrealized -6.8%
HCKT HACKETT GROUP 0.2%
Value ($000) $916 Shares 81,889 Est. Cost $15.58 Unrealized -17.0%
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $910 Shares 18,568 Est. Cost $61.04 Unrealized -17.3%
TILE INTERFACE INC 0.2%
Value ($000) $895 Shares 146,264 Est. Cost $12.49 Unrealized -40.3%
SRCE FIRST SOURCE CORP 0.2%
Value ($000) $891 Shares 28,899 Est. Cost $35.70 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $887 Shares 4,508 Est. Cost $147.77 Unrealized +11.6%
VAREX IMAGING CORPOR 0.2%
Value ($000) $886 Shares 69,617 Est. Cost $45.00 Unrealized
AMALGAMATED BANK 0.2%
Value ($000) $883 Shares 83,503 Est. Cost $14.12 Unrealized
NEENAH INC 0.2%
Value ($000) $861 Shares 22,966 Est. Cost $61.17 Unrealized
SRI STONERIDGE, INC. 0.2%
Value ($000) $851 Shares 46,344 Est. Cost $28.18 Unrealized -27.6%
G P STRATEGIES CORP 0.2%
Value ($000) $841 Shares 87,242 Est. Cost $12.38 Unrealized
HY HYSTER-YALE MH CLASS A 0.2%
Value ($000) $827 Shares 22,254 Est. Cost $49.96 Unrealized -33.0%
SPDR S&P 500 ETF 0.2%
Value ($000) $761 Shares 2,272 Est. Cost $258.51 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $700 Shares 11,993 Est. Cost $26.16 Unrealized
EXACT SCIENCES CORP 0.2%
Value ($000) $671 Shares 6,585 Est. Cost $48.75 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $629 Shares 13,958 Est. Cost $12.59 Unrealized +59.4%
FOX FACTORY HOLDING 0.1%
Value ($000) $610 Shares 8,211 Est. Cost $82.10 Unrealized
INTELLIGENT SYSTEMS CORP 0.1%
Value ($000) $602 Shares 15,445 Est. Cost $34.15 Unrealized
INN SUMMIT HOTEL PROPERTIES INC 0.1%
Value ($000) $519 Shares 100,219 Est. Cost $28.45 Unrealized
SILC SILICOM LTD 0.1%
Value ($000) $512 Shares 15,811 Est. Cost $35.92 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION 0.1%
Value ($000) $498 Shares 3,386 Est. Cost $104.10 Unrealized +23.7%
USB U S BANCORP 0.1%
Value ($000) $465 Shares 12,983 Est. Cost $36.11 Unrealized -19.9%
IRIX IRIDEX CORP 0.1%
Value ($000) $446 Shares 227,582 Est. Cost $4.07 Unrealized -49.2%
PLANTRONICS INC 0.1%
Value ($000) $441 Shares 37,284 Est. Cost $60.26 Unrealized
PDC ENERGY INC 0.1%
Value ($000) $415 Shares 33,481 Est. Cost $6.77 Unrealized
W E C ENERGY GROUP INC 0.1%
Value ($000) $405 Shares 4,182 Est. Cost $83.45 Unrealized
3M CO 0.1%
Value ($000) $353 Shares 2,205 Est. Cost $190.79 Unrealized
VERA BRADLEY INC 0.1%
Value ($000) $333 Shares 54,501 Est. Cost $10.02 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $324 Shares 3,657 Est. Cost $66.81 Unrealized -0.1%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $323 Shares 8,987 Est. Cost $54.64 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $322 Shares 1,609 Est. Cost $150.92 Unrealized +24.9%
SO SOUTHERN CO 0.1%
Value ($000) $318 Shares 5,868 Est. Cost $41.35 Unrealized +5.3%
PLCE CHILDREN'S PLACE, INC 0.1%
Value ($000) $305 Shares 10,746 Est. Cost $33.88 Unrealized -19.0%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $299 Shares 2,147 Est. Cost $102.16 Unrealized +22.4%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $299 Shares 1,547 Est. Cost $117.81 Unrealized +42.0%
MCS MARCUS CORPORATION 0.1%
Value ($000) $296 Shares 38,333 Est. Cost $31.59 Unrealized -57.4%
MKC MC CORMICK & CO INC 0.1%
Value ($000) $275 Shares 1,415 Est. Cost $73.49 Unrealized +19.3%
OII OCEANEERING INTL INC 0.1%
Value ($000) $273 Shares 77,651 Est. Cost $15.54 Unrealized -66.0%
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $271 Shares 9,105 Est. Cost $23.93 Unrealized 0.0%
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $252 Shares 570 Est. Cost $330.32 Unrealized +23.3%
MGEE MGE ENERGY INC 0.1%
Value ($000) $251 Shares 4,004 Est. Cost $67.55 Unrealized -14.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $250 Shares 4,196 Est. Cost $40.03 Unrealized +6.3%
J P MORGAN CHASE & CO 0.1%
Value ($000) $240 Shares 2,488 Est. Cost $111.69 Unrealized
ALPHABET INC. CLASS A 0.1%
Value ($000) $220 Shares 150 Est. Cost $1421.05 Unrealized
SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $217 Shares 640 Est. Cost $325.00 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $210 Shares 1,120 Est. Cost $187.50 Unrealized
NOG NORTHERN OIL AND GAS 0.0%
Value ($000) $209 Shares 36,443 Est. Cost $7.10 Unrealized 0.0%
AMGN AMGEN INC. 0.0%
Value ($000) $203 Shares 800 Est. Cost $209.54 Unrealized 0.0%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $127 Shares 10,053 Est. Cost $14.63 Unrealized -27.0%
DNP SELECT INCOME CF 0.0%
Value ($000) $108 Shares 10,722 Est. Cost $11.84 Unrealized
HELIUS MEDICAL TECHN 0.0%
Value ($000) $79 Shares 204,829 Est. Cost $13.72 Unrealized