ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $492,892 (100.0% shares, 0.0% debt)

Holdings (143)

AAPL APPLE INC 3.0%
Value ($000) $14,671 Shares 110,563 Est. Cost $86.04 Unrealized +36.0%
QCOM QUALCOMM INC 2.7%
Value ($000) $13,327 Shares 87,485 Est. Cost $62.71 Unrealized +98.9%
PYPL PAYPAL HOLDINGS INC COM 2.5%
Value ($000) $12,458 Shares 53,195 Est. Cost $110.58 Unrealized +86.9%
UPS UNITED PARCEL SVC INC 2.3%
Value ($000) $11,216 Shares 66,601 Est. Cost $80.15 Unrealized +70.8%
IQV IQVIA HOLDINGS INC 2.2%
Value ($000) $10,980 Shares 61,285 Est. Cost $104.71 Unrealized +60.9%
MSFT MICROSOFT CORP 2.2%
Value ($000) $10,743 Shares 48,299 Est. Cost $41.25 Unrealized +399.5%
BALL BALL CORPORATION 2.2%
Value ($000) $10,715 Shares 114,991 Est. Cost $36.19 Unrealized +139.8%
SYY SYSCO CORP 2.1%
Value ($000) $10,218 Shares 137,604 Est. Cost $59.43 Unrealized +1.0%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $9,972 Shares 63,360 Est. Cost $114.77 Unrealized +11.1%
EMR EMERSON ELEC CO 2.0%
Value ($000) $9,958 Shares 123,900 Est. Cost $57.51 Unrealized +16.2%
GWW GRAINGER W W INC 2.0%
Value ($000) $9,930 Shares 24,317 Est. Cost $257.64 Unrealized +44.2%
WM WASTE MGMT INC 1.9%
Value ($000) $9,572 Shares 81,169 Est. Cost $97.23 Unrealized +10.5%
EA ELECTRONIC ARTS INC 1.9%
Value ($000) $9,570 Shares 66,640 Est. Cost $102.32 Unrealized +22.6%
BKNG BOOKING HLDGS INC 1.9%
Value ($000) $9,522 Shares 4,275 Est. Cost $1767.54 Unrealized +7.4%
ACN ACCENTURE PLC A 1.9%
Value ($000) $9,399 Shares 35,983 Est. Cost $72.24 Unrealized +208.7%
ROK ROCKWELL AUTOMATION, INC 1.9%
Value ($000) $9,308 Shares 37,113 Est. Cost $149.90 Unrealized +49.4%
FMC F M C CORP 1.9%
Value ($000) $9,277 Shares 80,715 Est. Cost $65.35 Unrealized +45.1%
ALSN ALLISON TRANSMISSION HLDGS INC 1.8%
Value ($000) $9,043 Shares 209,668 Est. Cost $39.34 Unrealized -6.0%
CHD CHURCH & DWIGHT COMPANY 1.8%
Value ($000) $8,958 Shares 102,692 Est. Cost $66.24 Unrealized +25.9%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.8%
Value ($000) $8,955 Shares 95,393 Est. Cost $70.97 Unrealized +18.9%
LEA LEAR CORP 1.7%
Value ($000) $8,559 Shares 53,819 Est. Cost $120.43 Unrealized +4.4%
HANESBRANDS INC. 1.7%
Value ($000) $8,409 Shares 576,730 Est. Cost $16.48 Unrealized
PSA PUBLIC STORAGE 1.7%
Value ($000) $8,404 Shares 36,394 Est. Cost $164.17 Unrealized +11.8%
CI CIGNA CORP 1.7%
Value ($000) $8,385 Shares 40,276 Est. Cost $169.76 Unrealized +5.7%
BDX BECTON DICKINSON & CO 1.7%
Value ($000) $8,336 Shares 33,313 Est. Cost $209.73 Unrealized +2.3%
PNC PNC FINL SERVICES GP INC 1.7%
Value ($000) $8,271 Shares 55,508 Est. Cost $71.89 Unrealized +48.1%
FITB FIFTH THIRD BANCORP 1.7%
Value ($000) $8,267 Shares 299,871 Est. Cost $20.39 Unrealized +1.9%
KSS KOHLS CORP 1.7%
Value ($000) $8,177 Shares 200,953 Est. Cost $48.95 Unrealized -40.6%
MDT MEDTRONIC PLC 1.6%
Value ($000) $8,101 Shares 69,156 Est. Cost $76.25 Unrealized +24.7%
PHYSICIANS REALTY TRUST 1.6%
Value ($000) $8,012 Shares 450,098 Est. Cost $17.80 Unrealized
CLX CLOROX CO 1.6%
Value ($000) $8,008 Shares 39,661 Est. Cost $126.17 Unrealized +39.8%
FHN FIRST HORIZON CORP 1.6%
Value ($000) $7,959 Shares 623,735 Est. Cost $9.82 Unrealized -0.6%
TSCO TRACTOR SUPPLY COMP 1.6%
Value ($000) $7,947 Shares 56,530 Est. Cost $20.01 Unrealized +28.7%
T AT&T INC 1.6%
Value ($000) $7,670 Shares 266,690 Est. Cost $15.13 Unrealized +1.7%
KMB KIMBERLY CLARK CORP 1.5%
Value ($000) $7,548 Shares 55,984 Est. Cost $103.67 Unrealized +11.9%
EBAY EBAY INC 1.5%
Value ($000) $7,524 Shares 149,736 Est. Cost $33.50 Unrealized +39.4%
BK BANK OF NY MELLON CO 1.5%
Value ($000) $7,505 Shares 176,844 Est. Cost $37.64 Unrealized -11.9%
LW LAMB WESTON HLDGS INC 1.5%
Value ($000) $7,486 Shares 95,068 Est. Cost $72.49 Unrealized -7.6%
INTC INTEL CORP 1.4%
Value ($000) $6,686 Shares 134,209 Est. Cost $31.80 Unrealized +38.4%
WRB WR BERKLEY CORP 1.3%
Value ($000) $6,568 Shares 98,885 Est. Cost $26.73 Unrealized -4.4%
CDK GLOBAL INC 1.2%
Value ($000) $6,049 Shares 116,706 Est. Cost $41.57 Unrealized
FLS FLOWSERVE CORP 1.1%
Value ($000) $5,370 Shares 145,719 Est. Cost $36.29 Unrealized -19.1%
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $3,721 Shares 80,728 Est. Cost $35.48 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.7%
Value ($000) $3,601 Shares 467,052 Est. Cost $5.74 Unrealized -22.2%
ENERGY SELECT SECTOR SPDR ETF 0.7%
Value ($000) $3,475 Shares 91,694 Est. Cost $37.90 Unrealized
LIVENT CORP 0.7%
Value ($000) $3,345 Shares 177,550 Est. Cost $6.84 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $3,178 Shares 145,594 Est. Cost $32.40 Unrealized -47.9%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,971 Shares 72,081 Est. Cost $56.39 Unrealized -46.2%
BLFS BIOLIFE SOLUTIONS, INC 0.4%
Value ($000) $2,034 Shares 50,999 Est. Cost $16.91 Unrealized +101.6%
EXPONENT INC 0.4%
Value ($000) $2,030 Shares 22,553 Est. Cost $71.95 Unrealized
TTEK TETRA TECH INC 0.4%
Value ($000) $1,825 Shares 15,759 Est. Cost $13.51 Unrealized +66.8%
CONTINENTAL RESOURCE 0.4%
Value ($000) $1,800 Shares 110,416 Est. Cost $40.06 Unrealized
GMED GLOBUS MEDICAL, INC 0.4%
Value ($000) $1,766 Shares 27,074 Est. Cost $43.57 Unrealized +31.9%
IT GARTNER INC 0.3%
Value ($000) $1,696 Shares 10,587 Est. Cost $152.19 Unrealized -5.3%
CAMT CAMTEK LTD 0.3%
Value ($000) $1,691 Shares 77,193 Est. Cost $10.34 Unrealized +82.2%
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $1,680 Shares 46,180 Est. Cost $28.72 Unrealized -0.9%
HLIO HELIOS TECHNOLOGIES INC 0.3%
Value ($000) $1,668 Shares 31,304 Est. Cost $45.70 Unrealized +2.9%
TNC TENNANT COMPANY 0.3%
Value ($000) $1,643 Shares 23,415 Est. Cost $57.34 Unrealized +6.7%
RLI R L I CORP 0.3%
Value ($000) $1,595 Shares 15,312 Est. Cost $24.26 Unrealized +62.9%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,592 Shares 92,859 Est. Cost $11.45 Unrealized +33.2%
TILE INTERFACE INC 0.3%
Value ($000) $1,584 Shares 150,875 Est. Cost $12.35 Unrealized -35.2%
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,562 Shares 76,785 Est. Cost $16.57 Unrealized
PLXS PLEXUS CORP 0.3%
Value ($000) $1,534 Shares 19,612 Est. Cost $57.82 Unrealized +29.0%
NIC INC 0.3%
Value ($000) $1,517 Shares 58,722 Est. Cost $16.13 Unrealized
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $1,515 Shares 60,994 Est. Cost $19.22 Unrealized +16.0%
FORWARD AIR CORP 0.3%
Value ($000) $1,490 Shares 19,391 Est. Cost $62.22 Unrealized
ZIX CORPORATION 0.3%
Value ($000) $1,487 Shares 172,332 Est. Cost $6.53 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,477 Shares 10,615 Est. Cost $90.50 Unrealized +36.1%
SILC SILICOM LTD 0.3%
Value ($000) $1,474 Shares 35,211 Est. Cost $36.82 Unrealized +2.0%
INTRICON CORP 0.3%
Value ($000) $1,463 Shares 80,855 Est. Cost $17.70 Unrealized
CULP CULP INC 0.3%
Value ($000) $1,460 Shares 91,996 Est. Cost $14.01 Unrealized -3.8%
MTW MANITOWOC COMPANY 0.3%
Value ($000) $1,455 Shares 109,294 Est. Cost $17.81 Unrealized -40.2%
SYKES ENTERPRISES 0.3%
Value ($000) $1,449 Shares 38,456 Est. Cost $25.93 Unrealized
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,426 Shares 19,524 Est. Cost $60.56 Unrealized -9.7%
INSTEEL INDUSTRIES 0.3%
Value ($000) $1,420 Shares 63,784 Est. Cost $19.34 Unrealized
ICHR ICHOR HOLDINGS, LTD 0.3%
Value ($000) $1,408 Shares 46,691 Est. Cost $26.34 Unrealized +7.4%
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.3%
Value ($000) $1,396 Shares 53,258 Est. Cost $12.73 Unrealized +2.2%
VAREX IMAGING CORPOR 0.3%
Value ($000) $1,390 Shares 83,327 Est. Cost $40.34 Unrealized
SRI STONERIDGE, INC. 0.3%
Value ($000) $1,382 Shares 45,722 Est. Cost $28.18 Unrealized -8.0%
INTELLIGENT SYSTEMS CORP 0.3%
Value ($000) $1,375 Shares 34,287 Est. Cost $37.42 Unrealized
AMN AMN HEALTHCARE SERVICES, INC 0.3%
Value ($000) $1,362 Shares 19,962 Est. Cost $50.77 Unrealized +28.4%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,349 Shares 35,081 Est. Cost $34.92 Unrealized +2.7%
MGP INGREDIENTS INC 0.3%
Value ($000) $1,342 Shares 28,517 Est. Cost $32.35 Unrealized
LIGAND PHARMA 0.3%
Value ($000) $1,335 Shares 13,419 Est. Cost $109.44 Unrealized
NVEC N V E CORPORATION 0.3%
Value ($000) $1,322 Shares 23,526 Est. Cost $78.01 Unrealized -34.2%
HY HYSTER-YALE MH CLASS A 0.3%
Value ($000) $1,311 Shares 22,019 Est. Cost $49.96 Unrealized -13.5%
AMALGAMATED BANK 0.3%
Value ($000) $1,310 Shares 95,373 Est. Cost $14.07 Unrealized
NEENAH INC 0.3%
Value ($000) $1,306 Shares 23,606 Est. Cost $61.01 Unrealized
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $1,285 Shares 52,291 Est. Cost $19.61 Unrealized +3.0%
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $1,264 Shares 18,324 Est. Cost $61.04 Unrealized +5.1%
MLKN HERMAN MILLER, INC 0.3%
Value ($000) $1,259 Shares 37,234 Est. Cost $20.13 Unrealized +48.2%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.3%
Value ($000) $1,234 Shares 49,039 Est. Cost $28.34 Unrealized -24.1%
CHASE CORP 0.2%
Value ($000) $1,220 Shares 12,075 Est. Cost $75.77 Unrealized
HCKT HACKETT GROUP 0.2%
Value ($000) $1,170 Shares 81,281 Est. Cost $15.58 Unrealized -11.0%
UTMD UTAH MEDICAL PRODUCT 0.2%
Value ($000) $1,167 Shares 13,848 Est. Cost $70.46 Unrealized +21.0%
SRCE FIRST SOURCE CORP 0.2%
Value ($000) $1,158 Shares 28,736 Est. Cost $35.70 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,157 Shares 14,996 Est. Cost $58.39 Unrealized +12.4%
SPDR S&P 500 ETF 0.2%
Value ($000) $1,148 Shares 3,071 Est. Cost $288.51 Unrealized
EIG EMPLOYERS HOLDINGS INC 0.2%
Value ($000) $1,118 Shares 34,731 Est. Cost $31.59 Unrealized -15.2%
AMERISAFE INC 0.2%
Value ($000) $1,106 Shares 19,266 Est. Cost $63.71 Unrealized
EPAC ENERPAC TOOL GROUP CORP 0.2%
Value ($000) $1,093 Shares 48,333 Est. Cost $21.21 Unrealized -2.3%
G P STRATEGIES CORP 0.2%
Value ($000) $1,005 Shares 84,753 Est. Cost $12.38 Unrealized
PLANTRONICS INC 0.2%
Value ($000) $985 Shares 36,445 Est. Cost $60.26 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $939 Shares 4,508 Est. Cost $147.77 Unrealized +20.5%
EXACT SCIENCES CORP 0.2%
Value ($000) $872 Shares 6,585 Est. Cost $48.75 Unrealized
INN SUMMIT HOTEL PROPERTIES INC 0.2%
Value ($000) $869 Shares 96,400 Est. Cost $28.45 Unrealized
FOX FACTORY HOLDING 0.2%
Value ($000) $856 Shares 8,098 Est. Cost $82.10 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $814 Shares 12,113 Est. Cost $26.57 Unrealized
LYDALL, INC 0.1%
Value ($000) $728 Shares 24,228 Est. Cost $30.05 Unrealized
CHANNELADVISOR CORP 0.1%
Value ($000) $694 Shares 43,441 Est. Cost $15.98 Unrealized
PDC ENERGY INC 0.1%
Value ($000) $671 Shares 32,686 Est. Cost $6.77 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $642 Shares 13,144 Est. Cost $12.59 Unrealized +64.6%
USB U S BANCORP 0.1%
Value ($000) $605 Shares 12,983 Est. Cost $36.11 Unrealized -6.2%
OII OCEANEERING INTL INC 0.1%
Value ($000) $603 Shares 75,800 Est. Cost $15.54 Unrealized -62.4%
IRIX IRIDEX CORP 0.1%
Value ($000) $568 Shares 226,203 Est. Cost $4.07 Unrealized -53.6%
PLCE CHILDREN'S PLACE, INC 0.1%
Value ($000) $524 Shares 10,453 Est. Cost $33.88 Unrealized +7.4%
FIS FIDELITY NATL INFORMATION 0.1%
Value ($000) $479 Shares 3,386 Est. Cost $104.10 Unrealized +22.5%
VERA BRADLEY INC 0.1%
Value ($000) $424 Shares 53,263 Est. Cost $10.02 Unrealized
3M CO 0.1%
Value ($000) $385 Shares 2,205 Est. Cost $190.79 Unrealized
W E C ENERGY GROUP INC 0.1%
Value ($000) $385 Shares 4,182 Est. Cost $83.45 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $378 Shares 2,147 Est. Cost $102.16 Unrealized +44.3%
SO SOUTHERN CO 0.1%
Value ($000) $360 Shares 5,868 Est. Cost $41.35 Unrealized +19.8%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $357 Shares 8,953 Est. Cost $54.64 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $346 Shares 1,601 Est. Cost $150.92 Unrealized +30.8%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $335 Shares 3,657 Est. Cost $66.81 Unrealized +13.3%
NOG NORTHERN OIL AND GAS 0.1%
Value ($000) $318 Shares 36,302 Est. Cost $7.10 Unrealized -12.8%
J P MORGAN CHASE & CO 0.1%
Value ($000) $316 Shares 2,488 Est. Cost $111.69 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $315 Shares 1,547 Est. Cost $117.81 Unrealized +53.6%
COMPUTER SERVICES, INC 0.1%
Value ($000) $306 Shares 5,151 Est. Cost $59.41 Unrealized
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $305 Shares 8,982 Est. Cost $23.93 Unrealized +9.6%
MGEE MGE ENERGY INC 0.1%
Value ($000) $280 Shares 4,004 Est. Cost $67.55 Unrealized -8.6%
MKC MC CORMICK & CO INC 0.1%
Value ($000) $271 Shares 2,830 Est. Cost $79.15 Unrealized +7.2%
SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $269 Shares 640 Est. Cost $325.00 Unrealized
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $265 Shares 570 Est. Cost $330.32 Unrealized +40.0%
DIS WALT DISNEY CO 0.1%
Value ($000) $264 Shares 1,455 Est. Cost $140.23 Unrealized 0.0%
ALPHABET INC. CLASS A 0.1%
Value ($000) $263 Shares 150 Est. Cost $1421.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $247 Shares 4,196 Est. Cost $40.03 Unrealized +9.9%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $237 Shares 1,120 Est. Cost $187.50 Unrealized
BA BOEING CO 0.0%
Value ($000) $232 Shares 1,083 Est. Cost $192.22 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $201 Shares 1,107 Est. Cost $153.98 Unrealized 0.0%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $171 Shares 10,053 Est. Cost $14.63 Unrealized -15.2%
DNP SELECT INCOME CF 0.0%
Value ($000) $110 Shares 10,722 Est. Cost $11.84 Unrealized
HELIUS MEDICAL TECHNOLOG CLASS A 0.0%
Value ($000) $74 Shares 195,829 Est. Cost $0.38 Unrealized