ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $544,824 (100.0% shares, 0.0% debt)

Holdings (143)

AAPL APPLE INC 2.3%
Value ($000) $12,607 Shares 103,211 Est. Cost $86.04 Unrealized +45.4%
BFLY BUTTERFLY NETWORK INC CLASS A 2.1%
Value ($000) $11,600 Shares 689,222 Est. Cost $19.79 Unrealized 0.0%
IQV IQVIA HOLDINGS INC 2.1%
Value ($000) $11,294 Shares 58,478 Est. Cost $104.71 Unrealized +79.3%
HANESBRANDS INC 2.1%
Value ($000) $11,220 Shares 570,427 Est. Cost $16.48 Unrealized
UPS UNITED PARCEL SVC INC 2.0%
Value ($000) $11,154 Shares 65,613 Est. Cost $80.15 Unrealized +64.7%
MSFT MICROSOFT CORP 2.0%
Value ($000) $11,153 Shares 47,306 Est. Cost $41.25 Unrealized +440.4%
QCOM QUALCOMM INC 2.0%
Value ($000) $10,947 Shares 82,565 Est. Cost $62.71 Unrealized +106.9%
KSS KOHLS CORP 2.0%
Value ($000) $10,946 Shares 183,633 Est. Cost $48.95 Unrealized +4.9%
FITB FIFTH THIRD BANCORP 2.0%
Value ($000) $10,862 Shares 290,027 Est. Cost $20.39 Unrealized +38.2%
EMR EMERSON ELEC CO 1.9%
Value ($000) $10,537 Shares 116,794 Est. Cost $57.51 Unrealized +35.3%
WM WASTE MGMT INC 1.9%
Value ($000) $10,489 Shares 81,300 Est. Cost $97.23 Unrealized +11.2%
SYY SYSCO CORP 1.9%
Value ($000) $10,428 Shares 132,432 Est. Cost $59.43 Unrealized +14.5%
FHN FIRST HORIZON CORP 1.9%
Value ($000) $10,419 Shares 616,117 Est. Cost $9.82 Unrealized +35.7%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $10,268 Shares 62,476 Est. Cost $114.77 Unrealized +22.7%
BKNG BOOKING HLDGS INC 1.8%
Value ($000) $9,869 Shares 4,236 Est. Cost $1767.54 Unrealized +23.6%
TSCO TRACTOR SUPPLY COMP 1.8%
Value ($000) $9,746 Shares 55,038 Est. Cost $20.01 Unrealized +47.2%
CI CIGNA CORP 1.8%
Value ($000) $9,678 Shares 40,034 Est. Cost $169.76 Unrealized +20.3%
ACN ACCENTURE PLC A 1.8%
Value ($000) $9,602 Shares 34,757 Est. Cost $72.24 Unrealized +234.0%
ROK ROCKWELL AUTOMATION, INC 1.8%
Value ($000) $9,589 Shares 36,126 Est. Cost $149.90 Unrealized +56.5%
BALL BALL CORPORATION 1.8%
Value ($000) $9,572 Shares 112,960 Est. Cost $36.19 Unrealized +127.4%
PNC PNC FINL SERVICES GP INC 1.7%
Value ($000) $9,509 Shares 54,209 Est. Cost $71.89 Unrealized +92.7%
GWW GRAINGER W W INC 1.7%
Value ($000) $9,509 Shares 23,717 Est. Cost $257.64 Unrealized +42.4%
CL COLGATE-PALMOLIVE CO 1.7%
Value ($000) $9,398 Shares 119,221 Est. Cost $69.98 Unrealized 0.0%
LEA LEAR CORP 1.7%
Value ($000) $9,356 Shares 51,620 Est. Cost $120.43 Unrealized +25.2%
CHRW CH ROBINSON WORLDWIDE INC 1.7%
Value ($000) $9,115 Shares 95,512 Est. Cost $70.97 Unrealized +17.1%
PSA PUBLIC STORAGE 1.7%
Value ($000) $9,024 Shares 36,570 Est. Cost $164.17 Unrealized +14.7%
CHD CHURCH & DWIGHT COMPANY 1.6%
Value ($000) $8,968 Shares 102,671 Est. Cost $66.24 Unrealized +18.9%
EA ELECTRONIC ARTS INC 1.6%
Value ($000) $8,948 Shares 66,099 Est. Cost $102.32 Unrealized +31.9%
BK BANK OF NY MELLON CO 1.6%
Value ($000) $8,893 Shares 188,053 Est. Cost $37.68 Unrealized +1.6%
FMC F M C CORP 1.6%
Value ($000) $8,746 Shares 79,067 Est. Cost $65.35 Unrealized +45.0%
EBAY EBAY INC 1.6%
Value ($000) $8,651 Shares 141,267 Est. Cost $33.50 Unrealized +58.8%
ALSN ALLISON TRANSMISSION HLDGS INC 1.6%
Value ($000) $8,649 Shares 211,838 Est. Cost $39.33 Unrealized -2.3%
INTC INTEL CORP 1.6%
Value ($000) $8,534 Shares 133,340 Est. Cost $31.80 Unrealized +70.1%
BAH BOOZ ALLEN HAMILTON HOLDING CORP 1.6%
Value ($000) $8,457 Shares 105,017 Est. Cost $76.36 Unrealized 0.0%
CDK GLOBAL INC 1.6%
Value ($000) $8,454 Shares 156,373 Est. Cost $44.74 Unrealized
T AT&T INC 1.5%
Value ($000) $8,420 Shares 278,151 Est. Cost $15.17 Unrealized +6.4%
MDT MEDTRONIC PLC 1.5%
Value ($000) $8,174 Shares 69,193 Est. Cost $76.25 Unrealized +33.4%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $8,072 Shares 33,197 Est. Cost $209.73 Unrealized +7.6%
PHYSICIANS REALTY TRUST 1.5%
Value ($000) $7,944 Shares 449,565 Est. Cost $17.80 Unrealized
WRB WR BERKLEY CORP 1.4%
Value ($000) $7,858 Shares 104,284 Est. Cost $26.77 Unrealized +2.3%
KMB KIMBERLY CLARK CORP 1.4%
Value ($000) $7,824 Shares 56,267 Est. Cost $103.67 Unrealized +6.9%
CLX CLOROX CO 1.4%
Value ($000) $7,749 Shares 40,176 Est. Cost $126.66 Unrealized +30.3%
FLS FLOWSERVE CORP 1.1%
Value ($000) $6,039 Shares 155,603 Est. Cost $36.19 Unrealized -4.3%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $5,641 Shares 207,476 Est. Cost $29.81 Unrealized -20.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $5,239 Shares 93,839 Est. Cost $53.36 Unrealized -18.8%
AM ANTERO MIDSTREAM CORP COM 0.7%
Value ($000) $4,056 Shares 449,116 Est. Cost $5.74 Unrealized +2.9%
SPTM SPDR TOTAL STOCK MARKET ETF 0.7%
Value ($000) $4,032 Shares 81,959 Est. Cost $35.69 Unrealized
CONTINENTAL RESOURCE 0.6%
Value ($000) $3,279 Shares 126,736 Est. Cost $38.23 Unrealized
LIVENT CORP 0.5%
Value ($000) $2,536 Shares 146,439 Est. Cost $6.84 Unrealized
ICHR ICHOR HOLDINGS, LTD 0.4%
Value ($000) $2,428 Shares 45,125 Est. Cost $26.34 Unrealized +61.6%
HLIO HELIOS TECHNOLOGIES INC 0.4%
Value ($000) $2,240 Shares 30,744 Est. Cost $45.70 Unrealized +39.9%
MTW MANITOWOC COMPANY 0.4%
Value ($000) $2,233 Shares 108,311 Est. Cost $17.81 Unrealized -7.2%
CAMT CAMTEK LTD 0.4%
Value ($000) $2,203 Shares 73,664 Est. Cost $10.34 Unrealized +155.2%
EXPONENT INC 0.4%
Value ($000) $2,154 Shares 22,102 Est. Cost $71.95 Unrealized
GBX GREENBRIER COMPANIES INC 0.4%
Value ($000) $2,087 Shares 44,191 Est. Cost $28.72 Unrealized +29.5%
INTRICON CORP 0.4%
Value ($000) $2,053 Shares 80,077 Est. Cost $17.70 Unrealized
TTEK TETRA TECH INC 0.4%
Value ($000) $2,034 Shares 14,988 Est. Cost $13.51 Unrealized +96.2%
MDXG MIMEDX GROUP INC 0.4%
Value ($000) $2,030 Shares 197,070 Est. Cost $9.66 Unrealized 0.0%
LIGAND PHARMA 0.4%
Value ($000) $2,003 Shares 13,136 Est. Cost $109.44 Unrealized
IT GARTNER INC 0.4%
Value ($000) $1,935 Shares 10,598 Est. Cost $152.19 Unrealized +14.2%
INSTEEL INDUSTRIES 0.4%
Value ($000) $1,914 Shares 62,061 Est. Cost $19.34 Unrealized
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,904 Shares 75,398 Est. Cost $16.57 Unrealized
HY HYSTER-YALE MH CLASS A 0.3%
Value ($000) $1,861 Shares 21,366 Est. Cost $49.96 Unrealized +50.7%
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.3%
Value ($000) $1,857 Shares 53,313 Est. Cost $12.73 Unrealized +16.9%
TILE INTERFACE INC 0.3%
Value ($000) $1,855 Shares 148,636 Est. Cost $12.35 Unrealized -3.8%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,850 Shares 93,826 Est. Cost $11.52 Unrealized +56.3%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,841 Shares 34,889 Est. Cost $34.92 Unrealized +30.4%
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $1,824 Shares 42,365 Est. Cost $31.14 Unrealized -6.6%
PLXS PLEXUS CORP 0.3%
Value ($000) $1,787 Shares 19,461 Est. Cost $57.82 Unrealized +46.7%
BLFS BIOLIFE SOLUTIONS, INC 0.3%
Value ($000) $1,769 Shares 49,131 Est. Cost $16.91 Unrealized +133.8%
FORWARD AIR CORP 0.3%
Value ($000) $1,737 Shares 19,562 Est. Cost $62.22 Unrealized
RLI R L I CORP 0.3%
Value ($000) $1,723 Shares 15,440 Est. Cost $24.26 Unrealized +82.0%
MLKN HERMAN MILLER, INC 0.3%
Value ($000) $1,707 Shares 41,492 Est. Cost $21.44 Unrealized +53.7%
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $1,700 Shares 18,413 Est. Cost $61.04 Unrealized +35.3%
SYKES ENTERPRISES 0.3%
Value ($000) $1,696 Shares 38,466 Est. Cost $25.93 Unrealized
VAREX IMAGING CORPOR 0.3%
Value ($000) $1,670 Shares 81,480 Est. Cost $40.34 Unrealized
NVEC N V E CORPORATION 0.3%
Value ($000) $1,663 Shares 23,717 Est. Cost $78.01 Unrealized -13.1%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,655 Shares 19,655 Est. Cost $60.56 Unrealized +16.9%
MGP INGREDIENTS INC 0.3%
Value ($000) $1,654 Shares 27,965 Est. Cost $32.35 Unrealized
GMED GLOBUS MEDICAL, INC 0.3%
Value ($000) $1,652 Shares 26,782 Est. Cost $43.57 Unrealized +45.3%
AMAL AMALGAMATED FINL CORP 0.3%
Value ($000) $1,614 Shares 97,286 Est. Cost $14.74 Unrealized 0.0%
SILC SILICOM LTD 0.3%
Value ($000) $1,582 Shares 35,060 Est. Cost $36.82 Unrealized +27.0%
TNC TENNANT COMPANY 0.3%
Value ($000) $1,522 Shares 19,048 Est. Cost $57.34 Unrealized +23.7%
AMN AMN HEALTHCARE SERVICES, INC 0.3%
Value ($000) $1,498 Shares 20,324 Est. Cost $51.19 Unrealized +45.2%
G P STRATEGIES CORP 0.3%
Value ($000) $1,479 Shares 84,738 Est. Cost $12.38 Unrealized
SRI STONERIDGE, INC. 0.3%
Value ($000) $1,472 Shares 46,261 Est. Cost $28.22 Unrealized +11.9%
CHASE CORP 0.3%
Value ($000) $1,452 Shares 12,476 Est. Cost $77.07 Unrealized
CULP CULP INC 0.3%
Value ($000) $1,441 Shares 93,637 Est. Cost $14.03 Unrealized +9.3%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,439 Shares 16,615 Est. Cost $73.37 Unrealized +19.9%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,438 Shares 10,615 Est. Cost $90.50 Unrealized +27.8%
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $1,431 Shares 53,836 Est. Cost $19.22 Unrealized +44.2%
INTELLIGENT SYSTEMS CORP 0.3%
Value ($000) $1,430 Shares 34,949 Est. Cost $37.49 Unrealized
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,410 Shares 29,624 Est. Cost $36.06 Unrealized
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $1,406 Shares 54,021 Est. Cost $19.70 Unrealized +13.9%
HCKT HACKETT GROUP 0.3%
Value ($000) $1,385 Shares 84,500 Est. Cost $15.57 Unrealized -0.6%
EPAC ENERPAC TOOL GROUP CORP 0.2%
Value ($000) $1,324 Shares 50,673 Est. Cost $21.32 Unrealized +10.7%
ZIX CORPORATION 0.2%
Value ($000) $1,313 Shares 173,945 Est. Cost $6.53 Unrealized
SUPN SUPERNUS PHARMACEUTICALS, INC 0.2%
Value ($000) $1,309 Shares 49,981 Est. Cost $28.34 Unrealized -1.3%
IRIX IRIDEX CORP 0.2%
Value ($000) $1,308 Shares 193,757 Est. Cost $4.07 Unrealized +41.4%
AMERISAFE INC 0.2%
Value ($000) $1,302 Shares 20,348 Est. Cost $63.72 Unrealized
PLANTRONICS INC 0.2%
Value ($000) $1,246 Shares 32,012 Est. Cost $60.26 Unrealized
NEENAH INC 0.2%
Value ($000) $1,244 Shares 24,206 Est. Cost $60.77 Unrealized
PYPL PAYPAL HOLDINGS INC COM 0.2%
Value ($000) $1,221 Shares 5,028 Est. Cost $110.58 Unrealized +127.8%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,066 Shares 14,096 Est. Cost $58.39 Unrealized +17.8%
PDC ENERGY INC 0.2%
Value ($000) $1,013 Shares 29,441 Est. Cost $6.77 Unrealized
CHANNELADVISOR CORP 0.2%
Value ($000) $992 Shares 42,127 Est. Cost $15.98 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $972 Shares 4,408 Est. Cost $147.77 Unrealized +27.3%
INN SUMMIT HOTEL PROPERTIES INC 0.2%
Value ($000) $947 Shares 93,166 Est. Cost $28.45 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $887 Shares 12,627 Est. Cost $28.35 Unrealized
EXACT SCIENCES CORP 0.2%
Value ($000) $868 Shares 6,585 Est. Cost $48.75 Unrealized
SPDR S&P 500 ETF IV 0.2%
Value ($000) $847 Shares 2,138 Est. Cost $288.51 Unrealized
OII OCEANEERING INTL INC 0.2%
Value ($000) $828 Shares 72,484 Est. Cost $15.54 Unrealized -28.6%
LYDALL, INC 0.1%
Value ($000) $817 Shares 24,224 Est. Cost $30.05 Unrealized
EGAN EGAIN CORP 0.1%
Value ($000) $771 Shares 81,231 Est. Cost $11.16 Unrealized 0.0%
USB U S BANCORP 0.1%
Value ($000) $718 Shares 12,983 Est. Cost $36.11 Unrealized +11.6%
PLCE CHILDREN'S PLACE, INC 0.1%
Value ($000) $661 Shares 9,489 Est. Cost $33.88 Unrealized +106.7%
FAST FASTENAL CO 0.1%
Value ($000) $661 Shares 13,144 Est. Cost $12.59 Unrealized +69.1%
COMPUTER SERVICES, INC 0.1%
Value ($000) $619 Shares 10,492 Est. Cost $59.20 Unrealized
VERA BRADLEY INC 0.1%
Value ($000) $549 Shares 54,395 Est. Cost $10.02 Unrealized
FIS FIDELITY NATL INFORMATION 0.1%
Value ($000) $476 Shares 3,386 Est. Cost $104.10 Unrealized +17.5%
NOG NORTHERN OIL AND GAS 0.1%
Value ($000) $449 Shares 37,138 Est. Cost $7.21 Unrealized +66.2%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $448 Shares 8,153 Est. Cost $54.64 Unrealized
W E C ENERGY GROUP INC 0.1%
Value ($000) $391 Shares 4,182 Est. Cost $83.45 Unrealized
J P MORGAN CHASE & CO 0.1%
Value ($000) $371 Shares 2,439 Est. Cost $111.69 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $367 Shares 1,947 Est. Cost $102.16 Unrealized +53.3%
SO SOUTHERN CO 0.1%
Value ($000) $365 Shares 5,868 Est. Cost $41.35 Unrealized +20.5%
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $365 Shares 9,183 Est. Cost $24.08 Unrealized +26.9%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $350 Shares 3,624 Est. Cost $66.81 Unrealized +12.9%
ECL ECOLAB INC 0.1%
Value ($000) $343 Shares 1,601 Est. Cost $150.92 Unrealized +33.5%
ALPHABET INC. CLASS A 0.1%
Value ($000) $295 Shares 143 Est. Cost $1421.05 Unrealized
3M CO 0.1%
Value ($000) $289 Shares 1,500 Est. Cost $190.79 Unrealized
MGEE MGE ENERGY INC 0.1%
Value ($000) $286 Shares 4,004 Est. Cost $67.55 Unrealized -10.3%
BA BOEING CO 0.1%
Value ($000) $276 Shares 1,083 Est. Cost $192.22 Unrealized +15.6%
SPDR S&P MIDCAP 400 ETF IV 0.0%
Value ($000) $269 Shares 565 Est. Cost $325.00 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $268 Shares 1,455 Est. Cost $140.23 Unrealized +28.5%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $268 Shares 1,210 Est. Cost $117.81 Unrealized +57.0%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $260 Shares 570 Est. Cost $330.32 Unrealized +42.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $257 Shares 1,107 Est. Cost $153.98 Unrealized +22.8%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $252 Shares 2,830 Est. Cost $79.15 Unrealized +1.4%
IWB ISHARES RUSSELL 1000 ETF IV 0.0%
Value ($000) $251 Shares 1,120 Est. Cost $187.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $244 Shares 4,196 Est. Cost $40.03 Unrealized +5.5%
CVX CHEVRON CORP 0.0%
Value ($000) $218 Shares 2,077 Est. Cost $79.58 Unrealized 0.0%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $211 Shares 9,903 Est. Cost $14.63 Unrealized +14.3%