ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value ($000): $551,489 (100.0% shares, 0.0% debt)

Holdings (152)

AAPL APPLE INC 2.5%
Value ($000) $13,518 Shares 95,537 Est. Cost $86.04 Unrealized +67.2%
AZO AUTOZONE INC 2.3%
Value ($000) $12,847 Shares 7,566 Est. Cost $1449.65 Unrealized +10.6%
MSFT MICROSOFT CORP 2.3%
Value ($000) $12,788 Shares 45,361 Est. Cost $41.25 Unrealized +580.6%
FITB FIFTH THIRD BANCORP 2.1%
Value ($000) $11,810 Shares 278,282 Est. Cost $20.39 Unrealized +58.4%
WM WASTE MGMT INC DEL 2.1%
Value ($000) $11,792 Shares 78,951 Est. Cost $97.23 Unrealized +43.7%
UPS UNITED PARCEL SVC INC 2.0%
Value ($000) $11,116 Shares 61,041 Est. Cost $80.15 Unrealized +103.0%
TSCO TRACTOR SUPPLY CO 2.0%
Value ($000) $10,796 Shares 53,287 Est. Cost $20.01 Unrealized +79.8%
ACN ACCENTURE PLC A 1.9%
Value ($000) $10,596 Shares 33,122 Est. Cost $72.24 Unrealized +322.9%
PSA PUBLIC STORAGE 1.9%
Value ($000) $10,510 Shares 35,375 Est. Cost $164.17 Unrealized +56.7%
QCOM QUALCOMM INC 1.9%
Value ($000) $10,416 Shares 80,754 Est. Cost $62.71 Unrealized +105.5%
BALL BALL CORPORATION 1.9%
Value ($000) $10,415 Shares 115,760 Est. Cost $37.31 Unrealized +124.3%
EMR EMERSON ELEC CO 1.9%
Value ($000) $10,272 Shares 109,049 Est. Cost $57.51 Unrealized +58.6%
PNC PNC FINL SERVICES GP INC 1.9%
Value ($000) $10,270 Shares 52,496 Est. Cost $71.89 Unrealized +123.6%
ROK ROCKWELL AUTOMATION, INC 1.9%
Value ($000) $10,228 Shares 34,784 Est. Cost $149.90 Unrealized +89.9%
BKNG BOOKING HLDGS INC 1.9%
Value ($000) $10,208 Shares 4,300 Est. Cost $1767.54 Unrealized +24.9%
SYY SYSCO CORP 1.8%
Value ($000) $10,182 Shares 129,711 Est. Cost $59.43 Unrealized +14.0%
FHN FIRST HORIZON CORPORATION 1.8%
Value ($000) $10,010 Shares 614,458 Est. Cost $9.86 Unrealized +38.4%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $9,997 Shares 61,903 Est. Cost $114.77 Unrealized +30.9%
BK BANK OF NY MELLON CO 1.8%
Value ($000) $9,804 Shares 189,112 Est. Cost $37.83 Unrealized +21.2%
HANESBRANDS INC. 1.8%
Value ($000) $9,777 Shares 569,736 Est. Cost $16.48 Unrealized
EA ELECTRONIC ARTS 1.7%
Value ($000) $9,520 Shares 66,922 Est. Cost $102.32 Unrealized +33.9%
EBAY EBAY INC 1.7%
Value ($000) $9,346 Shares 134,142 Est. Cost $33.50 Unrealized +97.5%
GWW GRAINGER W W INC 1.7%
Value ($000) $9,213 Shares 23,440 Est. Cost $257.64 Unrealized +61.0%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $8,997 Shares 119,039 Est. Cost $69.98 Unrealized +2.4%
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $8,922 Shares 67,370 Est. Cost $105.17 Unrealized +9.8%
CHD CHURCH & DWIGHT INC 1.6%
Value ($000) $8,649 Shares 104,752 Est. Cost $66.38 Unrealized +21.2%
MDT MEDTRONIC PLC 1.6%
Value ($000) $8,626 Shares 68,818 Est. Cost $76.25 Unrealized +48.8%
KSS KOHLS CORP 1.6%
Value ($000) $8,612 Shares 182,888 Est. Cost $48.95 Unrealized +9.2%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.5%
Value ($000) $8,434 Shares 96,945 Est. Cost $71.21 Unrealized +14.3%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $8,423 Shares 34,265 Est. Cost $210.20 Unrealized +8.5%
BAH BOOZ ALLEN HAMILTON HLDG CORP 1.5%
Value ($000) $8,271 Shares 104,237 Est. Cost $76.36 Unrealized +0.5%
CI CIGNA CORP 1.5%
Value ($000) $8,260 Shares 41,265 Est. Cost $170.90 Unrealized +17.5%
PHYSICIANS RLTY TR 1.5%
Value ($000) $8,260 Shares 468,785 Est. Cost $17.80 Unrealized
LEA LEAR CORP 1.5%
Value ($000) $8,028 Shares 51,303 Est. Cost $120.83 Unrealized +21.6%
T AT&T INC 1.4%
Value ($000) $7,930 Shares 293,599 Est. Cost $15.23 Unrealized +5.5%
ALSN ALLISON TRANSMISSION HLDGS INC 1.4%
Value ($000) $7,873 Shares 222,898 Est. Cost $39.18 Unrealized -9.2%
WRB BERKLEY W R CORP 1.4%
Value ($000) $7,757 Shares 105,997 Est. Cost $26.77 Unrealized +10.5%
FMC FMC CORP 1.3%
Value ($000) $7,308 Shares 79,815 Est. Cost $65.94 Unrealized +29.1%
INTC INTEL CORP 1.3%
Value ($000) $7,248 Shares 136,037 Est. Cost $32.18 Unrealized +54.8%
BFLY BUTTERFLY NETWORK INC CLASS A 1.3%
Value ($000) $7,195 Shares 689,222 Est. Cost $19.79 Unrealized -41.7%
CLX CLOROX CO 1.3%
Value ($000) $7,092 Shares 42,825 Est. Cost $128.37 Unrealized +16.4%
CDK GLOBAL INC 1.3%
Value ($000) $7,010 Shares 164,753 Est. Cost $42.55 Unrealized
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $6,006 Shares 202,623 Est. Cost $29.81 Unrealized -12.8%
FLS FLOWSERVE CORP 1.1%
Value ($000) $5,815 Shares 167,721 Est. Cost $36.14 Unrealized -1.4%
CONTINENTAL RESOURCE 1.0%
Value ($000) $5,306 Shares 114,974 Est. Cost $38.23 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $5,251 Shares 89,270 Est. Cost $53.36 Unrealized -9.2%
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $4,389 Shares 82,834 Est. Cost $35.69 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.8%
Value ($000) $4,287 Shares 411,455 Est. Cost $5.74 Unrealized +23.4%
LIVENT CORP 0.6%
Value ($000) $3,392 Shares 146,777 Est. Cost $6.84 Unrealized
IT GARTNER INC 0.5%
Value ($000) $2,998 Shares 9,866 Est. Cost $152.19 Unrealized +90.5%
CAMT CAMTEK LTD 0.5%
Value ($000) $2,668 Shares 65,854 Est. Cost $10.34 Unrealized +266.6%
EXPONENT INC 0.5%
Value ($000) $2,545 Shares 22,496 Est. Cost $72.29 Unrealized
HLIO HELIOS TECHNOLOGIES INC 0.5%
Value ($000) $2,490 Shares 30,326 Est. Cost $45.70 Unrealized +78.5%
INSTEEL INDUSTRIES 0.4%
Value ($000) $2,347 Shares 61,674 Est. Cost $19.34 Unrealized
AMN AMN HEALTHCARE SERVICES, INC 0.4%
Value ($000) $2,325 Shares 20,262 Est. Cost $51.19 Unrealized +107.1%
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.4%
Value ($000) $2,298 Shares 53,352 Est. Cost $12.73 Unrealized +42.0%
TTEK TETRA TECH INC 0.4%
Value ($000) $2,271 Shares 15,209 Est. Cost $13.70 Unrealized +100.4%
VAREX IMAGING CORPOR 0.4%
Value ($000) $2,269 Shares 80,462 Est. Cost $40.34 Unrealized
TILE INTERFACE INC 0.4%
Value ($000) $2,213 Shares 146,048 Est. Cost $12.35 Unrealized +16.5%
MTW MANITOWOC COMPANY 0.4%
Value ($000) $2,208 Shares 103,063 Est. Cost $17.81 Unrealized +29.9%
GMED GLOBUS MEDICAL, INC 0.4%
Value ($000) $2,048 Shares 26,724 Est. Cost $43.57 Unrealized +84.3%
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $1,903 Shares 44,270 Est. Cost $28.72 Unrealized +32.3%
LIGAND PHARMA 0.3%
Value ($000) $1,882 Shares 13,507 Est. Cost $109.95 Unrealized
MGP INGREDIENTS INC 0.3%
Value ($000) $1,857 Shares 28,520 Est. Cost $32.83 Unrealized
GIC GLOBAL INDUSTRIAL COMPANY 0.3%
Value ($000) $1,842 Shares 48,622 Est. Cost $32.50 Unrealized -0.4%
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $1,811 Shares 18,727 Est. Cost $61.04 Unrealized +49.4%
ICHR ICHOR HOLDINGS, LTD 0.3%
Value ($000) $1,799 Shares 43,792 Est. Cost $26.34 Unrealized +73.3%
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $1,784 Shares 71,124 Est. Cost $20.91 Unrealized +22.6%
PLXS PLEXUS CORP 0.3%
Value ($000) $1,771 Shares 19,813 Est. Cost $58.26 Unrealized +52.7%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,735 Shares 35,884 Est. Cost $35.18 Unrealized +23.1%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,733 Shares 95,069 Est. Cost $11.52 Unrealized +55.4%
HCKT HACKETT GROUP 0.3%
Value ($000) $1,713 Shares 87,320 Est. Cost $15.62 Unrealized +19.9%
EGAN EGAIN CORP 0.3%
Value ($000) $1,702 Shares 166,874 Est. Cost $10.68 Unrealized +5.8%
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $1,696 Shares 42,954 Est. Cost $31.14 Unrealized +11.0%
FORWARD AIR CORP 0.3%
Value ($000) $1,654 Shares 19,924 Est. Cost $62.52 Unrealized
JOUT JOHNSON OUTDOORS INC 0.3%
Value ($000) $1,643 Shares 15,531 Est. Cost $123.73 Unrealized -7.7%
IRIX IRIDEX CORP 0.3%
Value ($000) $1,635 Shares 213,422 Est. Cost $4.44 Unrealized +58.1%
MLKN HERMAN MILLER, INC 0.3%
Value ($000) $1,610 Shares 42,741 Est. Cost $21.93 Unrealized +69.9%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,602 Shares 17,260 Est. Cost $73.74 Unrealized +19.8%
AMAL AMALGAMATED FINL CORP 0.3%
Value ($000) $1,601 Shares 101,215 Est. Cost $14.74 Unrealized -4.6%
RLI R L I CORP 0.3%
Value ($000) $1,595 Shares 15,909 Est. Cost $24.72 Unrealized +79.8%
SILC SILICOM LTD 0.3%
Value ($000) $1,581 Shares 36,564 Est. Cost $37.02 Unrealized +16.5%
NVEC N V E CORPORATION 0.3%
Value ($000) $1,557 Shares 24,335 Est. Cost $77.89 Unrealized -8.8%
INTELLIGENT SYSTEMS CORP 0.3%
Value ($000) $1,557 Shares 38,350 Est. Cost $37.07 Unrealized
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,555 Shares 20,414 Est. Cost $60.79 Unrealized +3.4%
INTRICON CORP 0.3%
Value ($000) $1,484 Shares 81,745 Est. Cost $17.76 Unrealized
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,476 Shares 77,295 Est. Cost $16.68 Unrealized
CULP CULP INC 0.3%
Value ($000) $1,463 Shares 113,576 Est. Cost $13.98 Unrealized -3.0%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,462 Shares 30,938 Est. Cost $36.51 Unrealized
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $1,447 Shares 58,497 Est. Cost $19.87 Unrealized +7.2%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.3%
Value ($000) $1,427 Shares 53,509 Est. Cost $28.31 Unrealized -5.2%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,414 Shares 10,115 Est. Cost $90.50 Unrealized +40.6%
CHASE CORP 0.2%
Value ($000) $1,342 Shares 13,138 Est. Cost $78.36 Unrealized
ZIX CORPORATION 0.2%
Value ($000) $1,329 Shares 188,010 Est. Cost $6.57 Unrealized
PYPL PAYPAL HOLDINGS INC COM 0.2%
Value ($000) $1,308 Shares 5,028 Est. Cost $110.58 Unrealized +156.0%
PDC ENERGY INC 0.2%
Value ($000) $1,291 Shares 27,238 Est. Cost $6.77 Unrealized
NEENAH INC 0.2%
Value ($000) $1,287 Shares 27,606 Est. Cost $59.15 Unrealized
MDXG MIMEDX GROUP INC 0.2%
Value ($000) $1,272 Shares 209,941 Est. Cost $9.75 Unrealized +15.5%
SRI STONERIDGE, INC. 0.2%
Value ($000) $1,228 Shares 60,218 Est. Cost $27.54 Unrealized -10.1%
AMERISAFE INC 0.2%
Value ($000) $1,226 Shares 21,829 Est. Cost $63.35 Unrealized
BLFS BIOLIFE SOLUTIONS, INC 0.2%
Value ($000) $1,177 Shares 27,804 Est. Cost $16.91 Unrealized +184.7%
HY HYSTER-YALE MH CLASS A 0.2%
Value ($000) $1,148 Shares 22,850 Est. Cost $50.34 Unrealized +6.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,107 Shares 14,096 Est. Cost $58.39 Unrealized +23.0%
GSL GLOBAL SHIP LEASE 0.2%
Value ($000) $1,085 Shares 45,741 Est. Cost $20.04 Unrealized 0.0%
CHANNELADVISOR CORP 0.2%
Value ($000) $1,064 Shares 42,188 Est. Cost $15.98 Unrealized
SPDR GOLD SHARES ETF 0.2%
Value ($000) $985 Shares 6,000 Est. Cost $164.17 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $985 Shares 13,871 Est. Cost $32.34 Unrealized
UIS UNISYS CORPORATION 0.2%
Value ($000) $978 Shares 38,898 Est. Cost $23.65 Unrealized 0.0%
COMPUTER SERVICES, INC 0.2%
Value ($000) $962 Shares 16,306 Est. Cost $59.09 Unrealized
OII OCEANEERING INTL INC 0.2%
Value ($000) $921 Shares 69,122 Est. Cost $15.54 Unrealized -16.1%
INN SUMMIT HOTEL PROPERTIES INC 0.2%
Value ($000) $908 Shares 94,291 Est. Cost $28.45 Unrealized
G P STRATEGIES CORP 0.2%
Value ($000) $900 Shares 43,463 Est. Cost $12.38 Unrealized
ALNT ALLIED MOTION TECHNOLOGIES 0.2%
Value ($000) $854 Shares 27,310 Est. Cost $32.20 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $825 Shares 4,208 Est. Cost $147.77 Unrealized +32.1%
NOG NORTHERN OIL AND GAS 0.1%
Value ($000) $802 Shares 37,481 Est. Cost $7.36 Unrealized +137.5%
PLANTRONICS INC 0.1%
Value ($000) $797 Shares 30,998 Est. Cost $60.26 Unrealized
USB U S BANCORP 0.1%
Value ($000) $772 Shares 12,983 Est. Cost $36.11 Unrealized +29.2%
SPDR S&P 500 ETF 0.1%
Value ($000) $767 Shares 1,787 Est. Cost $288.51 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $678 Shares 13,144 Est. Cost $12.59 Unrealized +94.0%
PLCE CHILDREN'S PLACE, INC 0.1%
Value ($000) $673 Shares 8,940 Est. Cost $33.88 Unrealized +161.7%
FIS FIDELITY NATL INFORMATION 0.1%
Value ($000) $641 Shares 5,265 Est. Cost $115.52 Unrealized +4.5%
CSTL CASTLE BIOSCIENCES INC 0.1%
Value ($000) $636 Shares 9,562 Est. Cost $66.05 Unrealized +6.5%
EXACT SCIENCES CORP 0.1%
Value ($000) $629 Shares 6,585 Est. Cost $48.75 Unrealized
VERA BRADLEY INC 0.1%
Value ($000) $518 Shares 55,043 Est. Cost $10.02 Unrealized
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $460 Shares 9,391 Est. Cost $24.27 Unrealized +56.0%
TNC TENNANT CO 0.1%
Value ($000) $444 Shares 6,000 Est. Cost $57.34 Unrealized +23.1%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $389 Shares 1,947 Est. Cost $102.16 Unrealized +83.7%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $384 Shares 8,153 Est. Cost $54.64 Unrealized
J P MORGAN CHASE & CO 0.1%
Value ($000) $383 Shares 2,339 Est. Cost $111.69 Unrealized
ALPHABET INC. CLASS A 0.1%
Value ($000) $380 Shares 142 Est. Cost $1421.05 Unrealized
W E C ENERGY GROUP INC 0.1%
Value ($000) $334 Shares 3,782 Est. Cost $83.45 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $333 Shares 1,598 Est. Cost $150.92 Unrealized +38.2%
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $326 Shares 570 Est. Cost $330.32 Unrealized +64.2%
CPER UNITED STATES COPPER INDEX ETF 0.1%
Value ($000) $321 Shares 12,800 Est. Cost $25.08 Unrealized
PPLT ABERDEEN STANDARD PLATINUM ETF IV 0.1%
Value ($000) $320 Shares 3,550 Est. Cost $90.14 Unrealized
ISHARES SILVER TRUST ETF IV 0.1%
Value ($000) $306 Shares 14,900 Est. Cost $20.54 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $272 Shares 3,704 Est. Cost $67.55 Unrealized +5.3%
SPDR S&P MIDCAP 400 ETF IV 0.0%
Value ($000) $272 Shares 565 Est. Cost $325.00 Unrealized
IWB ISHARES RUSSELL 1000 ETF IV 0.0%
Value ($000) $271 Shares 1,120 Est. Cost $187.50 Unrealized
3M CO 0.0%
Value ($000) $254 Shares 1,450 Est. Cost $190.79 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $250 Shares 1,210 Est. Cost $117.81 Unrealized +72.2%
DIS WALT DISNEY CO 0.0%
Value ($000) $246 Shares 1,455 Est. Cost $140.23 Unrealized +24.2%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $229 Shares 2,830 Est. Cost $79.15 Unrealized -1.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $221 Shares 4,096 Est. Cost $40.03 Unrealized +5.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $213 Shares 1,107 Est. Cost $153.98 Unrealized +24.7%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $212 Shares 9,903 Est. Cost $14.63 Unrealized +16.5%
CVX CHEVRON CORP 0.0%
Value ($000) $211 Shares 2,077 Est. Cost $79.58 Unrealized +4.7%
ABBVIE INC 0.0%
Value ($000) $208 Shares 1,925 Est. Cost $111.90 Unrealized
BA BOEING CO 0.0%
Value ($000) $205 Shares 933 Est. Cost $201.52 Unrealized +10.7%
COSTCO WHOLESALE CO 0.0%
Value ($000) $203 Shares 452 Est. Cost $396.02 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $200 Shares 2,007 Est. Cost $81.61 Unrealized +2.9%
TMC THE METALS CO INC F 0.0%
Value ($000) $104 Shares 22,696 Est. Cost $4.58 Unrealized