ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 25, 2022

Total Value ($000): $596,505 (100.0% shares, 0.0% debt)

Holdings (148)

AAPL APPLE INC 2.6%
Value ($000) $15,793 Shares 88,938 Est. Cost $86.04 Unrealized +79.8%
AZO AUTOZONE INC 2.6%
Value ($000) $15,536 Shares 7,411 Est. Cost $1449.65 Unrealized +28.4%
MSFT MICROSOFT CORP 2.5%
Value ($000) $14,825 Shares 44,079 Est. Cost $41.25 Unrealized +659.9%
QCOM QUALCOMM INC 2.4%
Value ($000) $14,388 Shares 78,678 Est. Cost $62.71 Unrealized +132.9%
ACN ACCENTURE PLC A 2.2%
Value ($000) $13,180 Shares 31,793 Est. Cost $72.24 Unrealized +375.2%
PSA PUBLIC STORAGE 2.2%
Value ($000) $13,138 Shares 35,077 Est. Cost $164.17 Unrealized +67.9%
WM WASTE MGMT INC DEL 2.2%
Value ($000) $13,121 Shares 78,618 Est. Cost $97.23 Unrealized +55.0%
UPS UNITED PARCEL SVC INC 2.2%
Value ($000) $13,018 Shares 60,734 Est. Cost $80.15 Unrealized +110.3%
TSCO TRACTOR SUPPLY CO 2.1%
Value ($000) $12,440 Shares 52,139 Est. Cost $20.01 Unrealized +103.5%
GWW GRAINGER W W INC 2.0%
Value ($000) $12,202 Shares 23,546 Est. Cost $257.64 Unrealized +75.6%
FITB FIFTH THIRD BANCORP 2.0%
Value ($000) $11,977 Shares 275,023 Est. Cost $20.39 Unrealized +82.1%
ROK ROCKWELL AUTOMATION, INC 2.0%
Value ($000) $11,831 Shares 33,913 Est. Cost $149.90 Unrealized +105.5%
BALL BALL CORPORATION 1.9%
Value ($000) $11,337 Shares 117,761 Est. Cost $38.16 Unrealized +129.1%
BK BANK OF NY MELLON CO 1.9%
Value ($000) $11,064 Shares 190,497 Est. Cost $37.83 Unrealized +34.9%
CHD CHURCH & DWIGHT INC 1.8%
Value ($000) $10,862 Shares 105,971 Est. Cost $66.61 Unrealized +29.7%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $10,758 Shares 62,887 Est. Cost $115.25 Unrealized +25.9%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.8%
Value ($000) $10,663 Shares 99,072 Est. Cost $71.57 Unrealized +22.7%
PNC PNC FINL SERVICES GP INC 1.8%
Value ($000) $10,590 Shares 52,813 Est. Cost $71.89 Unrealized +142.5%
BKNG BOOKING HLDGS INC 1.8%
Value ($000) $10,473 Shares 4,365 Est. Cost $1775.95 Unrealized +31.3%
SYY SYSCO CORP 1.7%
Value ($000) $10,372 Shares 132,045 Est. Cost $59.60 Unrealized +15.4%
CL COLGATE PALMOLIVE CO 1.7%
Value ($000) $10,282 Shares 120,488 Est. Cost $69.99 Unrealized +1.3%
EMR EMERSON ELEC CO 1.7%
Value ($000) $10,170 Shares 109,389 Est. Cost $57.51 Unrealized +50.4%
FHN FIRST HORIZON CORPORATION 1.7%
Value ($000) $10,167 Shares 622,602 Est. Cost $9.92 Unrealized +45.3%
HANESBRANDS INC. 1.6%
Value ($000) $9,681 Shares 578,983 Est. Cost $16.49 Unrealized
CI CIGNA CORP 1.6%
Value ($000) $9,646 Shares 42,007 Est. Cost $171.36 Unrealized +15.1%
LEA LEAR CORP 1.6%
Value ($000) $9,480 Shares 51,820 Est. Cost $121.20 Unrealized +30.5%
KSS KOHLS CORP 1.5%
Value ($000) $9,199 Shares 186,245 Est. Cost $48.99 Unrealized +4.3%
FMC FMC CORP 1.5%
Value ($000) $9,040 Shares 82,262 Est. Cost $66.57 Unrealized +31.0%
EA ELECTRONIC ARTS 1.5%
Value ($000) $8,932 Shares 67,719 Est. Cost $102.67 Unrealized +28.1%
BAH BOOZ ALLEN HAMILTON HLDG CORP 1.5%
Value ($000) $8,926 Shares 105,275 Est. Cost $76.36 Unrealized +1.8%
PHYSICIANS RLTY TR 1.5%
Value ($000) $8,895 Shares 472,373 Est. Cost $17.80 Unrealized
WRB BERKLEY W R CORP 1.5%
Value ($000) $8,894 Shares 107,951 Est. Cost $26.86 Unrealized +19.1%
EBAY EBAY INC 1.5%
Value ($000) $8,887 Shares 133,642 Est. Cost $33.50 Unrealized +97.1%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $8,814 Shares 35,047 Est. Cost $210.50 Unrealized +6.2%
KMB KIMBERLY CLARK CORP 1.4%
Value ($000) $8,389 Shares 58,699 Est. Cost $105.17 Unrealized +9.6%
ALSN ALLISON TRANSMISSION HLDGS INC 1.4%
Value ($000) $8,243 Shares 226,771 Est. Cost $39.08 Unrealized -15.3%
MDT MEDTRONIC PLC 1.3%
Value ($000) $7,497 Shares 72,466 Est. Cost $77.55 Unrealized +31.6%
INTC INTEL CORP 1.2%
Value ($000) $7,304 Shares 141,829 Est. Cost $32.80 Unrealized +44.2%
CDK GLOBAL INC 1.2%
Value ($000) $7,075 Shares 169,502 Est. Cost $42.53 Unrealized
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $6,109 Shares 203,985 Est. Cost $29.81 Unrealized -3.7%
T AT&T INC 0.9%
Value ($000) $5,490 Shares 223,176 Est. Cost $15.23 Unrealized -3.7%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $5,419 Shares 88,563 Est. Cost $53.36 Unrealized +1.0%
FLS FLOWSERVE CORP 0.9%
Value ($000) $5,117 Shares 167,221 Est. Cost $36.14 Unrealized -16.2%
CONTINENTAL RESOURCE 0.8%
Value ($000) $4,944 Shares 110,450 Est. Cost $38.23 Unrealized
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $4,838 Shares 82,777 Est. Cost $35.69 Unrealized
CLX CLOROX CO 0.8%
Value ($000) $4,683 Shares 26,856 Est. Cost $128.37 Unrealized +13.4%
BFLY BUTTERFLY NETWORK INC CLASS A 0.8%
Value ($000) $4,611 Shares 689,222 Est. Cost $19.79 Unrealized -55.6%
AM ANTERO MIDSTREAM CORP COM 0.7%
Value ($000) $3,929 Shares 405,869 Est. Cost $5.74 Unrealized +33.2%
WCC WESCO INTERNATIONAL INC 0.6%
Value ($000) $3,529 Shares 26,817 Est. Cost $124.32 Unrealized 0.0%
LIVENT CORP 0.6%
Value ($000) $3,517 Shares 144,274 Est. Cost $6.84 Unrealized
IT GARTNER INC 0.5%
Value ($000) $3,236 Shares 9,678 Est. Cost $152.19 Unrealized +111.3%
HLIO HELIOS TECHNOLOGIES INC 0.5%
Value ($000) $3,153 Shares 29,979 Est. Cost $45.70 Unrealized +112.6%
CAMT CAMTEK LTD 0.5%
Value ($000) $2,957 Shares 64,219 Est. Cost $10.34 Unrealized +305.4%
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.4%
Value ($000) $2,651 Shares 53,032 Est. Cost $12.73 Unrealized +78.9%
EXPONENT INC 0.4%
Value ($000) $2,635 Shares 22,571 Est. Cost $72.29 Unrealized
TTEK TETRA TECH INC 0.4%
Value ($000) $2,570 Shares 15,135 Est. Cost $13.70 Unrealized +151.4%
VAREX IMAGING CORPOR 0.4%
Value ($000) $2,541 Shares 80,526 Est. Cost $40.34 Unrealized
AMN AMN HEALTHCARE SERVICES, INC 0.4%
Value ($000) $2,480 Shares 20,270 Est. Cost $51.19 Unrealized +116.9%
INSTEEL INDUSTRIES 0.4%
Value ($000) $2,449 Shares 61,521 Est. Cost $19.34 Unrealized
FORWARD AIR CORP 0.4%
Value ($000) $2,421 Shares 19,994 Est. Cost $62.52 Unrealized
MGP INGREDIENTS INC 0.4%
Value ($000) $2,421 Shares 28,491 Est. Cost $32.83 Unrealized
HYPERFINE INC 0.4%
Value ($000) $2,417 Shares 333,350 Est. Cost $7.25 Unrealized
TILE INTERFACE INC 0.4%
Value ($000) $2,335 Shares 146,381 Est. Cost $12.35 Unrealized +25.9%
LIGAND PHARMA 0.4%
Value ($000) $2,107 Shares 13,640 Est. Cost $109.95 Unrealized
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $2,058 Shares 44,852 Est. Cost $28.85 Unrealized +33.1%
ICHR ICHOR HOLDINGS, LTD 0.3%
Value ($000) $2,042 Shares 44,363 Est. Cost $26.57 Unrealized +66.6%
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $2,039 Shares 71,967 Est. Cost $20.98 Unrealized +30.2%
GIC GLOBAL INDUSTRIAL COMPANY 0.3%
Value ($000) $2,006 Shares 49,049 Est. Cost $32.50 Unrealized +9.6%
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $2,001 Shares 18,862 Est. Cost $61.04 Unrealized +69.0%
GMED GLOBUS MEDICAL, INC 0.3%
Value ($000) $1,956 Shares 27,093 Est. Cost $43.97 Unrealized +65.1%
MTW MANITOWOC COMPANY 0.3%
Value ($000) $1,938 Shares 104,240 Est. Cost $17.84 Unrealized +13.6%
PLXS PLEXUS CORP 0.3%
Value ($000) $1,927 Shares 20,098 Est. Cost $58.74 Unrealized +57.2%
SILC SILICOM LTD 0.3%
Value ($000) $1,921 Shares 37,231 Est. Cost $37.15 Unrealized +19.4%
UIS UNISYS CORPORATION 0.3%
Value ($000) $1,890 Shares 91,879 Est. Cost $22.69 Unrealized -3.1%
RLI R L I CORP 0.3%
Value ($000) $1,815 Shares 16,187 Est. Cost $25.08 Unrealized +82.0%
HCKT HACKETT GROUP 0.3%
Value ($000) $1,814 Shares 88,339 Est. Cost $15.68 Unrealized +33.7%
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $1,806 Shares 43,633 Est. Cost $31.19 Unrealized +9.7%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,775 Shares 96,676 Est. Cost $11.64 Unrealized +60.1%
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,771 Shares 78,755 Est. Cost $16.79 Unrealized
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,753 Shares 17,534 Est. Cost $74.18 Unrealized +37.6%
AMAL AMALGAMATED FINL CORP 0.3%
Value ($000) $1,724 Shares 102,792 Est. Cost $14.76 Unrealized +8.8%
MLKN MILLERKNOLL INC 0.3%
Value ($000) $1,708 Shares 43,579 Est. Cost $22.17 Unrealized +53.1%
NVEC N V E CORPORATION 0.3%
Value ($000) $1,693 Shares 24,790 Est. Cost $77.72 Unrealized -11.9%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,693 Shares 20,763 Est. Cost $60.97 Unrealized +17.6%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,688 Shares 36,487 Est. Cost $35.36 Unrealized +30.7%
ALNT ALLIED MOTION TECHNOLOGIES 0.3%
Value ($000) $1,663 Shares 45,561 Est. Cost $33.88 Unrealized +7.4%
CSTL CASTLE BIOSCIENCES INC 0.3%
Value ($000) $1,621 Shares 37,809 Est. Cost $55.74 Unrealized -6.3%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.3%
Value ($000) $1,588 Shares 54,456 Est. Cost $28.35 Unrealized +7.0%
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $1,573 Shares 59,585 Est. Cost $19.95 Unrealized +22.0%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,564 Shares 31,527 Est. Cost $36.76 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,540 Shares 9,415 Est. Cost $90.50 Unrealized +48.2%
CORECARD CORPORATION 0.3%
Value ($000) $1,515 Shares 39,048 Est. Cost $37.10 Unrealized
JOUT JOHNSON OUTDOORS INC 0.2%
Value ($000) $1,483 Shares 15,832 Est. Cost $123.38 Unrealized -14.8%
SPDR S&P 500 ETF 0.2%
Value ($000) $1,481 Shares 3,119 Est. Cost $368.08 Unrealized
INTRICON CORP 0.2%
Value ($000) $1,404 Shares 86,840 Est. Cost $17.67 Unrealized
NEENAH INC 0.2%
Value ($000) $1,348 Shares 29,120 Est. Cost $58.49 Unrealized
GSL GLOBAL SHIP LEASE 0.2%
Value ($000) $1,343 Shares 58,629 Est. Cost $20.65 Unrealized +10.5%
CHASE CORP 0.2%
Value ($000) $1,342 Shares 13,484 Est. Cost $78.90 Unrealized
IRIX IRIDEX CORP 0.2%
Value ($000) $1,314 Shares 215,101 Est. Cost $4.44 Unrealized +61.4%
MDXG MIMEDX GROUP INC 0.2%
Value ($000) $1,300 Shares 215,191 Est. Cost $9.69 Unrealized -28.3%
PDC ENERGY INC 0.2%
Value ($000) $1,290 Shares 26,442 Est. Cost $6.77 Unrealized
SRI STONERIDGE, INC. 0.2%
Value ($000) $1,225 Shares 62,048 Est. Cost $27.35 Unrealized -22.7%
AMERISAFE INC 0.2%
Value ($000) $1,212 Shares 22,524 Est. Cost $63.06 Unrealized
CULP CULP INC 0.2%
Value ($000) $1,142 Shares 120,121 Est. Cost $13.83 Unrealized -19.0%
CHANNELADVISOR CORP 0.2%
Value ($000) $1,050 Shares 42,553 Est. Cost $15.98 Unrealized
BLFS BIOLIFE SOLUTIONS, INC 0.2%
Value ($000) $1,034 Shares 27,756 Est. Cost $16.91 Unrealized +153.7%
SPDR GOLD SHARES ETF 0.2%
Value ($000) $1,026 Shares 6,000 Est. Cost $164.17 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,010 Shares 4,008 Est. Cost $147.77 Unrealized +45.5%
HY HYSTER-YALE MH CLASS A 0.2%
Value ($000) $984 Shares 23,935 Est. Cost $49.78 Unrealized -23.4%
PYPL PAYPAL HOLDINGS INC COM 0.2%
Value ($000) $948 Shares 5,028 Est. Cost $110.58 Unrealized +95.2%
INN SUMMIT HOTEL PROPERTIES INC 0.2%
Value ($000) $933 Shares 95,632 Est. Cost $28.19 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $932 Shares 13,135 Est. Cost $32.34 Unrealized
PLANTRONICS INC 0.2%
Value ($000) $916 Shares 31,224 Est. Cost $60.26 Unrealized
COMPUTER SERVICES, INC 0.1%
Value ($000) $882 Shares 16,586 Est. Cost $58.99 Unrealized
PRTS CARPARTS.COM INC 0.1%
Value ($000) $844 Shares 75,359 Est. Cost $13.77 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $842 Shares 13,144 Est. Cost $12.59 Unrealized +111.9%
OII OCEANEERING INTL INC 0.1%
Value ($000) $785 Shares 69,430 Est. Cost $15.54 Unrealized -16.6%
NOG NORTHERN OIL AND GAS 0.1%
Value ($000) $770 Shares 37,433 Est. Cost $7.36 Unrealized +203.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $764 Shares 8,187 Est. Cost $58.39 Unrealized +32.5%
USB U S BANCORP 0.1%
Value ($000) $729 Shares 12,983 Est. Cost $36.11 Unrealized +35.2%
EGAN EGAIN CORP 0.1%
Value ($000) $715 Shares 71,621 Est. Cost $10.68 Unrealized -2.8%
PLCE CHILDREN'S PLACE, INC 0.1%
Value ($000) $703 Shares 8,864 Est. Cost $33.88 Unrealized +159.5%
EXACT SCIENCES CORP 0.1%
Value ($000) $668 Shares 8,585 Est. Cost $55.52 Unrealized
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $554 Shares 9,368 Est. Cost $24.27 Unrealized +87.4%
FIS FIDELITY NATL INFORMATION 0.1%
Value ($000) $533 Shares 4,885 Est. Cost $115.52 Unrealized -11.7%
TNC TENNANT CO 0.1%
Value ($000) $486 Shares 6,000 Est. Cost $57.34 Unrealized +32.2%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $480 Shares 1,947 Est. Cost $102.16 Unrealized +102.9%
VERA BRADLEY INC 0.1%
Value ($000) $479 Shares 56,287 Est. Cost $9.99 Unrealized
WALGREENS BOOTS ALLI 0.1%
Value ($000) $425 Shares 8,153 Est. Cost $54.64 Unrealized
ALPHABET INC. CLASS A 0.1%
Value ($000) $411 Shares 142 Est. Cost $1421.05 Unrealized
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $380 Shares 570 Est. Cost $330.32 Unrealized +86.9%
ECL ECOLAB INC 0.1%
Value ($000) $375 Shares 1,598 Est. Cost $150.92 Unrealized +42.8%
J P MORGAN CHASE & CO 0.1%
Value ($000) $370 Shares 2,339 Est. Cost $111.69 Unrealized
CPER UNITED STATES COPPER INDEX ETF 0.1%
Value ($000) $348 Shares 12,800 Est. Cost $25.08 Unrealized
ISHARES SILVER TRUST ETF IV 0.1%
Value ($000) $320 Shares 14,900 Est. Cost $20.54 Unrealized
PPLT ABERDEEN STANDARD PLATINUM ETF IV 0.1%
Value ($000) $319 Shares 3,550 Est. Cost $90.14 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $299 Shares 1,210 Est. Cost $117.81 Unrealized +78.5%
IWB ISHARES RUSSELL 1000 ETF IV 0.0%
Value ($000) $296 Shares 1,120 Est. Cost $187.50 Unrealized
SPDR S&P MIDCAP 400 ETF IV 0.0%
Value ($000) $292 Shares 565 Est. Cost $325.00 Unrealized
MKC MC CORMICK & CO INC 0.0%
Value ($000) $273 Shares 2,830 Est. Cost $79.15 Unrealized -1.8%
ABBVIE INC 0.0%
Value ($000) $261 Shares 1,925 Est. Cost $111.90 Unrealized
COSTCO WHOLESALE CO 0.0%
Value ($000) $257 Shares 452 Est. Cost $396.02 Unrealized
W E C ENERGY GROUP INC 0.0%
Value ($000) $245 Shares 2,529 Est. Cost $83.45 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $244 Shares 2,077 Est. Cost $79.58 Unrealized +20.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $229 Shares 1,107 Est. Cost $153.98 Unrealized +21.2%
DIS WALT DISNEY CO 0.0%
Value ($000) $226 Shares 1,457 Est. Cost $140.23 Unrealized +12.5%
3M CO 0.0%
Value ($000) $207 Shares 1,165 Est. Cost $190.79 Unrealized
TMC THE METALS CO INC F 0.0%
Value ($000) $47 Shares 22,696 Est. Cost $4.58 Unrealized