ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 4, 2022

Total Value ($000): $608,378 (100.0% shares, 0.0% debt)

Holdings (147)

AAPL APPLE INC 2.6%
Value ($000) $15,522 Shares 88,893 Est. Cost $86.04 Unrealized +91.6%
AZO AUTOZONE INC 2.5%
Value ($000) $15,109 Shares 7,390 Est. Cost $1449.65 Unrealized +34.8%
MSFT MICROSOFT CORP 2.3%
Value ($000) $13,905 Shares 45,101 Est. Cost $46.91 Unrealized +521.1%
PSA PUBLIC STORAGE 2.3%
Value ($000) $13,867 Shares 35,532 Est. Cost $165.92 Unrealized +81.5%
UPS UNITED PARCEL SVC INC 2.2%
Value ($000) $13,203 Shares 61,566 Est. Cost $81.46 Unrealized +117.5%
WM WASTE MGMT INC DEL 2.1%
Value ($000) $12,753 Shares 80,460 Est. Cost $98.27 Unrealized +45.0%
GWW GRAINGER W W INC 2.0%
Value ($000) $12,357 Shares 23,957 Est. Cost $261.34 Unrealized +81.1%
QCOM QUALCOMM INC 2.0%
Value ($000) $12,242 Shares 80,106 Est. Cost $64.33 Unrealized +138.8%
TSCO TRACTOR SUPPLY CO 2.0%
Value ($000) $12,046 Shares 51,616 Est. Cost $20.01 Unrealized +106.2%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $11,552 Shares 65,180 Est. Cost $116.53 Unrealized +30.3%
FITB FIFTH THIRD BANCORP 1.9%
Value ($000) $11,503 Shares 267,268 Est. Cost $20.39 Unrealized +95.6%
KSS KOHLS CORP 1.9%
Value ($000) $11,451 Shares 189,401 Est. Cost $49.11 Unrealized +15.0%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.8%
Value ($000) $11,151 Shares 103,527 Est. Cost $72.46 Unrealized +27.5%
SYY SYSCO CORP 1.8%
Value ($000) $11,104 Shares 135,994 Est. Cost $59.98 Unrealized +21.1%
EMR EMERSON ELEC CO 1.8%
Value ($000) $11,040 Shares 112,596 Est. Cost $58.36 Unrealized +49.8%
BALL BALL CORPORATION 1.8%
Value ($000) $11,031 Shares 122,566 Est. Cost $40.05 Unrealized +115.2%
FMC FMC CORP 1.8%
Value ($000) $11,023 Shares 83,782 Est. Cost $67.23 Unrealized +52.4%
WRB BERKLEY W R CORP 1.8%
Value ($000) $10,991 Shares 165,048 Est. Cost $30.15 Unrealized +20.6%
ACN ACCENTURE PLC A 1.8%
Value ($000) $10,915 Shares 32,368 Est. Cost $76.62 Unrealized +315.7%
CHD CHURCH & DWIGHT INC 1.8%
Value ($000) $10,849 Shares 109,169 Est. Cost $67.45 Unrealized +41.0%
BKNG BOOKING HLDGS INC 1.8%
Value ($000) $10,817 Shares 4,606 Est. Cost $1803.28 Unrealized +27.5%
TRANE TECHNOLOGIES PLC F 1.8%
Value ($000) $10,753 Shares 70,421 Est. Cost $152.70 Unrealized
WCC WESCO INTERNATIONAL INC 1.7%
Value ($000) $10,532 Shares 80,925 Est. Cost $122.65 Unrealized -0.7%
CI CIGNA CORP 1.7%
Value ($000) $10,445 Shares 43,591 Est. Cost $173.07 Unrealized +26.2%
PNC PNC FINL SERVICES GP INC 1.7%
Value ($000) $10,055 Shares 54,514 Est. Cost $75.08 Unrealized +131.9%
PYPL PAYPAL HOLDINGS INC COM 1.6%
Value ($000) $10,024 Shares 86,674 Est. Cost $131.49 Unrealized +1.0%
ROK ROCKWELL AUTOMATION, INC 1.6%
Value ($000) $10,005 Shares 35,730 Est. Cost $155.92 Unrealized +72.1%
BK BANK OF NY MELLON CO 1.6%
Value ($000) $9,895 Shares 199,377 Est. Cost $38.41 Unrealized +32.1%
BDX BECTON DICKINSON & CO 1.6%
Value ($000) $9,741 Shares 36,620 Est. Cost $211.81 Unrealized +13.8%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $9,624 Shares 126,909 Est. Cost $70.11 Unrealized +3.2%
BAH BOOZ ALLEN HAMILTON HLDG CORP 1.6%
Value ($000) $9,620 Shares 109,515 Est. Cost $76.36 Unrealized -0.1%
ALSN ALLISON TRANSMISSION HLDGS INC 1.6%
Value ($000) $9,548 Shares 243,210 Est. Cost $38.94 Unrealized -4.9%
HANESBRANDS INC. 1.5%
Value ($000) $9,178 Shares 616,420 Est. Cost $16.39 Unrealized
EA ELECTRONIC ARTS 1.5%
Value ($000) $9,110 Shares 72,008 Est. Cost $104.14 Unrealized +22.3%
KMB KIMBERLY CLARK CORP 1.4%
Value ($000) $8,771 Shares 71,217 Est. Cost $106.73 Unrealized +6.8%
PHYSICIANS RLTY TR 1.4%
Value ($000) $8,769 Shares 499,945 Est. Cost $17.79 Unrealized
CDK GLOBAL INC 1.4%
Value ($000) $8,663 Shares 177,950 Est. Cost $42.82 Unrealized
MDT MEDTRONIC PLC 1.4%
Value ($000) $8,563 Shares 77,179 Est. Cost $78.53 Unrealized +19.3%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $8,426 Shares 203,982 Est. Cost $29.81 Unrealized +20.4%
T AT&T INC 1.4%
Value ($000) $8,280 Shares 350,409 Est. Cost $15.11 Unrealized -1.3%
EBAY EBAY INC 1.3%
Value ($000) $8,054 Shares 140,654 Est. Cost $34.52 Unrealized +56.5%
LEA LEAR CORP 1.3%
Value ($000) $7,800 Shares 54,705 Est. Cost $122.56 Unrealized +20.0%
INTC INTEL CORP 1.2%
Value ($000) $7,484 Shares 151,012 Est. Cost $33.62 Unrealized +37.4%
FLS FLOWSERVE CORP 1.1%
Value ($000) $6,940 Shares 193,324 Est. Cost $35.33 Unrealized -14.7%
CONTINENTAL RESOURCE 1.1%
Value ($000) $6,449 Shares 105,156 Est. Cost $38.23 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.7%
Value ($000) $4,496 Shares 413,631 Est. Cost $5.77 Unrealized +32.6%
SPTM SPDR TOTAL STOCK MARKET ETF 0.7%
Value ($000) $4,409 Shares 79,336 Est. Cost $35.69 Unrealized
LIVENT CORP 0.6%
Value ($000) $3,793 Shares 145,501 Est. Cost $6.84 Unrealized
BFLY BUTTERFLY NETWORK INC CLASS A 0.5%
Value ($000) $3,281 Shares 689,222 Est. Cost $19.79 Unrealized -72.3%
IT GARTNER INC 0.5%
Value ($000) $2,917 Shares 9,808 Est. Cost $154.01 Unrealized +88.0%
EXPONENT INC 0.4%
Value ($000) $2,529 Shares 23,410 Est. Cost $73.57 Unrealized
TTEK TETRA TECH INC 0.4%
Value ($000) $2,507 Shares 15,197 Est. Cost $13.70 Unrealized +124.6%
MGP INGREDIENTS INC 0.4%
Value ($000) $2,488 Shares 29,066 Est. Cost $33.88 Unrealized
HLIO HELIOS TECHNOLOGIES INC 0.4%
Value ($000) $2,467 Shares 30,747 Est. Cost $46.55 Unrealized +71.2%
GBX GREENBRIER COMPANIES INC 0.4%
Value ($000) $2,390 Shares 46,405 Est. Cost $29.23 Unrealized +37.6%
INSTEEL INDUSTRIES 0.4%
Value ($000) $2,322 Shares 62,765 Est. Cost $19.69 Unrealized
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.4%
Value ($000) $2,229 Shares 108,611 Est. Cost $16.48 Unrealized +21.7%
AMN AMN HEALTHCARE SERVICES, INC 0.4%
Value ($000) $2,178 Shares 20,877 Est. Cost $52.72 Unrealized +96.9%
HCKT HACKETT GROUP 0.4%
Value ($000) $2,133 Shares 92,481 Est. Cost $15.89 Unrealized +28.2%
GMED GLOBUS MEDICAL, INC 0.3%
Value ($000) $2,091 Shares 28,341 Est. Cost $45.09 Unrealized +54.2%
UIS UNISYS CORPORATION 0.3%
Value ($000) $2,064 Shares 95,534 Est. Cost $22.60 Unrealized -10.4%
TILE INTERFACE INC 0.3%
Value ($000) $2,057 Shares 151,592 Est. Cost $12.40 Unrealized +11.2%
FORWARD AIR CORP 0.3%
Value ($000) $2,010 Shares 20,558 Est. Cost $63.49 Unrealized
CAMT CAMTEK LTD 0.3%
Value ($000) $2,009 Shares 65,969 Est. Cost $10.98 Unrealized +215.6%
AMAL AMALGAMATED FINL CORP 0.3%
Value ($000) $1,933 Shares 107,589 Est. Cost $14.80 Unrealized +7.0%
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $1,904 Shares 19,599 Est. Cost $62.58 Unrealized +63.1%
PDC ENERGY INC 0.3%
Value ($000) $1,885 Shares 25,934 Est. Cost $6.77 Unrealized
RLI R L I CORP 0.3%
Value ($000) $1,880 Shares 16,990 Est. Cost $26.03 Unrealized +73.3%
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $1,878 Shares 45,784 Est. Cost $31.33 Unrealized +9.3%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.3%
Value ($000) $1,860 Shares 57,563 Est. Cost $28.47 Unrealized +7.7%
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $1,843 Shares 74,908 Est. Cost $21.20 Unrealized +25.3%
GSL GLOBAL SHIP LEASE 0.3%
Value ($000) $1,815 Shares 63,695 Est. Cost $21.10 Unrealized +24.3%
FIZZ NATIONAL BEVERAGE CORP 0.3%
Value ($000) $1,812 Shares 41,660 Est. Cost $40.57 Unrealized 0.0%
CSTL CASTLE BIOSCIENCES INC 0.3%
Value ($000) $1,804 Shares 40,223 Est. Cost $54.88 Unrealized -24.7%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,777 Shares 21,757 Est. Cost $61.54 Unrealized +19.2%
VAREX IMAGING CORPOR 0.3%
Value ($000) $1,776 Shares 83,409 Est. Cost $39.68 Unrealized
PLXS PLEXUS CORP 0.3%
Value ($000) $1,755 Shares 21,448 Est. Cost $60.28 Unrealized +38.1%
GIC GLOBAL INDUSTRIAL COMPANY 0.3%
Value ($000) $1,673 Shares 51,906 Est. Cost $32.37 Unrealized -7.1%
ICHR ICHOR HOLDINGS, LTD 0.3%
Value ($000) $1,673 Shares 46,969 Est. Cost $27.26 Unrealized +42.8%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,672 Shares 18,605 Est. Cost $75.20 Unrealized +22.3%
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $1,662 Shares 63,049 Est. Cost $20.22 Unrealized +22.7%
LIGAND PHARMA 0.3%
Value ($000) $1,656 Shares 14,720 Est. Cost $110.14 Unrealized
CRAI CRA INTERNATIONAL INC 0.3%
Value ($000) $1,655 Shares 19,640 Est. Cost $83.35 Unrealized 0.0%
MTW MANITOWOC COMPANY 0.3%
Value ($000) $1,654 Shares 109,705 Est. Cost $17.81 Unrealized -3.3%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,653 Shares 103,523 Est. Cost $12.01 Unrealized +43.5%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,642 Shares 38,717 Est. Cost $35.82 Unrealized +21.0%
MLKN MILLERKNOLL INC 0.3%
Value ($000) $1,604 Shares 46,423 Est. Cost $22.79 Unrealized +41.7%
SILC SILICOM LTD 0.3%
Value ($000) $1,558 Shares 39,574 Est. Cost $37.48 Unrealized +14.2%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,547 Shares 33,438 Est. Cost $37.30 Unrealized
PGT INNOVATIONS, INC 0.2%
Value ($000) $1,519 Shares 84,491 Est. Cost $16.87 Unrealized
CHANNELADVISOR CORP 0.2%
Value ($000) $1,487 Shares 89,712 Est. Cost $16.29 Unrealized
NVEC N V E CORPORATION 0.2%
Value ($000) $1,476 Shares 27,092 Est. Cost $76.13 Unrealized -22.4%
ALNT ALLIED MOTION TECHNOLOGIES 0.2%
Value ($000) $1,454 Shares 48,717 Est. Cost $33.92 Unrealized +1.6%
PRTS CARPARTS.COM INC 0.2%
Value ($000) $1,443 Shares 215,427 Est. Cost $10.42 Unrealized -17.3%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,410 Shares 9,225 Est. Cost $90.50 Unrealized +57.1%
JOUT JOHNSON OUTDOORS INC 0.2%
Value ($000) $1,358 Shares 17,471 Est. Cost $119.70 Unrealized -29.7%
CHASE CORP 0.2%
Value ($000) $1,309 Shares 15,066 Est. Cost $79.74 Unrealized
NEENAH INC 0.2%
Value ($000) $1,298 Shares 32,725 Est. Cost $56.41 Unrealized
AMERISAFE INC 0.2%
Value ($000) $1,266 Shares 25,489 Est. Cost $61.50 Unrealized
MDXG MIMEDX GROUP INC 0.2%
Value ($000) $1,205 Shares 255,872 Est. Cost $8.92 Unrealized -45.2%
CORECARD CORPORATION 0.2%
Value ($000) $1,184 Shares 43,203 Est. Cost $36.17 Unrealized
BLFS BIOLIFE SOLUTIONS, INC 0.2%
Value ($000) $1,168 Shares 51,364 Est. Cost $21.24 Unrealized +23.9%
CULP CULP INC 0.2%
Value ($000) $1,113 Shares 140,182 Est. Cost $13.05 Unrealized -35.9%
HYPERFINE INC 0.2%
Value ($000) $1,109 Shares 313,350 Est. Cost $7.25 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,095 Shares 4,008 Est. Cost $147.77 Unrealized +56.0%
SPDR GOLD SHARES ETF 0.2%
Value ($000) $1,084 Shares 6,000 Est. Cost $164.17 Unrealized
OII OCEANEERING INTL INC 0.2%
Value ($000) $1,071 Shares 70,662 Est. Cost $15.52 Unrealized -7.3%
NOG NORTHERN OIL AND GAS 0.2%
Value ($000) $1,069 Shares 37,929 Est. Cost $7.58 Unrealized +223.6%
IRIX IRIDEX CORP 0.2%
Value ($000) $1,052 Shares 227,119 Est. Cost $4.47 Unrealized +10.6%
INTRICON CORP 0.2%
Value ($000) $1,038 Shares 43,507 Est. Cost $17.67 Unrealized
INN SUMMIT HOTEL PROPERTIES INC 0.2%
Value ($000) $989 Shares 99,325 Est. Cost $27.51 Unrealized
HY HYSTER-YALE MH CLASS A 0.2%
Value ($000) $942 Shares 28,377 Est. Cost $47.44 Unrealized -26.6%
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.1%
Value ($000) $881 Shares 13,229 Est. Cost $32.34 Unrealized
COMPUTER SERVICES, INC 0.1%
Value ($000) $868 Shares 17,540 Est. Cost $58.47 Unrealized
SPDR S&P 500 ETF 0.1%
Value ($000) $807 Shares 1,787 Est. Cost $368.08 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $781 Shares 13,144 Est. Cost $12.59 Unrealized +101.9%
PLANTRONICS INC 0.1%
Value ($000) $769 Shares 19,510 Est. Cost $60.26 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $712 Shares 8,624 Est. Cost $53.36 Unrealized +27.2%
USB U S BANCORP 0.1%
Value ($000) $690 Shares 12,983 Est. Cost $36.11 Unrealized +32.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $685 Shares 8,087 Est. Cost $58.39 Unrealized +23.4%
EXACT SCIENCES CORP 0.1%
Value ($000) $600 Shares 8,585 Est. Cost $55.52 Unrealized
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $591 Shares 9,526 Est. Cost $24.71 Unrealized +106.2%
TNC TENNANT CO 0.1%
Value ($000) $473 Shares 6,000 Est. Cost $57.34 Unrealized +30.4%
VERA BRADLEY INC 0.1%
Value ($000) $471 Shares 61,355 Est. Cost $9.80 Unrealized
PLCE CHILDREN'S PLACE, INC 0.1%
Value ($000) $452 Shares 9,176 Est. Cost $34.90 Unrealized +82.3%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $443 Shares 1,947 Est. Cost $102.16 Unrealized +92.8%
ALPHABET INC. CLASS A 0.1%
Value ($000) $389 Shares 140 Est. Cost $1421.05 Unrealized
CPER UNITED STATES COPPER INDEX ETF 0.1%
Value ($000) $367 Shares 12,800 Est. Cost $25.08 Unrealized
WALGREENS BOOTS ALLI 0.1%
Value ($000) $365 Shares 8,153 Est. Cost $54.64 Unrealized
ISHARES SILVER TRUST ETF IV 0.1%
Value ($000) $341 Shares 14,900 Est. Cost $20.54 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $338 Shares 2,077 Est. Cost $79.58 Unrealized +54.3%
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $338 Shares 572 Est. Cost $330.32 Unrealized +72.0%
PPLT ABERDEEN STANDARD PLATINUM ETF IV 0.1%
Value ($000) $326 Shares 3,550 Est. Cost $90.14 Unrealized
J P MORGAN CHASE & CO 0.1%
Value ($000) $320 Shares 2,349 Est. Cost $111.69 Unrealized
ABBVIE INC 0.1%
Value ($000) $312 Shares 1,925 Est. Cost $111.90 Unrealized
MKC MC CORMICK & CO INC 0.0%
Value ($000) $282 Shares 2,830 Est. Cost $79.15 Unrealized +13.2%
ECL ECOLAB INC 0.0%
Value ($000) $282 Shares 1,598 Est. Cost $150.92 Unrealized +19.0%
SPDR S&P MIDCAP 400 ETF IV 0.0%
Value ($000) $277 Shares 565 Est. Cost $325.00 Unrealized
FIS FIDELITY NATL INFORMATION 0.0%
Value ($000) $269 Shares 2,680 Est. Cost $115.52 Unrealized -17.9%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $253 Shares 1,210 Est. Cost $117.81 Unrealized +72.9%
W E C ENERGY GROUP INC 0.0%
Value ($000) $252 Shares 2,529 Est. Cost $83.45 Unrealized
COSTCO WHOLESALE CO 0.0%
Value ($000) $249 Shares 432 Est. Cost $396.02 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $248 Shares 1,112 Est. Cost $153.98 Unrealized +26.9%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $237 Shares 2,007 Est. Cost $98.30 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF IV 0.0%
Value ($000) $230 Shares 920 Est. Cost $187.50 Unrealized
COCO VITA COCO CO 0.0%
Value ($000) $181 Shares 20,165 Est. Cost $10.46 Unrealized 0.0%
TMC THE METALS CO INC F 0.0%
Value ($000) $59 Shares 22,696 Est. Cost $4.58 Unrealized