ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $581,009 (100.0% shares, 0.0% debt)

Holdings (163)

AMCOR PLC F 9.7%
Value ($000) $56,263 Shares 5,243,514 Est. Cost $10.73 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $12,321 Shares 89,155 Est. Cost $86.04 Unrealized +79.3%
CI CIGNA CORP 2.1%
Value ($000) $12,016 Shares 43,306 Est. Cost $173.07 Unrealized +53.0%
AZO AUTOZONE INC 2.0%
Value ($000) $11,695 Shares 5,460 Est. Cost $1449.65 Unrealized +50.3%
GWW GRAINGER W W INC 2.0%
Value ($000) $11,524 Shares 23,558 Est. Cost $261.34 Unrealized +95.2%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $10,789 Shares 66,046 Est. Cost $116.97 Unrealized +30.7%
MSFT MICROSOFT CORP 1.8%
Value ($000) $10,711 Shares 45,990 Est. Cost $51.66 Unrealized +397.3%
TT TRANE TECHNOLOGIES PLC 1.8%
Value ($000) $10,575 Shares 73,024 Est. Cost $132.26 Unrealized +8.6%
WRB BERKLEY W R CORP 1.8%
Value ($000) $10,508 Shares 162,719 Est. Cost $30.15 Unrealized +32.7%
PSA PUBLIC STORAGE 1.8%
Value ($000) $10,391 Shares 35,486 Est. Cost $165.92 Unrealized +69.5%
BALL BALL CORP 1.8%
Value ($000) $10,219 Shares 211,484 Est. Cost $48.24 Unrealized +21.4%
UPS UNITED PARCEL SVC INC 1.8%
Value ($000) $10,198 Shares 63,130 Est. Cost $83.03 Unrealized +93.3%
BAH BOOZ ALLEN HAMILTON HLDG CORP 1.7%
Value ($000) $10,152 Shares 109,934 Est. Cost $76.39 Unrealized +16.2%
KMB KIMBERLY-CLARK CORP 1.7%
Value ($000) $10,146 Shares 90,155 Est. Cost $108.33 Unrealized +5.5%
CHRW CH ROBINSON WORLDWIDE INC 1.7%
Value ($000) $10,129 Shares 105,169 Est. Cost $72.76 Unrealized +35.7%
WCC WESCO INTL INC 1.7%
Value ($000) $9,872 Shares 82,693 Est. Cost $122.58 Unrealized -0.8%
SYY SYSCO CORP 1.7%
Value ($000) $9,624 Shares 136,103 Est. Cost $59.98 Unrealized +26.3%
COR AMERISOURCEBERGEN CORP 1.6%
Value ($000) $9,398 Shares 69,445 Est. Cost $147.67 Unrealized -5.8%
ZBRA ZEBRA TECHNOLOGIES CLASS A 1.6%
Value ($000) $9,368 Shares 35,755 Est. Cost $309.53 Unrealized 0.0%
QCOM QUALCOMM INC 1.6%
Value ($000) $9,306 Shares 82,371 Est. Cost $65.73 Unrealized +93.3%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $9,066 Shares 129,057 Est. Cost $70.13 Unrealized +3.3%
FMC FMC CORP 1.5%
Value ($000) $8,971 Shares 84,876 Est. Cost $67.23 Unrealized +41.2%
FITB FIFTH THIRD BANCORP 1.5%
Value ($000) $8,789 Shares 275,015 Est. Cost $20.66 Unrealized +44.8%
LOW LOWES COMPANIES INC 1.5%
Value ($000) $8,695 Shares 46,298 Est. Cost $182.38 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS INC 1.5%
Value ($000) $8,617 Shares 255,245 Est. Cost $38.81 Unrealized -8.2%
EA ELECTRONIC ARTS 1.5%
Value ($000) $8,596 Shares 74,291 Est. Cost $104.58 Unrealized +18.7%
ACN ACCENTURE PLC 1.5%
Value ($000) $8,570 Shares 33,309 Est. Cost $81.53 Unrealized +237.0%
PNC PNC FINL SVCS GROUP INC 1.5%
Value ($000) $8,448 Shares 56,541 Est. Cost $77.23 Unrealized +83.9%
EMR EMERSON ELEC CO 1.4%
Value ($000) $8,415 Shares 114,934 Est. Cost $58.87 Unrealized +31.9%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $8,307 Shares 37,279 Est. Cost $212.22 Unrealized +10.5%
ROK ROCKWELL AUTOMATION INC 1.4%
Value ($000) $8,306 Shares 38,615 Est. Cost $159.91 Unrealized +37.5%
BK BANK NEW YORK MELLON CORP 1.4%
Value ($000) $8,117 Shares 210,727 Est. Cost $38.48 Unrealized +0.5%
EBAY EBAY INC 1.4%
Value ($000) $8,082 Shares 219,568 Est. Cost $37.23 Unrealized +12.0%
CHD CHURCH & DWIGHT INC 1.4%
Value ($000) $8,040 Shares 112,544 Est. Cost $68.03 Unrealized +21.8%
PYPL PAYPAL HLDGS INC 1.4%
Value ($000) $8,023 Shares 93,212 Est. Cost $128.36 Unrealized -31.1%
BKNG BOOKING HOLDINGS INC 1.4%
Value ($000) $7,925 Shares 4,823 Est. Cost $1811.91 Unrealized +2.0%
TSCO TRACTOR SUPPLY CO 1.3%
Value ($000) $7,804 Shares 41,982 Est. Cost $20.01 Unrealized +83.4%
PHYSICIANS REALTY TR 1.3%
Value ($000) $7,737 Shares 514,401 Est. Cost $17.75 Unrealized
SLB SCHLUMBERGER LTD 1.3%
Value ($000) $7,276 Shares 202,666 Est. Cost $29.81 Unrealized +12.1%
KSS KOHLS CORP 1.2%
Value ($000) $6,786 Shares 269,816 Est. Cost $43.17 Unrealized -32.4%
LEA LEAR CORP 1.2%
Value ($000) $6,777 Shares 56,619 Est. Cost $122.49 Unrealized +3.3%
MDT MEDTRONIC PLC 1.1%
Value ($000) $6,597 Shares 81,698 Est. Cost $79.05 Unrealized +2.2%
T AT&T INC 1.0%
Value ($000) $5,782 Shares 376,918 Est. Cost $15.20 Unrealized -0.7%
INTC INTEL CORP 0.9%
Value ($000) $5,480 Shares 212,633 Est. Cost $33.60 Unrealized -3.8%
FLS FLOWSERVE CORP 0.9%
Value ($000) $5,072 Shares 208,728 Est. Cost $34.89 Unrealized -19.0%
AM ANTERO MIDSTREAM CORP 0.6%
Value ($000) $3,773 Shares 410,974 Est. Cost $5.77 Unrealized +34.6%
SPTM SPDR TOTAL STOCK MARKET ETF 0.6%
Value ($000) $3,523 Shares 79,879 Est. Cost $35.95 Unrealized
BFLY BUTTERFLY NETWORK INC CLASS A 0.6%
Value ($000) $3,239 Shares 689,222 Est. Cost $19.79 Unrealized -73.3%
IT GARTNER INC 0.5%
Value ($000) $2,728 Shares 9,861 Est. Cost $154.01 Unrealized +82.0%
MGP INGREDIENTS INC 0.5%
Value ($000) $2,679 Shares 25,234 Est. Cost $33.88 Unrealized
NSSC NAPCO SECURITY TECHNOLOGIES INC 0.4%
Value ($000) $2,606 Shares 89,628 Est. Cost $16.48 Unrealized +56.5%
LIVENT CORP 0.4%
Value ($000) $2,550 Shares 83,191 Est. Cost $6.84 Unrealized
AMAL AMALGAMATED FINL CORP 0.4%
Value ($000) $2,513 Shares 111,424 Est. Cost $14.99 Unrealized +40.0%
PLXS PLEXUS CORP 0.4%
Value ($000) $2,463 Shares 28,125 Est. Cost $67.01 Unrealized +33.1%
AMN AMN HEALTHCARE SERVICES INC 0.4%
Value ($000) $2,290 Shares 21,613 Est. Cost $54.12 Unrealized +102.5%
EXPONENT INC 0.4%
Value ($000) $2,191 Shares 24,989 Est. Cost $74.55 Unrealized
SUPN SUPERNUS PHARMACEUTICALS INC 0.4%
Value ($000) $2,101 Shares 62,054 Est. Cost $28.65 Unrealized +13.6%
CCBG CAPITAL CITY BANK GP 0.4%
Value ($000) $2,096 Shares 67,376 Est. Cost $20.68 Unrealized +41.0%
TTEK TETRA TECH INC 0.4%
Value ($000) $2,073 Shares 16,125 Est. Cost $14.51 Unrealized +92.8%
FORWARD AIR CORP 0.3%
Value ($000) $1,971 Shares 21,833 Est. Cost $65.08 Unrealized
PGT INNOVATIONS INC 0.3%
Value ($000) $1,944 Shares 92,731 Est. Cost $17.08 Unrealized
CRAI CRA INTERNATIONAL INC 0.3%
Value ($000) $1,872 Shares 21,100 Est. Cost $83.56 Unrealized +5.4%
RLI R L I CORP 0.3%
Value ($000) $1,861 Shares 18,174 Est. Cost $27.48 Unrealized +74.8%
VAREX IMAGING CORP 0.3%
Value ($000) $1,842 Shares 87,123 Est. Cost $38.89 Unrealized
GMED GLOBUS MEDICAL INC 0.3%
Value ($000) $1,833 Shares 30,777 Est. Cost $46.43 Unrealized +29.7%
COCO VITA COCO CO 0.3%
Value ($000) $1,787 Shares 156,925 Est. Cost $10.68 Unrealized +22.1%
CHASE CORP 0.3%
Value ($000) $1,773 Shares 21,219 Est. Cost $80.59 Unrealized
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $1,768 Shares 20,979 Est. Cost $64.42 Unrealized +40.5%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,753 Shares 23,524 Est. Cost $62.22 Unrealized +14.3%
AMERISAFE INC 0.3%
Value ($000) $1,739 Shares 37,212 Est. Cost $57.01 Unrealized
HCKT HACKETT GROUP 0.3%
Value ($000) $1,736 Shares 97,991 Est. Cost $16.15 Unrealized +25.6%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,734 Shares 20,324 Est. Cost $76.23 Unrealized +15.8%
REYN REYNOLDS CONSUMER PRODUCTS INC 0.3%
Value ($000) $1,725 Shares 66,308 Est. Cost $24.91 Unrealized 0.0%
LIGAND PHARMA 0.3%
Value ($000) $1,713 Shares 19,889 Est. Cost $104.05 Unrealized
INSTEEL INDUSTRIES 0.3%
Value ($000) $1,698 Shares 63,985 Est. Cost $20.09 Unrealized
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,697 Shares 36,655 Est. Cost $38.06 Unrealized
CORECARD CORP 0.3%
Value ($000) $1,695 Shares 77,861 Est. Cost $30.06 Unrealized
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $1,681 Shares 48,746 Est. Cost $31.53 Unrealized +10.7%
HLIO HELIOS TECHNOLOGIES INC 0.3%
Value ($000) $1,680 Shares 33,207 Est. Cost $47.71 Unrealized +26.7%
CAMT CAMTEK LTD 0.3%
Value ($000) $1,657 Shares 71,501 Est. Cost $12.23 Unrealized +118.1%
NVEC N V E CORPORATION 0.3%
Value ($000) $1,641 Shares 35,167 Est. Cost $70.04 Unrealized -28.9%
ALNT ALLIED MOTION TECHNOLOGIES 0.3%
Value ($000) $1,625 Shares 56,765 Est. Cost $32.90 Unrealized -10.5%
SHYFT GROUP INC 0.3%
Value ($000) $1,617 Shares 79,130 Est. Cost $19.57 Unrealized
SILC SILICOM LTD 0.3%
Value ($000) $1,558 Shares 44,086 Est. Cost $37.50 Unrealized +2.6%
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $1,536 Shares 81,485 Est. Cost $21.35 Unrealized +7.7%
GIC GLOBAL INDUSTRIAL COMPANY 0.3%
Value ($000) $1,519 Shares 56,628 Est. Cost $32.06 Unrealized -11.5%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,497 Shares 112,106 Est. Cost $12.34 Unrealized +31.7%
PDC ENERGY INC 0.3%
Value ($000) $1,495 Shares 25,864 Est. Cost $7.44 Unrealized
CSTL CASTLE BIOSCIENCES INC 0.3%
Value ($000) $1,477 Shares 56,639 Est. Cost $46.04 Unrealized -39.1%
TILE INTERFACE INC 0.3%
Value ($000) $1,464 Shares 162,902 Est. Cost $12.39 Unrealized -2.3%
AVNT AVIENT CORPORATION 0.2%
Value ($000) $1,422 Shares 46,919 Est. Cost $37.78 Unrealized 0.0%
BLFS BIOLIFE SOLUTIONS INC 0.2%
Value ($000) $1,372 Shares 60,301 Est. Cost $20.62 Unrealized +3.8%
ICHR ICHOR HOLDINGS LTD 0.2%
Value ($000) $1,354 Shares 55,929 Est. Cost $27.57 Unrealized +7.3%
CMCO COLUMBUS MCKINNON CO 0.2%
Value ($000) $1,288 Shares 49,220 Est. Cost $34.68 Unrealized -15.5%
PRTS CARPARTS.COM INC 0.2%
Value ($000) $1,225 Shares 236,949 Est. Cost $10.13 Unrealized -28.2%
GSL GLOBAL SHIP LEASE 0.2%
Value ($000) $1,220 Shares 77,330 Est. Cost $20.85 Unrealized -14.7%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,152 Shares 9,125 Est. Cost $90.50 Unrealized +44.3%
EMBC EMBECTA CORP 0.2%
Value ($000) $1,144 Shares 39,744 Est. Cost $26.16 Unrealized 0.0%
JOUT JOHNSON OUTDOORS INC 0.2%
Value ($000) $1,103 Shares 21,498 Est. Cost $109.53 Unrealized -42.9%
NOG NORTHERN OIL AND GAS 0.2%
Value ($000) $1,059 Shares 38,644 Est. Cost $8.02 Unrealized +252.0%
MTW MANITOWOC COMPANY 0.2%
Value ($000) $1,041 Shares 134,265 Est. Cost $16.57 Unrealized -38.9%
MDXG MIMEDX GROUP INC 0.2%
Value ($000) $1,031 Shares 359,108 Est. Cost $7.44 Unrealized -52.2%
CSL CARLISLE COMPANIES 0.2%
Value ($000) $1,001 Shares 3,569 Est. Cost $275.28 Unrealized 0.0%
MATV MATIV HOLDINGS INC 0.2%
Value ($000) $977 Shares 44,255 Est. Cost $19.57 Unrealized 0.0%
SPDR GOLD SHARES ETF 0.2%
Value ($000) $928 Shares 6,000 Est. Cost $164.17 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $919 Shares 18,042 Est. Cost $37.41 Unrealized
SFM SPROUTS FARMERS MARKET INC 0.2%
Value ($000) $909 Shares 32,763 Est. Cost $28.40 Unrealized 0.0%
ATKR Atkore Inc 0.2%
Value ($000) $900 Shares 11,572 Est. Cost $83.39 Unrealized 0.0%
MLKN MILLERKNOLL INC 0.1%
Value ($000) $828 Shares 53,092 Est. Cost $23.05 Unrealized +5.6%
ARTISAN PARTNERS ASSET MANAGEMENT, INC. CLASS A 0.1%
Value ($000) $784 Shares 29,121 Est. Cost $26.92 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $781 Shares 4,008 Est. Cost $147.77 Unrealized +38.2%
HY HYSTER-YALE MH CLASS A 0.1%
Value ($000) $780 Shares 36,251 Est. Cost $43.45 Unrealized -35.7%
IRIX IRIDEX CORP 0.1%
Value ($000) $766 Shares 317,759 Est. Cost $4.10 Unrealized -33.3%
CULP CULP INC 0.1%
Value ($000) $764 Shares 175,128 Est. Cost $11.67 Unrealized -59.4%
EXXON MOBIL CORP COM 0.1%
Value ($000) $753 Shares 8,624 Est. Cost $85.69 Unrealized
INN SUMMIT HOTEL PROPERTIES INC 0.1%
Value ($000) $731 Shares 108,749 Est. Cost $25.73 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $634 Shares 8,087 Est. Cost $58.39 Unrealized +32.1%
FAST FASTENAL CO 0.1%
Value ($000) $605 Shares 13,144 Est. Cost $12.59 Unrealized +84.3%
OII OCEANEERING INTL INC 0.1%
Value ($000) $600 Shares 75,417 Est. Cost $15.18 Unrealized -38.1%
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $552 Shares 10,023 Est. Cost $25.64 Unrealized +83.5%
GENPACT LIMITED 0.1%
Value ($000) $545 Shares 12,441 Est. Cost $43.81 Unrealized
B J S WHOLESALE CLUB HOL 0.1%
Value ($000) $532 Shares 7,310 Est. Cost $72.78 Unrealized
USB U S BANCORP 0.1%
Value ($000) $523 Shares 12,983 Est. Cost $36.11 Unrealized +8.6%
SPDR S&P 500 ETF 0.1%
Value ($000) $513 Shares 1,437 Est. Cost $368.08 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $440 Shares 1,947 Est. Cost $102.16 Unrealized +114.4%
NVENT ELECTRIC PLC F 0.1%
Value ($000) $416 Shares 13,173 Est. Cost $31.58 Unrealized
INTERPUBLIC GRP COS 0.1%
Value ($000) $408 Shares 15,955 Est. Cost $24.85 Unrealized 0.0%
ZION ZIONS BANCORPORATION 0.1%
Value ($000) $403 Shares 7,923 Est. Cost $54.69 Unrealized 0.0%
FIRSTCASH HLDGS INC 0.1%
Value ($000) $393 Shares 5,357 Est. Cost $73.36 Unrealized
HLI HOULIHAN LOKEY INC CLASS A 0.1%
Value ($000) $383 Shares 5,080 Est. Cost $76.26 Unrealized 0.0%
RHI ROBERT HALF INTL 0.1%
Value ($000) $380 Shares 4,963 Est. Cost $78.17 Unrealized 0.0%
FIVE BELOW 0.1%
Value ($000) $375 Shares 2,722 Est. Cost $137.77 Unrealized
EXACT SCIENCES CORP 0.1%
Value ($000) $364 Shares 11,200 Est. Cost $50.76 Unrealized
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $359 Shares 5,459 Est. Cost $74.28 Unrealized 0.0%
BEACON ROOFING SUPPL 0.1%
Value ($000) $349 Shares 6,387 Est. Cost $54.64 Unrealized
TNC TENNANT CO 0.1%
Value ($000) $339 Shares 6,000 Est. Cost $57.34 Unrealized +4.2%
APPLIED INDL TECH 0.1%
Value ($000) $335 Shares 3,260 Est. Cost $102.76 Unrealized
KBR INC 0.1%
Value ($000) $329 Shares 7,621 Est. Cost $43.17 Unrealized
INSIGHT ENTERPRISES 0.1%
Value ($000) $312 Shares 3,780 Est. Cost $82.54 Unrealized
PLCE CHILDREN'S PLACE INC 0.1%
Value ($000) $307 Shares 9,943 Est. Cost $35.54 Unrealized +18.3%
ALPHABET INC. CLASS A 0.1%
Value ($000) $306 Shares 3,195 Est. Cost $153.85 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $298 Shares 2,077 Est. Cost $79.58 Unrealized +66.9%
ARW ARROW ELECTRONICS 0.1%
Value ($000) $292 Shares 3,170 Est. Cost $109.15 Unrealized 0.0%
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $290 Shares 572 Est. Cost $330.32 Unrealized +67.8%
PPLT ABERDEEN STANDARD PLATINUM ETF IV 0.0%
Value ($000) $284 Shares 3,550 Est. Cost $90.14 Unrealized
J P MORGAN CHASE & CO 0.0%
Value ($000) $275 Shares 2,636 Est. Cost $110.89 Unrealized
VERA BRADLEY INC 0.0%
Value ($000) $265 Shares 88,005 Est. Cost $7.93 Unrealized
CPER UNITED STATES COPPER INDEX ETF 0.0%
Value ($000) $262 Shares 12,800 Est. Cost $25.08 Unrealized
ISHARES SILVER TRUST ETF IV 0.0%
Value ($000) $261 Shares 14,900 Est. Cost $20.54 Unrealized
ABBVIE INC 0.0%
Value ($000) $258 Shares 1,925 Est. Cost $111.90 Unrealized
DCI DONALDSON CO 0.0%
Value ($000) $254 Shares 5,192 Est. Cost $49.40 Unrealized 0.0%
HYPERFINE INC 0.0%
Value ($000) $254 Shares 313,350 Est. Cost $7.25 Unrealized
WALGREENS BOOTS ALLI 0.0%
Value ($000) $237 Shares 7,545 Est. Cost $54.64 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $230 Shares 1,593 Est. Cost $150.92 Unrealized +3.4%
SPDR S&P MIDCAP 400 ETF IV 0.0%
Value ($000) $227 Shares 565 Est. Cost $325.00 Unrealized
W E C ENERGY GROUP INC 0.0%
Value ($000) $226 Shares 2,529 Est. Cost $83.45 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $219 Shares 1,210 Est. Cost $117.81 Unrealized +54.2%
WHITE MOUNTAINS INS F 0.0%
Value ($000) $214 Shares 164 Est. Cost $1304.88 Unrealized
COSTCO WHOLESALE CO 0.0%
Value ($000) $204 Shares 432 Est. Cost $396.02 Unrealized
FIS FIDELITY NATL INFORMATION 0.0%
Value ($000) $203 Shares 2,680 Est. Cost $115.52 Unrealized -26.2%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $202 Shares 2,830 Est. Cost $79.15 Unrealized -2.2%
MERCK & CO. INC. 0.0%
Value ($000) $200 Shares 2,328 Est. Cost $91.07 Unrealized
TMC THE METALS CO INC F 0.0%
Value ($000) $24 Shares 22,696 Est. Cost $4.58 Unrealized