ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $665,755 (100.0% shares, 0.0% debt)

Holdings (165)

AMCOR PLC F 9.4%
Value ($000) $62,450 Shares 5,243,514 Est. Cost $10.73 Unrealized
ISHARES CORE MSCI EAFE ETF 4.4%
Value ($000) $29,285 Shares 475,104 Est. Cost $61.64 Unrealized
AZO AUTOZONE INC 2.0%
Value ($000) $13,098 Shares 5,311 Est. Cost $1449.65 Unrealized +66.7%
GWW GRAINGER W W INC 1.9%
Value ($000) $12,615 Shares 22,678 Est. Cost $261.34 Unrealized +109.9%
KMB KIMBERLY-CLARK CORP 1.8%
Value ($000) $12,165 Shares 89,616 Est. Cost $108.33 Unrealized +4.1%
TT TRANE TECHNOLOGIES PLC 1.8%
Value ($000) $12,061 Shares 71,753 Est. Cost $132.26 Unrealized +20.5%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $11,523 Shares 65,231 Est. Cost $116.97 Unrealized +34.3%
WRB BERKLEY W R CORP 1.7%
Value ($000) $11,501 Shares 158,478 Est. Cost $30.15 Unrealized +47.6%
COR AMERISOURCEBERGEN CORP 1.7%
Value ($000) $11,392 Shares 68,747 Est. Cost $147.67 Unrealized +3.9%
AAPL APPLE INC 1.7%
Value ($000) $11,251 Shares 86,592 Est. Cost $86.04 Unrealized +63.5%
BAH BOOZ ALLEN HAMILTON HLDG CORP 1.7%
Value ($000) $11,195 Shares 107,111 Est. Cost $76.39 Unrealized +27.9%
EMR EMERSON ELEC CO 1.6%
Value ($000) $10,885 Shares 113,318 Est. Cost $58.87 Unrealized +43.6%
MSFT MICROSOFT CORP 1.6%
Value ($000) $10,707 Shares 44,646 Est. Cost $51.66 Unrealized +353.1%
UPS UNITED PARCEL SVC INC 1.6%
Value ($000) $10,566 Shares 60,780 Est. Cost $83.03 Unrealized +78.3%
ALSN ALLISON TRANSMISSION HLDGS INC 1.6%
Value ($000) $10,495 Shares 252,280 Est. Cost $38.81 Unrealized +1.4%
FMC FMC CORP 1.6%
Value ($000) $10,413 Shares 83,434 Est. Cost $67.23 Unrealized +61.1%
IT GARTNER INC 1.6%
Value ($000) $10,402 Shares 30,946 Est. Cost $268.96 Unrealized +20.0%
BALL BALL CORP 1.6%
Value ($000) $10,374 Shares 202,850 Est. Cost $48.24 Unrealized +2.6%
SLB SCHLUMBERGER LTD 1.6%
Value ($000) $10,364 Shares 193,859 Est. Cost $29.81 Unrealized +54.6%
SYY SYSCO CORP 1.5%
Value ($000) $10,280 Shares 134,473 Est. Cost $59.98 Unrealized +23.2%
WCC WESCO INTL INC 1.5%
Value ($000) $10,227 Shares 81,688 Est. Cost $122.58 Unrealized -0.2%
BK BANK NEW YORK MELLON CORP 1.5%
Value ($000) $10,122 Shares 222,373 Est. Cost $38.52 Unrealized +1.9%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $10,074 Shares 127,855 Est. Cost $70.13 Unrealized -0.6%
ROK ROCKWELL AUTOMATION INC 1.5%
Value ($000) $9,844 Shares 38,220 Est. Cost $159.91 Unrealized +48.7%
CHRW CH ROBINSON WORLDWIDE INC 1.4%
Value ($000) $9,616 Shares 105,028 Est. Cost $72.76 Unrealized +20.9%
PSA PUBLIC STORAGE 1.4%
Value ($000) $9,551 Shares 34,086 Est. Cost $165.92 Unrealized +54.6%
PNC PNC FINL SVCS GROUP INC 1.4%
Value ($000) $9,468 Shares 59,948 Est. Cost $80.76 Unrealized +72.4%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $9,418 Shares 37,035 Est. Cost $212.22 Unrealized +5.2%
TSCO TRACTOR SUPPLY CO 1.4%
Value ($000) $9,294 Shares 41,313 Est. Cost $20.01 Unrealized +100.9%
BKNG BOOKING HOLDINGS INC 1.4%
Value ($000) $9,286 Shares 4,608 Est. Cost $1811.91 Unrealized +3.1%
LOW LOWES COMPANIES INC 1.4%
Value ($000) $9,135 Shares 45,849 Est. Cost $182.38 Unrealized +3.2%
ZBRA ZEBRA TECHNOLOGIES CORP 1.4%
Value ($000) $9,129 Shares 35,602 Est. Cost $309.53 Unrealized -16.5%
EA ELECTRONIC ARTS 1.4%
Value ($000) $9,026 Shares 73,872 Est. Cost $104.58 Unrealized +18.1%
EBAY EBAY INC 1.3%
Value ($000) $8,959 Shares 216,046 Est. Cost $37.23 Unrealized +4.7%
FLEETCOR TECHNOLOGIE 1.3%
Value ($000) $8,786 Shares 47,835 Est. Cost $183.68 Unrealized
CHD CHURCH & DWIGHT INC 1.3%
Value ($000) $8,686 Shares 107,752 Est. Cost $68.03 Unrealized +8.7%
QCOM QUALCOMM INC 1.3%
Value ($000) $8,682 Shares 78,968 Est. Cost $65.73 Unrealized +65.6%
ACN ACCENTURE PLC 1.3%
Value ($000) $8,659 Shares 32,449 Est. Cost $81.53 Unrealized +223.9%
FITB FIFTH THIRD BANCORP 1.3%
Value ($000) $8,633 Shares 263,133 Est. Cost $20.66 Unrealized +44.9%
CI CIGNA CORP 1.3%
Value ($000) $8,462 Shares 25,539 Est. Cost $173.07 Unrealized +72.7%
MDT MEDTRONIC PLC 1.2%
Value ($000) $7,812 Shares 100,516 Est. Cost $78.00 Unrealized -5.8%
LEA LEAR CORP 1.0%
Value ($000) $6,517 Shares 52,550 Est. Cost $122.49 Unrealized -0.5%
SPDR S&P 500 ETF 1.0%
Value ($000) $6,353 Shares 16,612 Est. Cost $381.19 Unrealized
PHYSICIANS REALTY TR 0.9%
Value ($000) $5,723 Shares 395,488 Est. Cost $17.75 Unrealized
FLS FLOWSERVE CORP 0.9%
Value ($000) $5,686 Shares 185,344 Est. Cost $34.89 Unrealized -21.2%
INTC INTEL CORP 0.7%
Value ($000) $4,972 Shares 188,121 Est. Cost $33.60 Unrealized -20.7%
KSS KOHLS CORP 0.7%
Value ($000) $4,713 Shares 186,645 Est. Cost $43.17 Unrealized -34.3%
AM ANTERO MIDSTREAM CORP 0.6%
Value ($000) $4,241 Shares 393,083 Est. Cost $5.77 Unrealized +48.2%
SPTM SPDR TOTAL STOCK MARKET ETF 0.6%
Value ($000) $3,793 Shares 80,205 Est. Cost $35.95 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $3,615 Shares 50,753 Est. Cost $128.36 Unrealized -37.8%
PLXS PLEXUS CORP 0.4%
Value ($000) $2,872 Shares 27,902 Est. Cost $67.01 Unrealized +50.8%
EXPONENT INC 0.4%
Value ($000) $2,495 Shares 25,178 Est. Cost $74.55 Unrealized
NSSC NAPCO SECURITY TECHNOLOGIES INC 0.4%
Value ($000) $2,463 Shares 89,611 Est. Cost $16.48 Unrealized +58.0%
RLI R L I CORP 0.4%
Value ($000) $2,391 Shares 18,211 Est. Cost $27.48 Unrealized +99.0%
TTEK TETRA TECH INC 0.4%
Value ($000) $2,355 Shares 16,218 Est. Cost $14.51 Unrealized +99.2%
FORWARD AIR CORP 0.3%
Value ($000) $2,299 Shares 21,918 Est. Cost $65.08 Unrealized
CORECARD CORP 0.3%
Value ($000) $2,270 Shares 78,347 Est. Cost $30.06 Unrealized
NVEC N V E CORPORATION 0.3%
Value ($000) $2,267 Shares 35,018 Est. Cost $70.04 Unrealized -12.7%
AMN AMN HEALTHCARE SERVICES INC 0.3%
Value ($000) $2,232 Shares 21,709 Est. Cost $54.12 Unrealized +112.8%
SUPN SUPERNUS PHARMACEUTICALS INC 0.3%
Value ($000) $2,219 Shares 62,213 Est. Cost $28.65 Unrealized +21.3%
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $2,167 Shares 66,662 Est. Cost $20.68 Unrealized +51.6%
COCO VITA COCO CO 0.3%
Value ($000) $2,164 Shares 156,585 Est. Cost $10.68 Unrealized +9.6%
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.3%
Value ($000) $2,104 Shares 81,340 Est. Cost $21.35 Unrealized +10.6%
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $2,096 Shares 48,608 Est. Cost $31.53 Unrealized +17.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $2,088 Shares 55,080 Est. Cost $37.90 Unrealized
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $2,038 Shares 20,273 Est. Cost $76.23 Unrealized +19.7%
CRAI CRA INTERNATIONAL INC 0.3%
Value ($000) $2,023 Shares 16,524 Est. Cost $83.56 Unrealized +26.9%
HCKT HACKETT GROUP 0.3%
Value ($000) $2,014 Shares 98,886 Est. Cost $16.15 Unrealized +30.9%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,997 Shares 112,139 Est. Cost $12.34 Unrealized +36.3%
SHYFT GROUP INC 0.3%
Value ($000) $1,991 Shares 80,108 Est. Cost $19.63 Unrealized
REYN REYNOLDS CONSUMER PRODUCTS INC 0.3%
Value ($000) $1,983 Shares 66,139 Est. Cost $24.91 Unrealized +7.2%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,976 Shares 23,407 Est. Cost $62.22 Unrealized +20.6%
ALNT ALLIED MOTION TECHNOLOGIES 0.3%
Value ($000) $1,968 Shares 56,541 Est. Cost $32.90 Unrealized -1.0%
AMAL AMALGAMATED FINL CORP 0.3%
Value ($000) $1,960 Shares 85,053 Est. Cost $14.99 Unrealized +51.8%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,959 Shares 36,905 Est. Cost $38.06 Unrealized
AMERISAFE INC 0.3%
Value ($000) $1,958 Shares 37,671 Est. Cost $56.94 Unrealized
MGP INGREDIENTS INC 0.3%
Value ($000) $1,953 Shares 18,356 Est. Cost $33.88 Unrealized
SILC SILICOM LTD 0.3%
Value ($000) $1,856 Shares 44,044 Est. Cost $37.50 Unrealized +9.8%
ATKR ATKORE INC 0.3%
Value ($000) $1,842 Shares 16,240 Est. Cost $88.44 Unrealized +14.1%
HLIO HELIOS TECHNOLOGIES INC 0.3%
Value ($000) $1,835 Shares 33,703 Est. Cost $47.80 Unrealized +12.7%
CHASE CORP 0.3%
Value ($000) $1,828 Shares 21,186 Est. Cost $80.59 Unrealized
SFM SPROUTS FARMERS MARKET INC 0.3%
Value ($000) $1,819 Shares 56,209 Est. Cost $29.54 Unrealized +5.4%
INSTEEL INDUSTRIES 0.3%
Value ($000) $1,789 Shares 64,990 Est. Cost $20.20 Unrealized
VAREX IMAGING CORP 0.3%
Value ($000) $1,778 Shares 87,566 Est. Cost $38.89 Unrealized
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $1,772 Shares 21,216 Est. Cost $64.64 Unrealized +30.0%
ARTISAN PARTNERS ASSET MANAGEMENT INC 0.3%
Value ($000) $1,698 Shares 57,159 Est. Cost $28.28 Unrealized
BFLY BUTTERFLY NETWORK INC CLASS A 0.3%
Value ($000) $1,695 Shares 689,222 Est. Cost $19.79 Unrealized -81.9%
PGT INNOVATIONS INC 0.3%
Value ($000) $1,684 Shares 93,748 Est. Cost $17.09 Unrealized
AVNT AVIENT CORPORATION 0.2%
Value ($000) $1,657 Shares 49,071 Est. Cost $37.45 Unrealized -19.5%
CMCO COLUMBUS MCKINNON CO 0.2%
Value ($000) $1,646 Shares 50,697 Est. Cost $34.50 Unrealized -17.4%
LIVENT CORP 0.2%
Value ($000) $1,639 Shares 82,504 Est. Cost $6.84 Unrealized
TILE INTERFACE INC 0.2%
Value ($000) $1,626 Shares 164,751 Est. Cost $12.37 Unrealized -15.0%
CAMT CAMTEK LTD 0.2%
Value ($000) $1,624 Shares 73,974 Est. Cost $12.58 Unrealized +80.5%
PDC ENERGY INC 0.2%
Value ($000) $1,618 Shares 25,494 Est. Cost $7.44 Unrealized
ICHR ICHOR HOLDINGS LTD 0.2%
Value ($000) $1,561 Shares 58,187 Est. Cost $27.54 Unrealized -3.1%
PRTS CARPARTS.COM INC 0.2%
Value ($000) $1,534 Shares 245,057 Est. Cost $9.97 Unrealized -47.5%
JOUT JOHNSON OUTDOORS INC 0.2%
Value ($000) $1,451 Shares 21,940 Est. Cost $108.46 Unrealized -48.2%
GIC GLOBAL INDUSTRIAL COMPANY 0.2%
Value ($000) $1,414 Shares 60,108 Est. Cost $31.56 Unrealized -25.5%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,383 Shares 9,125 Est. Cost $90.50 Unrealized +43.4%
CSTL CASTLE BIOSCIENCES INC 0.2%
Value ($000) $1,361 Shares 57,812 Est. Cost $45.58 Unrealized -49.1%
LIGAND PHARMA 0.2%
Value ($000) $1,325 Shares 19,830 Est. Cost $104.05 Unrealized
GSL GLOBAL SHIP LEASE 0.2%
Value ($000) $1,322 Shares 79,371 Est. Cost $20.75 Unrealized -17.1%
OII OCEANEERING INTL INC 0.2%
Value ($000) $1,308 Shares 74,766 Est. Cost $15.18 Unrealized -12.5%
MTW MANITOWOC COMPANY 0.2%
Value ($000) $1,273 Shares 138,943 Est. Cost $16.32 Unrealized -44.1%
MLKN MILLERKNOLL INC 0.2%
Value ($000) $1,219 Shares 58,026 Est. Cost $22.61 Unrealized -20.9%
NOG NORTHERN OIL AND GAS 0.2%
Value ($000) $1,169 Shares 37,922 Est. Cost $8.02 Unrealized +319.4%
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $1,139 Shares 19,677 Est. Cost $39.11 Unrealized
BLFS BIOLIFE SOLUTIONS INC 0.2%
Value ($000) $1,102 Shares 60,545 Est. Cost $20.62 Unrealized +0.1%
GMED GLOBUS MEDICAL INC 0.2%
Value ($000) $1,101 Shares 14,829 Est. Cost $46.43 Unrealized +46.6%
MDXG MIMEDX GROUP INC 0.2%
Value ($000) $1,071 Shares 385,172 Est. Cost $7.14 Unrealized -58.1%
SPDR GOLD SHARES ETF 0.2%
Value ($000) $1,018 Shares 6,000 Est. Cost $164.17 Unrealized
EMBC EMBECTA CORP 0.2%
Value ($000) $1,004 Shares 39,704 Est. Cost $26.16 Unrealized +3.5%
HY HYSTER-YALE MH CLASS A 0.1%
Value ($000) $966 Shares 38,170 Est. Cost $42.54 Unrealized -40.6%
EXXON MOBIL CORP COM 0.1%
Value ($000) $951 Shares 8,624 Est. Cost $85.69 Unrealized
MATV MATIV HOLDINGS INC 0.1%
Value ($000) $915 Shares 43,767 Est. Cost $19.57 Unrealized -3.8%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $830 Shares 4,008 Est. Cost $147.77 Unrealized +28.7%
CSL CARLISLE COMPANIES 0.1%
Value ($000) $798 Shares 3,386 Est. Cost $275.28 Unrealized -10.0%
CULP CULP INC 0.1%
Value ($000) $798 Shares 173,763 Est. Cost $11.67 Unrealized -59.5%
INN SUMMIT HOTEL PROPERTIES INC 0.1%
Value ($000) $790 Shares 109,443 Est. Cost $25.73 Unrealized
OABI OMNIAB, INC. 0.1%
Value ($000) $691 Shares 192,073 Est. Cost $5.33 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $676 Shares 8,087 Est. Cost $58.39 Unrealized +26.4%
IRIX IRIDEX CORP 0.1%
Value ($000) $671 Shares 333,792 Est. Cost $4.01 Unrealized -44.5%
FAST FASTENAL CO 0.1%
Value ($000) $622 Shares 13,144 Est. Cost $12.59 Unrealized +79.9%
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $579 Shares 10,183 Est. Cost $26.01 Unrealized +89.4%
GENPACT LIMITED 0.1%
Value ($000) $576 Shares 12,441 Est. Cost $43.81 Unrealized
USB U S BANCORP 0.1%
Value ($000) $566 Shares 12,983 Est. Cost $36.11 Unrealized +1.6%
EXACT SCIENCES CORP 0.1%
Value ($000) $555 Shares 11,200 Est. Cost $50.76 Unrealized
INTERPUBLIC GRP COS 0.1%
Value ($000) $531 Shares 15,955 Est. Cost $24.85 Unrealized +10.5%
NVENT ELECTRIC PLC F 0.1%
Value ($000) $507 Shares 13,173 Est. Cost $31.58 Unrealized
B J S WHOLESALE CLUB HOL 0.1%
Value ($000) $484 Shares 7,310 Est. Cost $72.78 Unrealized
FIVE BELOW 0.1%
Value ($000) $481 Shares 2,722 Est. Cost $137.77 Unrealized
FIRSTCASH HLDGS INC 0.1%
Value ($000) $466 Shares 5,357 Est. Cost $73.36 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $465 Shares 1,947 Est. Cost $102.16 Unrealized +124.2%
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $460 Shares 5,765 Est. Cost $74.35 Unrealized +1.8%
HLI HOULIHAN LOKEY INC CLASS A 0.1%
Value ($000) $443 Shares 5,080 Est. Cost $76.26 Unrealized +11.6%
APPLIED INDL TECH 0.1%
Value ($000) $411 Shares 3,260 Est. Cost $102.76 Unrealized
KBR INC 0.1%
Value ($000) $402 Shares 7,621 Est. Cost $43.17 Unrealized
RHI ROBERT HALF INTL 0.1%
Value ($000) $392 Shares 5,309 Est. Cost $78.05 Unrealized -2.3%
ZION ZIONS BANCORPORATION 0.1%
Value ($000) $389 Shares 7,923 Est. Cost $54.69 Unrealized -8.5%
INSIGHT ENTERPRISES 0.1%
Value ($000) $379 Shares 3,780 Est. Cost $82.54 Unrealized
PLCE CHILDREN'S PLACE INC 0.1%
Value ($000) $374 Shares 10,272 Est. Cost $35.60 Unrealized +5.1%
CVX CHEVRON CORP 0.1%
Value ($000) $373 Shares 2,077 Est. Cost $79.58 Unrealized +92.6%
TNC TENNANT CO 0.1%
Value ($000) $369 Shares 6,000 Est. Cost $57.34 Unrealized +2.1%
J P MORGAN CHASE & CO 0.1%
Value ($000) $353 Shares 2,636 Est. Cost $110.89 Unrealized
PPLT ABERDEEN STANDARD PLATINUM ETF IV 0.1%
Value ($000) $352 Shares 3,550 Est. Cost $90.14 Unrealized
BEACON ROOFING SUPPL 0.1%
Value ($000) $337 Shares 6,387 Est. Cost $54.64 Unrealized
ARW ARROW ELECTRONICS 0.0%
Value ($000) $331 Shares 3,170 Est. Cost $109.15 Unrealized -5.4%
ISHARES SILVER TRUST ETF IV 0.0%
Value ($000) $328 Shares 14,900 Est. Cost $20.54 Unrealized
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $315 Shares 572 Est. Cost $330.32 Unrealized +58.9%
ABBVIE INC 0.0%
Value ($000) $311 Shares 1,925 Est. Cost $111.90 Unrealized
DCI DONALDSON CO 0.0%
Value ($000) $306 Shares 5,192 Est. Cost $49.40 Unrealized +10.1%
CPER UNITED STATES COPPER INDEX ETF 0.0%
Value ($000) $296 Shares 12,800 Est. Cost $25.08 Unrealized
WALGREENS BOOTS ALLI 0.0%
Value ($000) $282 Shares 7,545 Est. Cost $54.64 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $265 Shares 1,107 Est. Cost $206.59 Unrealized 0.0%
HYPERFINE INC 0.0%
Value ($000) $263 Shares 313,350 Est. Cost $7.25 Unrealized
MERCK & CO. INC. 0.0%
Value ($000) $258 Shares 2,328 Est. Cost $91.07 Unrealized
SPDR S&P MIDCAP 400 ETF IV 0.0%
Value ($000) $250 Shares 565 Est. Cost $325.00 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $247 Shares 2,795 Est. Cost $153.85 Unrealized
W E C ENERGY GROUP INC 0.0%
Value ($000) $237 Shares 2,529 Est. Cost $83.45 Unrealized
MKC MC CORMICK & CO INC 0.0%
Value ($000) $235 Shares 2,830 Est. Cost $79.15 Unrealized -5.5%
WHITE MOUNTAINS INS F 0.0%
Value ($000) $232 Shares 164 Est. Cost $1304.88 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $232 Shares 1,593 Est. Cost $150.92 Unrealized -6.0%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $218 Shares 990 Est. Cost $117.81 Unrealized +67.6%
AMGN AMGEN INC. 0.0%
Value ($000) $210 Shares 800 Est. Cost $242.73 Unrealized 0.0%
TMC THE METALS CO INC F 0.0%
Value ($000) $17 Shares 22,696 Est. Cost $4.58 Unrealized