ISTHMUS PARTNERS, LLC
13F filer · CIK 1639666 · Madison, WI
Summary
ISTHMUS PARTNERS, LLC reported $1.03B across 226 positions in its 13F for 2026 Q2, filed Jul 20, 2026. The largest holdings are IEFA (4.7%), AAPL (2.6%), GOOGL (2.4%). Versus 2026 Q1, leaving options aside, it opened 19 new positions, added to 110, trimmed 48 and sold out of 10.
Reported value$1.03B
Positions226
Report period2026 Q2
FiledJul 20, 2026
New positions19
Added110
Trimmed48
Sold out10
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 4.7%Value $48.68MPrice $97.93Shares 504K -1.33%Since Jun 30 +1.40%
Weight 2.6%Value $26.67MPrice $329.40Shares 92K +1.36%Since Jun 30 +13.84%
Weight 2.4%Value $25.05MPrice $342.75Shares 70K -0.12%Since Jun 30 -4.09%
Weight 2.4%Value $24.59MPrice $512.01Shares 34K -25.36%Since Jun 30 -29.18%
Weight 2.1%Value $21.61MPrice $355.10Shares 57K -1.52%Since Jun 30 -6.00%
Weight 2.0%Value $20.86MPrice $367.74Shares 61K -0.68%Since Jun 30 +7.18%
Weight 2.0%Value $20.44MPrice $271.95Shares 80K -1.39%Since Jun 30 +7.08%
Weight 1.9%Value $19.72MPrice $146.98Shares 136K -4.81%Since Jun 30 +1.64%
Weight 1.8%Value $19.11MPrice $431.22Shares 39K -1.77%Since Jun 30 -12.90%
Weight 1.8%Value $18.95MPrice $1256Shares 14K -0.90%Since Jun 30 -7.70%
Weight 1.8%Value $18.79MPrice $509.22Shares 50K +6.27%Since Jun 30 +36.51%
Weight 1.8%Value $18.76MPrice $452.06Shares 38K -2.47%Since Jun 30 -7.96%
Weight 1.7%Value $17.66MPrice $52.09Shares 341K -1.82%Since Jun 30 +0.60%
Weight 1.6%Value $16.89MPrice $263.29Shares 67K +0.09%Since Jun 30 +4.63%
Weight 1.6%Value $16.86MPrice $223.67Shares 68K -0.32%Since Jun 30 -9.16%
Weight 1.6%Value $16.51MPrice $51.57Shares 293K -1.08%Since Jun 30 -8.52%
Weight 1.5%Value $15.91MPrice $149.03Shares 108K +1.12%Since Jun 30 +1.63%
Weight 1.4%Value $14.80MPrice $159.39Shares 103K +0.53%Since Jun 30 +11.34%
Weight 1.4%Value $14.76MPrice $371.87Shares 56K +0.79%Since Jun 30 +41.26%
Weight 1.4%Value $14.58MPrice $67.66Shares 207K +1.05%Since Jun 30 -4.07%
Weight 1.4%Value $14.21MPrice $149.71Shares 75K +0.55%Since Jun 30 -20.51%
Weight 1.4%Value $13.97MPrice $78.57Shares 167K +1.45%Since Jun 30 -5.99%
Weight 1.3%Value $13.96MPrice $2876Shares 4,368 +0.85%Since Jun 30 -10.01%
Weight 1.3%Value $13.94MPrice $94.25Shares 130K +0.77%Since Jun 30 -12.33%
Weight 1.3%Value $13.70MPrice $284.79Shares 43K -1.25%Since Jun 30 -10.53%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 4.7% | $48.68M | +1.40% | -1.33% | Trim | |
| 2.6% | $26.67M | +13.84% | +1.36% | Add | |
| 2.4% | $25.05M | -4.09% | -0.12% | Trim | |
| 2.4% | $24.59M | -29.18% | -25.36% | Trim | |
| 2.1% | $21.61M | -6.00% | -1.52% | Trim | |
| 2.0% | $20.86M | +7.18% | -0.68% | Trim | |
| 2.0% | $20.44M | +7.08% | -1.39% | Trim | |
| 1.9% | $19.72M | +1.64% | -4.81% | Trim | |
| 1.8% | $19.11M | -12.90% | -1.77% | Trim | |
| 1.8% | $18.95M | -7.70% | -0.90% | Trim | |
| 1.8% | $18.79M | +36.51% | +6.27% | Add | |
| 1.8% | $18.76M | -7.96% | -2.47% | Trim | |
| 1.7% | $17.66M | +0.60% | -1.82% | Trim | |
| 1.6% | $16.89M | +4.63% | +0.09% | Add | |
| 1.6% | $16.86M | -9.16% | -0.32% | Trim | |
| 1.6% | $16.51M | -8.52% | -1.08% | Trim | |
| 1.5% | $15.91M | +1.63% | +1.12% | Add | |
| 1.4% | $14.80M | +11.34% | +0.53% | Add | |
| 1.4% | $14.76M | +41.26% | +0.79% | Add | |
| 1.4% | $14.58M | -4.07% | +1.05% | Add | |
| 1.4% | $14.21M | -20.51% | +0.55% | Add | |
| 1.4% | $13.97M | -5.99% | +1.45% | Add | |
| 1.3% | $13.96M | -10.01% | +0.85% | Add | |
| 1.3% | $13.94M | -12.33% | +0.77% | Add | |
| 1.3% | $13.70M | -10.53% | -1.25% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.