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ISTHMUS PARTNERS, LLC - Portfolio Stock Holdings

ISTHMUS PARTNERS, LLC disclosed 242 stock positions in a recent SEC 13F filing. $1,041,925,043 of stock holdings were filed, with the largest holdings including IEFA, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,438,537,516 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

242

Est. Stock Holding Value:

$1,041,925,043

Top Stock Holdings By Sector

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Portfolio Stock Holdings - ISTHMUS PARTNERS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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