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ISTHMUS PARTNERS, LLC - Portfolio Stock Holdings

ISTHMUS PARTNERS, LLC disclosed 224 stock positions in a recent SEC 13F filing. $947,985,646 of stock holdings were filed, with the largest holdings including IEFA, AAPL, and JNJ. This filing represented positions held on March 31, 2026, and was filed on April 29, 2026.

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:

March 31, 2026

No. of Stocks:

224

Est. Stock Holding Value:

$947,985,646

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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