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Filers›Holding Co.›ISTHMUS PARTNERS, LLC
DOSSIER · 13F-HR · Q1 2026

ISTHMUS PARTNERS, LLC

ISTHMUS's holding co. based in Boston, MA — $953M in tracked AUM across 218 positions as of Q1 2026.

I
ISTHMUS·Boston, MA·Holding Co.
CIK 0001639666 · last filed Mar 31, 2026
Total AUM
$953M
▼ 4.6%
vs prior
Holdings
218
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ISTHMUS PARTNERS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEFA
iShares Trust Core MSCI EAFE
$46M511K4.9%
02
AAPL
Apple Inc.
$23M91K2.4%
03
GOOGL
Alphabet Inc.
$20M70K2.1%
04
JNJ
Johnson & Johnson
$20M82K2.1%
05
V
Visa Inc
$19M61K1.9%
06
AVGO
Broadcom Inc
$18M58K1.9%
07
MSFT
Microsoft Corp.
$18M47K1.8%
08
BK
The Bank of New York Mellon Corp.
$17M143K1.8%
09
G8994E103
Trane Technologies PLC
$16M39K1.7%
10
ALSN
Allison Transmission Holdings Inc
$16M139K1.7%

Filing history

Filing history loading…
AI Agent · grounded in ISTHMUS
haiku-4-5 · 218 positions indexed
Sector mix
  • Tech43%
  • Financials6%
  • Communications4%
  • Industrials12%
  • Energy15%
  • Other20%
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