13F Insight
DOSSIER · 13F-HR · Q3 2026

ISTHMUS PARTNERS, LLC

$1.0B in tracked AUM across 228 positions as of Q3 2026.

IP
CIK 0001639666 · last filed Sep 30, 2026
Total AUM
$1.0B
as of Q3 2026
Holdings
228
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

ISTHMUS PARTNERS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$49M505K4.7%02
AAPL
APPLE INC
$31M94K3.0%03
MSFT
MICROSOFT CORP
$27M53K2.6%04
GOOGL
ALPHABET INC
$25M72K2.4%05
V
VISA INC
$22M60K2.1%06
JNJ
JOHNSON & JOHNSON
$21M79K2.0%07
AVGO
BROADCOM INC
$20M57K1.9%08
BK
BANK OF NY MELLON CORP
$19M132K1.8%09
QCOM
QUALCOMM INC
$19M102K1.8%10
AMAT
APPLIED MATLS INC
$18M35K1.7%

Filing history

2026Q3Sep 30
$1.0B▲ 0.7%
228 positionsView →2026Q2Jun 30
$1.0B▲ 8.5%
226 positionsView →2026Q1Mar 31
$953M▲ 5.9%
218 positionsView →2025Q4Dec 31
$901M▲ 99.8%
214 positionsView →2025Q3Sep 30
$451M▼ 47.3%
176 positionsLocked2025Q2Jun 30
$856M▲ 7.2%
217 positionsLocked2025Q1Mar 31
$799M▼ 2.9%
212 positionsLocked2024Q4Dec 31
$823M▼ 2.3%
217 positionsLocked2024Q3Sep 30
$842M▼ 46.1%
195 positionsLocked2024Q2Jun 30
$1.6B▲ 77.3%
225 positionsLocked2024Q1Mar 31
$881M▲ 14.6%
197 positionsLocked2023Q4Dec 31
$769M▲ 10.9%
197 positionsLocked
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