ISTHMUS PARTNERS, LLC: 13F holdings
CIK 16396662026Q2
| Positions | 226 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IEFA ISHARES TR | 504,019 | $48.7m | 4.7% |
| AAPL APPLE INC | 92,177 | $26.7m | 2.6% |
| GOOGL ALPHABET INC | 70,087 | $25.0m | 2.4% |
| AMAT APPLIED MATLS INC | 34,016 | $24.6m | 2.4% |
| AVGO BROADCOM INC | 57,198 | $21.6m | 2.1% |
| V VISA INC | 60,795 | $20.9m | 2.0% |
| JNJ JOHNSON & JOHNSON | 80,497 | $20.4m | 2.0% |
| BNY BANK OF NY MELLON CORP | 136,336 | $19.7m | 1.9% |
| ROK ROCKWELL AUTOMATION INC | 38,603 | $19.1m | 1.8% |
| GWW WW GRAINGER INC | 13,927 | $18.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1639666")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.