ISTHMUS PARTNERS, LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,034,300
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 226 | 1,034,300 | 13F-HR | ISTHMUS PARTNERS, LLC |
| Q1 2026 | 4/29/2026 | 217 | 953,360 | 13F-HR | ISTHMUS PARTNERS, LLC |
| Q4 2025 | 2/5/2026 | 214 | 900,522 | 13F-HR | ISTHMUS PARTNERS, LLC |
| Q3 2025 | 11/10/2025 | 176 | 450,783 | 13F-HR | ISTHMUS PARTNERS, LLC |
| Q2 2025 | 8/13/2025 | 217 | 856,084 | 13F-HR | ISTHMUS PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 938.2 K | 90.7% | 74.96 K | 0 | 74.96 K |
| ETFs | 95.5 K | 9.2% | 5.427 K | 0 | 5.427 K |
| Other | 561 | 0.1% | 561 | 0 | 561 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
1,034,300
Holdings
226
QoQ value change ($000)
80,940
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.