ISTHMUS PARTNERS, LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 953,360
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 863.3 K | 90.6% | 0 | 36.24 K | -36.24 K |
| ETFs | 90.08 K | 9.4% | 89.08 K | 0 | 89.08 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
953,360
Holdings
217
QoQ value change ($000)
52,838
(5.9%)
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.