ISTHMUS PARTNERS, LLC
•CIK: 1639666•Filing: Q4 2025
**ISTHMUS PARTNERS, LLC** manages $901M across a diversified portfolio of 214 positions. The fund exhibits significant concentration in mega-cap technology and healthcare names, notably holding AAPL ($25.6M) and GOOGL ($25.2M). Further top allocations include MSFT ($22.6M), CHRW ($20.5M), and JNJ ($20.3M). This structure suggests a conviction-driven, large-cap growth mandate targeting established industry leaders.
Total AUM
$900.5M
QoQ Performance
+99.8%
Positions
214
Top 10 Concentration
23.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL2.8%
ALPHABET2.8%
MSFT2.5%
CHRW2.3%
JNJ2.3%
AVGO2.2%
ABG2.1%
BK2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.9%
Technology9.8%
Healthcare4.2%
Industrial3.2%
Consumer2.9%
Financial1.7%
Energy1.2%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW42 new positions
↑67 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023