13F Filings History of ISTHMUS PARTNERS, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$900,521,649
Signature - Title
Ryan Cobb - Chief Operating Officer
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by ISTHMUS PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ISTHMUS PARTNERS, LLC reported 214 stock holdings with total value $900,521,649 as of Q4 2025. Top holdings included AAPL, GOOGL, MSFT, CHRW, and JNJ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 214 $900,521,649 +$79,880,613 -$28,470,183 +$51,410,430 AAPL, GOOGL, MSFT, CHRW, JNJ 13F-HR 05 Feb 2026, 10:38
Q3 2025 176 $450,379,851 +$30,903,236 -$69,724,560 -$38,821,324 MSFT, JNJ, TT, ULTA, HCA 13F-HR 10 Nov 2025, 07:20
Q2 2025 217 $856,083,601 +$71,483,493 -$58,238,993 +$13,244,500 MSFT, TT, COR, AAPL, AMCR 13F-HR 13 Aug 2025, 13:16
Q1 2025 211 $798,827,962 +$37,475,192 -$27,418,841 +$10,056,351 AAPL, AMCR, COR, AZO, MSFT 13F-HR 01 May 2025, 16:21
Q4 2024 217 $822,707,973 +$30,347,704 -$26,316,473 +$4,031,231 AAPL, MSFT, AMCR, BK, PYPL 13F-HR 07 Feb 2025, 14:33
Q3 2024 195 $841,691,967 +$37,774,927 -$115,984,993 -$78,210,066 AAPL, TT, MSFT, PYPL, BK 13F-HR 14 Nov 2024, 09:55
Q2 2024 196 $849,181,635 +$69,280,458 -$72,548,198 -$3,267,740 IEFA, AAPL, MSFT, TT, AMAT Restatement 14 Aug 2024, 11:04
Q1 2024 197 $880,956,989 +$127,239,597 -$66,625,289 +$60,614,308 IEFA, ALSN, MSFT, TT, COR 13F-HR 07 May 2024, 18:41
Q4 2023 197 $769,041,993 +$91,976,281 -$86,261,847 +$5,714,434 IEFA, TT, MSFT, AAPL, GWW 13F-HR 12 Feb 2024, 16:36
Q3 2023 168 $693,214,709 +$24,965,296 -$24,844,454 +$120,842 AMCR, IEFA, MSFT, TT, AAPL 13F-HR 14 Nov 2023, 17:15
Q2 2023 167 $733,318,741 +$11,482,492 -$10,812,654 +$669,838 AMCR, IEFA, AAPL, GWW, MSFT 13F-HR 03 Aug 2023, 14:17
Q1 2023 163 $709,272,133 +$58,931,185 -$40,636,227 +$18,294,958 AMCR, IEFA, GWW, AAPL, MSFT 13F-HR 10 May 2023, 17:41
Q4 2022 165 $665,754,532 +$60,093,937 -$32,299,320 +$27,794,617 AMCR, IEFA, AZO, GWW, KMB 13F-HR 10 Feb 2023, 12:20
Q3 2022 163 $581,009,000 +$111,118,781 -$37,093,357 +$74,025,424 AMCR, AAPL, CI, AZO, GWW 13F-HR 14 Nov 2022, 09:34
Q2 2022 144 $535,711,000 +$25,475,431 -$19,178,803 +$6,296,628 AZO, AAPL, WM, MSFT, JNJ 13F-HR 08 Aug 2022, 15:24
Q1 2022 147 $608,378,000 +$60,786,865 -$27,376,143 +$33,410,722 AAPL, AZO, MSFT, PSA, UPS 13F-HR 04 May 2022, 15:02
Q4 2021 148 $596,505,000 +$16,099,533 -$15,512,796 +$586,737 AAPL, AZO, MSFT, QCOM, ACN 13F-HR 25 Jan 2022, 15:11
Q3 2021 152 $551,489,000 +$13,620,017 -$15,450,587 -$1,830,570 AAPL, AZO, MSFT, FITB, WM 13F-HR 10 Nov 2021, 11:28
Q2 2021 261 $568,093,000 +$27,459,191 -$24,156,189 +$3,303,002 AAPL, UPS, MSFT, QCOM, AZO 13F-HR 10 Aug 2021, 13:45
Q1 2021 143 $544,824,000 +$43,274,052 -$38,433,853 +$4,840,199 AAPL, BFLY, IQV, HBI, UPS 13F-HR 17 May 2021, 10:00
Q4 2020 143 $492,892,000 +$20,008,308 -$21,927,461 -$1,919,153 AAPL, QCOM, PYPL, UPS, IQV 13F-HR 16 Feb 2021, 06:45
Q3 2020 140 $428,197,000 +$19,816,109 -$10,526,276 +$9,289,833 AAPL, QCOM, UPS, PYPL, MSFT 13F-HR 03 Nov 2020, 19:57
Q2 2020 140 $405,803,000 +$26,094,344 -$17,390,370 +$8,703,974 AAPL, QCOM, PYPL, MSFT, KMB Restatement 14 Aug 2020, 13:47
Q1 2020 136 $325,464,000 +$27,910,516 -$28,147,754 -$237,238 AAPL, HRL, MSFT, JNJ, QCOM 13F-HR 15 May 2020, 13:08
Q4 2019 139 $439,265,000 +$20,166,505 -$29,410,971 -$9,244,466 AAPL, MSFT, QCOM, SYY, IQV 13F-HR 07 Feb 2020, 13:54
Q3 2019 138 $422,130,000 +$19,649,807 -$15,527,258 +$4,122,549 MSFT, QCOM, SYY, WM, IQV 13F-HR 14 Nov 2019, 17:25
Q2 2019 138 $418,805,000 +$258,679,483 -$57,007,967 +$201,671,516 IQV, MSFT, BALL, QCOM, WM 13F-HR 09 Aug 2019, 14:02
Q1 2019 136 $113,614,000 $0 $0 $0 MSFT, ABT, MLNT, PNC, LNT 13F-HR 19 Apr 2019, 16:58
Q4 2018 132 $332,788,000 +$32,872,059 -$38,036,073 -$5,164,014 ABT, KEYS, MSFT, IQV, HRL 13F-HR 04 Feb 2019, 11:32
Q3 2018 279 $396,575,000 +$8,224,315 -$20,469,187 -$12,244,872 MSFT, IQV, KEYS, ABT, ADP 13F-HR 14 Nov 2018, 16:52
Q2 2018 266 $383,523,000 +$34,116,115 -$36,904,020 -$2,787,905 KEYS, MSFT, ADP, SYY, BDX 13F-HR 02 Aug 2018, 11:24
Q1 2018 264 $370,160,000 +$27,152,534 -$21,644,636 +$5,507,898 MSFT, KEYS, INTC, BAX, CSCO 13F-HR 11 May 2018, 09:46
Q4 2017 294 $367,508,000 +$19,364,805 -$26,176,972 -$6,812,167 MSFT, BAX, JNJ, EMR, INTC 13F-HR 05 Feb 2018, 14:49
Q3 2017 305 $355,938,000 +$5,478,763 -$9,908,148 -$4,429,385 MSFT, BAX, FMC, KEYS, COL 13F-HR 02 Nov 2017, 16:26
Q2 2017 280 $341,875,000 +$25,418,807 -$26,244,731 -$825,924 MSFT, BAX, JNJ, KEYS, BDX 13F-HR 11 Aug 2017, 11:57
Q1 2017 292 $340,658,000 +$16,637,212 -$17,876,335 -$1,239,123 MSFT, FMC, BAX, KEYS, JNJ 13F-HR 10 May 2017, 12:26
Q4 2016 304 $331,409,000 +$11,512,097 -$17,077,665 -$5,565,568 MSFT, KEYS, SLB, PH, ADP 13F-HR 06 Feb 2017, 14:41
Q3 2016 269 $315,231,000 +$8,044,554 -$9,713,013 -$1,668,459 MSFT, SLB, CLR, BAX, JNJ 13F-HR 31 Oct 2016, 11:50
Q2 2016 243 $303,962,000 +$7,634,239 -$14,136,987 -$6,502,748 JNJ, KMB, XOM, MDT, SLB 13F-HR 08 Aug 2016, 16:07
Q1 2016 245 $299,556,000 +$32,023,328 -$28,232,621 +$3,790,707 MSFT, KMB, VAL, JNJ, ADP 13F-HR 10 May 2016, 13:29
Q4 2015 259 $286,646,000 +$22,209,137 -$22,585,305 -$376,168 WU, MSFT, KMB, ESRX, CELG 13F-HR 01 Feb 2016, 14:59
Q3 2015 273 $272,621,000 +$16,360,925 -$9,406,372 +$6,954,553 GPN, MSFT, ESRX, KMB, ADP 13F-HR 27 Oct 2015, 16:43
Q2 2015 275 $302,686,000 +$20,688,267 -$8,219,829 +$12,468,438 ESRX, SLB, MSFT, GPN, CELG 13F-HR 11 Aug 2015, 10:37
Q1 2015 262 $295,374,000 +$22,106,887 -$23,064,992 -$958,105 CELG, ESRX, KSS, SLB, ADP 13F-HR 01 Jun 2015, 15:54
Q4 2014 269 $293,836,000 $0 $0 $0 MSFT, INTC, CELG, ESRX, SLB 13F-HR 20 Apr 2015, 13:21