ISTHMUS PARTNERS, LLC - Portfolio overview

ISTHMUS PARTNERS, LLC has 231 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. IEFA - iShares Trust Core MSCI EAFE, 4.70%
2. AAPL - Apple Inc., 2.35%
3. GOOGL - Alphabet Inc., 2.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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