ISTHMUS PARTNERS, LLC

PrivateCIK: 1639666
Location

MADISON, WI

226
Positions
$1.03B
Total AUM (reported)
15.72M
Total Shares

Allocation by class

TOTAL AUM$1.03B226 positions
COM$711.18M68.8%
COM NEW$63.04M6.1%
CORE MSCI EAFE$48.68M4.7%
CL A$33.92M3.3%
COM CL A$32.50M3.1%
CAP STK CL A$25.05M2.4%
SHS$19.86M1.9%

Portfolio Concentration

Top 39.7%4–1014.0%11–2522.7%Rest53.5%TOP 1023.8%0%100%
Top 3$100.40M9.7%
4–10$145.28M14.0%
11–25$235.30M22.7%
Rest$553.33M53.5%

Top 3 weight

9.7%

Top 10 weight

23.8%

Voting Authority Distribution

Total shares with voting rights: 15.72M

Sole

Full voting authority

15.72M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole226
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings226
Rows:

ISHARES TR

SOLE
CORE MSCI EAFE
Shares504.02K
TypeSH
Market value$48.68M
4.71%
Sole
504.02K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares92.18K
TypeSH
Market value$26.67M
2.58%
Sole
92.18K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares70.09K
TypeSH
Market value$25.05M
2.42%
Sole
70.09K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares34.02K
TypeSH
Market value$24.59M
2.38%
Sole
34.02K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares57.20K
TypeSH
Market value$21.61M
2.09%
Sole
57.20K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares60.80K
TypeSH
Market value$20.86M
2.02%
Sole
60.80K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares80.50K
TypeSH
Market value$20.44M
1.98%
Sole
80.50K
Shared
0.00
None
0.00

BANK OF NY MELLON CORP

SOLE
COM
Shares136.34K
TypeSH
Market value$19.72M
1.91%
Sole
136.34K
Shared
0.00
None
0.00

ROCKWELL AUTOMATION INC

SOLE
COM
Shares38.60K
TypeSH
Market value$19.11M
1.85%
Sole
38.60K
Shared
0.00
None
0.00

WW GRAINGER INC

SOLE
COM
Shares13.93K
TypeSH
Market value$18.95M
1.83%
Sole
13.93K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares50.36K
TypeSH
Market value$18.79M
1.82%
Sole
50.36K
Shared
0.00
None
0.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares38.20K
TypeSH
Market value$18.76M
1.81%
Sole
38.20K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
ST PORT MARK ETF
Shares340.97K
TypeSH
Market value$17.66M
1.71%
Sole
340.97K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares67.12K
TypeSH
Market value$16.89M
1.63%
Sole
67.12K
Shared
0.00
None
0.00

PNC FINL SVCS GROUP INC

SOLE
COM
Shares68.47K
TypeSH
Market value$16.86M
1.63%
Sole
68.47K
Shared
0.00
None
0.00

FIFTH THIRD BANCORP

SOLE
COM
Shares292.92K
TypeSH
Market value$16.51M
1.60%
Sole
292.92K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares108.47K
TypeSH
Market value$15.91M
1.54%
Sole
108.47K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares103.40K
TypeSH
Market value$14.80M
1.43%
Sole
103.40K
Shared
0.00
None
0.00

ZEBRA TECHNOLOGIES CORPORATI

SOLE
CL A
Shares56.07K
TypeSH
Market value$14.76M
1.43%
Sole
56.07K
Shared
0.00
None
0.00

BERKLEY W R CORP

SOLE
COM
Shares206.66K
TypeSH
Market value$14.58M
1.41%
Sole
206.66K
Shared
0.00
None
0.00

C H ROBINSON WORLDWIDE IN

SOLE
COM NEW
Shares75.47K
TypeSH
Market value$14.21M
1.37%
Sole
75.47K
Shared
0.00
None
0.00

SYSCO CORP

SOLE
COM
Shares167.13K
TypeSH
Market value$13.97M
1.35%
Sole
167.13K
Shared
0.00
None
0.00

AUTOZONE INC

SOLE
COM
Shares4.37K
TypeSH
Market value$13.96M
1.35%
Sole
4.37K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares129.68K
TypeSH
Market value$13.94M
1.35%
Sole
129.68K
Shared
0.00
None
0.00

PUBLIC STORAGE

SOLE
COM
Shares43.03K
TypeSH
Market value$13.70M
1.32%
Sole
43.03K
Shared
0.00
None
0.00
Page 1 of 10