0001104659-22-055758.txt : 20220504
0001104659-22-055758.hdr.sgml : 20220504
20220504150235
ACCESSION NUMBER: 0001104659-22-055758
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220504
DATE AS OF CHANGE: 20220504
EFFECTIVENESS DATE: 20220504
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ISTHMUS PARTNERS, LLC
CENTRAL INDEX KEY: 0001639666
IRS NUMBER: 000000000
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16855
FILM NUMBER: 22891152
BUSINESS ADDRESS:
STREET 1: ONE SOUTH PINCKNEY STREET, SUITE 818
CITY: MADISON
STATE: WI
ZIP: 53703
BUSINESS PHONE: 608-729-0949
MAIL ADDRESS:
STREET 1: ONE SOUTH PINCKNEY STREET, SUITE 818
CITY: MADISON
STATE: WI
ZIP: 53703
13F-HR
1
primary_doc.xml
13F-HR
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0001639666
XXXXXXXX
03-31-2022
03-31-2022
false
ISTHMUS PARTNERS, LLC
One South Pinckney Street, Suite 818
Madison
WI
53703
13F HOLDINGS REPORT
028-16855
N
Victor Rodriguez
Chief Operating Officer
608-729-0948
/s/ Victor Rodriguez
Madison
WI
05-03-2022
0
147
608383
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287y109
312
1925
SH
SOLE
0
0
1925
ABERDEEN STANDARD PLATINUM ETF IV
PHYSCL PLATM SHS
003260106
326
3550
SH
SOLE
0
0
3550
ACCENTURE PLC A
SHS CLASS A
G1151C101
10915
32368
SH
SOLE
0
0
32368
ALLIED MOTION TECHNOLOGIES
COM
019330109
1454
48717
SH
SOLE
0
0
48717
ALLISON TRANSMISSION HLDGS INC
COM
01973R101
9548
243210
SH
SOLE
0
0
243210
ALPHABET INC. CLASS A
CL A
02079k305
389
140
SH
SOLE
0
0
140
AMALGAMATED FINL CORP
COM
022671101
1933
107589
SH
SOLE
0
0
107589
AMERISAFE INC
COM
03071h100
1266
25489
SH
SOLE
0
0
25489
AMN HEALTHCARE SERVICES, INC
COM
001744101
2178
20877
SH
SOLE
0
0
20877
ANTERO MIDSTREAM CORP COM
COM
03676B102
4496
413631
SH
SOLE
0
0
413631
APPLE INC
COM
037833100
15522
88893
SH
SOLE
0
0
88893
AT&T INC
COM
00206R102
8280
350409
SH
SOLE
0
0
350409
AUTO DATA PROCESSING
COM
053015103
443
1947
SH
SOLE
0
0
1947
AUTOZONE INC
COM
053332102
15109
7390
SH
SOLE
0
0
7390
BALL CORPORATION
COM
058498106
11031
122566
SH
SOLE
0
0
122566
BANK MONTREAL QUE
COM
063671101
237
2007
SH
SOLE
0
0
2007
BANK OF NY MELLON CO
COM
064058100
9895
199377
SH
SOLE
0
0
199377
BECTON DICKINSON & CO
COM
075887109
9741
36620
SH
SOLE
0
0
36620
BERKLEY W R CORP
COM
084423102
10991
165048
SH
SOLE
0
0
165048
BIOLIFE SOLUTIONS, INC
COM
09062W204
1168
51364
SH
SOLE
0
0
51364
BOOKING HLDGS INC
COM
09857L108
10817
4606
SH
SOLE
0
0
4606
BOOZ ALLEN HAMILTON HLDG CORP
COM
099502106
9620
109515
SH
SOLE
0
0
109515
BUTTERFLY NETWORK INC CLASS A
CL A
124155102
3281
689222
SH
SOLE
0
0
689222
C.H. ROBINSON WORLDWIDE, INC.
COM
12541W209
11151
103527
SH
SOLE
0
0
103527
CAMTEK LTD
COM
M20791105
2009
65969
SH
SOLE
0
0
65969
CAPITAL CITY BANK GP
COM
139674105
1662
63049
SH
SOLE
0
0
63049
CARPARTS.COM INC
COM
14427M107
1443
215427
SH
SOLE
0
0
215427
CASTLE BIOSCIENCES INC
COM
14843C105
1804
40223
SH
SOLE
0
0
40223
CATERPILLAR INC
COM
149123101
248
1112
SH
SOLE
0
0
1112
CDK GLOBAL INC
COM
12508E101
8663
177950
SH
SOLE
0
0
177950
CHANNELADVISOR CORP
COM
159179100
1487
89712
SH
SOLE
0
0
89712
CHASE CORP
COM
16150r104
1309
15066
SH
SOLE
0
0
15066
CHEVRON CORP
COM
166764100
338
2077
SH
SOLE
0
0
2077
CHILDREN'S PLACE, INC
COM
168905107
452
9176
SH
SOLE
0
0
9176
CHURCH & DWIGHT INC
COM
171340102
10849
109169
SH
SOLE
0
0
109169
CIGNA CORP
COM
125523100
10445
43591
SH
SOLE
0
0
43591
COLGATE PALMOLIVE CO
COM
194162103
9624
126909
SH
SOLE
0
0
126909
COLUMBUS MCKINNON CO
COM
199333105
1642
38717
SH
SOLE
0
0
38717
COMPUTER SERVICES, INC
COM
20539A105
868
17540
SH
SOLE
0
0
17540
CONTINENTAL RESOURCE
COM
212015101
6449
105156
SH
SOLE
0
0
105156
CORECARD CORPORATION
COM
45816D100
1184
43203
SH
SOLE
0
0
43203
COSTCO WHOLESALE CO
COM
22160k105
249
432
SH
SOLE
0
0
432
CRA INTERNATIONAL INC
COM
12618T105
1655
19640
SH
SOLE
0
0
19640
CULP INC
COM
230215105
1113
140182
SH
SOLE
0
0
140182
EBAY INC
COM
278642103
8054
140654
SH
SOLE
0
0
140654
ECOLAB INC
COM
278865100
282
1598
SH
SOLE
0
0
1598
ELECTRONIC ARTS
COM
285512109
9110
72008
SH
SOLE
0
0
72008
EMERSON ELEC CO
COM
291011104
11040
112596
SH
SOLE
0
0
112596
EMPLOYERS HOLDINGS INC
COM
292218104
1878
45784
SH
SOLE
0
0
45784
EXACT SCIENCES CORP
COM
30063p105
600
8585
SH
SOLE
0
0
8585
EXPONENT INC
COM
30214u102
2529
23410
SH
SOLE
0
0
23410
EXXON MOBIL CORP
COM
30231G102
712
8624
SH
SOLE
0
0
8624
FASTENAL CO
COM
311900104
781
13144
SH
SOLE
0
0
13144
FIDELITY NATL INFORMATION
COM
31620M106
269
2680
SH
SOLE
0
0
2680
FIFTH THIRD BANCORP
COM
316773100
11503
267268
SH
SOLE
0
0
267268
FIRST SOURCE CORP
COM
336901103
1547
33438
SH
SOLE
0
0
33438
FLOWSERVE CORP
COM
34354P105
6940
193324
SH
SOLE
0
0
193324
FMC CORP
COM
302491303
11023
83782
SH
SOLE
0
0
83782
FORWARD AIR CORP
COM
349853101
2010
20558
SH
SOLE
0
0
20558
GARTNER INC
COM
366651107
2917
9808
SH
SOLE
0
0
9808
GLOBAL INDUSTRIAL COMPANY
COM
37892E102
1673
51906
SH
SOLE
0
0
51906
GLOBAL SHIP LEASE
COM
Y27183600
1815
63695
SH
SOLE
0
0
63695
GLOBUS MEDICAL, INC
COM
379577208
2091
28341
SH
SOLE
0
0
28341
GRAINGER W W INC
COM
384802104
12357
23957
SH
SOLE
0
0
23957
GREENBRIER COMPANIES INC
COM
393657101
2390
46405
SH
SOLE
0
0
46405
HACKETT GROUP
COM
404609109
2133
92481
SH
SOLE
0
0
92481
HANESBRANDS INC.
COM
410345102
9178
616420
SH
SOLE
0
0
616420
HELIOS TECHNOLOGIES INC
COM
42328H109
2467
30747
SH
SOLE
0
0
30747
HYPERFINE INC
COM
44916k106
1109
313350
SH
SOLE
0
0
313350
HYSTER-YALE MH CLASS A
CL A
449172105
942
28377
SH
SOLE
0
0
28377
ICHOR HOLDINGS, LTD
COM
G4740B105
1673
46969
SH
SOLE
0
0
46969
ILLINOIS TOOL WORKS
COM
452308109
253
1210
SH
SOLE
0
0
1210
INDEPENDENT BANK CO
COM
453836108
1777
21757
SH
SOLE
0
0
21757
INSTEEL INDUSTRIES
COM
45774w108
2322
62765
SH
SOLE
0
0
62765
INTEL CORP
COM
458140100
7484
151012
SH
SOLE
0
0
151012
INTERFACE INC
COM
458665304
2057
151592
SH
SOLE
0
0
151592
INTRICON CORP
COM
46121H109
1038
43507
SH
SOLE
0
0
43507
IRIDEX CORP
COM
462684101
1052
227119
SH
SOLE
0
0
227119
ISHARES CORE MSCI TOTAL INTL STOCK ETF
CORE MSCI TOTAL
46432f834
881
13229
SH
SOLE
0
0
13229
ISHARES RUSSELL 1000 ETF IV
RUS 1000 ETF
464287622
230
920
SH
SOLE
0
0
920
ISHARES SILVER TRUST ETF IV
ISHARES
46428q109
341
14900
SH
SOLE
0
0
14900
J P MORGAN CHASE & CO
COM
46625h100
320
2349
SH
SOLE
0
0
2349
JOHNSON & JOHNSON
COM
478160104
11552
65180
SH
SOLE
0
0
65180
JOHNSON OUTDOORS INC
COM
479167108
1358
17471
SH
SOLE
0
0
17471
KIMBERLY CLARK CORP
COM
494368103
8771
71217
SH
SOLE
0
0
71217
KOHLS CORP
COM
500255104
11451
189401
SH
SOLE
0
0
189401
LEAR CORP
COM
521865204
7800
54705
SH
SOLE
0
0
54705
LIGAND PHARMA
COM
53220k504
1656
14720
SH
SOLE
0
0
14720
LIVENT CORP
COM
53814L108
3793
145501
SH
SOLE
0
0
145501
MANITOWOC COMPANY
COM
563571405
1654
109705
SH
SOLE
0
0
109705
MASTERCRAFT BOAT HOLDINGS INC
COM
57637H103
1843
74908
SH
SOLE
0
0
74908
MC CORMICK & CO INC
COM
579780206
282
2830
SH
SOLE
0
0
2830
MEDTRONIC PLC
COM
G5960L103
8563
77179
SH
SOLE
0
0
77179
MGP INGREDIENTS INC
COM
55303j106
2488
29066
SH
SOLE
0
0
29066
MICROSOFT CORP
COM
594918104
13905
45101
SH
SOLE
0
0
45101
MILLERKNOLL INC
COM
600544100
1604
46423
SH
SOLE
0
0
46423
MIMEDX GROUP INC
COM
602496101
1205
255872
SH
SOLE
0
0
255872
N V E CORPORATION
COM
629445206
1476
27092
SH
SOLE
0
0
27092
NAPCO SECURITY TECHNOLOGIES, INC
COM
630402105
2229
108611
SH
SOLE
0
0
108611
NATIONAL BEVERAGE CORP
COM
635017106
1812
41660
SH
SOLE
0
0
41660
NEENAH INC
COM
640079109
1298
32725
SH
SOLE
0
0
32725
NEXTERA ENERGY INC
COM
65339F101
685
8087
SH
SOLE
0
0
8087
NORTHERN OIL AND GAS
COM
665531307
1069
37929
SH
SOLE
0
0
37929
OCEANEERING INTL INC
COM
675232102
1071
70662
SH
SOLE
0
0
70662
ORION ENGINEERED CARBONS
COM
L72967109
1653
103523
SH
SOLE
0
0
103523
OTC MARKETS GROUP INC
COM
67106F108
591
9526
SH
SOLE
0
0
9526
PAYPAL HOLDINGS INC COM
COM
70450Y103
10024
86674
SH
SOLE
0
0
86674
PDC ENERGY INC
COM
69327R101
1885
25934
SH
SOLE
0
0
25934
PGT INNOVATIONS, INC
COM
69336V101
1519
84491
SH
SOLE
0
0
84491
PHYSICIANS RLTY TR
COM
71943U104
8769
499945
SH
SOLE
0
0
499945
PLANTRONICS INC
COM
727493108
769
19510
SH
SOLE
0
0
19510
PLEXUS CORP
COM
729132100
1755
21448
SH
SOLE
0
0
21448
PNC FINL SERVICES GP INC
COM
693475105
10055
54514
SH
SOLE
0
0
54514
PROCTER & GAMBLE CO
COM
742718109
1410
9225
SH
SOLE
0
0
9225
PUBLIC STORAGE
COM
74460D109
13867
35532
SH
SOLE
0
0
35532
QUALCOMM INC
COM
747525103
12242
80106
SH
SOLE
0
0
80106
R L I CORP
COM
749607107
1880
16990
SH
SOLE
0
0
16990
ROCKWELL AUTOMATION, INC
COM
773903109
10005
35730
SH
SOLE
0
0
35730
SCHLUMBERGER LTD
COM
806857108
8426
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SH
SOLE
0
0
203982
SILICOM LTD
COM
M84116108
1558
39574
SH
SOLE
0
0
39574
SPDR GOLD SHARES ETF
GOLD SHS
78463v107
1084
6000
SH
SOLE
0
0
6000
SPDR S&P 500 ETF
TR UNIT
78462f103
807
1787
SH
SOLE
0
0
1787
SPDR S&P MIDCAP 400 ETF IV
UTSER1 S&PDCRP
78467y107
277
565
SH
SOLE
0
0
565
SPDR TOTAL STOCK MARKET ETF
PORTFOLI S&P1500
78464A805
4409
79336
SH
SOLE
0
0
79336
SUMMIT HOTEL PROPERTIES INC
COM
866082100
989
99325
SH
SOLE
0
0
99325
SUPERNUS PHARMACEUTICALS, INC
COM
868459108
1860
57563
SH
SOLE
0
0
57563
SYSCO CORP
COM
871829107
11104
135994
SH
SOLE
0
0
135994
TENNANT CO
COM
880345103
473
6000
SH
SOLE
0
0
6000
TETRA TECH INC
COM
88162G103
2507
15197
SH
SOLE
0
0
15197
THERMO FISHER SCNTFC
COM
883556102
338
572
SH
SOLE
0
0
572
TMC THE METALS CO INC F
COM
87261y106
59
22696
SH
SOLE
0
0
22696
TRACTOR SUPPLY CO
COM
892356106
12046
51616
SH
SOLE
0
0
51616
TRANE TECHNOLOGIES PLC F
SHS
g8994e103
10753
70421
SH
SOLE
0
0
70421
U M B FINANCIAL CORP
COM
902788108
1904
19599
SH
SOLE
0
0
19599
U S BANCORP
COM
902973304
690
12983
SH
SOLE
0
0
12983
UNION PACIFIC CORP
COM
907818108
1095
4008
SH
SOLE
0
0
4008
UNISYS CORPORATION
COM
909214306
2064
95534
SH
SOLE
0
0
95534
UNITED PARCEL SVC INC
COM
911312106
13203
61566
SH
SOLE
0
0
61566
UNITED STATES COPPER INDEX ETF
CM REP COPP FD
911718104
367
12800
SH
SOLE
0
0
12800
UTAH MEDICAL PRODUCT
COM
917488108
1672
18605
SH
SOLE
0
0
18605
VAREX IMAGING CORPOR
COM
92214x106
1776
83409
SH
SOLE
0
0
83409
VERA BRADLEY INC
COM
92335c106
471
61355
SH
SOLE
0
0
61355
VITA COCO CO
COM
92846Q107
181
20165
SH
SOLE
0
0
20165
W E C ENERGY GROUP INC
COM
92939u106
252
2529
SH
SOLE
0
0
2529
WALGREENS BOOTS ALLI
COM
931427108
365
8153
SH
SOLE
0
0
8153
WASTE MGMT INC DEL
COM
94106L109
12753
80460
SH
SOLE
0
0
80460
WESCO INTERNATIONAL INC
COM
95082P105
10532
80925
SH
SOLE
0
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80925