Chief Operating Officer

0001104659-23-018245.txt : 20230210 0001104659-23-018245.hdr.sgml : 20230210 20230210122043 ACCESSION NUMBER: 0001104659-23-018245 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23609787 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 X0202 13F-HR LIVE false false false 0001639666 XXXXXXXX 12-31-2022 12-31-2022 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 02-09-2023 0 166 665754532 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287y109 311099 1925 SH SOLE 0 0 311099 ABERDEEN STANDARD PLATINUM ETF IV COM 003260106 352444 3550 SH SOLE 0 0 352444 ACCENTURE PLC COM G1151C101 8658691 32449 SH SOLE 0 0 8658691 ALLIED MOTION TECHNOLOGIES COM 019330109 1968192 56541 SH SOLE 0 0 1968192 ALLISON TRANSMISSION HLDGS INC COM 01973R101 10494848 252280 SH SOLE 0 0 10494848 ALPHABET INC. CLASS A COM 02079k305 246603 2795 SH SOLE 0 0 246603 AMALGAMATED FINL CORP COM 022671101 1959621 85053 SH SOLE 0 0 1959621 AMCOR PLC F COM g0250x107 62450252 5243514 SH SOLE 0 0 62450252 AMERISAFE INC COM 03071h100 1957762 37671 SH SOLE 0 0 1957762 AMERISOURCEBERGEN CORP COM 03073E105 11392065 68747 SH SOLE 0 0 11392065 AMGEN INC. COM 031162100 210112 800 SH SOLE 0 0 210112 AMN HEALTHCARE SERVICES INC COM 001744101 2232119 21709 SH SOLE 0 0 2232119 ANTERO MIDSTREAM CORP COM 03676B102 4241366 393083 SH SOLE 0 0 4241366 APPLE INC COM 037833100 11250899 86592 SH SOLE 0 0 11250899 APPLIED INDL TECH COM 03820c105 410858 3260 SH SOLE 0 0 410858 ARROW ELECTRONICS COM 042735100 331487 3170 SH SOLE 0 0 331487 ARTISAN PARTNERS ASSET MANAGEMENT INC COM 04316a108 1697622 57159 SH SOLE 0 0 1697622 ATKORE INC COM 047649108 1841941 16240 SH SOLE 0 0 1841941 AUTO DATA PROCESSING COM 053015103 465060 1947 SH SOLE 0 0 465060 AUTOZONE INC COM 053332102 13097882 5311 SH SOLE 0 0 13097882 AVIENT CORPORATION COM 05368V106 1656637 49071 SH SOLE 0 0 1656637 B J S WHOLESALE CLUB HOL COM 05550j101 483630 7310 SH SOLE 0 0 483630 BALL CORP COM 058498106 10373749 202850 SH SOLE 0 0 10373749 BANK NEW YORK MELLON CORP COM 064058100 10122419 222373 SH SOLE 0 0 10122419 BEACON ROOFING SUPPL COM 073685109 337170 6387 SH SOLE 0 0 337170 BECTON DICKINSON & CO COM 075887109 9418001 37035 SH SOLE 0 0 9418001 BERKLEY W R CORP COM 084423102 11500785 158478 SH SOLE 0 0 11500785 BIOLIFE SOLUTIONS INC COM 09062W204 1101919 60545 SH SOLE 0 0 1101919 BOOKING HOLDINGS INC COM 09857L108 9286410 4608 SH SOLE 0 0 9286410 BOOZ ALLEN HAMILTON HLDG CORP COM 099502106 11195242 107111 SH SOLE 0 0 11195242 BUTTERFLY NETWORK INC CLASS A CL A 124155102 1695486 689222 SH SOLE 0 0 1695486 CAMTEK LTD COM M20791105 1624469 73974 SH SOLE 0 0 1624469 CAPITAL CITY BANK GP COM 139674105 2166515 66662 SH SOLE 0 0 2166515 CARLISLE COMPANIES COM 142339100 797911 3386 SH SOLE 0 0 797911 CARPARTS.COM INC COM 14427M107 1534057 245057 SH SOLE 0 0 1534057 CASTLE BIOSCIENCES INC COM 14843C105 1360894 57812 SH SOLE 0 0 1360894 CATERPILLAR INC COM 149123101 265193 1107 SH SOLE 0 0 265193 CH ROBINSON WORLDWIDE INC COM 12541W209 9616364 105028 SH SOLE 0 0 9616364 CHASE CORP COM 16150r104 1827504 21186 SH SOLE 0 0 1827504 CHEVRON CORP COM 166764100 372801 2077 SH SOLE 0 0 372801 CHILDREN'S PLACE INC COM 168905107 374106 10272 SH SOLE 0 0 374106 CHURCH & DWIGHT INC COM 171340102 8685889 107752 SH SOLE 0 0 8685889 CIGNA CORP COM 125523100 8462092 25539 SH SOLE 0 0 8462092 COLGATE PALMOLIVE CO COM 194162103 10073695 127855 SH SOLE 0 0 10073695 COLUMBUS MCKINNON CO COM 199333105 1646132 50697 SH SOLE 0 0 1646132 CORECARD CORP COM 45816D100 2269713 78347 SH SOLE 0 0 2269713 CRA INTERNATIONAL INC COM 12618T105 2023033 16524 SH SOLE 0 0 2023033 CULP INC COM 230215105 797572 173763 SH SOLE 0 0 797572 DONALDSON CO COM 257651109 305653 5192 SH SOLE 0 0 305653 EBAY INC COM 278642103 8959428 216046 SH SOLE 0 0 8959428 ECOLAB INC COM 278865100 231877 1593 SH SOLE 0 0 231877 ELECTRONIC ARTS COM 285512109 9025681 73872 SH SOLE 0 0 9025681 EMBECTA CORP COM 29082K105 1004114 39704 SH SOLE 0 0 1004114 EMERSON ELEC CO COM 291011104 10885327 113318 SH SOLE 0 0 10885327 EMPLOYERS HOLDINGS INC COM 292218104 2096463 48608 SH SOLE 0 0 2096463 EXACT SCIENCES CORP COM 30063p105 554512 11200 SH SOLE 0 0 554512 EXPONENT INC COM 30214u102 2494888 25178 SH SOLE 0 0 2494888 EXXON MOBIL CORP COM COM 30231g102 951227 8624 SH SOLE 0 0 951227 FASTENAL CO COM 311900104 621974 13144 SH SOLE 0 0 621974 FIFTH THIRD BANCORP COM 316773100 8633394 263133 SH SOLE 0 0 8633394 FIRST SOURCE CORP COM 336901103 1959286 36905 SH SOLE 0 0 1959286 FIRSTCASH HLDGS INC COM 33768g107 465577 5357 SH SOLE 0 0 465577 FIVE BELOW COM 33829m101 481440 2722 SH SOLE 0 0 481440 FLEETCOR TECHNOLOGIE COM 339041105 8786333 47835 SH SOLE 0 0 8786333 FLOWSERVE CORP COM 34354P105 5686354 185344 SH SOLE 0 0 5686354 FMC CORP COM 302491303 10412563 83434 SH SOLE 0 0 10412563 FORWARD AIR CORP COM 349853101 2298979 21918 SH SOLE 0 0 2298979 GARTNER INC COM 366651107 10402188 30946 SH SOLE 0 0 10402188 GENPACT LIMITED COM g3922b107 576267 12441 SH SOLE 0 0 576267 GLOBAL INDUSTRIAL COMPANY COM 37892E102 1414341 60108 SH SOLE 0 0 1414341 GLOBAL SHIP LEASE COM Y27183600 1321527 79371 SH SOLE 0 0 1321527 GLOBUS MEDICAL INC COM 379577208 1101350 14829 SH SOLE 0 0 1101350 GRAINGER W W INC COM 384802104 12614638 22678 SH SOLE 0 0 12614638 HACKETT GROUP COM 404609109 2014308 98886 SH SOLE 0 0 2014308 HELIOS TECHNOLOGIES INC COM 42328H109 1834791 33703 SH SOLE 0 0 1834791 HOULIHAN LOKEY INC CLASS A COM 441593100 442773 5080 SH SOLE 0 0 442773 HYPERFINE INC COM 44916k106 263214 313350 SH SOLE 0 0 263214 HYSTER-YALE MH CLASS A COM 449172105 966083 38170 SH SOLE 0 0 966083 ICHOR HOLDINGS LTD COM G4740B105 1560575 58187 SH SOLE 0 0 1560575 ILLINOIS TOOL WORKS COM 452308109 218097 990 SH SOLE 0 0 218097 INDEPENDENT BANK CO COM 453836108 1976253 23407 SH SOLE 0 0 1976253 INSIGHT ENTERPRISES COM 45765u103 379021 3780 SH SOLE 0 0 379021 INSTEEL INDUSTRIES COM 45774w108 1788525 64990 SH SOLE 0 0 1788525 INTEL CORP COM 458140100 4972038 188121 SH SOLE 0 0 4972038 INTERFACE INC COM 458665304 1626092 164751 SH SOLE 0 0 1626092 INTERPUBLIC GRP COS COM 460690100 531461 15955 SH SOLE 0 0 531461 IRIDEX CORP COM 462684101 670922 333792 SH SOLE 0 0 670922 ISHARES CORE MSCI EAFE ETF COM 46432f842 29285411 475104 SH SOLE 0 0 29285411 ISHARES CORE MSCI TOTAL INTL STOCK ETF COM 46432f834 1138905 19677 SH SOLE 0 0 1138905 ISHARES MSCI EMERGING MARKETS ETF COM 464287234 2087532 55080 SH SOLE 0 0 2087532 ISHARES SILVER TRUST ETF IV COM 46428q109 328098 14900 SH SOLE 0 0 328098 J P MORGAN CHASE & CO COM 46625h100 353488 2636 SH SOLE 0 0 353488 JOHNSON & JOHNSON COM 478160104 11523056 65231 SH SOLE 0 0 11523056 JOHNSON OUTDOORS INC COM 479167108 1450673 21940 SH SOLE 0 0 1450673 KBR INC COM 48242w106 402389 7621 SH SOLE 0 0 402389 KIMBERLY-CLARK CORP COM 494368103 10952717 80683 SH SOLE 0 0 10952717 KIMBERLY-CLARK CORP COM 494368103 1212655 8933 SH SOLE 0 0 1212655 KOHLS CORP COM 500255104 4712786 186645 SH SOLE 0 0 4712786 LEAR CORP COM 521865204 6517251 52550 SH SOLE 0 0 6517251 LIGAND PHARMA COM 53220k504 1324644 19830 SH SOLE 0 0 1324644 LIVENT CORP COM 53814L108 1639354 82504 SH SOLE 0 0 1639354 LOWES COMPANIES INC COM 548661107 9134955 45849 SH SOLE 0 0 9134955 MANITOWOC COMPANY COM 563571405 1272718 138943 SH SOLE 0 0 1272718 MASTERCRAFT BOAT HOLDINGS INC COM 57637H103 2104266 81340 SH SOLE 0 0 2104266 MATIV HOLDINGS INC COM 808541106 914730 43767 SH SOLE 0 0 914730 MC CORMICK & CO INC COM 579780206 234579 2830 SH SOLE 0 0 234579 MEDTRONIC PLC COM G5960L103 7812104 100516 SH SOLE 0 0 7812104 MERCK & CO. INC. COM 58933y105 258292 2328 SH SOLE 0 0 258292 MGP INGREDIENTS INC COM 55303j106 1952711 18356 SH SOLE 0 0 1952711 MICROSOFT CORP COM 594918104 10707004 44646 SH SOLE 0 0 10707004 MILLERKNOLL INC COM 600544100 1219126 58026 SH SOLE 0 0 1219126 MIMEDX GROUP INC COM 602496101 1070778 385172 SH SOLE 0 0 1070778 N V E CORPORATION COM 629445206 2267416 35018 SH SOLE 0 0 2267416 NAPCO SECURITY TECHNOLOGIES INC COM 630402105 2462510 89611 SH SOLE 0 0 2462510 NEXTERA ENERGY INC COM 65339F101 676073 8087 SH SOLE 0 0 676073 NORTHERN OIL AND GAS COM 665531307 1168756 37922 SH SOLE 0 0 1168756 NVENT ELECTRIC PLC F COM g6700g107 506765 13173 SH SOLE 0 0 506765 OCEANEERING INTL INC COM 675232102 1307657 74766 SH SOLE 0 0 1307657 OMNIAB, INC. COM 68218J103 691463 192073 SH SOLE 0 0 691463 ORION ENGINEERED CARBONS COM L72967109 1997196 112139 SH SOLE 0 0 1997196 OTC MARKETS GROUP INC COM 67106F108 579413 10183 SH SOLE 0 0 579413 PAYPAL HLDGS INC COM 70450Y103 3614629 50753 SH SOLE 0 0 3614629 PDC ENERGY INC COM 69327R101 1618359 25494 SH SOLE 0 0 1618359 PGT INNOVATIONS INC COM 69336V101 1683714 93748 SH SOLE 0 0 1683714 PHYSICIANS REALTY TR COM 71943U104 5722711 395488 SH SOLE 0 0 5722711 PLEXUS CORP COM 729132100 2871953 27902 SH SOLE 0 0 2871953 PNC FINL SVCS GROUP INC COM 693475105 9468187 59948 SH SOLE 0 0 9468187 PROCTER & GAMBLE CO COM 742718109 1382985 9125 SH SOLE 0 0 1382985 PUBLIC STORAGE COM 74460D109 9550556 34086 SH SOLE 0 0 9550556 QUALCOMM INC COM 747525103 8681742 78968 SH SOLE 0 0 8681742 R L I CORP COM 749607107 2390558 18211 SH SOLE 0 0 2390558 REYNOLDS CONSUMER PRODUCTS INC COM 76171L106 1982847 66139 SH SOLE 0 0 1982847 ROBERT HALF INTL COM 770323103 391963 5309 SH SOLE 0 0 391963 ROCKWELL AUTOMATION INC COM 773903109 9844325 38220 SH SOLE 0 0 9844325 SCHEIN HENRY INC COM 806407102 460451 5765 SH SOLE 0 0 460451 SCHLUMBERGER LTD COM 806857108 10363702 193859 SH SOLE 0 0 10363702 SHYFT GROUP INC COM 825698103 1991485 80108 SH SOLE 0 0 1991485 SILICOM LTD COM M84116108 1856455 44044 SH SOLE 0 0 1856455 SPDR GOLD SHARES ETF COM 78463v107 1017840 6000 SH SOLE 0 0 1017840 SPDR S&P 500 ETF COM 78462f103 6352927 16612 SH SOLE 0 0 6352927 SPDR S&P MIDCAP 400 ETF IV COM 78467y107 250176 565 SH SOLE 0 0 250176 SPDR TOTAL STOCK MARKET ETF COM 78464A805 3792894 80205 SH SOLE 0 0 3792894 SPROUTS FARMERS MARKET INC COM 85208M102 1819485 56209 SH SOLE 0 0 1819485 SUMMIT HOTEL PROPERTIES INC COM 866082100 790178 109443 SH SOLE 0 0 790178 SUPERNUS PHARMACEUTICALS INC COM 868459108 2219138 62213 SH SOLE 0 0 2219138 SYSCO CORP COM 871829107 10280461 134473 SH SOLE 0 0 10280461 TENNANT CO COM 880345103 369420 6000 SH SOLE 0 0 369420 TETRA TECH INC COM 88162G103 2354691 16218 SH SOLE 0 0 2354691 THERMO FISHER SCNTFC COM 883556102 314995 572 SH SOLE 0 0 314995 TMC THE METALS CO INC F COM 87261y106 17476 22696 SH SOLE 0 0 17476 TRACTOR SUPPLY CO COM 892356106 9294186 41313 SH SOLE 0 0 9294186 TRANE TECHNOLOGIES PLC COM G8994E103 12060962 71753 SH SOLE 0 0 12060962 U M B FINANCIAL CORP COM 902788108 1771960 21216 SH SOLE 0 0 1771960 U S BANCORP COM 902973304 566189 12983 SH SOLE 0 0 566189 UNION PACIFIC CORP COM 907818108 829937 4008 SH SOLE 0 0 829937 UNITED PARCEL SVC INC COM 911312106 10565995 60780 SH SOLE 0 0 10565995 UNITED STATES COPPER INDEX ETF COM 911718104 295552 12800 SH SOLE 0 0 295552 UTAH MEDICAL PRODUCT COM 917488108 2038045 20273 SH SOLE 0 0 2038045 VAREX IMAGING CORP COM 92214x106 1777590 87566 SH SOLE 0 0 1777590 VITA COCO CO COM 92846Q107 2164005 156585 SH SOLE 0 0 2164005 W E C ENERGY GROUP INC COM 92939u106 237119 2529 SH SOLE 0 0 237119 WALGREENS BOOTS ALLI COM 931427108 281881 7545 SH SOLE 0 0 281881 WESCO INTL INC COM 95082P105 10227338 81688 SH SOLE 0 0 10227338 WHITE MOUNTAINS INS F COM g9618e107 231950 164 SH SOLE 0 0 231950 ZEBRA TECHNOLOGIES CORP COM 989207105 9128709 35602 SH SOLE 0 0 9128709 ZIONS BANCORPORATION COM 989701107 389495 7923 SH SOLE 0 0 389495