What does ISTHMUS PARTNERS, LLC hold?

ISTHMUS PARTNERS, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, GOOG. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1639666.

What is ISTHMUS PARTNERS, LLC's AUM?

ISTHMUS PARTNERS, LLC reported approximately $953.4M in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.4B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source ISTHMUS PARTNERS, LLC's holdings?

All ISTHMUS PARTNERS, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1639666. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is ISTHMUS PARTNERS, LLC's 13F data updated on 13F Pro?

ISTHMUS PARTNERS, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

ISTHMUS PARTNERS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1639666

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$953.4M

Holdings

217

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

ISTHMUS PARTNERS, LLC disclosed 217 positions worth $953.4M in its Form 13F-HR for Q1 2026, followed by $AAPL and $GOOG. During the quarter the fund opened 21 new positions and exited 18 and a full exit from $LKQ. The portfolio is most concentrated in Technology (23.0% of disclosed assets). All figures are sourced directly from ISTHMUS PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1639666.

AI Fund Analysis

Stable

6 quarters accumulating

$AVNT

6 quarters accumulating

$NOG

6 quarters accumulating

$REYN

6 quarters accumulating

$ATKR

6 quarters accumulating

Sector Allocation

TechnologyFinancialsIndustrialsHealthcareConsumer DiscretionaryOther

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

iShares Trust Core MSCI EAFE
—
Quality
$46.2M510,828 sh
Apple Inc.
$AAPL
76.1#112
Quality
$23.1M90,937 sh
Alphabet Inc.
$GOOG
80.2#45
Quality
$20.2M70,172 sh
JOHNSON & JOHNSON
$JNJ
72.8
Quality
$20.0M81,633 sh
VISA INC.
$V
83.5
Quality
$18.5M61,211 sh
Broadcom Inc.
$AVGO
86.4
Quality
$18.0M58,081 sh
MICROSOFT CORP
$MSFT
83.7
Quality
$17.5M47,391 sh
Bank of New York Mellon Corp
$__PARK_1390777
36.7
Quality
$17.0M143,231 sh
Trane Technologies plc
$TT
—
Quality
$16.3M39,173 sh
Allison Transmission Holdings Inc
$ALSN
68.5
Quality
$16.3M139,314 sh

Company	Quality	Value	Shares
iShares Trust Core MSCI EAFE	—	$46.2M	510,828
Apple Inc.$AAPL	76.1#112	$23.1M	90,937
Alphabet Inc.$GOOG	80.2#45	$20.2M	70,172
JOHNSON & JOHNSON$JNJ	72.8	$20.0M	81,633
VISA INC.$V	83.5	$18.5M	61,211
Broadcom Inc.$AVGO	86.4	$18.0M	58,081
MICROSOFT CORP$MSFT	83.7	$17.5M	47,391
Bank of New York Mellon Corp$__PARK_1390777	36.7	$17.0M	143,231
Trane Technologies plc$TT	—	$16.3M	39,173
Allison Transmission Holdings Inc$ALSN	68.5	$16.3M	139,314

Unlock AI quality scores for every holding

32-signal composite ranking on each of ISTHMUS PARTNERS, LLC's 217 positions.

Showing top 10 of 217 holdings.

Sector Allocation

Technology

$219.3M

Financials

$153.8M

Industrials

$138.3M

Healthcare

$111.6M

Consumer Discretionary

$103.5M

Other

$86.3M

Consumer Staples

$58.0M

Energy

$42.1M

Full Holdings — ISTHMUS PARTNERS, LLC (Q1 2026)

All 217 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	iShares Trust Core MSCI EAFE	$46.2M	4.8%	NEW	—
2	$AAPL	Apple Inc.	$23.1M	2.4%	-3%	76.1
3	$GOOG	Alphabet Inc.	$20.2M	2.1%	NEW	80.2
4	$JNJ	JOHNSON & JOHNSON	$20.0M	2.1%	-17%	72.8
5	$V	VISA INC.	$18.5M	1.9%	+35%	83.5
6	$AVGO	Broadcom Inc.	$18.0M	1.9%	+0%	86.4
7	$MSFT	MICROSOFT CORP	$17.5M	1.8%	+1%	83.7
8	$__PARK_1390777	Bank of New York Mellon Corp	$17.0M	1.8%	-13%	36.7
9	$TT	Trane Technologies plc	$16.3M	1.7%	-9%	—
10	$ALSN	Allison Transmission Holdings Inc	$16.3M	1.7%	-8%	68.5
11	—	Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets ETF	$16.3M	1.7%	NEW	—
12	$CBOE	Cboe Global Markets, Inc.	$15.8M	1.6%	-9%	81.2
13	$AMAT	APPLIED MATERIALS INC /DE	$15.6M	1.6%	-37%	74.8
14	$PG	PROCTER & GAMBLE Co	$15.5M	1.6%	+9%	72.9
15	$HCA	HCA Healthcare, Inc.	$15.4M	1.6%	-10%	70.5
16	$GWW	W.W. GRAINGER, INC.	$15.3M	1.6%	-1%	69.5
17	$SLB	SLB LIMITED/NV	$14.7M	1.5%	+3%	63.2
18	$AZO	AUTOZONE INC	$14.6M	1.5%	-2%	66.5
19	$ABBV	AbbVie Inc.	$14.6M	1.5%	+4%	59.3
20	$LMT	LOCKHEED MARTIN CORP	$14.4M	1.5%	-5%	65
21	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	$14.3M	1.5%	-6%	70.9
22	$ROK	ROCKWELL AUTOMATION, INC	$14.1M	1.5%	-3%	68.2
23	$FITB	FIFTH THIRD BANCORP	$13.8M	1.4%	-2%	—
24	$CTRA	Coterra Energy Inc.	$13.7M	1.4%	-2%	80.6
25	$WRB	BERKLEY W R CORP	$13.6M	1.4%	-2%	71.8
26	$MCD	MCDONALDS CORP	$13.5M	1.4%	+4%	73.9
27	$EMR	EMERSON ELECTRIC CO	$13.5M	1.4%	-7%	65.9
28	$COR	Cencora, Inc.	$13.2M	1.4%	-26%	59.6
29	$UPS	UNITED PARCEL SERVICE INC	$12.7M	1.3%	+5%	58.2
30	$CHRW	C. H. ROBINSON WORLDWIDE, INC.	$12.5M	1.3%	-41%	59.8
31	$CL	COLGATE PALMOLIVE CO	$12.4M	1.3%	+4%	72.4
32	$HSY	HERSHEY CO	$12.3M	1.3%	-18%	59.4
33	$LOW	LOWES COMPANIES INC	$12.2M	1.3%	+6%	63.5
34	$ZTS	Zoetis Inc.	$12.0M	1.3%	+37%	72.6
35	$PSA	Public Storage	$11.8M	1.2%	+2%	73.9
36	$SYY	SYSCO CORP	$11.8M	1.2%	+2%	58.4
37	$AMCR	Amcor plc	$11.7M	1.2%	-85%	—
38	$ZBRA	ZEBRA TECHNOLOGIES CORP	$11.6M	1.2%	+31%	65.9
39	$PAYX	PAYCHEX INC	$11.6M	1.2%	NEW	75.1
40	$VLTO	Veralto Corp	$11.5M	1.2%	NEW	74.4
41	$DXCM	DEXCOM INC	$11.5M	1.2%	+4%	77.9
42	$IT	GARTNER INC	$11.1M	1.2%	+88%	65.2
43	$PYPL	PayPal Holdings, Inc.	$10.5M	1.1%	+22%	70.5
44	$BAH	Booz Allen Hamilton Holding Corp	$9.9M	1.0%	+8%	65.5
45	$ACN	Accenture plc	$9.2M	1.0%	+29%	—
46	$KNSL	Kinsale Capital Group, Inc.	$8.8M	0.9%	+25%	79.6
47	—	SPDR Series Trust	$7.5M	0.8%	NEW	—
48	$PCAR	PACCAR INC	$7.0M	0.7%	-5%	56.5
49	—	iShares Trust Intrm Gov Cr ETF	$6.1M	0.6%	NEW	—
50	$LGND	LIGAND PHARMACEUTICALS INC	$4.8M	0.5%	-3%	66
51	$NGVT	Ingevity Corp	$4.6M	0.5%	-10%	52.7
52	$NSSC	NAPCO SECURITY TECHNOLOGIES, INC	$4.6M	0.5%	-5%	62
53	$GSL	Global Ship Lease, Inc.	$4.5M	0.5%	+5%	—
54	$MLI	MUELLER INDUSTRIES INC	$4.5M	0.5%	-4%	77.5
55	$AMAL	Amalgamated Financial Corp.	$4.4M	0.5%	-3%	—
56	$FTDR	Frontdoor, Inc.	$4.1M	0.4%	-7%	68.4
57	$CRK	COMSTOCK RESOURCES INC	$3.9M	0.4%	-3%	59.9
58	$SRCE	1ST SOURCE CORP	$3.9M	0.4%	-4%	—
59	$TILE	INTERFACE INC	$3.9M	0.4%	-12%	62.2
60	$CNM	Core & Main, Inc.	$3.8M	0.4%	-5%	63.4
61	$CCBG	CAPITAL CITY BANK GROUP INC	$3.8M	0.4%	-1%	—
62	$SFM	Sprouts Farmers Market, Inc.	$3.7M	0.4%	+16%	73.4
63	$PLAB	PHOTRONICS INC	$3.7M	0.4%	+9%	51.1
64	$HAE	HAEMONETICS CORP	$3.7M	0.4%	-4%	61.1
65	$ACLS	AXCELIS TECHNOLOGIES INC	$3.7M	0.4%	-5%	50.3
66	$CAT	CATERPILLAR INC	$3.6M	0.4%	-2%	67.8
67	$LOVE	Lovesac Co	$3.5M	0.4%	+3%	31.2
68	$ASO	Academy Sports & Outdoors, Inc.	$3.5M	0.4%	-1%	54.2
69	$UTI	UNIVERSAL TECHNICAL INSTITUTE INC	$3.5M	0.4%	+10%	54.5
70	$DFIN	Donnelley Financial Solutions, Inc.	$3.4M	0.4%	+3%	44.1
71	$GRBK	Green Brick Partners, Inc.	$3.4M	0.4%	+101%	63.1
72	$OII	OCEANEERING INTERNATIONAL INC	$3.4M	0.4%	-1%	64.9
73	$ISSC	INNOVATIVE SOLUTIONS & SUPPORT INC	$3.4M	0.4%	-3%	73.1
74	$MTX	MINERALS TECHNOLOGIES INC	$3.4M	0.3%	+6%	40.9
75	$BOKF	BOK FINANCIAL CORP	$3.4M	0.3%	+75%	—
76	$IIIN	INSTEEL INDUSTRIES INC	$3.3M	0.3%	-1%	60.2
77	$APAM	Artisan Partners Asset Management Inc.	$3.3M	0.3%	+21%	70.9
78	$MLR	MILLER INDUSTRIES INC /TN/	$3.3M	0.3%	+15%	40.2
79	$NVEC	NVE CORP /NEW/	$3.3M	0.3%	-0%	58.7
80	$LNTH	Lantheus Holdings, Inc.	$3.3M	0.3%	+11%	66.9
81	$CRAI	CRA INTERNATIONAL, INC.	$3.2M	0.3%	-7%	54.6
82	$OPCH	Option Care Health, Inc.	$3.2M	0.3%	-0%	57.8
83	$LMB	Limbach Holdings, Inc.	$3.2M	0.3%	-0%	56.5
84	$INDB	INDEPENDENT BANK CORP	$3.2M	0.3%	-0%	—
85	$RLI	RLI CORP	$3.1M	0.3%	-0%	73.8
86	$TTEK	TETRA TECH INC	$3.0M	0.3%	-11%	63
87	$AMSF	AMERISAFE INC	$3.0M	0.3%	+9%	44.7
88	$EIG	Employers Holdings, Inc.	$2.9M	0.3%	-0%	39
89	$APLE	Apple Hospitality REIT, Inc.	$2.9M	0.3%	-0%	59.5
90	$KFY	KORN FERRY	$2.9M	0.3%	-11%	61.9
91	—	iShares Trust A Rate Cp Bd ETF	$2.9M	0.3%	NEW	—
92	$CXT	Crane NXT, Co.	$2.8M	0.3%	+16%	43.3
93	$BFLY	Butterfly Network, Inc.	$2.8M	0.3%	+0%	29.5
94	$AVNT	AVIENT CORP	$2.8M	0.3%	+1%	49.8
95	$CLMB	Climb Global Solutions, Inc.	$2.7M	0.3%	+660%	62.2
96	$PLXS	PLEXUS CORP	$2.7M	0.3%	-52%	41.8
97	$PAYO	Payoneer Global Inc.	$2.6M	0.3%	+87%	55.3
98	$BLFS	BIOLIFE SOLUTIONS INC	$2.6M	0.3%	-0%	41.7
99	$APOG	APOGEE ENTERPRISES, INC.	$2.6M	0.3%	+0%	45.8
100	$GLD	SPDR GOLD TRUST	$2.6M	0.3%	+0%	—
101	$IRMD	IRADIMED CORP	$2.5M	0.3%	-49%	68.4
102	$NOG	NORTHERN OIL & GAS, INC.	$2.4M	0.3%	+1%	45.3
103	$REYN	Reynolds Consumer Products Inc.	$2.4M	0.3%	+1%	52.8
104	$JBI	Janus International Group, Inc.	$2.3M	0.2%	+7%	40.6
105	—	iShares Trust Core MSCI Total	$2.3M	0.2%	NEW	—
106	$HCKT	HACKETT GROUP, INC.	$2.3M	0.2%	+6%	41
107	$ATKR	Atkore Inc.	$2.2M	0.2%	+2%	34
108	$HY	HYSTER-YALE, INC.	$2.0M	0.2%	+5%	35.3
109	$MDXG	MIMEDX GROUP, INC.	$1.9M	0.2%	+10%	55.6
110	$CMCO	COLUMBUS MCKINNON CORP	$1.8M	0.2%	+3%	42.3
111	$UFPT	UFP TECHNOLOGIES INC	$1.7M	0.2%	NEW	66.6
112	$CBT	CABOT CORP	$1.7M	0.2%	-2%	56.5
113	$MRK	Merck & Co., Inc.	$1.6M	0.2%	-1%	70.9
114	$ERII	Energy Recovery, Inc.	$1.5M	0.2%	+38%	33.6
115	$HURN	Huron Consulting Group Inc.	$1.5M	0.2%	NEW	55.5
116	$XOM	EXXON MOBIL CORP	$1.5M	0.1%	-5%	61.8
117	$META	Meta Platforms, Inc.	$1.3M	0.1%	-7%	80.9
118	$EMBC	Embecta Corp.	$1.3M	0.1%	+5%	60.2
119	$AMZN	AMAZON COM INC	$1.3M	0.1%	-1%	74.6
120	$INTC	INTEL CORP	$1.2M	0.1%	-88%	41.5
121	$OABI	OmniAb, Inc.	$1.2M	0.1%	+5%	9.7
122	$SPY	SPDR S&P 500 ETF TRUST	$1.2M	0.1%	+0%	—
123	$PZZA	PAPA JOHNS INTERNATIONAL INC	$1.2M	0.1%	-55%	44.3
124	$JPM	JPMORGAN CHASE & CO	$1.0M	0.1%	+5%	35.6
125	$SLV	iShares Silver Trust	$981,897	0.1%	-1%	—
126	$UNP	UNION PACIFIC CORP	$963,201	0.1%	+0%	74
127	$EVR	Evercore Inc.	$944,784	0.1%	-9%	76.1
128	$KMB	KIMBERLY CLARK CORP	$924,569	0.1%	+249%	61.7
129	$BRK.B	BERKSHIRE HATHAWAY INC	$908,563	0.1%	+0%	64.5
130	$FAST	FASTENAL CO	$907,955	0.1%	-3%	73.5
131	$MCK	MCKESSON CORP	$835,072	0.1%	-3%	63.7
132	$NMIH	NMI Holdings, Inc.	$825,220	0.1%	+0%	73.6
133	$GOOGL	Alphabet Inc.	$729,696	0.1%	NEW	80.2
134	—	iShares Trust Core US Agg Bd ETF	$664,513	0.1%	NEW	—
135	$USB	US BANCORP DE	$657,718	0.1%	+0%	71.4
136	$CVX	CHEVRON CORP	$646,356	0.1%	-0%	54.7
137	—	Otc Markets Group Inc	$645,893	0.1%	NEW	—
138	$DCGO	DocGo Inc.	$637,314	0.1%	+14%	24.6
139	$PPLT	abrdn Platinum ETF Trust	$619,349	0.1%	+0%	—
140	$ETN	Eaton Corp plc	$606,251	0.1%	+0%	—
141	$NEE	NEXTERA ENERGY INC	$564,153	0.1%	-8%	71.7
142	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$529,137	0.1%	+0%	66.7
143	$TMO	THERMO FISHER SCIENTIFIC INC.	$501,361	0.1%	-13%	63.7
144	—	iShares Trust MSCI ACW Ex US	$474,976	0.1%	NEW	—
145	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$452,085	0.1%	+2%	—
146	$CPER	United States Commodity Index Funds Trust	$440,704	0.1%	+0%	—
147	$TWST	Twist Bioscience Corp	$434,570	0.1%	-18%	33.3
148	$LRN	Stride, Inc.	$427,360	0.0%	NEW	71.1
149	$JAZZ	Jazz Pharmaceuticals plc	$410,239	0.0%	-36%	—
150	$TNC	TENNANT CO	$398,400	0.0%	+0%	43.6
151	$JKHY	JACK HENRY & ASSOCIATES INC	$398,261	0.0%	NEW	72.8
152	$ADP	AUTOMATIC DATA PROCESSING INC	$395,591	0.0%	+0%	77.9
153	$SNA	Snap-on Inc	$395,183	0.0%	-10%	69.3
154	$FHN	FIRST HORIZON CORP	$392,269	0.0%	-27%	43.8
155	$BMO	BANK OF MONTREAL /CAN/	$391,268	0.0%	-6%	—
156	$GLW	CORNING INC /NY	$390,234	0.0%	+0%	72.7
157	$WEX	WEX Inc.	$390,099	0.0%	+23%	49
158	$WCC	WESCO INTERNATIONAL INC	$388,267	0.0%	-34%	55.4
159	$HALO	HALOZYME THERAPEUTICS, INC.	$385,906	0.0%	-11%	81.2
160	$DOX	AMDOCS LTD	$383,533	0.0%	+29%	—
161	$DOC	HEALTHPEAK PROPERTIES, INC.	$381,324	0.0%	+22%	62
162	$AVY	Avery Dennison Corp	$381,277	0.0%	+1%	62.9
163	$CBSH	COMMERCE BANCSHARES INC /MO/	$378,791	0.0%	+5%	—
164	$CROX	Crocs, Inc.	$378,073	0.0%	+27%	42.1
165	$NDSN	NORDSON CORP	$377,805	0.0%	-3%	67.8
166	$ECL	ECOLAB INC.	$376,418	0.0%	+0%	64.3
167	$MTN	VAIL RESORTS INC	$373,924	0.0%	+24%	65
168	$AYI	ACUITY INC. (DE)	$371,292	0.0%	+0%	68.9
169	$ALGN	ALIGN TECHNOLOGY INC	$370,460	0.0%	NEW	58.2
170	—	iShares Shrt Term Ntnl Mun Bnd ETF IV	$369,768	0.0%	NEW	—
171	$COP	CONOCOPHILLIPS	$369,468	0.0%	+0%	74.8
172	$VVV	VALVOLINE INC	$363,441	0.0%	+11%	52.9
173	$AGCO	AGCO CORP /DE	$355,953	0.0%	-25%	50.7
174	$REXR	Rexford Industrial Realty, Inc.	$353,091	0.0%	+43%	53.8
175	$CMC	COMMERCIAL METALS Co	$344,377	0.0%	-23%	66
176	$HYPR	Hyperfine, Inc.	$338,418	0.0%	+0%	—
177	$ITW	ILLINOIS TOOL WORKS INC	$338,377	0.0%	-7%	71.2
178	$FIS	Fidelity National Information Services, Inc.	$337,611	0.0%	+0%	69.6
179	$MATV	Mativ Holdings, Inc.	$332,462	0.0%	-1%	33.4
180	$WMS	ADVANCED DRAINAGE SYSTEMS, INC.	$328,838	0.0%	-15%	58
181	$ORLY	O REILLY AUTOMOTIVE INC	$325,393	0.0%	+0%	72.7
182	$MKL	MARKEL GROUP INC.	$325,392	0.0%	+0%	68.2
183	$URI	UNITED RENTALS, INC.	$307,452	0.0%	+0%	70.7
184	$FCN	FTI CONSULTING, INC	$307,403	0.0%	-9%	55.2
185	$NOC	NORTHROP GRUMMAN CORP /DE/	$307,008	0.0%	-13%	60.5
186	$OVV	Ovintiv Inc.	$305,823	0.0%	-15%	46.5
187	$NVDA	NVIDIA CORP	$305,026	0.0%	+0%	90.2
188	$MGY	Magnolia Oil & Gas Corp	$303,356	0.0%	-0%	71.2
189	$LRCX	LAM RESEARCH CORP	$299,124	0.0%	NEW	82.4
190	$FERG	Ferguson Enterprises Inc. /DE/	$291,108	0.0%	+0%	58.9
191	$J	JACOBS SOLUTIONS INC.	$286,253	0.0%	NEW	47.7
192	—	iShares Trust	$283,465	0.0%	+0%	—
193	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$272,726	0.0%	+0%	—
194	$BA	BOEING CO	$269,885	0.0%	-7%	51.8
195	$ABT	ABBOTT LABORATORIES	$268,995	0.0%	+0%	67
196	$WMT	Walmart Inc.	$260,491	0.0%	+0%	63.2
197	—	Vanguard Specialized Funds	$260,438	0.0%	+0%	—
198	$APH	AMPHENOL CORP /DE/	$260,028	0.0%	+0%	80.5
199	$CSCO	CISCO SYSTEMS, INC.	$257,521	0.0%	+22%	72.3
200	$HDSN	HUDSON TECHNOLOGIES INC /NY	$255,174	0.0%	-9%	43.8
201	—	RBB Fund Inc	$248,019	0.0%	NEW	—
202	$SPGI	S&P Global Inc.	$247,548	0.0%	-6%	79.4
203	$WEC	WEC ENERGY GROUP, INC.	$246,474	0.0%	-6%	67
204	$LLY	ELI LILLY & Co	$243,739	0.0%	-4%	89.3
205	$CLB	Core Laboratories Inc. /DE/	$243,606	0.0%	+16%	44
206	$CRM	Salesforce, Inc.	$239,498	0.0%	+0%	75.2
207	$GE	GENERAL ELECTRIC CO	$231,556	0.0%	-1%	74.8
208	—	iShares Trust	$231,092	0.0%	+0%	—
209	$RTX	RTX Corp	$224,921	0.0%	-8%	70
210	$EXPO	EXPONENT INC	$221,198	0.0%	+0%	61.3
211	$HD	HOME DEPOT, INC.	$220,356	0.0%	-6%	69.2
212	$TDG	TransDigm Group INC	$216,726	0.0%	+0%	75.4
213	$COST	COSTCO WHOLESALE CORP /NEW	$215,229	0.0%	-23%	67
214	—	iShares Trust	$212,288	0.0%	+0%	—
215	$PSX	Phillips 66	$202,220	0.0%	NEW	47.6
216	$TMC	TMC the metals Co Inc.	$105,990	0.0%	+0%	—
217	$AIRJ	AirJoule Technologies Corp.	$42,670	0.0%	+0%	—

New Positions (21)

iShares Trust Core MSCI EAFE$46.2M

Spdr Index Shares Funds State Street Spdr Portfolio Emerging Markets ETF$16.3M

$PAYX PAYCHEX INC$11.6M

$VLTO Veralto Corp$11.5M

SPDR Series Trust$7.5M

iShares Trust Intrm Gov Cr ETF$6.1M

iShares Trust A Rate Cp Bd ETF$2.9M

iShares Trust Core MSCI Total$2.3M

$UFPT UFP TECHNOLOGIES INC$1.7M

$HURN Huron Consulting Group Inc.$1.5M

iShares Trust Core US Agg Bd ETF$664,513

Otc Markets Group Inc$645,893

iShares Trust MSCI ACW Ex US$474,976

$LRN Stride, Inc.$427,360

$JKHY JACK HENRY & ASSOCIATES INC$398,261

Exited Positions (18)

$LKQ LKQ CORP

SPDR TOTAL STOCK MARKET ETF

$ALEX Alexander & Baldwin, Inc.

$MGPI MGP INGREDIENTS INC

$EXAS EXACT SCIENCES CORP

$EBAY EBAY INC

OTC MARKETS GROUP INC

$UTMD UTAH MEDICAL PRODUCTS INC

$FLS FLOWSERVE CORP

SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS

MOTLEY FOOL 100 INDEX ETF

$HSIC HENRY SCHEIN INC

$MELI MERCADOLIBRE INC

$NDAQ NASDAQ, INC.

$ULTA Ulta Beauty, Inc.

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