Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ISTHMUS PARTNERS LLC | 02-12-2024 | 12-31-2023 | 197 | 769,041,993 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF IV | RUS 1000 ETF | Liquidated | $0 | 0 | 0.00 | 920 | +Inf | 12-31-2023 | |
| MERCK & CO. INC. | COM | 252 | $222,619 | 2,042 | 0.00 | 0.00 | -309 | -13.14 | 12-31-2023 |
| WOODWARD INC | COM | 253 | $220,531 | 1,620 | 0.00 | 1,620 | +Inf | 12-31-2023 | |
| DUCKHORN PORTFOLIO INC | COM | 254 | $214,622 | 21,789 | 0.00 | 21,789 | +Inf | 12-31-2023 |
