Punch & Associates Investment Management
Latest statistics and disclosures from Punch & Associates Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNEX, BXC, GSL, PARR, RDNT, and represent 12.80% of Punch & Associates Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SNEX (+$22M), EFC (+$20M), TDW (+$8.9M), BG (+$8.3M), PHX (+$5.1M), GAMB, EQC, RVT, GLRE, DEA.
- Started 12 new stock positions in GHM, NVR, BG, XYL, PYPL, ISRG, SOXX, IWV, TAYD, TDW. MAMA, EFC.
- Reduced shares in these 10 stocks: , BA (-$7.6M), BHB (-$7.1M), Arlington Asset Investment (-$6.2M), CION (-$5.3M), BXC, ACR, RDNT, BLDR, IJS.
- Sold out of its positions in ATLO, Arlington Asset Investment, BA, CTHR, Heritage-Crystal Clean, IYY, DGRO, RUNN, MKL, OLO. STRM, VONE, VV.
- Punch & Associates Investment Management was a net buyer of stock by $29M.
- Punch & Associates Investment Management has $1.7B in assets under management (AUM), dropping by 9.54%.
- Central Index Key (CIK): 0001238990
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Punch & Associates Investment Management holds 230 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Stonex Group (SNEX) | 3.6 | $61M | +53% | 829k | 73.83 |
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Bluelinx Hldgs Com New (BXC) | 2.9 | $50M | -8% | 439k | 113.31 |
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Global Ship Lease Com Cl A (GSL) | 2.2 | $38M | 1.9M | 19.82 |
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Par Pac Holdings Com New (PARR) | 2.2 | $37M | -3% | 1.0M | 36.37 |
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RadNet (RDNT) | 1.9 | $33M | -10% | 939k | 34.77 |
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Sprouts Fmrs Mkt (SFM) | 1.7 | $28M | 590k | 48.11 |
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Arcosa (ACA) | 1.6 | $28M | 339k | 82.64 |
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Franklin Covey (FC) | 1.5 | $27M | 608k | 43.53 |
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Green Brick Partners (GRBK) | 1.4 | $24M | 465k | 51.94 |
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Verra Mobility Corp Cl A Com Stk (VRRM) | 1.4 | $24M | 1.0M | 23.03 |
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HealthStream (HSTM) | 1.3 | $23M | 842k | 27.03 |
|
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Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 1.3 | $22M | 1.1M | 20.48 |
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UnitedHealth (UNH) | 1.2 | $20M | 39k | 526.47 |
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Ellington Financial Inc ellington financ (EFC) | 1.2 | $20M | NEW | 1.6M | 12.71 |
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Microsoft Corporation (MSFT) | 1.1 | $19M | 51k | 376.04 |
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Builders FirstSource (BLDR) | 1.1 | $19M | -14% | 113k | 166.94 |
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Capital Southwest Corporation (CSWC) | 1.1 | $19M | 782k | 23.70 |
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Csw Industrials (CSWI) | 1.1 | $18M | +2% | 87k | 207.41 |
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Select Water Solutions Cl A Com (WTTR) | 1.0 | $18M | +4% | 2.3M | 7.59 |
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Callaway Golf Company (MODG) | 1.0 | $17M | -10% | 1.2M | 14.34 |
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Kkr & Co (KKR) | 1.0 | $17M | 202k | 82.85 |
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Aviat Networks Com New (AVNW) | 1.0 | $17M | +3% | 512k | 32.66 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $17M | +3% | 118k | 139.69 |
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Oaktree Specialty Lending Corp (OCSL) | 1.0 | $16M | 798k | 20.42 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $16M | 44k | 356.66 |
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Harvard Bioscience (HBIO) | 0.9 | $16M | 2.9M | 5.35 |
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Universal Technical Institute (UTI) | 0.9 | $16M | -6% | 1.2M | 12.52 |
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Hillman Solutions Corp (HLMN) | 0.9 | $16M | +15% | 1.7M | 9.21 |
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Legacy Housing Corp (LEGH) | 0.9 | $16M | 614k | 25.22 |
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A10 Networks (ATEN) | 0.9 | $15M | 1.2M | 13.17 |
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Civitas Resources Com New (CIVI) | 0.9 | $15M | 218k | 68.38 |
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B. Riley Financial (RILY) | 0.9 | $15M | -9% | 701k | 20.99 |
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Alamo (ALG) | 0.8 | $14M | 69k | 210.19 |
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Fiserv (FI) | 0.8 | $14M | 105k | 132.84 |
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Potbelly (PBPB) | 0.8 | $14M | 1.3M | 10.42 |
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Enstar Group SHS (ESGR) | 0.8 | $13M | 45k | 294.35 |
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Barings Bdc (BBDC) | 0.8 | $13M | 1.5M | 8.58 |
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JPMorgan Chase & Co. (JPM) | 0.8 | $13M | 77k | 170.10 |
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Ameriprise Financial (AMP) | 0.8 | $13M | 35k | 379.83 |
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Cion Invt Corp (CION) | 0.8 | $13M | -28% | 1.2M | 11.31 |
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Addus Homecare Corp (ADUS) | 0.8 | $13M | 140k | 92.85 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $12M | 35k | 350.91 |
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Columbus McKinnon (CMCO) | 0.7 | $12M | 314k | 39.02 |
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Cintas Corporation (CTAS) | 0.7 | $12M | 20k | 602.67 |
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Vitesse Energy Common Stock (VTS) | 0.7 | $12M | +10% | 552k | 21.89 |
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Republic Services (RSG) | 0.7 | $12M | 72k | 164.91 |
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First Tr High Yield Opprt 20 (FTHY) | 0.7 | $12M | -4% | 853k | 13.93 |
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Oracle Corporation (ORCL) | 0.7 | $12M | 112k | 105.43 |
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Docgo (DCGO) | 0.7 | $12M | 2.1M | 5.59 |
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Digi International (DGII) | 0.7 | $12M | 441k | 26.00 |
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Brunswick Corporation (BC) | 0.7 | $11M | 118k | 96.75 |
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Anthem (ELV) | 0.7 | $11M | 24k | 471.56 |
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Transcat (TRNS) | 0.7 | $11M | 103k | 109.33 |
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Lawson Products (DSGR) | 0.7 | $11M | -2% | 354k | 31.56 |
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Johnson & Johnson (JNJ) | 0.6 | $11M | -2% | 71k | 156.74 |
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Brightview Holdings (BV) | 0.6 | $11M | -10% | 1.3M | 8.42 |
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Western Asset Hgh Yld Dfnd (HYI) | 0.6 | $11M | 909k | 12.09 |
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Walt Disney Company (DIS) | 0.6 | $11M | +2% | 121k | 90.29 |
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Douglas Dynamics (PLOW) | 0.6 | $11M | 368k | 29.68 |
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U Haul Holding Company Com Ser N (UHAL.B) | 0.6 | $11M | -2% | 155k | 70.44 |
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Virtus Allianzgi Convertible (CBH) | 0.6 | $11M | +2% | 1.2M | 8.72 |
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Agilysys (AGYS) | 0.6 | $11M | 128k | 84.82 |
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Match Group (MTCH) | 0.6 | $11M | +17% | 289k | 36.50 |
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Alta Equipment Group Common Stock (ALTG) | 0.6 | $10M | 820k | 12.37 |
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Royce Micro Capital Trust (RMT) | 0.6 | $10M | +18% | 1.1M | 9.24 |
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Thermo Fisher Scientific (TMO) | 0.6 | $10M | 19k | 530.79 |
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Kinder Morgan (KMI) | 0.6 | $10M | 565k | 17.64 |
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InfuSystem Holdings (INFU) | 0.6 | $9.9M | 935k | 10.54 |
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Waste Management (WM) | 0.6 | $9.8M | 55k | 179.10 |
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Deere & Company (DE) | 0.6 | $9.5M | 24k | 399.86 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.6 | $9.5M | 224k | 42.52 |
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Hackett (HCKT) | 0.6 | $9.4M | 415k | 22.77 |
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Western Asset Global Cp Defi (GDO) | 0.5 | $9.4M | -2% | 736k | 12.77 |
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EOG Resources (EOG) | 0.5 | $9.3M | -2% | 77k | 120.95 |
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Kennedy-Wilson Holdings (KW) | 0.5 | $9.3M | +23% | 754k | 12.38 |
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Dlh Hldgs (DLHC) | 0.5 | $9.2M | 586k | 15.75 |
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Target Corporation (TGT) | 0.5 | $9.2M | 65k | 142.42 |
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Wayside Technology (CLMB) | 0.5 | $8.9M | -3% | 163k | 54.83 |
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Allied Motion Technologies (ALNT) | 0.5 | $8.9M | -6% | 295k | 30.21 |
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Tidewater (TDW) | 0.5 | $8.9M | NEW | 123k | 72.11 |
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Phx Minerals Cl A (PHX) | 0.5 | $8.8M | +136% | 2.7M | 3.22 |
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Agnc Invt Corp Com reit (AGNC) | 0.5 | $8.7M | -2% | 884k | 9.81 |
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Peregrine Pharmaceuticals (CDMO) | 0.5 | $8.7M | +12% | 1.3M | 6.50 |
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Performant Finl (PFMT) | 0.5 | $8.3M | -2% | 2.7M | 3.12 |
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Nuveen Preferred And equity (JPI) | 0.5 | $8.3M | +17% | 455k | 18.28 |
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Cavco Industries (CVCO) | 0.5 | $8.3M | 24k | 346.62 |
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Bunge Global Sa Com Shs (BG) | 0.5 | $8.3M | NEW | 82k | 100.95 |
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Carrier Global Corporation (CARR) | 0.5 | $8.2M | 143k | 57.45 |
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Steven Madden (SHOO) | 0.5 | $8.2M | 196k | 42.00 |
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Bridgewater Bancshares (BWB) | 0.5 | $8.2M | -7% | 606k | 13.52 |
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TechTarget (TTGT) | 0.5 | $8.2M | +6% | 235k | 34.86 |
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Gentherm (THRM) | 0.5 | $8.1M | 154k | 52.36 |
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Astro-Med (ALOT) | 0.5 | $8.1M | 496k | 16.26 |
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Gambling Com Group Ordinary Shares (GAMB) | 0.5 | $8.0M | +74% | 824k | 9.75 |
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Blackstone Secd Lending Common Stock (BXSL) | 0.5 | $8.0M | 291k | 27.64 |
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Luna Innovations Incorporated (LUNA) | 0.5 | $7.8M | -5% | 1.2M | 6.65 |
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Civeo Corp Cda Com New (CVEO) | 0.5 | $7.8M | +7% | 341k | 22.85 |
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Greenlight Capital Re Class A (GLRE) | 0.5 | $7.8M | +52% | 679k | 11.42 |
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Arhaus Com Cl A (ARHS) | 0.5 | $7.8M | 654k | 11.85 |
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Nve Corp Com New (NVEC) | 0.5 | $7.7M | +9% | 98k | 78.43 |
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Heritage Global (HGBL) | 0.4 | $7.7M | 2.8M | 2.78 |
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UFP Technologies (UFPT) | 0.4 | $7.6M | 44k | 172.04 |
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Skyline Corporation (SKY) | 0.4 | $7.5M | 101k | 74.26 |
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Ss&c Technologies Holding (SSNC) | 0.4 | $7.5M | -3% | 122k | 61.11 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $7.4M | -7% | 43k | 173.89 |
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Liquidity Services (LQDT) | 0.4 | $7.4M | +20% | 432k | 17.21 |
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Iac Com New (IAC) | 0.4 | $7.0M | -2% | 135k | 52.38 |
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Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.4 | $6.9M | +35% | 408k | 17.00 |
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CVS Caremark Corporation (CVS) | 0.4 | $6.6M | 84k | 78.96 |
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Williams Companies (WMB) | 0.4 | $6.5M | 186k | 34.83 |
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Xpel (XPEL) | 0.4 | $6.4M | 119k | 53.85 |
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Etsy (ETSY) | 0.4 | $6.2M | 76k | 81.05 |
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Northern Technologies International (NTIC) | 0.4 | $6.1M | 519k | 11.79 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $6.1M | -8% | 81k | 75.10 |
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Dhi (DHX) | 0.4 | $6.0M | -3% | 2.3M | 2.59 |
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Bce Com New (BCE) | 0.3 | $6.0M | 151k | 39.38 |
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Tile Shop Hldgs (TTSH) | 0.3 | $5.9M | -4% | 798k | 7.36 |
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Easterly Government Properti reit (DEA) | 0.3 | $5.7M | +61% | 423k | 13.44 |
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Diamond Hill Invt Group Com New (DHIL) | 0.3 | $5.7M | +40% | 34k | 165.59 |
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Lincoln Educational Services Corporation (LINC) | 0.3 | $5.6M | 557k | 10.04 |
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At&t (T) | 0.3 | $5.4M | -26% | 325k | 16.78 |
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First Westn Finl (MYFW) | 0.3 | $5.3M | -6% | 267k | 19.83 |
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Viemed Healthcare (VMD) | 0.3 | $5.3M | +31% | 669k | 7.85 |
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Logan Ridge Finance Corp (LRFC) | 0.3 | $5.3M | +10% | 232k | 22.61 |
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Wayfair Note 0.625%10/0 (Principal) | 0.3 | $5.0M | 5.5M | 0.91 |
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Boulder Growth & Income Fund (STEW) | 0.3 | $4.9M | -7% | 352k | 13.87 |
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Electromed (ELMD) | 0.3 | $4.6M | 417k | 10.91 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.2M | +68% | 9.7k | 436.80 |
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Bar Harbor Bankshares (BHB) | 0.2 | $4.0M | -63% | 138k | 29.36 |
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Teladoc Health Note 1.250% 6/0 (Principal) | 0.2 | $3.9M | 4.8M | 0.82 |
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Lument Finance Trust (LFT) | 0.2 | $3.6M | -6% | 1.5M | 2.33 |
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Royce Value Trust (RVT) | 0.2 | $3.5M | +346% | 244k | 14.56 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $3.5M | -7% | 69k | 50.58 |
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Flexsteel Industries (FLXS) | 0.2 | $3.4M | 179k | 18.85 |
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Eli Lilly & Co. (LLY) | 0.2 | $3.2M | 5.5k | 582.92 |
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Equity Comwlth Com Sh Ben Int (EQC) | 0.2 | $3.1M | +4095% | 162k | 19.20 |
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Ishares Tr Core Msci Euro (IEUR) | 0.2 | $3.1M | -7% | 56k | 55.02 |
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Evolution Petroleum Corporation (EPM) | 0.2 | $3.0M | +10% | 524k | 5.81 |
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180 Degree Cap Corp Com New (TURN) | 0.2 | $3.0M | 739k | 4.10 |
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Rf Inds Com Par $0.01 (RFIL) | 0.2 | $3.0M | -2% | 994k | 3.04 |
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Lendingtree Note 0.500% 7/1 (Principal) | 0.2 | $3.0M | 3.6M | 0.82 |
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Quest Resource Hldg Corp Com New (QRHC) | 0.2 | $3.0M | 406k | 7.33 |
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Quipt Home Medical Corporation (QIPT) | 0.2 | $3.0M | +124% | 583k | 5.09 |
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Optex Sys Hldgs Com New (OPXS) | 0.2 | $2.9M | -3% | 439k | 6.55 |
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Acres Commercial Realty Corp Com New (ACR) | 0.2 | $2.6M | -62% | 267k | 9.62 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.6M | -48% | 25k | 103.07 |
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Coastal Finl Corp Wa Com New (CCB) | 0.1 | $2.5M | +9% | 57k | 44.41 |
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Apple (AAPL) | 0.1 | $2.1M | -2% | 11k | 192.53 |
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3M Company (MMM) | 0.1 | $2.0M | 18k | 109.32 |
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Portman Ridge Fin Corp Com New (PTMN) | 0.1 | $1.9M | -11% | 105k | 18.19 |
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Equity Comwlth 6.5% CNV PFD D (EQC.PD) | 0.1 | $1.9M | 75k | 25.13 |
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Issuer Direct Corp Com New (ISDR) | 0.1 | $1.8M | +13% | 100k | 18.13 |
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Plumas Ban (PLBC) | 0.1 | $1.8M | +12% | 43k | 41.35 |
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Brightspire Capital Com Cl A (BRSP) | 0.1 | $1.8M | +228% | 238k | 7.44 |
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Epsilon Energy (EPSN) | 0.1 | $1.8M | +23% | 346k | 5.08 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.7M | +85% | 9.6k | 179.97 |
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Karat Packaging (KRT) | 0.1 | $1.4M | 55k | 24.85 |
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Stonecastle Finl (BANX) | 0.1 | $1.3M | +8% | 74k | 18.16 |
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NVIDIA Corporation (NVDA) | 0.1 | $1.3M | +2% | 2.6k | 495.22 |
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Pro-dex Inc Colo Com New (PDEX) | 0.1 | $1.3M | +5% | 73k | 17.52 |
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Noodles & Co Com Cl A (NDLS) | 0.1 | $1.3M | -56% | 398k | 3.15 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.2M | -26% | 2.6k | 475.26 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | 8.2k | 140.93 |
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Taylor Devices (TAYD) | 0.1 | $1.1M | NEW | 51k | 22.13 |
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Research Solutions (RSSS) | 0.1 | $1.1M | +8% | 419k | 2.60 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.1M | 2.00 | 542625.00 |
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Amer (UHAL) | 0.1 | $1.1M | 15k | 71.80 |
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Celcuity (CELC) | 0.1 | $874k | 60k | 14.57 |
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Intel Corporation (INTC) | 0.0 | $840k | 17k | 50.25 |
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Graham Corporation (GHM) | 0.0 | $814k | NEW | 43k | 18.97 |
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Us Bancorp Del Com New (USB) | 0.0 | $806k | 19k | 43.28 |
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $793k | 8.0k | 99.19 |
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Pfizer (PFE) | 0.0 | $567k | -2% | 20k | 28.79 |
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Procter & Gamble Company (PG) | 0.0 | $563k | 3.8k | 146.54 |
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McDonald's Corporation (MCD) | 0.0 | $557k | 1.9k | 296.51 |
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Globe Life (GL) | 0.0 | $537k | 4.4k | 121.72 |
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Motorola Solutions Com New (MSI) | 0.0 | $526k | 1.7k | 313.05 |
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Arbor Realty Trust (ABR) | 0.0 | $519k | -15% | 34k | 15.18 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $503k | NEW | 1.8k | 273.70 |
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Wells Fargo & Company (WFC) | 0.0 | $500k | 10k | 49.22 |
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Roper Industries (ROP) | 0.0 | $491k | 900.00 | 545.17 |
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $475k | 6.6k | 72.54 |
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Boston Scientific Corporation (BSX) | 0.0 | $457k | 7.9k | 57.81 |
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Chevron Corporation (CVX) | 0.0 | $434k | 2.9k | 149.17 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $390k | 3.5k | 111.63 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $390k | +6617% | 5.0k | 77.39 |
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Bank of America Corporation (BAC) | 0.0 | $383k | -3% | 11k | 33.67 |
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Innovative Solutions & Support (ISSC) | 0.0 | $375k | +2% | 44k | 8.53 |
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Abbvie (ABBV) | 0.0 | $349k | 2.3k | 154.97 |
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Mamamancini's Holdings (MAMA) | 0.0 | $344k | NEW | 70k | 4.91 |
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Stryker Corporation (SYK) | 0.0 | $308k | -12% | 1.0k | 299.46 |
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Emerson Electric (EMR) | 0.0 | $305k | 3.1k | 97.33 |
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Honeywell International (HON) | 0.0 | $297k | -6% | 1.4k | 209.72 |
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $280k | 7.1k | 39.19 |
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Fastenal Company (FAST) | 0.0 | $264k | 4.1k | 64.77 |
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Amgen (AMGN) | 0.0 | $259k | 900.00 | 288.02 |
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Costco Wholesale Corporation (COST) | 0.0 | $256k | -5% | 387.00 | 660.08 |
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International Business Machines (IBM) | 0.0 | $244k | 1.5k | 163.55 |
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Coca-Cola Company (KO) | 0.0 | $236k | 4.0k | 58.93 |
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Visa Com Cl A (V) | 0.0 | $234k | 900.00 | 260.35 |
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Xylem (XYL) | 0.0 | $229k | NEW | 2.0k | 114.36 |
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Merck & Co (MRK) | 0.0 | $218k | 2.0k | 109.02 |
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Bristol Myers Squibb (BMY) | 0.0 | $218k | 4.2k | 51.31 |
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Home Depot (HD) | 0.0 | $216k | -7% | 622.00 | 346.55 |
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Abbott Laboratories (ABT) | 0.0 | $210k | -10% | 1.9k | 110.10 |
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NVR (NVR) | 0.0 | $210k | NEW | 30.00 | 7000.43 |
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Paypal Holdings (PYPL) | 0.0 | $206k | NEW | 3.3k | 61.41 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $205k | 2.0k | 105.23 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $202k | NEW | 600.00 | 337.36 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $196k | 917.00 | 213.33 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $168k | 1.9k | 91.05 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $166k | 698.00 | 237.07 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $130k | 272.00 | 477.63 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $111k | 400.00 | 277.15 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $97k | 403.00 | 241.77 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $88k | 885.00 | 99.25 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $64k | -2% | 590.00 | 108.25 |
|
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $56k | 332.00 | 167.96 |
|
|
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $52k | 190.00 | 270.79 |
|
|
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $46k | 231.00 | 200.71 |
|
|
Ishares Tr Micro-cap Etf (IWC) | 0.0 | $40k | -3% | 343.00 | 116.03 |
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $39k | -6% | 385.00 | 100.51 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $24k | 300.00 | 79.22 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $18k | 156.00 | 117.22 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $11k | 45.00 | 232.64 |
|
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $10k | -50% | 199.00 | 51.24 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $9.3k | +10% | 105.00 | 88.36 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $2.8k | -26% | 25.00 | 110.64 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $2.5k | 16.00 | 153.75 |
|
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $1.4k | NEW | 3.00 | 483.00 |
|
Past Filings by Punch & Associates Investment Management
SEC 13F filings are viewable for Punch & Associates Investment Management going back to 2011
- Punch & Associates Investment Management 2023 Q4 restated filed Feb. 15, 2024
- Punch & Associates Investment Management 2023 Q3 filed Oct. 26, 2023
- Punch & Associates Investment Management 2023 Q2 filed Aug. 14, 2023
- Punch & Associates Investment Management 2023 Q1 filed May 15, 2023
- Punch & Associates Investment Management 2022 Q4 filed Feb. 14, 2023
- Punch & Associates Investment Management 2022 Q3 filed Nov. 14, 2022
- Punch & Associates Investment Management 2022 Q2 filed Aug. 15, 2022
- Punch & Associates Investment Management 2022 Q1 filed May 16, 2022
- Punch & Associates Investment Management 2021 Q4 filed Feb. 15, 2022
- Punch & Associates Investment Management 2021 Q3 filed Nov. 15, 2021
- Punch & Associates Investment Management 2021 Q2 restated filed Sept. 10, 2021
- Punch & Associates Investment Management 2021 Q2 filed Aug. 16, 2021
- Punch & Associates Investment Management 2021 Q1 filed May 18, 2021
- Punch & Associates Investment Management 2020 Q4 filed Feb. 16, 2021
- Punch & Associates Investment Management 2020 Q3 filed Nov. 16, 2020
- Punch & Associates Investment Management 2020 Q2 filed Aug. 14, 2020