PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PDEX | 49K | $1.65M |
 | DUK | 47K | $5.87M |
 | JPM | 46K | $14.37M |
 | WM | 45K | $9.96M |
 | CVCO | 43K | $24.79M |
 | RSG | 42K | $9.57M |
 | MSFT | 37K | $19.00M |
 | ACN | 33K | $8.21M |
 | ULTA | 33K | $18.02M |
 | BRK-B | 31K | $15.49M |
 | TMO | 27K | $13.16M |
 | UNH | 27K | $9.18M |
 | FFWM | 26K | $146.91K |
 | AMP | 26K | $12.89M |
 | DHIL | 26K | $3.59M |
 | ELV | 23K | $7.51M |
 | DE | 23K | $10.63M |
 | UFPT | 23K | $4.53M |
 | IRMD | 17K | $1.21M |
 | NBN | 15K | $1.49M |
Pro-Dex, Inc.
PDEX
Shares Held
49K
Value
$1.65M
Duke Energy Corporation
DUK
Shares Held
47K
Value
$5.87M
JPMorgan Chase & Co.
JPM
Shares Held
46K
Value
$14.37M
Waste Management, Inc.
WM
Shares Held
45K
Value
$9.96M
Cavco Industries, Inc.
CVCO
Shares Held
43K
Value
$24.79M
Republic Services, Inc.
RSG
Shares Held
42K
Value
$9.57M
Microsoft Corporation
MSFT
Shares Held
37K
Value
$19.00M
Accenture plc
ACN
Shares Held
33K
Value
$8.21M
Ulta Beauty, Inc.
ULTA
Shares Held
33K
Value
$18.02M
Berkshire Hathaway Inc.
BRK-B
Shares Held
31K
Value
$15.49M
Thermo Fisher Scientific Inc.
TMO
Shares Held
27K
Value
$13.16M
UnitedHealth Group Incorporated
UNH
Shares Held
27K
Value
$9.18M
First Foundation Inc.
FFWM
Shares Held
26K
Value
$146.91K
Ameriprise Financial, Inc.
AMP
Shares Held
26K
Value
$12.89M
Diamond Hill Investment Group, Inc.
DHIL
Shares Held
26K
Value
$3.59M
Elevance Health Inc.
ELV
Shares Held
23K
Value
$7.51M
Deere & Company
DE
Shares Held
23K
Value
$10.63M
UFP Technologies, Inc.
UFPT
Shares Held
23K
Value
$4.53M
IRadimed Corporation
IRMD
Shares Held
17K
Value
$1.21M
Northeast Bank
NBN
Shares Held
15K
Value
$1.49M