Punch & Associates Investment Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Punch & Associates Investment Management, Inc. reported 163 stock positions worth $1.8 billion. Its top holding was Stonex (SNEX) at 4.2% of the portfolio, followed by Radnet (RDNT, 2.6%) and Universal Technical Institut (UTI, 2.3%). Compared with Q3 2024, it opened 9 new positions, sold out of 10, added to 49 and reduced 91. The biggest buy was Universal Technical Institut (UTI, shares +35%) and the biggest sale Green Brick Partners (GRBK, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001238990
- Portfolio Value
- $1.8B (Q4 2024)
- SEC Filing
- 0001398344-25-002773 ↗ filed Feb 14, 2025
Holdings Value
Holdings 163 stocks · $1.8B
| SNEX Stonex Group Inc. | 4.19% | 775,777 | $76.0M | Reduce -4.9% |
| RDNT Radnet Inc. | 2.56% | 664,844 | $46.4M | Reduce -1.9% |
| UTI Universal Technical Institut | 2.26% | 1,593,283 | $41.0M | Add +35.4% |
| BXC Bluelinx Holdings Inc. | 2.13% | 377,957 | $38.6M | Add +0.2% |
| SFM Sprouts Farmers Market Inc. | 2.03% | 289,737 | $36.8M | Reduce -11.3% |
| CDMO Avid Bioservices Inc. | 1.97% | 2,884,154 | $35.6M | Reduce -1.7% |
| ACA Arcosa Inc. | 1.88% | 351,745 | $34.0M | Reduce -2.1% |
| PDX PIMCO Dynamic Income Strat | 1.84% | 1,274,792 | $33.3M | Reduce -4.8% |
| GSL Global Ship Lease Inc. Class A | 1.68% | 1,392,620 | $30.4M | Add +2.1% |
| VTS Vitesse Energy Inc. | 1.53% | 1,111,862 | $27.8M | Add +16.9% |
| WTTR Select Water Solutions Inc. | 1.49% | 2,037,334 | $27.0M | Reduce -11.8% |
| VRRM Verra Mobility Corp. | 1.46% | 1,095,664 | $26.5M | Add +0.3% |
| LAUR Laureate Education Inc. | 1.43% | 1,415,197 | $25.9M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 1.42% | 135,519 | $25.7M | Reduce -0.9% |
| FC Franklin Covey Co. | 1.41% | 679,100 | $25.5M | Add +7.8% |
| HSTM Healthstream Inc. | 1.39% | 794,694 | $25.3M | Reduce -7.7% |
| ATEN A10 Networks Inc. | 1.36% | 1,335,279 | $24.6M | Reduce -0.5% |
| KKR KKR & Co. Inc. | 1.34% | 163,890 | $24.2M | Reduce -1.2% |
| CLMB Climb Global Solutions Inc. | 1.32% | 188,459 | $23.9M | Reduce -6.0% |
| SILA Sila Realty Trust Inc. | 1.25% | 929,634 | $22.6M | Add +66.5% |
| EFC Ellington Financial Inc. | 1.24% | 1,855,114 | $22.5M | Reduce -14.0% |
| FISV Fiserv Inc. | 1.22% | 107,874 | $22.2M | Reduce -1.3% |
| GRBK Green Brick Partners Inc. | 1.19% | 382,656 | $21.6M | Reduce -0.8% |
| CVCO Cavco Industries Inc. | 1.03% | 41,889 | $18.7M | Reduce -0.3% |
| TDW Tidewater Inc. | 0.97% | 321,987 | $17.6M | Add +37.7% |
| PLOW Douglas Dynamics Inc. | 0.95% | 728,569 | $17.2M | Add +7.6% |
| BV Brightview Holdings Inc. | 0.94% | 1,065,356 | $17.0M | Reduce -1.1% |
| CSW CSW Industrials Inc. | 0.92% | 47,253 | $16.7M | Reduce -2.7% |
| MDXG Mimedx Group Inc. | 0.92% | 1,726,264 | $16.6M | Reduce -1.2% |
| HLMN Hillman Solutions Corp. | 0.91% | 1,701,002 | $16.6M | Reduce -0.3% |
| BLDR Builders Firstsource Inc. | 0.91% | 115,591 | $16.5M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 36,239 | $16.4M | Reduce -1.0% |
| LQDT Liquidity Services Inc. | 0.89% | 498,358 | $16.1M | Add +4.0% |
| CMCO Columbus McKinnon Corp. | 0.88% | 425,963 | $15.9M | Reduce -0.7% |
| LEGH Legacy Housing Corp. | 0.87% | 638,020 | $15.7M | Add +5.8% |
| PARR Par Pacific Holdings Inc. | 0.84% | 931,343 | $15.3M | Add +1.5% |
| MSFT Microsoft Corp. | 0.83% | 35,770 | $15.1M | Reduce -0.0% |
| ORCL Oracle Corp. | 0.82% | 89,616 | $14.9M | Reduce -15.2% |
| CSWC Capital Southwest Corp. | 0.81% | 672,367 | $14.7M | Reduce -0.5% |
| KMI Kinder Morgan Inc. | 0.81% | 533,041 | $14.6M | Reduce -1.1% |
| RTO Rentokil Initial PLC-SP ADR | 0.79% | 568,036 | $14.4M | Add +54.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.79% | 127,979 | $14.3M | Reduce -0.8% |
| NEOG Neogen Corp. | 0.78% | 1,171,140 | $14.2M | Add +26.2% |
| SKY Champion Homes Inc. | 0.78% | 160,342 | $14.1M | Reduce -0.4% |
| AMP Ameriprise Financial Inc. | 0.77% | 26,263 | $14.0M | Reduce -26.4% |
| JPM JPMorgan Chase & Co. | 0.76% | 57,370 | $13.8M | Reduce -1.3% |
| DSP Viant Technology Inc. Class A | 0.76% | 722,445 | $13.7M | Add +6.8% |
| LINC Lincoln Educational Services | 0.75% | 856,800 | $13.6M | Reduce -7.3% |
| ADUS Addus Homecare Corp. | 0.75% | 108,026 | $13.5M | Reduce -0.3% |
| GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED | 0.74% | 953,280 | $13.4M | Add +2.2% |
| AGYS Agilysys Inc. | 0.73% | 99,960 | $13.2M | Add +0.3% |
| ALG Alamo Group Inc. | 0.72% | 70,503 | $13.1M | Reduce -0.2% |
| NPKI NPK International Inc. | 0.70% | 1,653,000 | $12.7M | Add +17.5% |
| KW Kennedy-Wilson Holdings Inc. | 0.69% | 1,258,503 | $12.6M | Add +17.5% |
| BRSP Brightspire Capital Inc. | 0.69% | 2,227,213 | $12.6M | Add +17.4% |
| HCKT The Hackett Group Inc. | 0.68% | 404,106 | $12.4M | Reduce -1.1% |
| PBPB Potbelly Corp. | 0.67% | 1,287,355 | $12.1M | Reduce -0.2% |
| RPRX Royalty Pharma PLC Class A | 0.66% | 472,213 | $12.0M | Add +2.4% |
| RSG Republic Services Inc. | 0.66% | 59,033 | $11.9M | Reduce -1.0% |
| BBDC Barings BDC Inc. | 0.64% | 1,213,601 | $11.6M | Reduce -3.6% |
| IQV Iqvia Holdings Inc. | 0.64% | 58,974 | $11.6M | New |
| ULTA Ulta Beauty Inc. | 0.64% | 26,628 | $11.6M | Add +17.9% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 22,142 | $11.5M | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.62% | 32,034 | $11.3M | Reduce -1.8% |
| CIVI Civitas Resources Inc. | 0.62% | 243,069 | $11.1M | Reduce -13.5% |
| DHIL Diamond Hill Investment Grp | 0.59% | 68,940 | $10.7M | Add +6.1% |
| RMT Royce Micro-Cap Trust Inc. | 0.58% | 1,086,335 | $10.6M | Reduce -0.0% |
| WM Waste Management Inc. | 0.57% | 50,960 | $10.3M | Reduce -1.2% |
| MTCH Match Group Inc. | 0.57% | 313,154 | $10.2M | Reduce -2.6% |
| TRNS Transcat Inc. | 0.55% | 93,530 | $9.9M | No change |
| CVEO Civeo Corp. | 0.54% | 434,300 | $9.9M | Add +4.6% |
| DEA Easterly Govt Pptys Inc. | 0.54% | 866,567 | $9.8M | Add +5.8% |
| ARHS Arhaus Inc. | 0.54% | 1,045,664 | $9.8M | Add +57.5% |
| HYI Western Asset High Yield Opp | 0.54% | 828,233 | $9.8M | Reduce -6.1% |
| PHX PHX Minerals Inc. | 0.54% | 2,443,884 | $9.8M | Reduce -4.1% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.54% | 1,237,044 | $9.7M | Reduce -10.1% |
| RSSS Research Solutions Inc. | 0.53% | 2,330,120 | $9.7M | Add +231.4% |
| DE Deere & Co. | 0.52% | 22,374 | $9.5M | Reduce -0.8% |
| CARR Carrier Global Corp. | 0.51% | 135,813 | $9.3M | Reduce -1.3% |
| TTGT Techtarget Inc. | 0.51% | 465,983 | $9.2M | Add +21.8% |
| EOG EOG Resources Inc. | 0.51% | 75,276 | $9.2M | Reduce -2.0% |
| UFPT Ufp Technologies Inc. | 0.50% | 37,200 | $9.1M | Reduce -3.6% |
| GLRE Greenlight Capital Re Ltd. Class A | 0.49% | 640,081 | $9.0M | Reduce -2.2% |
| PHLT Performant Healthcare Inc. | 0.49% | 2,940,100 | $8.9M | Add +1.9% |
| SSNC Ss&c Technologies Holdings | 0.48% | 115,462 | $8.7M | Reduce -1.0% |
| BXSL Blackstone Secured Lending F | 0.48% | 269,781 | $8.7M | Reduce -0.1% |
| BWB Bridgewater Bancshares Inc. | 0.47% | 635,000 | $8.6M | Add +3.9% |
| DSGR Distribution Solutions Group | 0.47% | 246,986 | $8.5M | Reduce -24.3% |
| T AT&T Inc. | 0.47% | 372,474 | $8.5M | Reduce -5.6% |
| AGNC AGNC Investment Corp. | 0.46% | 906,634 | $8.4M | Add +5.7% |
| AMLP Alerian MLP ETF | 0.46% | 172,785 | $8.3M | Reduce -1.2% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.46% | 195,140 | $8.3M | Reduce -1.1% |
| ELV Elevance Health Inc. | 0.46% | 22,394 | $8.3M | Reduce -0.8% |
| FTHY First Trust Hi YLD Opp 2027 | 0.45% | 565,754 | $8.2M | Reduce -2.5% |
| INFU Infusystem Holdings Inc. | 0.45% | 959,656 | $8.1M | No change |
| ELMD Electromed Inc. | 0.44% | 270,795 | $8.0M | Reduce -24.8% |
| DCGO Docgo Inc. | 0.44% | 1,875,907 | $8.0M | Add +12.5% |
| CLFD Clearfield Inc. | 0.44% | 256,000 | $7.9M | Add +17.2% |
| SAMG Silvercrest Asset Manageme-A | 0.44% | 429,880 | $7.9M | Reduce -5.2% |
| JNJ Johnson & Johnson | 0.43% | 53,899 | $7.8M | Reduce -0.8% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $19.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 105,335 | $6.4M | New |
| WAYFAIR INC (W 0.625 10/01/25) | NOTE 0.625%10/0 · principal | 5,588,000 | $5.4M | New |
| TELADOC HEALTH INC (TDOC 1.25 06/01/27) | NOTE 1.250% 6/0 · principal | 5,077,000 | $4.4M | New |
| LENDINGTREE INC (TREE 0.5 07/15/25) | NOTE 0.500% 7/1 · principal | 3,642,000 | $3.5M | New |
Lines left out (1) · $10 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VNQ Vanguard Real Estate ETF | REAL ESTATE ETF | 0 | $10 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q3 2024 → Q4 2024
| GRBK Green Brick Partners Inc. | Reduce -0.8% | 1.19% | −0.60 |
| BC Brunswick Corp. | Sold out | 0.00% | −0.52 |
| GDO Western Ast GLB Corp. Opprnty | Sold out | 0.00% | −0.49 |
| ESGR Enstar Group Ltd. | Sold out | 0.00% | −0.48 |
| EQC Equity Commonwealth | Sold out | 0.00% | −0.46 |
| BLDR Builders Firstsource Inc. | Reduce -1.0% | 0.91% | −0.35 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -45.4% | 0.31% | −0.33 |
| BCE Bce Inc. | Sold out | 0.00% | −0.32 |
| EFC Ellington Financial Inc. | Reduce -14.0% | 1.24% | −0.31 |
| BG Bunge Global SA | Reduce -27.5% | 0.42% | −0.30 |
| CALY Callaway Golf Company | Reduce -10.1% | 0.54% | −0.30 |
| AVNW Aviat Networks Inc. | Reduce -28.5% | 0.40% | −0.27 |
| TTSH Tile Shop Hldgs Inc. | Reduce -98.4% | 0.00% | −0.23 |
| DSGR Distribution Solutions Group | Reduce -24.3% | 0.47% | −0.23 |
| ELV Elevance Health Inc. | Reduce -0.8% | 0.46% | −0.20 |
| OCSL Oaktree Specialty Lending Co. | Sold out | 0.00% | −0.18 |
| UFPT Ufp Technologies Inc. | Reduce -3.6% | 0.50% | −0.18 |
| ORCL Oracle Corp. | Reduce -15.2% | 0.82% | −0.18 |
| CIVI Civitas Resources Inc. | Reduce -13.5% | 0.62% | −0.18 |
| AMP Ameriprise Financial Inc. | Reduce -26.4% | 0.77% | −0.16 |
| DHX Dhi Group Inc. | Sold out | 0.00% | −0.16 |
| CSWC Capital Southwest Corp. | Reduce -0.5% | 0.81% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.9% | 0.64% | −0.13 |
| MTCH Match Group Inc. | Reduce -2.6% | 0.57% | −0.11 |
| CARR Carrier Global Corp. | Reduce -1.3% | 0.51% | −0.10 |
| ALTG Alta Equipment Group Inc. | Sold out | 0.00% | −0.10 |
| HBIO Harvard Bioscience Inc. | Reduce -0.6% | 0.32% | −0.09 |
| HLMN Hillman Solutions Corp. | Reduce -0.3% | 0.91% | −0.09 |
| SHOO Steven Madden Ltd. | Reduce -1.1% | 0.46% | −0.08 |
| TGT Target Corp. | Reduce -1.1% | 0.42% | −0.07 |
| SKY Champion Homes Inc. | Reduce -0.4% | 0.78% | −0.07 |
| CSW CSW Industrials Inc. | Reduce -2.7% | 0.92% | −0.07 |
| HYI Western Asset High Yield Opp | Reduce -6.1% | 0.54% | −0.07 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.43% | −0.06 |
| ADUS Addus Homecare Corp. | Reduce -0.3% | 0.75% | −0.05 |
| RDNT Radnet Inc. | Reduce -1.9% | 2.56% | −0.05 |
| BCIC BCP Investment Corp. | Reduce -10.1% | 0.17% | −0.05 |
| BBDC Barings BDC Inc. | Reduce -3.6% | 0.64% | −0.05 |
| DLHC DLH Holdings Corp. | Reduce -0.6% | 0.25% | −0.05 |
| ALOT Astronova Inc. | Reduce -1.0% | 0.32% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -90.9% | 0.00% | −0.04 |
| LUNA Luna Innovations Inc. | Sold out | 0.00% | −0.04 |
| FTHY First Trust Hi YLD Opp 2027 | Reduce -2.5% | 0.45% | −0.04 |
| UHAL U-Haul Holding Co. | Reduce -50.2% | 0.03% | −0.03 |
| OPXS Optex Systems Holdings Inc. | Reduce -8.3% | 0.14% | −0.03 |
| QRHC Quest Resource Holding Corp. | Reduce -1.5% | 0.12% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 0.91% | −0.03 |
| WM Waste Management Inc. | Reduce -1.2% | 0.57% | −0.03 |
| TAYD Taylor Devices Inc. | Reduce -2.5% | 0.11% | −0.03 |
| MSFT Microsoft Corp. | Reduce -0.0% | 0.83% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| UTI Universal Technical Institut | Add +35.4% | 2.26% | +1.20 |
| IQV Iqvia Holdings Inc. | New | 0.64% | +0.64 |
| SILA Sila Realty Trust Inc. | Add +66.5% | 1.25% | +0.46 |
| RSSS Research Solutions Inc. | Add +231.4% | 0.53% | +0.43 |
| FIBK First Interstate Bancsys-A | New | 0.42% | +0.42 |
| DSP Viant Technology Inc. Class A | Add +6.8% | 0.76% | +0.34 |
| BXMT Blackstone Mortgage Tru Class A | New | 0.30% | +0.30 |
| RTO Rentokil Initial PLC-SP ADR | Add +54.9% | 0.79% | +0.29 |
| LQDT Liquidity Services Inc. | Add +4.0% | 0.89% | +0.28 |
| VTS Vitesse Energy Inc. | Add +16.9% | 1.53% | +0.26 |
| ADM Archer-Daniels-Midland Co. | New | 0.25% | +0.25 |
| GRSD Grandstand Ltd. | Add +2.2% | 0.74% | +0.22 |
| LAUR Laureate Education Inc. | Add +7.1% | 1.43% | +0.21 |
| TCMD Tactile Systems Technology I | New | 0.20% | +0.20 |
| NPKI NPK International Inc. | Add +17.5% | 0.70% | +0.16 |
| ULTA Ulta Beauty Inc. | Add +17.9% | 0.64% | +0.15 |
| DCGO Docgo Inc. | Add +12.5% | 0.44% | +0.13 |
| ACIC American Coastal Insurance C | Add +23.0% | 0.41% | +0.13 |
| AGYS Agilysys Inc. | Add +0.3% | 0.73% | +0.12 |
| LADR Ladder Capital Corp.-REIT | Add +44.9% | 0.38% | +0.11 |
| BRSP Brightspire Capital Inc. | Add +17.4% | 0.69% | +0.10 |
| ARHS Arhaus Inc. | Add +57.5% | 0.54% | +0.09 |
| GHM Graham Corp. | Add +1.5% | 0.19% | +0.06 |
| VMD Viemed Healthcare Inc. | Add +6.2% | 0.37% | +0.05 |
| TDW Tidewater Inc. | Add +37.7% | 0.97% | +0.04 |
| KW Kennedy-Wilson Holdings Inc. | Add +17.5% | 0.69% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +853.7% | 0.03% | +0.03 |
| APAM Artisan Partners Asset Ma -A | New | 0.03% | +0.03 |
| HCI Hci Group Inc. | Add +12.6% | 0.12% | +0.02 |
| IWV iShares Russell 3000 ETF | Add +24.7% | 0.09% | +0.02 |
| NVEC Nve Corp. | Add +1.5% | 0.42% | +0.01 |
| DHIL Diamond Hill Investment Grp | Add +6.1% | 0.59% | +0.01 |
| FFWM First Foundation Inc. | New | 0.00% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +250.0% | 0.01% | +0.00 |
| CLVT Clarivate PLC | New | 0.00% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.7% | 0.01% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +4.3% | 0.00% | 0.00 |
| MYFW First Western Financial Inc. | Add +2.2% | 0.38% | −0.00 |
| ACCS Access Newswire Inc. | Add +24.0% | 0.06% | −0.00 |
| RFIL RF Industries Ltd. | Add +1.6% | 0.22% | −0.01 |
| BWB Bridgewater Bancshares Inc. | Add +3.9% | 0.47% | −0.01 |
| ETSY Etsy Inc. | Add +2.5% | 0.29% | −0.01 |
| TTGT Techtarget Inc. | Add +21.8% | 0.51% | −0.01 |
| FC Franklin Covey Co. | Add +7.8% | 1.41% | −0.03 |
| CLFD Clearfield Inc. | Add +17.2% | 0.44% | −0.04 |
| AGNC AGNC Investment Corp. | Add +5.7% | 0.46% | −0.04 |
| LEGH Legacy Housing Corp. | Add +5.8% | 0.87% | −0.05 |
| PARR Par Pacific Holdings Inc. | Add +1.5% | 0.84% | −0.06 |
| RPRX Royalty Pharma PLC Class A | Add +2.4% | 0.66% | −0.06 |
Options Activity Q3 2024 → Q4 2024
| WAYFAIR INC (W 0.625 10/01/25) | put | Sold out | 5,618,000 | $5.3Mbefore exit |
| TELADOC HEALTH INC (TDOC 1.25 06/01/27) | put | Sold out | 4,957,000 | $4.3Mbefore exit |
| LENDINGTREE INC (TREE 0.5 07/15/25) | put | Sold out | 3,522,000 | $3.3Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | New | 105,335 | $6.4M |
| WAYFAIR INC (W 0.625 10/01/25) | NOTE 0.625%10/0 · principal | New | 5,588,000 | $5.4M |
| TELADOC HEALTH INC (TDOC 1.25 06/01/27) | NOTE 1.250% 6/0 · principal | New | 5,077,000 | $4.4M |
| LENDINGTREE INC (TREE 0.5 07/15/25) | NOTE 0.500% 7/1 · principal | New | 3,642,000 | $3.5M |
| EQUITY COMMONWEALTH (EQC 6.5 PERP D) | 6.5% CNV PFD D | Sold out | 75,450 | $1.9Mbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $2.0B | SNEX, ACA, UTI, LAUR, ATEN |
| Q1 2026 | 158 | $1.7B | SNEX, LAUR, UTI, ACA, ATEN |
| Q4 2025 | 152 | $1.7B | SNEX, RDNT, LAUR, GOOGL, ACA |
| Q3 2025 | 156 | $1.7B | SNEX, RDNT, LAUR, UTI, ACA |
| Q2 2025 | 157 | $1.6B | SNEX, RDNT, LAUR, UTI, GSL |
| Q1 2025 | 159 | $1.5B | SNEX, RDNT, PDX, LAUR, SFM |
| Q4 2024 | 163 | $1.8B | SNEX, RDNT, UTI, BXC, SFM |
| Q3 2024 | 164 | $1.8B | SNEX, RDNT, BXC, GSL, SFM |
| Q2 2024 | 170 | $1.7B | SNEX, RDNT, GSL, BXC, ACA |
| Q1 2024 | 171 | $1.7B | SNEX, BXC, RDNT, GSL, PARR |