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Punch & Associates Investment Management’s Idaho Strategic Resources IDR Stock Holding History

Punch & Associates Investment Management’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.28M Buy
222,220
+15,000
+7% +$583K 0.36% 98
2026
Q1 		$6.66M Buy
207,220
+855
+0.4% +$33.2K 0.38% 93
2025
Q4 		$8.32M Sell
206,365
-3,290
-2% -$126K 0.49% 78
2025
Q3 		$7.08M Buy
209,655
+27,098
+15% +$640K 0.41% 89
2025
Q2 		$2.39M Buy
+182,557
New +$2.69M 0.15% 128

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Punch & Associates Investment Management's IDR Position: Q2 2026 in Review

Punch & Associates Investment Management increased its Idaho Strategic Resources (IDR) stake by 7.2% in Q2 2026, buying an estimated $583K and bringing the position to 222,220 shares worth $7.28M. The position accounts for 0.36% of the portfolio, ranked #98.

Punch & Associates Investment Management first reported a position in IDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.32M in Q4 2025. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Punch & Associates Investment Management held 222,220 shares of Idaho Strategic Resources worth $7.28M as of Q2 2026.
  • Punch & Associates Investment Management bought 15,000 Idaho Strategic Resources shares in Q2 2026, an estimated $583K.
  • Idaho Strategic Resources made up 0.36% of Punch & Associates Investment Management's portfolio in Q2 2026, its #98 holding.
  • Punch & Associates Investment Management first reported a position in Idaho Strategic Resources in Q2 2025 and has held it in 5 quarters since.
  • Punch & Associates Investment Management's Idaho Strategic Resources position peaked at $8.32M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.