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Punch & Associates Investment Management’s i3 Verticals IIIV Stock Holding History

Punch & Associates Investment Management’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$21.1M Buy
766,643
+312,371
+69% +$8.58M 1.3% 18
2025
Q1 		$11.2M Buy
+454,272
New +$11.2M 0.73% 55