PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001238990 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 28, 2016

Total Value ($000): $827,758,965 (100.0% shares, 0.0% debt)

Holdings (274)

SPOK HLDGS INC COM ISIN#US8486 1.7%
Value ($000) $14,072,534 Shares 768,151 Est. Cost $1367.34 Unrealized
NAUTILUS INC 1.7%
Value ($000) $13,812,788 Shares 826,124 Est. Cost $561.91 Unrealized
FC FRANKLIN COVEY CO COM ISIN#US3 1.6%
Value ($000) $13,617,505 Shares 813,471 Est. Cost $15.13 Unrealized +5.5%
IVW ISHARES S&P 500 GROWTHETF 1.6%
Value ($000) $13,008,627 Shares 112,337 Est. Cost $7337.05 Unrealized
INTL FCSTONE INC COM ISIN#US46 1.5%
Value ($000) $12,796,141 Shares 382,431 Est. Cost $961.20 Unrealized
PZENA INVT MGMT INC CLA 1.5%
Value ($000) $12,414,029 Shares 1,443,492 Est. Cost $385.23 Unrealized
CALY CALLAWAY GOLF CO DELAWARE 1.4%
Value ($000) $11,740,249 Shares 1,246,311 Est. Cost $7.17 Unrealized +32.4%
CSWC CAPITAL SOUTHWEST CORP 1.3%
Value ($000) $11,064,997 Shares 797,190 Est. Cost $5.16 Unrealized 0.0%
DGII DIGI INTL INC COM ISIN#US25379 1.3%
Value ($000) $10,946,084 Shares 961,870 Est. Cost $10.65 Unrealized +15.2%
DOUGLAS DYNAMICS INC COMUSD0.0 1.3%
Value ($000) $10,594,204 Shares 502,810 Est. Cost $1628.95 Unrealized
SSP SCRIPPS E W CO OHIO CLA NEW 1.3%
Value ($000) $10,592,338 Shares 557,491 Est. Cost $13.94 Unrealized +10.2%
DESTINATION XL GROUP INCCOM IS 1.2%
Value ($000) $10,202,816 Shares 1,848,336 Est. Cost $369.92 Unrealized
LAD LITHIA MOTORS INC CL A 1.2%
Value ($000) $9,924,426 Shares 93,039 Est. Cost $58.33 Unrealized +97.0%
UHAL AMERCO COM 1.2%
Value ($000) $9,906,301 Shares 25,433 Est. Cost $21.88 Unrealized +84.8%
ABR ARBOR RLTY TR INC 1.2%
Value ($000) $9,782,128 Shares 1,368,130 Est. Cost $906.13 Unrealized
MALIBU BOATS INC COM CLA 1.1%
Value ($000) $9,431,821 Shares 576,165 Est. Cost $665.09 Unrealized
NUVEEN BUILD AMER BD FDCOM 1.1%
Value ($000) $9,345,727 Shares 465,193 Est. Cost $3401.38 Unrealized
HCKT HACKETT GROUP INC COM 1.1%
Value ($000) $9,324,926 Shares 580,269 Est. Cost $5.19 Unrealized +216.9%
HMN HORACE MANN EDUCATORSCORP NEW 1.1%
Value ($000) $9,288,336 Shares 279,938 Est. Cost $29.81 Unrealized +14.7%
FBIZ FIRST BUSINESS FINL SVCSWIS CO 1.1%
Value ($000) $9,156,742 Shares 366,123 Est. Cost $15.59 Unrealized +22.4%
NEWCASTLE INVT CORP ISIN#US651 1.1%
Value ($000) $8,983,173 Shares 2,201,758 Est. Cost $812.98 Unrealized
CARMIKE CINEMAS INC 1.1%
Value ($000) $8,933,119 Shares 389,412 Est. Cost $1826.06 Unrealized
TRUEBLUE INC 1.1%
Value ($000) $8,870,512 Shares 344,352 Est. Cost $1996.65 Unrealized
LANDAUER INC COM ISIN#US51476K 1.0%
Value ($000) $8,666,519 Shares 263,260 Est. Cost $20521.73 Unrealized
BANX STONECASTLE FINL CORPCOM 1.0%
Value ($000) $8,515,895 Shares 522,448 Est. Cost $7.14 Unrealized -4.6%
MADISON CVRED CALL &EQSTR FD C 1.0%
Value ($000) $8,349,948 Shares 1,131,429 Est. Cost $1219.11 Unrealized
BLACKROCK CAPITAL INVESTMENTC 1.0%
Value ($000) $8,182,251 Shares 870,452 Est. Cost $1670.19 Unrealized
EATON VANCE TAX ADVT DIVINCM C 1.0%
Value ($000) $8,109,067 Shares 419,290 Est. Cost $2112.27 Unrealized
TECHTARGET INC COM ISIN#US8787 1.0%
Value ($000) $8,084,633 Shares 1,006,804 Est. Cost $546.21 Unrealized
WHG WESTWOOD HLDGS GROUP INCCOM IS 1.0%
Value ($000) $8,057,662 Shares 154,687 Est. Cost $49.62 Unrealized +13.5%
NUVEEN MTG OPPORTUNITYTERM FD 1.0%
Value ($000) $7,984,025 Shares 351,564 Est. Cost $4130.15 Unrealized
MONOTYPE IMAGING HLDGSINC 1.0%
Value ($000) $7,930,250 Shares 335,459 Est. Cost $1888.09 Unrealized
GUGGENHEIM S&P 500 PUREVALUE E 1.0%
Value ($000) $7,893,797 Shares 160,443 Est. Cost $53.72 Unrealized
NATURAL GAS SERVICE GP 0.9%
Value ($000) $7,655,038 Shares 343,275 Est. Cost $1324.37 Unrealized
PENNANTPARK FLOATING RATECAP L 0.9%
Value ($000) $7,397,573 Shares 657,562 Est. Cost $2349.41 Unrealized
BLACKSTONE/GSO SR FLTNGRT TRM 0.9%
Value ($000) $7,386,221 Shares 497,389 Est. Cost $3225.26 Unrealized
NEUBERGER BERMAN RE ESSEC FD C 0.9%
Value ($000) $7,386,023 Shares 1,474,256 Est. Cost $1729.88 Unrealized
PUTNAM PREMIER INCOMETR SH BEN 0.9%
Value ($000) $7,351,954 Shares 1,485,243 Est. Cost $678.62 Unrealized
U S PHYSICAL THERAPYINC 0.8%
Value ($000) $6,959,725 Shares 129,652 Est. Cost $3808.38 Unrealized
GENTHERM INC COM 0.8%
Value ($000) $6,785,231 Shares 143,148 Est. Cost $3806.63 Unrealized
CORENERGY INFRASTRUCTURETR IN 0.8%
Value ($000) $6,609,615 Shares 445,392 Est. Cost $14840.00 Unrealized
ALG ALAMO GROUP INC 0.8%
Value ($000) $6,409,091 Shares 123,015 Est. Cost $41.38 Unrealized +17.9%
REIS INC COM ISIN#US75936P1057 0.8%
Value ($000) $6,371,861 Shares 268,515 Est. Cost $1519.83 Unrealized
DIGIRAD CORP 0.8%
Value ($000) $6,345,325 Shares 1,095,911 Est. Cost $4.29 Unrealized
GDL FUND COM SH BEN IT ISIN#US 0.8%
Value ($000) $6,313,781 Shares 630,747 Est. Cost $1386.72 Unrealized
BLACKSTONE GSO STRATEGICCR FD 0.7%
Value ($000) $6,180,196 Shares 462,244 Est. Cost $2185.81 Unrealized
JJSF J & J SNACK FOODS CORP 0.7%
Value ($000) $6,073,294 Shares 52,055 Est. Cost $66.63 Unrealized +49.1%
FISV FISERV INC 0.7%
Value ($000) $5,959,350 Shares 65,158 Est. Cost $27.22 Unrealized +72.5%
SP PLUS CORP COM 0.7%
Value ($000) $5,848,993 Shares 244,728 Est. Cost $1951.59 Unrealized
HRL HORMEL FOODS CORP COM ISIN#US4 0.7%
Value ($000) $5,837,742 Shares 73,821 Est. Cost $16.78 Unrealized +66.0%
CHIMERA INVT CORP COMNEW ISIN# 0.7%
Value ($000) $5,808,377 Shares 425,834 Est. Cost $2271.54 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $5,745,788 Shares 103,565 Est. Cost $29.31 Unrealized +56.7%
JPMORGAN CHASE & CO 0.7%
Value ($000) $5,699,952 Shares 86,324 Est. Cost $7186.83 Unrealized
NUVEEN INTER DURATIONMUN TERM 0.7%
Value ($000) $5,648,945 Shares 439,265 Est. Cost $4953.07 Unrealized
UNITED FINL BANCORP INCNEW COM 0.7%
Value ($000) $5,531,985 Shares 429,502 Est. Cost $13.58 Unrealized
NUVEEN PFD & INCOME TERMFD COM 0.7%
Value ($000) $5,518,956 Shares 242,485 Est. Cost $22.28 Unrealized
CVS CVS HEALTH CORP COM 0.7%
Value ($000) $5,451,262 Shares 55,756 Est. Cost $45.83 Unrealized +58.4%
SLP SIMULATIONS PLUS INC COM ISIN# 0.7%
Value ($000) $5,405,836 Shares 545,493 Est. Cost $3.64 Unrealized +130.9%
BLACKSTONE MORTGAGE TRU-CLA 0.6%
Value ($000) $5,371,238 Shares 200,719 Est. Cost $1180.00 Unrealized
ENSTAR GROUP LIMITED SHS ISIN# 0.6%
Value ($000) $5,354,777 Shares 35,689 Est. Cost $11861.97 Unrealized
INVENTURE FOODS INC 0.6%
Value ($000) $5,171,048 Shares 728,317 Est. Cost $327.97 Unrealized
PLAB PHOTRONICS INC COM ISIN#US7194 0.6%
Value ($000) $5,124,826 Shares 411,633 Est. Cost $7.71 Unrealized +39.4%
MAGELLAN HEALTH INC 0.6%
Value ($000) $5,108,228 Shares 82,845 Est. Cost $3842.36 Unrealized
CLOUGH GLOBAL EQUITY FDCOM ISI 0.6%
Value ($000) $5,060,255 Shares 403,851 Est. Cost $1476.12 Unrealized
A H BELO CORP COM CL A 0.6%
Value ($000) $4,997,625 Shares 999,525 Est. Cost $288.47 Unrealized
IVE ISHARES S&P 500 VALUEETF 0.6%
Value ($000) $4,988,996 Shares 56,354 Est. Cost $49908.66 Unrealized
CHEROKEE INC DEL NEW COM ISIN# 0.6%
Value ($000) $4,935,311 Shares 286,105 Est. Cost $13.64 Unrealized
CASCADE MICROTECH INC 0.6%
Value ($000) $4,895,556 Shares 301,265 Est. Cost $10.46 Unrealized
ROYCE MICRO-CAP TR INCCOM ISIN 0.6%
Value ($000) $4,882,749 Shares 672,555 Est. Cost $1757.88 Unrealized
DHI GROUP INC COM 0.6%
Value ($000) $4,811,744 Shares 524,727 Est. Cost $712.13 Unrealized
ROUSE PPTYS INC COM 0.6%
Value ($000) $4,804,629 Shares 329,988 Est. Cost $1157.11 Unrealized
COHEN &STEERS INFRASTRUCTURECO 0.6%
Value ($000) $4,717,848 Shares 247,267 Est. Cost $4555.02 Unrealized
BA BOEING CO 0.6%
Value ($000) $4,642,527 Shares 32,108 Est. Cost $87.31 Unrealized +47.6%
SOLAR CAPITAL LTD 0.6%
Value ($000) $4,606,755 Shares 280,387 Est. Cost $2740.07 Unrealized
CLOUGH GLOBAL OPPORTUNITIESFD 0.6%
Value ($000) $4,584,376 Shares 439,116 Est. Cost $12.82 Unrealized
EATON VANCE ENHANCED EQT 0.5%
Value ($000) $4,497,434 Shares 335,129 Est. Cost $1794.49 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $4,472,529 Shares 43,541 Est. Cost $61.95 Unrealized +22.6%
TARGET CORP COM ISIN#US87612E1 0.5%
Value ($000) $4,442,370 Shares 61,181 Est. Cost $9611.72 Unrealized
CECO CECO ENVIRONMENTAL CORP 0.5%
Value ($000) $4,431,262 Shares 576,987 Est. Cost $9.01 Unrealized -11.8%
WASTE MANAGEMENT INC 0.5%
Value ($000) $4,421,642 Shares 82,849 Est. Cost $6409.29 Unrealized
SHOO MADDEN STEVEN LTD 0.5%
Value ($000) $4,367,452 Shares 144,522 Est. Cost $19.24 Unrealized -0.3%
FLXS FLEXSTEEL INDUSTRIES INC 0.5%
Value ($000) $4,272,206 Shares 96,700 Est. Cost $20.20 Unrealized +63.7%
SYNTEL INC 0.5%
Value ($000) $4,221,942 Shares 93,303 Est. Cost $4066.94 Unrealized
G S I GROUP INC NEW F 0.5%
Value ($000) $4,214,004 Shares 309,398 Est. Cost $1020.30 Unrealized
SAMG SILVERCREST ASSET MGMTGROUP I 0.5%
Value ($000) $4,206,682 Shares 353,800 Est. Cost $15.24 Unrealized -23.3%
ELV ANTHEM INC COM ISIN#US03675210 0.5%
Value ($000) $4,198,929 Shares 30,113 Est. Cost $107.85 Unrealized +10.9%
CALAMOS DYNAMIC CONV &INCOMECO 0.5%
Value ($000) $4,192,225 Shares 232,256 Est. Cost $18050.02 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $4,178,420 Shares 52,618 Est. Cost $55.34 Unrealized +4.7%
BLACKROCK MUN TARGET TERMTR CO 0.5%
Value ($000) $4,177,272 Shares 193,661 Est. Cost $4836.34 Unrealized
UFPT UFP TECH INC 0.5%
Value ($000) $4,169,310 Shares 175,034 Est. Cost $20.27 Unrealized +17.8%
DLX DELUXE CORP 0.5%
Value ($000) $4,092,682 Shares 75,040 Est. Cost $38.42 Unrealized 0.0%
AMERIPRISE FINL INC COM 0.5%
Value ($000) $4,028,414 Shares 37,854 Est. Cost $11087.79 Unrealized
INVESCO LTD SHS ISIN#BMG491BT1 0.5%
Value ($000) $3,919,856 Shares 117,081 Est. Cost $3835.66 Unrealized
MACQUARIE INFRASTRUCTURECORP C 0.5%
Value ($000) $3,889,276 Shares 53,571 Est. Cost $13116.00 Unrealized
ACCENTURE PLC CLS A USD0.00002 0.5%
Value ($000) $3,876,862 Shares 37,099 Est. Cost $12047.10 Unrealized
CTAS CINTAS CORP 0.5%
Value ($000) $3,864,236 Shares 42,441 Est. Cost $11.01 Unrealized +86.1%
EXXON MOBIL CORPORATION 0.5%
Value ($000) $3,860,381 Shares 49,524 Est. Cost $9683.24 Unrealized
ENTEGRA FINL CORP COM ISIN#US2 0.5%
Value ($000) $3,795,426 Shares 196,066 Est. Cost $2143.63 Unrealized
RWT REDWOOD TRUST INC 0.5%
Value ($000) $3,776,206 Shares 286,076 Est. Cost $2231.65 Unrealized
RSG REPUBLIC SERVICES INCCOM 0.5%
Value ($000) $3,756,119 Shares 85,386 Est. Cost $27.90 Unrealized +31.3%
FNWB FIRST NORTHWEST BANCORPCOM ISI 0.4%
Value ($000) $3,691,027 Shares 260,850 Est. Cost $10.93 Unrealized +7.5%
SUPREME INDS INC CL A ISIN#US8 0.4%
Value ($000) $3,650,783 Shares 532,961 Est. Cost $1068.59 Unrealized
BSB BANCORP INC MD COM ISIN#US 0.4%
Value ($000) $3,585,383 Shares 153,287 Est. Cost $1370.37 Unrealized
D S T SYSTEMS INC 0.4%
Value ($000) $3,515,295 Shares 30,820 Est. Cost $10625.08 Unrealized
HRB BLOCK H & R INC 0.4%
Value ($000) $3,514,019 Shares 105,494 Est. Cost $20.16 Unrealized +19.8%
ROYCE VALUE TR INC COM ISIN#US 0.4%
Value ($000) $3,369,497 Shares 286,278 Est. Cost $5107.51 Unrealized
CVGW CALAVO GROWERS INC 0.4%
Value ($000) $3,329,610 Shares 67,951 Est. Cost $25.76 Unrealized +64.7%
F FORD MTR CO DEL COM 0.4%
Value ($000) $3,270,946 Shares 232,147 Est. Cost $7.70 Unrealized +8.3%
ALCENTRA CAP CORP COM 0.4%
Value ($000) $3,252,002 Shares 280,345 Est. Cost $1087.56 Unrealized
ARC DOCUMENT SOLUTIONSINC COM 0.4%
Value ($000) $3,229,119 Shares 730,570 Est. Cost $9.06 Unrealized
MOCON INC 0.4%
Value ($000) $3,205,428 Shares 218,950 Est. Cost $14.28 Unrealized
HARVEST CAPITAL CREDIT CORPORA 0.4%
Value ($000) $3,139,400 Shares 267,639 Est. Cost $1835.42 Unrealized
NEW SR INVT GROUP INCCOM ISIN# 0.4%
Value ($000) $3,084,943 Shares 312,875 Est. Cost $1448.03 Unrealized
LENDINGTREE INC NEW COM ISIN#U 0.4%
Value ($000) $2,940,437 Shares 32,935 Est. Cost $7237.82 Unrealized
KIMBALL INTERNATIONAL INC 0.3%
Value ($000) $2,882,150 Shares 295,000 Est. Cost $1135.79 Unrealized
THESTREET INC 0.3%
Value ($000) $2,797,032 Shares 1,864,688 Est. Cost $42.48 Unrealized
GUGGENHEIM SPINOFFETF 0.3%
Value ($000) $2,775,056 Shares 72,192 Est. Cost $46.24 Unrealized
NOVARTIS A G SPONSOREDADR ISIN 0.3%
Value ($000) $2,769,557 Shares 32,189 Est. Cost $10923.01 Unrealized
OTTR OTTER TAIL CORP FORMERLYOTTER 0.3%
Value ($000) $2,672,206 Shares 100,346 Est. Cost $19.74 Unrealized +0.5%
INCONTACT INC COM ISIN#US45336 0.3%
Value ($000) $2,643,343 Shares 277,080 Est. Cost $8.79 Unrealized
CENTURYLINK INC 0.3%
Value ($000) $2,602,984 Shares 103,457 Est. Cost $4061.61 Unrealized
DE DEERE & COMPANY 0.3%
Value ($000) $2,573,849 Shares 33,747 Est. Cost $66.09 Unrealized -1.6%
AWRE AWARE INC 0.3%
Value ($000) $2,564,003 Shares 786,504 Est. Cost $3.94 Unrealized -18.7%
RIGNET INC COM 0.3%
Value ($000) $2,509,876 Shares 121,309 Est. Cost $1415.48 Unrealized
USG CORP COM NEW 0.3%
Value ($000) $2,494,498 Shares 102,696 Est. Cost $1292.63 Unrealized
WEST MARINE INC COM ISIN#US954 0.3%
Value ($000) $2,471,439 Shares 291,100 Est. Cost $302.52 Unrealized
VERIZON COMMUNICATIONS 0.3%
Value ($000) $2,445,442 Shares 52,909 Est. Cost $6343.56 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $2,405,760 Shares 56,000 Est. Cost $27.85 Unrealized +10.7%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $2,373,710 Shares 24,708 Est. Cost $10099.52 Unrealized
RED LION HOTELS 0.3%
Value ($000) $2,327,320 Shares 332,000 Est. Cost $2580.90 Unrealized
3M COMPANY 0.3%
Value ($000) $2,154,905 Shares 14,305 Est. Cost $116.43 Unrealized
ALPINE TOTAL DYNAMIC DIVIDFD C 0.3%
Value ($000) $2,130,572 Shares 277,418 Est. Cost $336.49 Unrealized
SGC SUPERIOR UNIFORM GROUP 0.3%
Value ($000) $2,127,594 Shares 125,300 Est. Cost $16.70 Unrealized +5.2%
BLACKROCK RES &COMM STRATTR SH 0.3%
Value ($000) $2,084,349 Shares 293,157 Est. Cost $11.49 Unrealized
PFSWEB INC 0.2%
Value ($000) $2,045,043 Shares 158,900 Est. Cost $2673.81 Unrealized
DEMAND MEDIA INC 0.2%
Value ($000) $1,988,800 Shares 361,600 Est. Cost $156.66 Unrealized
NCR CORP 0.2%
Value ($000) $1,970,086 Shares 80,543 Est. Cost $2978.82 Unrealized
PSYCHEMEDICS CORP COMNEW ISIN# 0.2%
Value ($000) $1,962,090 Shares 193,500 Est. Cost $11.26 Unrealized
MESA LABORATORIES INCCOM NPV I 0.2%
Value ($000) $1,961,145 Shares 19,710 Est. Cost $54.94 Unrealized
INFORMATION SERVICES GROUP 0.2%
Value ($000) $1,922,582 Shares 531,100 Est. Cost $965.14 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.2%
Value ($000) $1,879,200 Shares 261,000 Est. Cost $8.57 Unrealized +3.7%
PERFORMANCE SPORTS GROUP LTD 0.2%
Value ($000) $1,877,937 Shares 195,009 Est. Cost $509.51 Unrealized
SALM SALEM COMMUNICATIONS CORP. 0.2%
Value ($000) $1,814,836 Shares 364,425 Est. Cost $8.09 Unrealized -28.5%
HALLMARK FINL SVCS INCCOM NEW 0.2%
Value ($000) $1,788,313 Shares 152,978 Est. Cost $709.13 Unrealized
ITT CORPORATION COM USD1.00 0.2%
Value ($000) $1,701,090 Shares 46,836 Est. Cost $4910.39 Unrealized
EXA CORP COM ISIN#US3006145003 0.2%
Value ($000) $1,650,361 Shares 142,150 Est. Cost $11.77 Unrealized
CULP CULP INC 0.2%
Value ($000) $1,642,815 Shares 64,500 Est. Cost $15.55 Unrealized +54.3%
NATH NATHANS FAMOUS INC 0.2%
Value ($000) $1,634,452 Shares 31,700 Est. Cost $48.46 Unrealized -10.4%
COHEN &STEERS MLP INC&ENRGY CO 0.2%
Value ($000) $1,630,503 Shares 155,880 Est. Cost $10459.99 Unrealized
AGYS AGILYSYS INC 0.2%
Value ($000) $1,588,410 Shares 159,000 Est. Cost $11.95 Unrealized -7.6%
FRBA FIRST BANK 0.2%
Value ($000) $1,566,008 Shares 236,915 Est. Cost $5.36 Unrealized +8.4%
TLF TANDY LEATHER FACTORY INC 0.2%
Value ($000) $1,440,181 Shares 196,210 Est. Cost $9.35 Unrealized -22.7%
ATLANTIC CAPITAL BANCSHARES IN 0.2%
Value ($000) $1,422,006 Shares 94,927 Est. Cost $14980.00 Unrealized
FIRST FINANCIAL NORTHWEST INC 0.2%
Value ($000) $1,407,377 Shares 100,815 Est. Cost $812.11 Unrealized
PERCEPTRON INC 0.2%
Value ($000) $1,394,036 Shares 178,952 Est. Cost $11.42 Unrealized
FMNB FARMERS NATIONAL BANC CORP 0.2%
Value ($000) $1,350,200 Shares 157,000 Est. Cost $4.98 Unrealized +17.5%
MVC CAPITAL INC COM ISIN#US553 0.2%
Value ($000) $1,294,583 Shares 175,656 Est. Cost $12.35 Unrealized
TRNS TRANSCAT INC 0.2%
Value ($000) $1,276,296 Shares 128,400 Est. Cost $9.52 Unrealized +0.2%
DSGR LAWSON PRODS INC 0.2%
Value ($000) $1,267,905 Shares 54,300 Est. Cost $12.15 Unrealized +8.1%
FIBROGEN INC COM 0.1%
Value ($000) $1,216,484 Shares 39,924 Est. Cost $23.49 Unrealized
ROYCE GLOBAL VALUE TRINC COM I 0.1%
Value ($000) $1,102,638 Shares 148,005 Est. Cost $8.22 Unrealized
OHA INVESTMENT CORPORATION 0.1%
Value ($000) $1,056,400 Shares 278,000 Est. Cost $860.96 Unrealized
HOFT HOOKER FURNITURE CORPCOM ISIN# 0.1%
Value ($000) $966,440 Shares 38,290 Est. Cost $16.53 Unrealized +56.2%
FST TR NEW OPPORT MLP&ENE FD C 0.1%
Value ($000) $820,627 Shares 76,196 Est. Cost $15.01 Unrealized
FIVE STAR QUALITY CAREINC COM 0.1%
Value ($000) $774,031 Shares 243,406 Est. Cost $5.42 Unrealized
ASTRO MED INC NEW 0.1%
Value ($000) $745,620 Shares 51,600 Est. Cost $14450.00 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $743,470 Shares 6,500 Est. Cost $73.48 Unrealized +43.2%
SHILOH INDUSTRIES INC 0.1%
Value ($000) $678,040 Shares 126,500 Est. Cost $12.41 Unrealized
DLHC DLH HOLDINGS CORPORATION 0.1%
Value ($000) $624,170 Shares 148,612 Est. Cost $2.76 Unrealized +3.9%
LRAD CORP COM ISIN#US50213V109 0.1%
Value ($000) $620,681 Shares 311,900 Est. Cost $2.53 Unrealized
SPDR S&P 500 ETF TRUSTUNIT SER 0.1%
Value ($000) $505,598 Shares 2,480 Est. Cost $203870.16 Unrealized
TBHC KIRKLANDS INC COM 0.0%
Value ($000) $403,274 Shares 27,812 Est. Cost $16.48 Unrealized +15.1%
PRISM TECHNOLOGIES GROUP INC 0.0%
Value ($000) $369,241 Shares 362,001 Est. Cost $103.19 Unrealized
VUG VANGUARD INDEX FDS VANGUARDGRO 0.0%
Value ($000) $357,151 Shares 3,357 Est. Cost $78.22 Unrealized
AGG ISHARES CORE U.S. AGGREGATEBON 0.0%
Value ($000) $323,490 Shares 2,995 Est. Cost $108010.02 Unrealized
IWM ISHARES RUSSELL 2000ETF 0.0%
Value ($000) $272,540 Shares 2,420 Est. Cost $112619.84 Unrealized
COGENTIX MEDICAL, INC 0.0%
Value ($000) $230,698 Shares 181,652 Est. Cost $1.62 Unrealized
PM PHILIP MORRIS INTL INCCOM 0.0%
Value ($000) $168,787 Shares 1,920 Est. Cost $52.28 Unrealized 0.0%
DSI ISHARES TR MSCI KLD400SOC 0.0%
Value ($000) $167,698 Shares 2,215 Est. Cost $75710.16 Unrealized
POWERSHARES EXCHANGE TRADEDFD 0.0%
Value ($000) $158,236 Shares 7,415 Est. Cost $21339.99 Unrealized
OFS CAP CORP COM USD0.01 0.0%
Value ($000) $139,023 Shares 12,110 Est. Cost $11480.02 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $137,672 Shares 1,710 Est. Cost $73.15 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $132,439 Shares 1,425 Est. Cost $85.22 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURYBOND 0.0%
Value ($000) $130,336 Shares 1,545 Est. Cost $84.29 Unrealized
ALLY FINANCIAL INC COMUSD0.01 0.0%
Value ($000) $128,336 Shares 6,885 Est. Cost $18639.94 Unrealized
MKL MARKEL CORP HLDG CO 0.0%
Value ($000) $128,086 Shares 145 Est. Cost $870.15 Unrealized 0.0%
PBF ENERGY INC COM USD0.001 0.0%
Value ($000) $122,025 Shares 3,315 Est. Cost $36809.95 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $111,763 Shares 1,920 Est. Cost $58209.89 Unrealized
MEDTRONIC PLC USD0.0001 ISIN#I 0.0%
Value ($000) $110,787 Shares 1,440 Est. Cost $76935.41 Unrealized
CST BRANDS INC COM ISIN#US1264 0.0%
Value ($000) $97,459 Shares 2,490 Est. Cost $39140.16 Unrealized
OUTFRONT MEDIA INC COM ISIN#US 0.0%
Value ($000) $94,851 Shares 4,345 Est. Cost $21829.92 Unrealized
TRIBUNE MEDIA CO CL A 0.0%
Value ($000) $93,316 Shares 2,760 Est. Cost $33810.14 Unrealized
DOLBY LABORATORIES INCCOM ISIN 0.0%
Value ($000) $84,293 Shares 2,505 Est. Cost $33649.90 Unrealized
TEGNA INC COM 0.0%
Value ($000) $81,409 Shares 3,190 Est. Cost $25520.06 Unrealized
BAH BOOZ ALLEN HAMILTON HLDGCORP C 0.0%
Value ($000) $74,040 Shares 2,400 Est. Cost $24.12 Unrealized 0.0%
PREMIER INC CL A ISIN#US74051N 0.0%
Value ($000) $70,893 Shares 2,010 Est. Cost $35270.15 Unrealized
ENERGY TRANSFER PARTNERSLP UT 0.0%
Value ($000) $70,833 Shares 2,100 Est. Cost $33730.00 Unrealized
CABLE ONE INC COM 0.0%
Value ($000) $65,049 Shares 150 Est. Cost $433660.00 Unrealized
MDLZ MONDELEZ INTL INC COM 0.0%
Value ($000) $59,548 Shares 1,328 Est. Cost $35.47 Unrealized 0.0%
STERIS PLC GBP0.1 0.0%
Value ($000) $57,258 Shares 760 Est. Cost $75339.48 Unrealized
ALLEGION PLC COM USD0.01 ISIN# 0.0%
Value ($000) $53,725 Shares 815 Est. Cost $65920.24 Unrealized
GABELLI GLB SML &MD CPVAL TR C 0.0%
Value ($000) $52,728 Shares 5,070 Est. Cost $10400.00 Unrealized
PII POLARIS INDS INC 0.0%
Value ($000) $41,262 Shares 480 Est. Cost $106.00 Unrealized 0.0%
XHR XENIA HOTELS &RESORTSINC COM I 0.0%
Value ($000) $40,517 Shares 2,643 Est. Cost $15329.93 Unrealized
ARES CAPITAL CORP COMSTK USD0. 0.0%
Value ($000) $39,900 Shares 2,800 Est. Cost $14250.00 Unrealized
ALTISOURCE RESIDENTIALCORP COM 0.0%
Value ($000) $38,709 Shares 3,119 Est. Cost $19.85 Unrealized
SOURCE CAP INC COM ISIN#US8361 0.0%
Value ($000) $32,381 Shares 489 Est. Cost $66218.81 Unrealized
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $32,246 Shares 2,378 Est. Cost $14.14 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $32,160 Shares 442 Est. Cost $47.05 Unrealized 0.0%
FACEBOOK INC COM USD0.000006CL 0.0%
Value ($000) $31,398 Shares 300 Est. Cost $104660.00 Unrealized
POWERSHARES QQQ TR UNITSER 1 0.0%
Value ($000) $24,070 Shares 215 Est. Cost $111953.49 Unrealized
DEUTSCHE BANK AG LONDONETN 14/ 0.0%
Value ($000) $21,326 Shares 1,375 Est. Cost $15509.82 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $20,579 Shares 174 Est. Cost $87.24 Unrealized 0.0%
DYAX CORP *EXCHANGEDFOR CUSIP2 0.0%
Value ($000) $15,048 Shares 400 Est. Cost $37620.00 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $14,736 Shares 140 Est. Cost $25.73 Unrealized 0.0%
GUGGENHEIM RUSSELL TOP50 MEGA 0.0%
Value ($000) $14,458 Shares 100 Est. Cost $144580.00 Unrealized
IRON MTN INC NEW COM ISIN#US46 0.0%
Value ($000) $14,423 Shares 534 Est. Cost $27009.36 Unrealized
IWC ISHARES RUSSELL MICROCAP INDEX 0.0%
Value ($000) $14,420 Shares 200 Est. Cost $72100.00 Unrealized
MAR MARRIOTT INTL INCCL A 0.0%
Value ($000) $14,099 Shares 210 Est. Cost $65.63 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $13,879 Shares 340 Est. Cost $7.54 Unrealized 0.0%
ORACLE CORP COM ISIN#US68389X1 0.0%
Value ($000) $13,516 Shares 370 Est. Cost $36529.73 Unrealized
USB US BANCORP DEL COMNEW 0.0%
Value ($000) $12,801 Shares 300 Est. Cost $29.59 Unrealized 0.0%
HUTCHINSON TECH INC 0.0%
Value ($000) $10,770 Shares 3,000 Est. Cost $2.48 Unrealized
ISHARES SILVER TR ISHARES 0.0%
Value ($000) $8,969 Shares 680 Est. Cost $13189.71 Unrealized
PILGRIMS PRIDE CORP NEWCOM 0.0%
Value ($000) $8,836 Shares 400 Est. Cost $22090.00 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $8,543 Shares 209 Est. Cost $35.98 Unrealized 0.0%
PENNEY J C CO INC 0.0%
Value ($000) $7,992 Shares 1,200 Est. Cost $6660.00 Unrealized
CERS CERUS CORP 0.0%
Value ($000) $7,584 Shares 1,200 Est. Cost $5.32 Unrealized 0.0%
ORAMED PHARMACEUTICALSINC 0.0%
Value ($000) $6,840 Shares 800 Est. Cost $8550.00 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $6,833 Shares 406 Est. Cost $13.56 Unrealized 0.0%
BLACKROCK ENERGY & RESTR COM 0.0%
Value ($000) $5,325 Shares 425 Est. Cost $12529.41 Unrealized
ENBRIDGE INC COM ISIN#CA29250N 0.0%
Value ($000) $4,978 Shares 150 Est. Cost $33186.67 Unrealized
LCUT LIFETIME BRANDS INC 0.0%
Value ($000) $4,972 Shares 375 Est. Cost $13.06 Unrealized -12.6%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $4,530 Shares 200 Est. Cost $24.91 Unrealized 0.0%
WSI INDUSTRIES INC 0.0%
Value ($000) $4,350 Shares 1,000 Est. Cost $4350.00 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $4,324 Shares 70 Est. Cost $61771.43 Unrealized
MANULIFE FINANCIAL CORPCOM NPV 0.0%
Value ($000) $3,940 Shares 263 Est. Cost $14980.99 Unrealized
BENEFITFOCUS INC COM USD0.001 0.0%
Value ($000) $3,639 Shares 100 Est. Cost $36390.00 Unrealized
XERIUM TECHNOLOGIES INCCOM USD 0.0%
Value ($000) $3,555 Shares 300 Est. Cost $11850.00 Unrealized
TUMI HLDGS INC COM ISIN#US8996 0.0%
Value ($000) $3,326 Shares 200 Est. Cost $16630.00 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $3,257 Shares 31 Est. Cost $102.22 Unrealized 0.0%
ORTHOFIX INTL N.V. COMSTK USD0 0.0%
Value ($000) $3,254 Shares 83 Est. Cost $39204.82 Unrealized
XEROX CORP 0.0%
Value ($000) $3,189 Shares 300 Est. Cost $10630.00 Unrealized
RITE AID CORP COM ISIN#US76775 0.0%
Value ($000) $3,136 Shares 400 Est. Cost $7840.00 Unrealized
NXP SEMICONDUCTORS N V 0.0%
Value ($000) $2,949 Shares 35 Est. Cost $84257.14 Unrealized
AMD ADVANCED MICRO DEVICESINC COM 0.0%
Value ($000) $2,870 Shares 1,000 Est. Cost $2.24 Unrealized 0.0%
IYY ISHARES DOW JONES US ETF 0.0%
Value ($000) $2,549 Shares 25 Est. Cost $101960.00 Unrealized
AMTRUST FINL SVCS INCCOM 0.0%
Value ($000) $2,463 Shares 40 Est. Cost $61575.00 Unrealized
UNITEDHEALTH GROUP 0.0%
Value ($000) $2,353 Shares 20 Est. Cost $117650.00 Unrealized
CARDINAL FINL GROUP 0.0%
Value ($000) $2,275 Shares 100 Est. Cost $22750.00 Unrealized
VALERO ENERGY CORP 0.0%
Value ($000) $2,263 Shares 32 Est. Cost $70718.75 Unrealized
DUKE ENERGY CORP NEW COMNEW IS 0.0%
Value ($000) $2,213 Shares 31 Est. Cost $71387.09 Unrealized
ADAMIS PHARMACEUTICALSCORP COM 0.0%
Value ($000) $2,160 Shares 400 Est. Cost $5400.00 Unrealized
AORT CRYOLIFE INC COM ISIN#US228903 0.0%
Value ($000) $2,156 Shares 200 Est. Cost $10.45 Unrealized 0.0%
WILLBROS GROUP INC DELCOM ISIN 0.0%
Value ($000) $1,883 Shares 700 Est. Cost $2690.00 Unrealized
OLN OLIN CORP NEW 0.0%
Value ($000) $1,726 Shares 100 Est. Cost $14.30 Unrealized 0.0%
WEATHERFORD INTL PLC ORDSHS IS 0.0%
Value ($000) $1,678 Shares 200 Est. Cost $8390.00 Unrealized
GLOBAL SOURCES LTD ORD ISIN#BM 0.0%
Value ($000) $1,560 Shares 200 Est. Cost $7800.00 Unrealized
WESTPORT INNOVATIONS INCCOM NE 0.0%
Value ($000) $1,407 Shares 700 Est. Cost $2010.00 Unrealized
SWIFT TRANSPORTATION COCOM USD 0.0%
Value ($000) $1,382 Shares 100 Est. Cost $13820.00 Unrealized
LYG LLOYDS BANKING GROUP PLCSPONSO 0.0%
Value ($000) $1,308 Shares 300 Est. Cost $4360.00 Unrealized
SIRIUS XM HLDGS INC COM ISIN#U 0.0%
Value ($000) $1,221 Shares 300 Est. Cost $4070.00 Unrealized
LANNETT INC 0.0%
Value ($000) $1,204 Shares 30 Est. Cost $40133.33 Unrealized
MARRIOTT VACATIONS WRLDWDECP C 0.0%
Value ($000) $1,196 Shares 21 Est. Cost $56952.38 Unrealized
CSIQ CANADIAN SOLAR INC COMSTK NPV 0.0%
Value ($000) $1,014 Shares 35 Est. Cost $23.04 Unrealized 0.0%
APTOSE BIOSCIENCES INCCOM NPV 0.0%
Value ($000) $1,012 Shares 400 Est. Cost $2530.00 Unrealized
BANCO SANTANDER SA ADREACH 1 R 0.0%
Value ($000) $974 Shares 200 Est. Cost $4870.00 Unrealized
BLACKBERRY LTD NPV ISIN#CA0922 0.0%
Value ($000) $928 Shares 100 Est. Cost $9280.00 Unrealized
S&W SEED CO COM 0.0%
Value ($000) $844 Shares 200 Est. Cost $4220.00 Unrealized
KRATOS DEFENSE &SEC SOLUTIONSC 0.0%
Value ($000) $820 Shares 200 Est. Cost $4100.00 Unrealized
AURINIA PHARMACEUTICALSINC COM 0.0%
Value ($000) $741 Shares 300 Est. Cost $2470.00 Unrealized
GROUPON INC COM USD0.0001 0.0%
Value ($000) $614 Shares 200 Est. Cost $3070.00 Unrealized
PARKERVISION INC COM ISIN#US70 0.0%
Value ($000) $465 Shares 2,000 Est. Cost $232.50 Unrealized
NORTHERN OIL & GAS INCNEV 0.0%
Value ($000) $386 Shares 100 Est. Cost $3860.00 Unrealized