13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001238990
申报总市值
US$20.2亿
US$20.2亿
168 檔
11.8%
在 Q4 2024 的 13F 官方备案中，Punch & Associates Investment Management, Inc. 管理的美股投资组合规模来到 US$20.2亿，整体持股档数为 168 档。
在 Q4 2024，Punch & Associates Investment Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 92 个仓位并完全清仓 12 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Punch & Associates Investment Management, Inc. 的前 5 大核心持股（包含 SNEX, RDNT, UTI 等）合计占整体申报市值的 11.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IQV
市值: US$1158.9万
本季最大获利了结 / 清仓标的
EFT
前期市值: US$935.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNEX | Stonex Group Inc | 股票-金融 | 4.15% | -0.32% | -4.88% | |
| 2 | RDNT | Radnet Inc | 股票-医疗保健 | 2.53% | +0.01% | -1.86% | |
| 3 | UTI | Universal Technical Institut | 股票-其他 | 2.24% | +0.08% | +35.37% | |
| 4 | BXC | Bluelinx Holdings Inc | 股票-其他 | 2.11% | +0.02% | +0.19% | |
| 5 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 2.01% | +0.06% | -11.27% | |
| 6 | PPHMEUR | Avid Bioservices Inc | 股票-其他 | 1.94% | — | -1.68% | |
| 7 | ACA | Arcosa Inc | 股票-工业 | 1.86% | +0.28% | -2.11% | |
| 8 | PDX | Pimco Dynamic Income Strat | 股票-其他 | 1.82% | -0.36% | -4.84% | |
| 9 | GSL | Global Ship Lease, Inc. | 股票-其他 | 1.66% | -0.12% | +2.12% | |
| 10 | VTS | Vitesse Energy Inc | 股票-其他 | 1.52% | -0.16% | +16.94% | |
| 11 | WTTR | Select Water Solutions Inc | 股票-其他 | 1.47% | +0.07% | -11.82% | |
| 12 | VRRM | Verra Mobility CORP | 股票-其他 | 1.45% | -0.95% | EXIT | |
| 13 | LAUR | Laureate Education Inc | 股票-其他 | 1.41% | -0.13% | +7.06% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | +0.12% | -0.86% | |
| 15 | FC | Franklin Covey Co | 股票-其他 | 1.39% | — | +7.85% | |
| 16 | HSTM | Healthstream Inc | 股票-其他 | 1.38% | — | -7.67% | |
| 17 | ATEN | A10 Networks Inc | 股票-其他 | 1.34% | +0.25% | -0.49% | |
| 18 | KKR | Kkr & Co Inc | 股票-金融 | 1.32% | -0.12% | -1.20% | |
| 19 | CLMB | Climb Global Solutions Inc | 股票-其他 | 1.30% | — | -6.01% | |
| 20 | SILA | Sila Realty Trust Inc | 股票-其他 | 1.23% | -1.84% | EXIT | |
| 21 | EFC | Ellington Financial Inc | 股票-其他 | 1.23% | — | -13.98% | |
| 22 | FISV | Fiserv Inc | 股票-其他 | 1.21% | — | -1.27% | |
| 23 | GRBK | Green Brick Partners Inc | 股票-其他 | 1.18% | +0.18% | -0.82% | |
| 24 | CVCO | Cavco Industries Inc | 股票-周期性消费 | 1.02% | +0.22% | -0.29% | |
| 25 | TDW | Tidewater Inc | 股票-能源 | 0.96% | -0.55% | +37.72% | |
| 26 | PLOW | Douglas Dynamics Inc | 股票-其他 | 0.94% | +0.25% | +7.62% | |
| 27 | BV | Brightview Holdings Inc | 股票-其他 | 0.93% | +0.07% | -1.10% | |
| 28 | CSW | Csw Industrials Inc | 股票-工业 | 0.91% | -0.02% | -2.70% | |
| 29 | MDXG | Mimedx Group Inc | 股票-其他 | 0.91% | -0.07% | -1.22% | |
| 30 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.90% | -0.06% | -0.30% | |
| 31 | BLDR | Builders Firstsource Inc | 股票-工业 | 0.90% | -0.17% | -0.96% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.09% | -0.98% | |
| 33 | LQDT | Liquidity Services Inc | 股票-其他 | 0.88% | +0.23% | +4.04% | |
| 34 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 0.87% | — | -0.72% | |
| 35 | LEGH | Legacy Housing CORP | 股票-其他 | 0.86% | +0.06% | +5.81% | |
| 36 | PARR | Par Pacific Holdings Inc | 股票-能源 | 0.83% | -0.40% | +1.51% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | -0.12% | -0.04% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.82% | -0.08% | -15.23% | |
| 39 | CSWC | Capital Southwest CORP | 股票-其他 | 0.80% | — | -0.48% | |
| 40 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.80% | -0.12% | -1.14% | |
| 41 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.79% | -0.24% | +54.90% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.78% | -0.10% | -0.82% | |
| 43 | NEOG | Neogen CORP | 股票-医疗保健 | 0.78% | — | +26.17% | |
| 44 | SKY | Champion Homes Inc | 股票-周期性消费 | 0.77% | — | -0.42% | |
| 45 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.76% | — | -26.40% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.03% | -1.31% | |
| 47 | DSP | Viant Technology Inc-a | 股票-其他 | 0.75% | +0.07% | +6.80% | |
| 48 | LINC | Lincoln Educational Services | 股票-其他 | 0.74% | -0.09% | -7.25% | |
| 49 | ADUS | Addus Homecare CORP | 股票-其他 | 0.74% | -0.02% | -0.33% | |
| 50 | GAMB | Gambling.com Group Limited | 股票-其他 | 0.73% | — | +2.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UTI | Universal Technical Institut | +1.2% | +35.37% | 加仓 |
| 2 | IQV | Iqvia Holdings Inc | +0.6% | NEW | 新建仓 |
| 3 | TTGT | Techtarget Inc | +0.5% | NEW | 新建仓 |
| 4 | SNEX | Stonex Group Inc | +0.5% | -4.88% | 减仓 |
| 5 | SILA | Sila Realty Trust Inc | +0.5% | +66.49% | 加仓 |
| 6 | RSSS | Research Solutions Inc | +0.4% | +231.37% | 加仓 |
| 7 | FIBK | First Interstate Bancsys-a | +0.4% | NEW | 新建仓 |
| 8 | BA 6 10-15-27债券 | Boeing Co/the | +0.4% | NEW | 新建仓 |
| 9 | MDXG | Mimedx Group Inc | +0.3% | -1.22% | 减仓 |
| 10 | DSP | Viant Technology Inc-a | +0.3% | +6.80% | 加仓 |
| 11 | BXMT | Blackstone Mortgage Tru-cl A | +0.3% | NEW | 新建仓 |
| 12 | RTO | Rentokil Initial Plc-sp Adr | +0.3% | +54.90% | 加仓 |
| 13 | LQDT | Liquidity Services Inc | +0.3% | +4.04% | 加仓 |
| 14 | ATEN | A10 Networks Inc | +0.3% | -0.49% | 减仓 |
| 15 | VTS | Vitesse Energy Inc | +0.3% | +16.94% | 加仓 |
| 16 | ADM | Archer-daniels-midland Co | +0.3% | NEW | 新建仓 |
| 17 | GAMB | Gambling.com Group Limited | +0.2% | +2.18% | 加仓 |
| 18 | CLMB | Climb Global Solutions Inc | +0.2% | -6.01% | 减仓 |
| 19 | LAUR | Laureate Education Inc | +0.2% | +7.06% | 加仓 |
| 20 | TCMD | Tactile Systems Technology I | +0.2% | NEW | 新建仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.86% | 减仓 |
| 22 | NPKI | Npk International Inc | +0.2% | +17.48% | 加仓 |
| 23 | ULTA | Ulta Beauty Inc | +0.2% | +17.94% | 加仓 |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | -1.14% | 减仓 |
| 25 | KKR | Kkr & Co Inc | +0.1% | -1.20% | 减仓 |
| 26 | FISV | Fiserv Inc | +0.1% | -1.27% | 减仓 |
| 27 | LINC | Lincoln Educational Services | +0.1% | -7.25% | 减仓 |
| 28 | ACIC | American Coastal Insurance C | +0.1% | +22.99% | 加仓 |
| 29 | DCGO | Docgo Inc | +0.1% | +12.53% | 加仓 |
| 30 | AGYS | Agilysys Inc | +0.1% | +0.32% | 加仓 |
| 31 | LADR | Ladder Capital Corp-reit | +0.1% | +44.94% | 加仓 |
| 32 | PPHMEUR | Avid Bioservices Inc | +0.1% | -1.68% | 减仓 |
| 33 | BRSP | Brightspire Capital Inc | +0.1% | +17.38% | 加仓 |
| 34 | DIS | Walt Disney Co/the | +0.1% | -0.82% | 减仓 |
| 35 | INFU | Infusystem Holdings Inc | +0.1% | — | 不变 |
| 36 | HCKT | Hackett Group Inc/the | +0.1% | -1.13% | 减仓 |
| 37 | ARHS | Arhaus Inc | +0.1% | +57.51% | 加仓 |
| 38 | PDX | Pimco Dynamic Income Strat | +0.1% | -4.84% | 减仓 |
| 39 | JPM | Jpmorgan Chase & Co | +0.1% | -1.31% | 减仓 |
| 40 | PTB | Potbelly CORP | +0.1% | -0.23% | 减仓 |
| 41 | GHM | Graham CORP | +0.1% | +1.53% | 加仓 |
| 42 | WTTR | Select Water Solutions Inc | +0.1% | -11.82% | 减仓 |
| 43 | PHXUSD | Phx Minerals Inc | +0.1% | -4.13% | 减仓 |
| 44 | ALNT | Allient Inc | +0.1% | -3.26% | 减仓 |
| 45 | PDEX | Pro-dex Inc | +0.1% | -5.88% | 减仓 |
| 46 | VMD | Viemed Healthcare Inc | +0.1% | +6.23% | 加仓 |
| 47 | BXSL | Blackstone Secured Lending F | 0% | -0.07% | 减仓 |
| 48 | ✓ | 0% | +17.51% | 加仓 | |
| 49 | TDW | Tidewater Inc | 0% | +37.72% | 加仓 |
| 50 | CVCO | Cavco Industries Inc | 0% | -0.29% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Punch & Associates Investment Management, Inc. 在 Q4 2024 季度的美股持仓总市值约为 US$20.2亿，共申报了 168 个公开持股仓位。
在 Q4 2024 季度，Punch & Associates Investment Management, Inc. 按市值排列的前三大核心持股分别为：SNEX (4.2%)、RDNT (2.5%)、UTI (2.2%)。其中最大持股仓位 SNEX 占据整体投资组合约 4.2% 的权重。
在 Q4 2024 季度中，Punch & Associates Investment Management, Inc. 共进行了 165 项持仓异动，包含新建仓 11 个仓位、加仓 50 个仓位、减仓 92 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 IQV。 本季清仓仓位包含 EFT。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。