Fund HoldingsPenn Mutual Asset Management

Total Portfolio Value
$129.71M
Total Bought
$28.13M
Total Sold
$12.18M
Net Transaction
+$15.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
COMTECH TELECOMMUNICATIONS C0343,789+343,78902,8982.23%+2,898
IONIS PHARMACEUTICALS INC(IONS)0002,6225,2754.07%+2,653
CVS HEALTH CORP(CVS)029,930+29,93002,3631.82%+2,363
WALGREENS BOOTS ALLIANCE INC91,000160,850+69,8502,0244,2003.24%+2,176
KRAFT HEINZ CO(KHC)056,000+56,00002,0711.60%+2,071
ATRION CORP05,145+5,14501,9491.50%+1,949
CAMPBELL SOUP CO(CPB)043,000+43,00001,8591.43%+1,859
UTAH MED PRODS INC36,28353,093+16,8103,1204,4713.45%+1,351
ORGANON & CO(OGN)40,500132,000+91,5007031,9031.47%+1,200
MIX TELEMATICS LTD535,219482,417-52,8022,9544,1543.20%+1,199
NATIONAL PRESTO INDS INC(NPK)15,85027,344+11,4941,1482,1951.69%+1,047
AGNC INVT CORP(AGNC)0100,000+100,00009810.76%+981
ANNALY CAPITAL MANAGEMENT IN050,000+50,00009690.75%+969
RICHARDSON ELECTRS LTD274,126293,919+19,7932,9963,9243.02%+928
3M CO(MMM)23,00028,000+5,0002,1533,0612.36%+908
ISHARES TR74,30097,300+23,0002,2403,0352.34%+795
NATIONAL STORAGE AFFILIATES(NSA)75,50075,50002,3963,1312.41%+735
EURONET WORLDWIDE INC(EEFT)00006880.53%+688
OPERA LTD(OPRA)050,000+50,00006620.51%+662
BRAZE INC(BRZE)010,839+10,83905760.44%+576
NORDIC AMERICAN TANKERS LIMI
COM
851,500951,500+100,0003,5083,9963.08%+488
WELLS FARGO CO NEW(WFC)6,0006,00006,6907,1745.53%+484
BARRICK GOLD CORP116,500119,100+2,6001,6952,1551.66%+459
AGNICO EAGLE MINES LTD(AEM)22,75026,150+3,4001,0341,4341.11%+400
ABRDN ASIA PACIFIC INCOME FU1,503,8551,503,85503,6844,0753.14%+391
MORGAN STANLEY EMERGING MKTS963,819963,81904,1064,4913.46%+386
INTERNATIONAL BUSINESS MACHS(IBM)14,13014,13001,9822,3111.78%+329
INTERDIGITAL INC(IDCC)03,000+3,00003260.25%+326
ARCOS DORADOS HOLDINGS INC(ARCO)023,000+23,00002920.23%+292
AT&T INC(T)142,700142,70002,1432,3951.85%+251
VERIZON COMMUNICATIONS INC(VZ)47,00047,00001,5231,7721.37%+249
ADVANCE AUTO PARTS INC(AAP)04,000+4,00002440.19%+244
SMUCKER J M CO(SJM)01,825+1,82502310.18%+231
M & T BK CORP(MTB)1,6003,125+1,5252024280.33%+226
V F CORP(VFC)012,000+12,00002260.17%+226
PREMIER INC010,000+10,00002240.17%+224
MEDTRONIC PLC(MDT)02,700+2,70002220.17%+222
PERRIGO CO PLC(PRGO)06,900+6,90002220.17%+222
FIRSTENERGY CORP(FE)05,760+5,76002110.16%+211
MARKETWISE INC075,960+75,96002070.16%+207
FRONTLINE PLC(FRO)010,100+10,10002030.16%+203
REPOSITRAK INC020,166+20,16602020.16%+202
DEVON ENERGY CORP NEW(DVN)17,55021,950+4,4008379940.77%+157
ACV AUCTIONS INC(ACVA)010,127+10,12701530.12%+153
WESTERN ASSET EMERGING MKTS
COM
114,079114,07909471,0510.81%+104
VANECK ETF TRUST
JP MRGAN EM LOC
48,94348,94301,1681,2410.96%+72
VALE S A28,95328,95303884590.35%+71
MOLSON COORS BEVERAGE CO(TAP)3,8505,150+1,3002453150.24%+70
HUNTINGTON INGALLS INDS INC(HII)1,9101,760-1503914570.35%+66
NORTHERN TECHNOLOGIES INTL C16,95023,860+6,9102272810.22%+54
MPLX LP(MPLX)44,85744,85701,5961,6471.27%+52
CRACKER BARREL OLD CTRY STOR(CBRL)0001,0301,0800.83%+50
H & E EQUIPMENT SERVICES INC4,6504,65002012430.19%+42
HALOZYME THERAPEUTICS INC(HALO)0001,3121,3451.04%+33
TURNING PT BRANDS INC0001,1891,2200.94%+31
DOMINION ENERGY INC(D)12,42612,42605555840.45%+29
DOUBLELINE YIELD OPPORTUNITI199,841199,84102,9442,9722.29%+28
DUKE ENERGY CORP NEW(DUK)2,4002,40002122330.18%+21
JAZZ INVESTMENTS I LTD(JAZZ)0001,2191,2350.95%+17
PERFICIENT INC0004014140.32%+13
NUSTAR ENERGY LP10,70010,70001872000.15%+13
PGIM GLOBAL HIGH YIELD FD FO13,15213,15201421490.12%+8
EVOLUTION PETE CORP595,754700,053+104,2994,0754,0673.14%-8
PLAINS ALL AMERN PIPELINE L(PAA)109,500109,50001,6781,6591.28%-19
HAYNES INTL INC9,7857,585-2,2004554330.33%-22
ENERGY TRANSFER L P(ET)133,500133,50001,8731,8421.42%-31
BRADY CORP(BRC)8,9607,660-1,3004924500.35%-43
ENTERPRISE PRODS PARTNERS L(EPD)47,66347,66301,3051,2560.97%-49
PHATHOM PHARMACEUTICALS INC(PHAT)62,80262,80206515730.44%-78
NOVARTIS AG(NVS)4,1203,120-1,0004203150.24%-105
BWX TECHNOLOGIES INC(BWXT)4,2002,735-1,4653152100.16%-105
BLACKROCK RES & COMMODITIES(BCX)485,111485,11104,4684,3083.32%-160
OMEGA HEALTHCARE INVS INC(OHI)81,10081,10002,6892,4871.92%-203
BANK NEW YORK MELLON CORP4,9500-4,9502110-211
RXSIGHT INC8,2640-8,2642300-230
JEFFERIES FINL GROUP INC(JEF)6,6500-6,6502440-244
HASBRO INC(HAS)3,7500-3,7502480-248
ALLISON TRANSMISSION HLDGS I(ALSN)4,7500-4,7502810-281
TOAST INC(TOST)19,6840-19,6843690-369
ARGAN INC57,87747,747-10,1302,6352,2341.72%-400
VISTRA CORP(VST)12,5050-12,5054150-415
VILLAGE SUPER MKT INC18,3770-18,3774160-416
JOHN BEAN TECHNOLOGIES CORP(JBTM)0004490-448
HEALTHCARE SVCS GROUP INC(HCSG)66,77016,770-50,0006961740.13%-523
FUTUREFUEL CORP631,694650,493+18,7994,5293,9553.05%-574
PARK AEROSPACE CORP313,658290,703-22,9554,8714,2733.29%-598
FRANKLIN BSP RLTY TR INC183,156133,156-50,0002,4251,7991.39%-626
LSI INDS INC OHIO(LYTS)63,1070-63,1071,0020-1,002
ENNIS INC50,6290-50,6291,0740-1,074
GAP INC(GAP)113,1860-113,1861,2030-1,203
SANOFI(SNY)23,0000-23,0001,2340-1,234
SPOK HLDGS INC110,0250-110,0251,5700-1,570
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