I am finding few bargains even in small caps in this market, mostly raising cash. I do have ATRO, Mexican airports, CVS, UNH, Cognizant as some top positions. In small caps have some ARKR, WSTG, IKNX but quite small positions. The Fed has forced the market up to over valued levels for the most part in my view. I am totally out of Atrion after many years. Nice profits, but now paying large tax bills.