Phocas Financial Corp. Q1 2019 Filing

Filed May 13, 2019

Portfolio Value

$994.7M

Holdings

192

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (192 positions)

#StockSharesValue% PortfolioType
101
IBTXUSDINDEPENDENT BANK GROUP, INC.
71,662$3.7M0.37%
102
MTUSTIMKEN STEEL
321,028$3.5M0.35%
103
C&J ENERGY SERVICES, INC
218,832$3.4M0.34%
104
AREALEXANDRIA REAL ESTATE
23,020$3.3M0.33%
105
AVBAVALONBAY CMNTYS INC
15,355$3.1M0.31%
106
ABBVABBVIE INC
35,580$2.9M0.29%
107
PLDPROLOGIS
35,596$2.6M0.26%
108
ELSEQUITY LIFESTYLE PPTYS
22,362$2.6M0.26%
109
ENTERCOM COMM CORP CL A
485,382$2.5M0.26%
110
FULH.B. FULLER COMPANY
51,366$2.5M0.25%
111
SCHHSCHWAB STRATEGIC TR
51,751$2.3M0.23%
112
SPGSIMON PROPERTY GROUP
12,234$2.2M0.22%
113
SUISUN CMNTYS INC
16,411$1.9M0.20%
114
BXPBOSTON PROPERTIES INC
13,287$1.8M0.18%
115
HPPHUDSON PACIFIC PROPERTIES, INC.
51,667$1.8M0.18%
116
COR1EURCORESITE REALTY CORP
16,379$1.8M0.18%
117
JNJJOHNSON & JOHNSON
12,517$1.8M0.18%
118
ALEXANDRIA REAL ESTATE PFD D
45,026$1.7M0.17%
119
CABOT MICROELECTRONICS CORPORATION
15,061$1.7M0.17%
120
CSDINVESCO EXCHNG TRADED FD TR
31,628$1.6M0.16%
121
S76STORE CAPITAL CORPORATION
46,648$1.6M0.16%
122
WELLWELLTOWER INC
19,903$1.5M0.16%
123
AMTAMERICAN TOWER CORP
7,482$1.5M0.15%
124
CPTCAMDEN PROPERTY TRUST
12,840$1.3M0.13%
125
SCHBSCHWAB STRATEGIC TR
18,874$1.3M0.13%
126
EXREXTRA SPACE STORAGE
11,977$1.2M0.12%
127
ESSESSEX PROPERTY TRUST
4,177$1.2M0.12%
128
EFAISHARES TR
17,310$1.1M0.11%
129
REGREGENCY CTRS CORP
16,385$1.1M0.11%
130
PEPPEPSICO INC
8,616$1.1M0.11%
131
KRCKILROY REALTY CORP
13,212$1.0M0.10%
132
GOOGLALPHABET INC CL A
848$998K0.10%
133
PKPARK HOTELS & RESORTS INC
31,476$978K0.10%
134
FRCBFIRST REPUBLIC BANK
9,694$974K0.10%
135
JPMJPMORGAN CHASE & CO
9,597$972K0.10%
136
AAPLAPPLE COMPUTER INC
5,000$950K0.10%
137
SPYSPDR S&P 500 ETF TR
3,269$923K0.09%
138
IYRISHARES TR
10,540$917K0.09%
139
CVXCHEVRON CORP NEW
7,062$870K0.09%
140
SLG2EURSL GREEN REALTY
9,411$846K0.09%
141
INTCINTEL CORP
15,557$835K0.08%
142
SCHMSCHWAB STRATEGIC TR
14,395$797K0.08%
143
INVHINVITATION HOMES, INC.
32,554$792K0.08%
144
TAT&T INC
24,645$773K0.08%
145
VNOVORNADO REALTY TRUST
11,422$770K0.08%
146
DOVDOVER CORP
8,165$766K0.08%
147
PSAPUBLIC STORAGE INC
3,505$763K0.08%
148
RSPTINVESCO EXCHNG TRADED FD TR
4,484$763K0.08%
149
SCHFSCHWAB STRATEGIC TR
24,374$763K0.08%
150
PFFISHARES TR
20,253$740K0.07%
151
PGPROCTER & GAMBLE CO
7,106$739K0.07%
152
DISWALT DISNEY CO
6,493$721K0.07%
153
EGPEASTGROUP
6,228$695K0.07%
154
KIMKIMCO REALTY CORP
37,020$685K0.07%
155
VENVENTAS INC
10,691$682K0.07%
156
CLCOLGATE PALMOLIVE CO
9,930$681K0.07%
157
ETNEATON CORP
8,330$671K0.07%
158
IFGLISHARES TR
22,025$670K0.07%
159
SRGSERITAGE GROWTH PROPERTIES
15,045$669K0.07%
160
SCHASCHWAB STRATEGIC TR
9,366$655K0.07%
161
FRTEURFEDERAL REALTY INVT TR
4,598$634K0.06%
162
DUKDUKE ENERGY CORP
6,767$609K0.06%
163
LUVSOUTHWEST AIRLS CO
11,580$601K0.06%
164
BACVERIZON COMMUNICATIONS
9,978$590K0.06%
165
MSFTMICROSOFT CORP
4,820$568K0.06%
166
CUBECUBESMART
17,600$564K0.06%
167
XOMEXXON MOBIL CORP
6,472$523K0.05%
168
IWOISHARES TR
2,400$472K0.05%
169
HDSUSDHD SUPPLY HOLDINGS INC
10,870$471K0.05%
170
UDRUDR INC
9,900$450K0.05%
171
LWLAMB WESTON HOLDINGS
5,758$432K0.04%
172
SHOSUNSTONE HOTEL INVESTORS
28,839$415K0.04%
173
TRVCCITIGROUP INC
6,497$404K0.04%
174
LOWLOWES COMPANIES INC
3,650$400K0.04%
175
ROICUSDRETAIL OPPORTUNITY INVESTMENTS
21,573$374K0.04%
176
IWRISHARES TR
6,640$358K0.04%
177
AJGGALLAGHER ARTHUR J &CO
4,520$353K0.04%
178
UNUSDUNILEVER NV
6,000$350K0.04%
179
ABTABBOTT LABS
4,360$349K0.04%
180
DOWDUPONT INC
6,415$342K0.03%
181
MACMACERICH CO
7,286$316K0.03%
182
IWNISHARES TR
2,560$307K0.03%
183
LABORATORY CORP OF AMERICA
1,835$281K0.03%
184
EMMIS COMMUNICTNS CORP CL A
75,078$269K0.03%
185
PGXINVESCO EXCHNG TRADED FD TR
16,930$245K0.02%
186
PFEPFIZER INC
5,636$239K0.02%
187
BRK/BBERKSHIRE HATHAWAY CLASS B
1,170$235K0.02%
188
SOSOUTHERN CO
4,250$220K0.02%
189
SCHDSCHWAB STRATEGIC TR
3,900$204K0.02%
190
CLXCLOROX CO DEL
1,250$201K0.02%
191
ATLANTIC CAPITAL BANCSHARES INC
11,047$197K0.02%
192
CEMIUSDCHEMBIO DIAGNOSTICS
20,000$111K0.01%
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