Phocas Financial Corp. Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$497.2M

Holdings

185

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
101
CHRSCOHERUS BIOSCIENCES INC
129,859$2.1M0.42%
102
MAGELLAN HEALTH INC
43,471$2.1M0.42%
103
WKCWORLD FUEL SERVICES CORPORATION
80,879$2.0M0.41%
104
KNOLL INC
196,878$2.0M0.41%
105
PARSLEY ENERGY INC
349,655$2.0M0.40%
106
AEOAMERICAN EAGLE OUTFITTERS INC
242,373$1.9M0.39%
107
ELSEQUITY LIFESTYLE PPTYS
33,372$1.9M0.39%
108
DCODUCOMMUN INCORPORATED
76,201$1.9M0.38%
109
TCFTCF FINANCIAL CORP NEW NPV
81,937$1.9M0.37%
110
BXMTBLACKSTONE MORTGAGE TRUST INC
97,656$1.8M0.37%
111
FERRO CORP
192,796$1.8M0.36%
112
KOPKOPPERS HOLDINGS INC
144,501$1.8M0.36%
113
FULHB FULLER COMPANY
60,145$1.7M0.34%
114
JNJJOHNSON & JOHNSON
12,437$1.6M0.33%
115
SUISUN COMMUNITIES INC
12,972$1.6M0.33%
116
BLMNBLOOMIN BRANDS INC
225,274$1.6M0.32%
117
SCHHSCHWAB STRATEGIC TR
48,340$1.6M0.32%
118
MURMURPHY OIL CORPORATION
220,506$1.4M0.27%
119
MODMODINE MANUFACTURING CO
396,932$1.3M0.26%
120
AAPLAPPLE COMPUTER INC
4,959$1.3M0.25%
121
SPYSPDR S&P 500 ETF TR
4,840$1.2M0.25%
122
SCHBSCHWAB STRATEGIC TR
20,494$1.2M0.25%
123
LN5LANNET INC
175,237$1.2M0.24%
124
ESSESSEX PROPERTY TRUST
5,381$1.2M0.24%
125
DBIDESIGNER BRANDS INC
235,898$1.2M0.24%
126
ICPTUSDINTERCEPT PHARMACEUTICALS INC
17,402$1.1M0.22%
127
PEPPEPSICO INC
8,616$1.0M0.21%
128
BXPBOSTON PROPERTIES INC
11,143$1.0M0.21%
129
GOOGLALPHABET INC
865$1.0M0.20%
130
INVHINVITATION HOMES INC
43,498$929K0.19%
131
AVBAVALONBAY COMMUNITIES
5,623$827K0.17%
132
CSDINVESCO EXHANGE-TRADED FD T
27,952$795K0.16%
133
MSFTMICROSOFT CORP
5,020$791K0.16%
134
PDCEUSDPDC ENERGY
126,571$786K0.16%
135
HPPHUDSON PACIFIC PROPERTIES INC
30,956$785K0.16%
136
JPMJPMORGAN CHASE & CO
8,600$774K0.16%
137
PGPROCTER & GAMBLE CO
7,026$772K0.16%
138
EXREXTRA SPACE STORAGE
7,947$761K0.15%
139
EFAISHARES TR
13,975$747K0.15%
140
COR1EURCORESITE REALTY CORP
6,444$746K0.15%
141
IYRISHARES TR
10,686$743K0.15%
142
FRCBFIRST REPUBLIC BANK
8,974$738K0.15%
143
SPGSIMON PROPERTY GROUP
13,435$737K0.15%
144
MAAMID-AMERICA APARTMENT COMMUNITIES
6,741$694K0.14%
145
KRCKILROY REALTY CORP
10,792$687K0.14%
146
DOVDOVER CORP
8,025$673K0.14%
147
PSAPUBLIC STORAGE INC
3,365$668K0.13%
148
TAT&T INC
22,673$660K0.13%
149
CLCOLGATE PALMOLIVE CO
9,930$658K0.13%
150
DISWALT DISNEY CO
6,651$642K0.13%
151
WELLWELLTOWER INC
13,458$616K0.12%
152
PFFISHARES TR
19,053$606K0.12%
153
IWRISHARES TR
13,728$592K0.12%
154
NDQINVESCO QQQ TR
3,050$580K0.12%
155
CPTCAMDEN PROPERTY TRUST
7,284$577K0.12%
156
REGREGENCY CTRS CORP
14,529$558K0.11%
157
8CWCROWN CASTLE INTERNATIONAL CORP
3,832$553K0.11%
158
ETNEATON CORP
7,090$550K0.11%
159
BACVERIZON COMMUNICATIONS
9,978$536K0.11%
160
SCHASCHWAB STRATEGIC TR
9,632$496K0.10%
161
CVXCHEVRON CORP NEW
6,792$492K0.10%
162
DUKDUKE ENERGY CORP
6,084$492K0.10%
163
SCHMSCHWAB STRATEGIC TR
10,850$457K0.09%
164
INTCINTEL CORP
7,643$413K0.08%
165
SCHFSCHWAB STRATEGIC TR
14,507$374K0.08%
166
IWOISHARES TR
2,240$354K0.07%
167
RSPTINVESCO EXCHANGE TRADED FR T
1,922$306K0.06%
168
COLDAMERICOLD REALTY TRUST
8,932$304K0.06%
169
SLG2EURSL GREEN REALTY
7,000$301K0.06%
170
LVLNSPDR SER TR
8,965$292K0.06%
171
UNUSDUNILEVER N V
6,000$292K0.06%
172
LWLAMB WESTON HOLDINGS
5,039$287K0.06%
173
AJGGALLAGHER ARTHUR J &CO
3,450$281K0.06%
174
PGXINVESCO EXHANGE-TRADED FD T
20,480$269K0.05%
175
HDSUSDHD SUPPLY HOLDINGS INC
9,207$261K0.05%
176
SCHKSCHWAB STRATEGIC TR
9,818$246K0.05%
177
BRK/BBERKSHIRE HATHAWAY
1,270$232K0.05%
178
LABORATORY CORP OF AMERICA
1,835$231K0.05%
179
TRVCCITIGROUP INC
5,477$230K0.05%
180
CLXCLOROX CO DEL
1,250$216K0.04%
181
XOMEXXON MOBIL CORP
5,589$212K0.04%
182
EMMIS COMMUNICTNS CORP
74,232$148K0.03%
183
ATLANTIC CAPITAL BANCSHARES INC
11,047$131K0.03%
184
CEMIUSDCHEMBIO DIAGNOSTICS
20,000$102K0.02%
185
CPE3EURCALLON PETROLEUM CO
11,652$6K0.00%
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