Phocas Financial Corp. Q1 2022 Filing

Filed May 25, 2022

Portfolio Value

$803.6M

Holdings

209

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
101
IIPRINNOVATIVE INDL PPTYS INC
16,036$3.3M0.41%
102
ONTOONTO INNOVATION INC
37,595$3.3M0.41%
103
MYGNMYRIAD GENETICS INC
129,435$3.3M0.41%
104
DCOMDIME CMNTY BANCSHARES INC
92,165$3.2M0.40%
105
LZBLA Z BOY INC
120,318$3.2M0.39%
106
EXREXTRA SPACE STORAGE INC
15,258$3.1M0.39%
107
AREALEXANDRIA REAL ESTATE EQ IN
14,456$2.9M0.36%
108
MODMODINE MFG CO
316,608$2.9M0.36%
109
EQIXEQUINIX INC
3,804$2.8M0.35%
110
PRGPROG HOLDINGS INC
97,380$2.8M0.35%
111
SCHBSCHWAB STRATEGIC TR
52,218$2.8M0.35%
112
PRIPRIMERICA INC
20,075$2.7M0.34%
113
INVHINVITATION HOMES INC
57,806$2.3M0.29%
114
BJRIBJS RESTAURANTS INC
81,876$2.3M0.29%
115
DBIDESIGNER BRANDS INC
165,257$2.2M0.28%
116
SPGSIMON PPTY GROUP INC NEW
16,694$2.2M0.27%
117
JNJJOHNSON & JOHNSON
12,366$2.2M0.27%
118
SUISUN CMNTYS INC
12,133$2.1M0.26%
119
BRK/BBERKSHIRE HATHAWAY INC DEL
5,825$2.1M0.26%
120
EQREQUITY RESIDENTIAL
20,952$1.9M0.23%
121
VTWOVANGUARD SCOTTSDALE FDS
21,812$1.8M0.22%
122
SCHHSCHWAB STRATEGIC TR
71,922$1.8M0.22%
123
ELSEQUITY LIFESTYLE PPTYS INC
21,330$1.6M0.20%
124
FRTFEDERAL RLTY INVT TR NEW
13,138$1.6M0.20%
125
MAAMID-AMER APT CMNTYS INC
7,577$1.6M0.20%
126
FRCBFIRST REP BK SAN FRANCISCO C
9,394$1.5M0.19%
127
S76STORE CAP CORP
51,343$1.5M0.19%
128
JPMJPMORGAN CHASE & CO
10,011$1.4M0.17%
129
ESTEEUREARTHSTONE ENERGY INC
103,767$1.3M0.16%
130
PSAPUBLIC STORAGE
3,255$1.3M0.16%
131
NVDANVIDIA CORPORATION
4,633$1.3M0.16%
132
AVBAVALONBAY CMNTYS INC
4,818$1.2M0.15%
133
IYRISHARES TR
10,889$1.2M0.15%
134
RSPINVESCO EXCHANGE TRADED FD T
7,445$1.2M0.15%
135
CIVICIVITAS RESOURCES INC
19,260$1.1M0.14%
136
PEPPEPSICO INC
6,799$1.1M0.14%
137
WYWEYERHAEUSER CO MTN BE
29,243$1.1M0.14%
138
REGREGENCY CTRS CORP
15,324$1.1M0.14%
139
VOEVANGUARD INDEX FDS
7,295$1.1M0.14%
140
BXPBOSTON PROPERTIES INC
8,457$1.1M0.14%
141
DOCHEALTHPEAK PROPERTIES INC
31,584$1.1M0.13%
142
SLGSL GREEN RLTY CORP
12,607$1.0M0.13%
143
ETNEATON CORP PLC
6,715$1.0M0.13%
144
CSRCENTERSPACE
10,389$1.0M0.13%
145
DISDISNEY WALT CO
6,717$921K0.11%
146
DOVDOVER CORP
5,775$906K0.11%
147
EFAISHARES TR
12,295$905K0.11%
148
IWOISHARES TR
3,515$899K0.11%
149
IWNISHARES TR
5,535$893K0.11%
150
SCHZSCHWAB STRATEGIC TR
17,356$878K0.11%
151
ESSESSEX PPTY TR INC
2,536$876K0.11%
152
SCHASCHWAB STRATEGIC TR
17,270$818K0.10%
153
CSDINVESCO EXCHANGE TRADED FD T
13,515$812K0.10%
154
PGPROCTER AND GAMBLE CO
5,126$783K0.10%
155
CICIGNA CORP NEW
3,245$778K0.10%
156
COSTCOSTCO WHSL CORP NEW
1,333$768K0.10%
157
8CWCROWN CASTLE INTL CORP NEW
4,063$750K0.09%
158
SPYSPDR S&P 500 ETF TR
1,624$733K0.09%
159
CLCOLGATE PALMOLIVE CO
9,566$725K0.09%
160
LVLNSPDR SER TR
10,331$712K0.09%
161
AMZNAMAZON COM INC
207$675K0.08%
162
AJGGALLAGHER ARTHUR J & CO
3,450$602K0.07%
163
XLVSELECT SECTOR SPDR TR
4,323$592K0.07%
164
KKRKKR & CO INC
9,945$581K0.07%
165
DUKDUKE ENERGY CORP NEW
5,151$575K0.07%
166
UNHUNITEDHEALTH GROUP INC
1,115$569K0.07%
167
SCHMSCHWAB STRATEGIC TR
7,285$553K0.07%
168
BLKCHFBLACKROCK INC
685$523K0.07%
169
LABORATORY CORP AMER HLDGS
1,835$484K0.06%
170
SCHFSCHWAB STRATEGIC TR
12,521$460K0.06%
171
LOWLOWES COS INC
2,275$460K0.06%
172
ABTABBOTT LABS
3,810$451K0.06%
173
CVXCHEVRON CORP NEW
2,763$450K0.06%
174
GSGOLDMAN SACHS GROUP INC
1,330$439K0.05%
175
FNDFSCHWAB STRATEGIC TR
13,523$436K0.05%
176
RSPTINVESCO EXCHANGE TRADED FD T
1,447$418K0.05%
177
NDQINVESCO QQQ TR
1,096$397K0.05%
178
PFFISHARES TR
10,536$384K0.05%
179
BXBLACKSTONE INC
2,845$361K0.04%
180
ESGVVANGUARD WORLD FD
4,240$344K0.04%
181
SOXXISHARES TR
697$330K0.04%
182
AGGISHARES TR
3,073$329K0.04%
183
DEDEERE & CO
790$328K0.04%
184
MARMARRIOTT INTL INC NEW
1,860$327K0.04%
185
XOPSPDR SER TR
2,410$324K0.04%
186
GOOGALPHABET INC
113$316K0.04%
187
PFEPFIZER INC
6,060$314K0.04%
188
CVSCVS HEALTH CORP
3,105$314K0.04%
189
IWRISHARES TR
3,734$291K0.04%
190
IWSISHARES TR
2,400$287K0.04%
191
XLCSELECT SECTOR SPDR TR
4,150$285K0.04%
192
PGXINVESCO EXCH TRADED FD TR II
20,305$276K0.03%
193
ULUNILEVER PLC
6,000$273K0.03%
194
BACBK OF AMERICA CORP
6,580$271K0.03%
195
CRMSALESFORCE COM INC
1,255$266K0.03%
196
WMTWALMART INC
1,775$264K0.03%
197
XLESELECT SECTOR SPDR TR
3,390$259K0.03%
198
MCDMCDONALDS CORP
974$241K0.03%
199
BONDPIMCO ETF TR
2,279$232K0.03%
200
LWLAMB WESTON HLDGS INC
3,803$228K0.03%
PreviousPage 2 of 3Next