Phocas Financial Corp. Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$652.2M

Holdings

145

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
101
SCHXSCHWAB STRATEGIC TR
102,564$2.3M0.35%
102
ELANELANCO ANIMAL HEALTH INC
215,406$2.3M0.35%
103
AAPLAPPLE INC
9,325$2.1M0.32%
104
THRYTHRYV HLDGS INC
152,164$1.9M0.30%
105
AXSMAXSOME THERAPEUTICS INC
16,588$1.9M0.30%
106
JACKJACK IN THE BOX INC
64,866$1.8M0.27%
107
ACADACADIA PHARMACEUTICALS INC
102,161$1.7M0.26%
108
ARQTARCUTIS BIOTHERAPEUTICS INC
103,999$1.6M0.25%
109
MIRMMIRUM PHARMACEUTICALS INC
35,556$1.6M0.25%
110
MSFTMICROSOFT CORP
4,080$1.5M0.23%
111
NVDANVIDIA CORPORATION
13,650$1.5M0.23%
112
VCYTVERACYTE INC
49,318$1.5M0.22%
113
GOOGLALPHABET INC
8,784$1.4M0.21%
114
BRK/BBERKSHIRE HATHAWAY INC DEL
2,412$1.3M0.20%
115
CRKCOMSTOCK RES INC
54,827$1.1M0.17%
116
ETNEATON CORP PLC
4,090$1.1M0.17%
117
JNJJOHNSON & JOHNSON
5,689$943K0.14%
118
AJGGALLAGHER ARTHUR J & CO
2,300$794K0.12%
119
SCHBSCHWAB STRATEGIC TR
36,417$784K0.12%
120
DOVDOVER CORP
3,615$635K0.10%
121
COSTCOSTCO WHSL CORP NEW
606$573K0.09%
122
CSDINVESCO EXCHANGE TRADED FD T
7,400$555K0.09%
123
EQIXEQUINIX INC
587$478K0.07%
124
PEPPEPSICO INC
3,113$466K0.07%
125
AMZNAMAZON COM INC
2,450$466K0.07%
126
SPGSIMON PPTY GROUP INC NEW
2,649$439K0.07%
127
AMTAMERICAN TOWER CORP NEW
1,862$405K0.06%
128
CITHE CIGNA GROUP
1,210$398K0.06%
129
ULUNILEVER PLC
6,000$357K0.05%
130
SCHHSCHWAB STRATEGIC TR
16,411$353K0.05%
131
PLDPROLOGIS INC.
3,163$353K0.05%
132
GOOGALPHABET INC
2,200$343K0.05%
133
EFAISHARES TR
3,520$287K0.04%
134
INVHINVITATION HOMES INC
8,090$281K0.04%
135
MAAMID-AMER APT CMNTYS INC
1,658$277K0.04%
136
AGGISHARES TR
2,791$276K0.04%
137
EXREXTRA SPACE STORAGE INC
1,857$275K0.04%
138
SUISUN CMNTYS INC
1,898$244K0.04%
139
AREALEXANDRIA REAL ESTATE EQ IN
2,629$243K0.04%
140
FRTFEDERAL RLTY INVT TR NEW
2,404$235K0.04%
141
UNHUNITEDHEALTH GROUP INC
435$227K0.03%
142
IYRISHARES TR
2,350$225K0.03%
143
JPMJPMORGAN CHASE & CO.
851$208K0.03%
144
WELLWELLTOWER INC
1,354$207K0.03%
145
PSAPUBLIC STORAGE OPER CO
691$206K0.03%
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