Phocas Financial Corp. Q2 2016 Filing

Filed August 15, 2016

Portfolio Value

$1.4B

Holdings

245

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (245 positions)

#StockSharesValue% PortfolioType
101
NXPINXP SEMICONDUCTORS N V
76,487$6.0M0.44%
102
ABBVABBVIE INC
96,692$6.0M0.44%
103
SSPE.W. SCRIPPS
370,707$5.9M0.43%
104
MATMATTEL INC
180,092$5.6M0.41%
105
ALGTALLEGIANT TRAVEL CO.
37,157$5.6M0.41%
106
SCHXSCHWAB LARGE CAP ETF
112,561$5.6M0.41%
107
KAIKADANT INC
107,870$5.6M0.41%
108
SRGSERITAGE GROWTH PROPERTIES
110,569$5.5M0.40%
109
NCLHNORWEGIAN CRUISE LINE HLDGS
134,115$5.3M0.39%
110
NORTEK, INC.
89,740$5.3M0.39%
111
HTBKHERITAGE COMMERCE CORP
504,683$5.3M0.39%
112
MENTOR GRAPHICS CORP
249,383$5.3M0.39%
113
FRCBFIRST REP BK SAN
75,318$5.3M0.38%
114
AJGGALLAGHER ARTHUR J &CO
109,648$5.2M0.38%
115
COLMCOLUMBIA SPORTSWEAR CO
90,690$5.2M0.38%
116
GSGOLDMAN SACHS GROUP
34,993$5.2M0.38%
117
ALLERGAN INC
22,495$5.2M0.38%
118
ABMABM INDS INC
142,338$5.2M0.38%
119
PFFISHARES TR
129,639$5.2M0.38%
120
ESTERLINE TECHNOLOGIES
83,151$5.2M0.38%
121
MRKMERCK & CO INC
89,392$5.2M0.38%
122
SJIEURSOUTH JERSEY INDS INC
161,082$5.1M0.37%
123
CAGCONAGRA FOODS INC
105,418$5.0M0.37%
124
SNISCRIPPS NETWORKS INTERACT IN
80,891$5.0M0.37%
125
CAPITAL BANK FINANCIAL CORP
173,696$5.0M0.36%
126
HARMAN INTL INDS INC
69,567$5.0M0.36%
127
ARCPEURVEREIT INC
488,165$5.0M0.36%
128
ASHASHLAND INC
42,322$4.9M0.35%
129
ATOATMOS ENERGY CORP
59,356$4.8M0.35%
130
SIGISELECTIVE INS GROUP
126,296$4.8M0.35%
131
BROBROWN & BROWN INC
128,142$4.8M0.35%
132
PLDPROLOGIS
97,025$4.8M0.35%
133
HDSUSDHD SUPPLY HOLDINGS INC
135,054$4.7M0.34%
134
SHIRE PLC
25,542$4.7M0.34%
135
VLOVALERO ENERGY CORP NEW
92,034$4.7M0.34%
136
CBCHUBB LTD
35,237$4.6M0.34%
137
DKSDICKS SPORTING GOODS
102,015$4.6M0.34%
138
FERRO CORP
339,026$4.5M0.33%
139
FMCF M C CORP COM NEW
97,877$4.5M0.33%
140
CCKCROWN HOLDINGS INC
89,254$4.5M0.33%
141
EMEEMCOR GROUP INC
90,630$4.5M0.33%
142
KAPSTONE PAPER & PACKAGING C
340,503$4.4M0.32%
143
BFINUSDBANKFINANCIAL CORP
366,603$4.4M0.32%
144
BRYN MAWR BK CORP
150,469$4.4M0.32%
145
TOWNTOWNE BANK
201,710$4.4M0.32%
146
RTN1USDRAYTHEON CO COM NEW
31,820$4.3M0.32%
147
CICIGNA CORP
33,454$4.3M0.31%
148
INTEGRATED DEVICE TECH
212,658$4.3M0.31%
149
INTERSIL CORP
313,934$4.3M0.31%
150
DEAN FOODS CO NEW
234,397$4.2M0.31%
151
ASGNON ASSIGNMENT INC
114,613$4.2M0.31%
152
SUNTRUST BKS INC
102,004$4.2M0.31%
153
MTRNMATERION CORP
166,367$4.1M0.30%
154
VASCO DATA SEC INTL INC
250,403$4.1M0.30%
155
PLABPHOTRONICS INC
458,091$4.1M0.30%
156
NSCNORFOLK SOUTHERN CORP
47,463$4.0M0.29%
157
SUXSYNNEX CORP
42,541$4.0M0.29%
158
AMGAFFILIATED MNGRS GRP
28,608$4.0M0.29%
159
ETNEATON CORP
66,932$4.0M0.29%
160
BFHALLIANCE DATA SYS CORP
20,368$4.0M0.29%
161
ENDURANCE SPECIALTY HLDGS LT
59,328$4.0M0.29%
162
HTLDEXPRESS, INC.
269,261$3.9M0.28%
163
RHIROBERT HALF INTL INC
102,320$3.9M0.28%
164
SKAASKECHERS U S A INC
128,020$3.8M0.28%
165
HCAHCA INC
49,347$3.8M0.28%
166
AWMSKYWORKS SOLUTIONS INC
59,595$3.8M0.28%
167
CCEPCOCA COLA EUROPEAN PARTNERS
103,829$3.7M0.27%
168
MALLINCKRODT PLC
60,727$3.7M0.27%
169
WEB.COM GROUP INC
195,370$3.6M0.26%
170
NORTHSTAR ASSET MGMT GROUP I
345,324$3.5M0.26%
171
EQREQUITY RESIDENTIAL
49,840$3.4M0.25%
172
SIGSIGNET JEWELERS LTD
40,967$3.4M0.25%
173
TELTE CONNECTIVITY LTD
59,111$3.4M0.25%
174
BKRBAKER HUGHES INC
73,525$3.3M0.24%
175
CITUSDCIT GROUP INC
101,121$3.2M0.24%
176
SPGSIMON PROPERTY GROUP
14,454$3.1M0.23%
177
APAMARTISAN PARTNERS ASSET MGMT
111,476$3.1M0.23%
178
WSMWILLIAMS SONOMA INC
54,067$2.8M0.21%
179
HERTZ GLOBAL HOLDINGS, INC.
252,007$2.8M0.20%
180
PROGENICS PHARMA INC
649,295$2.7M0.20%
181
CBTCABOT CORP
59,288$2.7M0.20%
182
HLFHERBALIFE LTD
36,896$2.2M0.16%
183
CTXSEURCITRIX SYS INC
26,573$2.1M0.16%
184
AVBAVALONBAY COMMUNITIES
11,496$2.1M0.15%
185
NENOBLE CORP PLC
249,337$2.1M0.15%
186
UALUNITED CONTL HLDS INC.
49,666$2.0M0.15%
187
BXPBOSTON PROPERTIES INC
14,236$1.9M0.14%
188
PEPPEPSICO INC
16,042$1.7M0.12%
189
EXREXTRA SPACE STORAGE
17,564$1.6M0.12%
190
DISWALT DISNEY CO
15,832$1.5M0.11%
191
WRKUSDWESTROCK CO
35,587$1.4M0.10%
192
GOOGLALPHABET INC CL A
1,944$1.4M0.10%
193
GOFGUGGENHEIM SPIN-OFF
33,881$1.3M0.10%
194
SCHHSCHWAB US REIT ETF
26,284$1.1M0.08%
195
PSAPUBLIC STORAGE INC
4,180$1.1M0.08%
196
DOVDOVER CORP
14,997$1.0M0.08%
197
NWLNEWELL RUBBERMAID INC
20,351$988K0.07%
198
SPYSPDR S&P D500 ETF TR
4,579$959K0.07%
199
ELSEQUITY LIFESTYLE PPTYS
11,940$956K0.07%
200
KRCKILROY REALTY CORP
13,896$921K0.07%
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