Phocas Financial Corp. Q2 2019 Filing

Filed August 16, 2019

Portfolio Value

$59.0B

Holdings

320

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (320 positions)

#StockSharesValue% PortfolioType
101
FERRO CORP
486,304$76.8M0.13%
102
PFFISHARES TR
20,253$74.6M0.13%
103
MURMURPHY OIL CORPORATION
298,770$73.6M0.12%
104
RSPTINVESCO EXCHNG TRADED FD TR
4,133$73.3M0.12%
105
FRMEFIRST MERCHANTS CORPORATION
187,909$71.2M0.12%
106
WF2WINTRUST FINL CORP
96,690$70.7M0.12%
107
MCDERMOTT INTERNATIONAL INC
724,520$70.0M0.12%
108
SLG2EURSL GREEN REALTY
8,456$68.0M0.12%
109
SCHASCHWAB STRATEGIC TR
9,486$67.8M0.11%
110
KALUKAISER ALUMINUM CORP
67,360$65.8M0.11%
111
VENVENTAS INC
9,471$64.7M0.11%
112
IFGLISHARES TR
21,355$63.7M0.11%
113
CHEMICAL FINANCIAL CORPORATION
150,250$61.8M0.10%
114
KIMKIMCO REALTY CORP
33,403$61.7M0.10%
115
UISUNISYS CORPORATION
634,655$61.7M0.10%
116
DUKDUKE ENERGY CORP
6,616,999,998$58.4M0.10%
117
EGPEASTGROUP
5,028$58.3M0.10%
118
TERRAFORM POWER INC CLASS A
406,465$58.1M0.10%
119
BACVERIZON COMMUNICATIONS
9,978$57.0M0.10%
120
FPEIFIRST TR EXCH TRADED FD III
292,260$56.8M0.10%
121
KOPKOPPERS HOLDINGS INC
190,890$56.0M0.09%
122
TECH DATA CORPORATION
52,509$54.9M0.09%
123
DHRB&G FOODS INC
255,533$53.1M0.09%
124
FRTEURFEDERAL REALTY INVT TR
4,098$52.8M0.09%
125
PDCOEURPATTERSON COMPANIES INC
215,571$49.4M0.08%
126
XOMEXXON MOBIL CORP
6,322$48.4M0.08%
127
TRVCCITIGROUP INC
6,517$45.6M0.08%
128
PAGPENSKE AUTOMOTIVE GROUP INC
94,719$44.8M0.08%
129
WWWWOLVERINE WORLD WIDE INC
159,470$43.9M0.07%
130
FW2NBANNER CORP
80,172$43.4M0.07%
131
SIXEURSIX FLAGS ENTERTAINMENT CORPORATION
84,555$42.0M0.07%
132
TGNATEGNA INC
274,844$41.6M0.07%
133
INTCINTEL CORP
8,643$41.4M0.07%
134
LWLAMB WESTON HOLDINGS
5,758$36.5M0.06%
135
SCHKSCHWAB STRATEGIC TR
12,538$36.2M0.06%
136
IBTXUSDINDEPENDENT BANK GROUP INC
64,940$35.7M0.06%
137
SHOSUNSTONE HOTEL INVESTORS
23,269$31.9M0.05%
138
ROICUSDRETAIL OPPORTUNITY INVESTMENTS
18,473$31.6M0.05%
139
PLABPHOTRONICS INC
353,114$29.0M0.05%
140
AVBAVALONBAY COMMUNITIES
14,155$28.8M0.05%
141
PLDPROLOGIS
33,459$26.8M0.05%
142
KBWRINVESCO EXCHNG TRADED FD TR
5,260$26.5M0.04%
143
PFEPFIZER INC
5,636$24.4M0.04%
144
MACMACERICH CO
6,833$22.9M0.04%
145
ALEXANDRIA REAL ESTATE SQ IN
5,626$21.4M0.04%
146
CVSCVS HEALTH CORP
3,505$19.1M0.03%
147
ATLANTIC CAPITAL BANCSHARES INC
11,047$18.9M0.03%
148
NXSTNEXSTAR BROADCASTING
183,596$18.5M0.03%
149
COSTCOSTCO WHSL CORP NEW
603$15.9M0.03%
150
DDDU PONT E I DE NEMOURS
2,045$15.4M0.03%
151
AMTAMERICAN TOWER CORP
7,382$15.1M0.03%
152
RWXSPDR INDEX SHS FDS
36,682,474$14.2M0.02%
153
JERNIGAN CAPITAL INC
690,088$14.1M0.02%
154
CADEEURCADENCE BANCORPORATION CLASS A
660,205$13.7M0.02%
155
PREFERRED APARTMENT COMMUNITIES
9,039$13.5M0.02%
156
NCLHNORWEGIAN CRUISE LINE HOLDINGS
2,519$13.5M0.02%
157
HLFHERBALIFE LTD
3,107$13.3M0.02%
158
GOOGALPHABET INC CL C
115$12.4M0.02%
159
FQIDIGITAL REALTY TRUST
1,045$12.3M0.02%
160
EXREXTRA SPACE STORAGE
11,141$11.8M0.02%
161
CELGCELGENE CORP
1,203$11.1M0.02%
162
JPMJPMORGAN CHASE & CO
9,597$10.7M0.02%
163
NUANEURNUANCE COMMUNICATIONS INC
6,708$10.7M0.02%
164
LXP 6.5 PERP CLEXINGTON REALTY TRUST
1,974$10.6M0.02%
165
LVLNSPDR SERIES TRUST
1,835$9.8M0.02%
166
DOWDOW INC
1,932$9.5M0.02%
167
FRCBFIRST REPUBLIC BANK
9,694$9.5M0.02%
168
STAGSTAG INDUSTRIAL
3,119$9.4M0.02%
169
SLBSCHLUMBERGER LTD
2,127$8.5M0.01%
170
AEOAMERICAN EAGLE OUTFITTERS INC
480,440$8.1M0.01%
171
SCHMSCHWAB STRATEGIC TR
13,890$7.9M0.01%
172
SITCUSDSITE CENTERS CORP
5,471$7.2M0.01%
173
CLCOLGATE PALMOLIVE CO
9,930$7.1M0.01%
174
ETNEATON CORP
8,330$6.9M0.01%
175
WSMWILLIAMS SONOMA INC
106,363$6.9M0.01%
176
AMERICAN RIVER BANKSHARES
5,614$6.9M0.01%
177
MSFTMICROSOFT CORP
5,020$6.7M0.01%
178
SRGSERITAGE GROWTH PROPERTIES
15,465$6.6M0.01%
179
NKENIKE INC CL B
787$6.6M0.01%
180
VNOVORNADO REALTY TRUST
9,822$6.3M0.01%
181
CTVACORTEVA INC
2,045$6.0M0.01%
182
BRXBRIXMOR PROPERTY GROUP INC
2,957$5.3M0.01%
183
CINCINNATI BELL INC PFD CNVT
1,370$5.1M0.01%
184
VBTXVERITEX HOLDINGS INC
1,951$5.1M0.01%
185
CUBECUBESMART
14,620$4.9M0.01%
186
ATOATMOS ENERGY CORP
448$4.7M0.01%
187
BXUSDBLACKSTONE GROUP
1,062$4.7M0.01%
188
AMZNAMAZONCOM INC
24$4.5M0.01%
189
EQC 6.5 PERP DEQUITY COMWLTH
1,632$4.5M0.01%
190
IWOISHARES TR
2,240$4.5M0.01%
191
TOWER INTERNATIONAL INC
229,848$4.5M0.01%
192
HDSUSDHD SUPPLY HOLDINGS INC
10,710$4.3M0.01%
193
AJGGALLAGHER ARTHUR J &CO
4,520$4.0M0.01%
194
IWRISHARES TR
6,640$3.7M0.01%
195
LOWLOWES COMPANIES INC
3,650$3.7M0.01%
196
XLRESELECT SECTOR SPDR TR
974$3.6M0.01%
197
EMMIS COMMUNICTNS CORP CL A
75,078$3.6M0.01%
198
UDRUDR INC
7,920$3.6M0.01%
199
PPLPEMBINA PIPELINE CORPORATION
952$3.5M0.01%
200
FBKFB FINANCIAL CORPORATION
95,625$3.5M0.01%
PreviousPage 2 of 4Next