Phocas Financial Corp. Q2 2020 Filing

Filed August 24, 2020

Portfolio Value

$563.2M

Holdings

192

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (192 positions)

#StockSharesValue% PortfolioType
101
HGVHILTON GRAND VA
123,383$2.4M0.43%
102
MUSAMURPHY USA INC
21,396$2.4M0.43%
103
GIIIG-III APPAREL GROUP LTD
177,228$2.4M0.42%
104
SXISTANDEX INTERNATIONAL CORPORATION
40,441$2.3M0.41%
105
WSMWILLIAMS SONOMA INC
28,244$2.3M0.41%
106
REXRREXFORD INDUSTRIAL REALTY
54,934$2.3M0.40%
107
CUBIC CORPORATION
47,333$2.3M0.40%
108
FW2NBANNER CORP
59,149$2.2M0.40%
109
BLMNBLOOMIN BRANDS INC
207,197$2.2M0.39%
110
KNOLL INC
181,156$2.2M0.39%
111
FSSFEDERAL SIGNAL CORPORATION
73,854$2.2M0.39%
112
SCHBSCHWAB STRATEGIC TR
29,834$2.2M0.39%
113
CHRSCOHERUS BIOSCIENCES INC
119,516$2.1M0.38%
114
TGNATEGNA INC
188,054$2.1M0.37%
115
PLABPHOTRONICOM INC
186,762$2.1M0.37%
116
AAPLAPPLE COMPUTER INC
4,979$1.8M0.32%
117
SUISUN COMMUNITIES INC
12,973$1.8M0.31%
118
JNJJOHNSON & JOHNSON
12,107$1.7M0.30%
119
SCHHSCHWAB STRATEGIC TR
45,440$1.6M0.28%
120
SPYSPDR S&P ETF TR
4,615$1.4M0.25%
121
ICPTUSDINTERCEPT PHARMACEUTICALS INC
29,217$1.4M0.25%
122
ELSEQUITY LIFESTYLE PPTYS
21,610$1.4M0.24%
123
GOOGLALPHABET INC CL A
887$1.3M0.22%
124
SPGSIMON PROPERTY GROUP
18,121$1.2M0.22%
125
VTWOVANGUARD SCOTTSDALE FDS
10,696$1.2M0.22%
126
ESSESSEX PROPERTY TRUST
5,326$1.2M0.22%
127
S76STORE CAPITAL CORPORATION
50,938$1.2M0.22%
128
INVHINVITATION HOMES INC
43,827$1.2M0.21%
129
MSFTMICROSOFT CORP
5,875$1.2M0.21%
130
LN5LANNET INC
161,225$1.2M0.21%
131
PEPPEPSICO INC
8,516$1.1M0.20%
132
IWRISHARES TR
19,628$1.1M0.19%
133
BXPBOSTON PROPERTIES INC
10,989$993K0.18%
134
AVBAVALONBAY COMMUNITIES
5,623$869K0.15%
135
FRCBFIRST REPUBLIC BANK
8,114$860K0.15%
136
IYRISHARES TR
10,763$848K0.15%
137
CSDINVESCO EXCHANGE TRADED FD T
21,352$804K0.14%
138
JPMJPMORGAN CHASE & CO
8,272$778K0.14%
139
MAAMID-AMERICA APARTMENT COMMUNITIES
6,784$777K0.14%
140
EFAISHARES MSCI EAFE INDEX FUND
12,755$776K0.14%
141
NDQINVESCO QQQ TR
3,080$762K0.14%
142
DISWALT DISNEY CO
6,651$741K0.13%
143
CLCOLGATE PALMOLIVE CO
9,930$727K0.13%
144
EXREXTRA SPACE STORAGE
7,872$727K0.13%
145
SLG2EURSL GREEN REALTY
14,442$711K0.13%
146
WELLWELLTOWER INC
13,551$701K0.12%
147
DOVDOVER CORP
7,125$687K0.12%
148
TAT&T INC
22,722$686K0.12%
149
REGREGENCY CTRS CORP
14,611$670K0.12%
150
PFFISHARES TR
19,278$667K0.12%
151
CPTCAMDEN PROPERTY TRUST
7,209$657K0.12%
152
PSAPUBLIC STORAGE INC
3,365$645K0.11%
153
8CWCROWN CASTLE INTERNATIONAL CORP
3,797$635K0.11%
154
SCHASCHWAB STRATEGIC TR
9,632$629K0.11%
155
KRCKILROY REALTY CORP
10,687$627K0.11%
156
PGPROCTER & GAMBLE CO
5,126$612K0.11%
157
KIMKIMCO REALTY CORP
46,371$595K0.11%
158
ETNEATON CORP
6,790$593K0.11%
159
SCHMSCHWAB STRATEGIC TR
10,850$570K0.10%
160
BKOBLUEROCK RESIDENTIAL GROUP
70,103$566K0.10%
161
CVXCHEVRON CORP NEW
5,492$490K0.09%
162
DUKDUKE ENERGY CORP
6,084$486K0.09%
163
IWOISHARES TR
2,340$484K0.09%
164
LVLNSPDR S&P ETF TR
11,465$440K0.08%
165
SCHFSCHWAB INTERNATIONAL EQUITY
14,287$425K0.08%
166
INTCINTEL CORP
6,543$391K0.07%
167
BACVERIZON COMMUNICATIONS
6,972$384K0.07%
168
RSPTINVESTCO EXCHANGE TRADED FD T
1,712$340K0.06%
169
AJGGALLAGHER ARTHUR J &CO
3,450$336K0.06%
170
LWLAMB WESTON HOLDINGS
5,039$322K0.06%
171
RHPRYMAN HOSPITALITY PROPERTIES INC
9,251$320K0.06%
172
UNUSDUNILEVER NV
6,000$319K0.06%
173
HDSUSDHD SUPPLY HOLDINGS INC
9,207$319K0.06%
174
LABORATORY CORP OF AMERICA
1,835$304K0.05%
175
LOWLOWES COMPANIES INC
2,240$302K0.05%
176
PGXINVESTCO EXCH TRADED FD TR II
20,480$289K0.05%
177
RSPINVESTCO EXCHANGE TRADED FD T
2,825$287K0.05%
178
AWMSKYWORKS SOLUTIONS INC
2,030$259K0.05%
179
TRVCCITIGROUP INC
4,677$238K0.04%
180
SCHKSCHWAB STRATEGIC TR
7,818$237K0.04%
181
IWNISHARES TR
2,380$231K0.04%
182
ATVIEURACTIVISION INC NEW COM NEW
3,000$227K0.04%
183
VVISA INC
1,172$226K0.04%
184
BRK/BBERKSHIRE HATHAWAY CLASS B
1,270$226K0.04%
185
COR1EURCORESITE REALTY CORP
1,822$220K0.04%
186
COSTCOSTCO WHSL CORP NEW
703$213K0.04%
187
BACBANK OF AMERICA CORP
8,870$210K0.04%
188
CVSCVS HEALTH CORP
3,105$201K0.04%
189
ATLANTIC CAPITAL BANCOMHARES INC
11,047$134K0.02%
190
EMMIS COMMUNICTNS CORP CL A
70,309$116K0.02%
191
ADTADT INC
12,374$98K0.02%
192
CEMIUSDCHEMBIO DIAGNOSTICOM
20,000$65K0.01%
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