Phocas Financial Corp. Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$794.1M

Holdings

214

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
101
MYGNMYRIAD GENETICS INC
107,699$3.3M0.41%
102
ASIXADVANSIX INC
109,667$3.3M0.41%
103
RRYDER SYS INC
43,806$3.3M0.41%
104
MSFTMICROSOFT CORP
11,925$3.2M0.41%
105
FLEXION THERAPEUTICS INC
391,603$3.2M0.41%
106
DCOMDIME CMNTY BANCSHARES INC
95,122$3.2M0.40%
107
PRIPRIMERICA INC
20,702$3.2M0.40%
108
TCBITEXAS CAP BANCSHARES INC
49,026$3.1M0.39%
109
SFSTIFEL FINL CORP
47,528$3.1M0.39%
110
FBKFB FINL CORP
79,986$3.0M0.38%
111
EQIXEQUINIX INC
3,540$2.8M0.36%
112
SNEXSTONEX GROUP INC
46,481$2.8M0.36%
113
DBIDESIGNER BRANDS INC
170,334$2.8M0.35%
114
SKYWSKYWEST INC
63,845$2.7M0.35%
115
SCHBSCHWAB STRATEGIC TR
26,109$2.7M0.34%
116
TGNATEGNA INC
142,124$2.7M0.34%
117
GOOGLALPHABET INC
1,046$2.6M0.32%
118
REXRREXFORD INDL RLTY INC
42,842$2.4M0.31%
119
AREALEXANDRIA REAL ESTATE EQ IN
13,285$2.4M0.30%
120
EXREXTRA SPACE STORAGE INC
14,227$2.3M0.29%
121
IWRISHARES TR
28,846$2.3M0.29%
122
SPGSIMON PPTY GROUP INC NEW
16,509$2.2M0.27%
123
JNJJOHNSON & JOHNSON
13,008$2.1M0.27%
124
SCHHSCHWAB STRATEGIC TR
45,651$2.1M0.26%
125
SUISUN CMNTYS INC
11,182$1.9M0.24%
126
S76STORE CAP CORP
49,953$1.7M0.22%
127
ELSEQUITY LIFESTYLE PPTYS INC
22,530$1.7M0.21%
128
AGIOAGIOS PHARMACEUTICALS INC
30,058$1.7M0.21%
129
SCHASCHWAB STRATEGIC TR
15,616$1.6M0.20%
130
INVHINVITATION HOMES INC
42,705$1.6M0.20%
131
FRCBFIRST REP BK SAN FRANCISCO C
8,419$1.6M0.20%
132
EQREQUITY RESIDENTIAL
19,399$1.5M0.19%
133
FRTEURFEDERAL RLTY INVT TR
12,315$1.4M0.18%
134
JPMJPMORGAN CHASE & CO
9,066$1.4M0.18%
135
SCHMSCHWAB STRATEGIC TR
17,935$1.4M0.18%
136
CSDINVESCO EXCHANGE TRADED FD T
19,251$1.2M0.16%
137
MAAMID-AMER APT CMNTYS INC
7,047$1.2M0.15%
138
IWOISHARES TR
3,735$1.2M0.15%
139
DISDISNEY WALT CO
6,536$1.1M0.14%
140
PEPPEPSICO INC
7,441$1.1M0.14%
141
IYRISHARES TR
10,802$1.1M0.14%
142
PSAPUBLIC STORAGE
3,570$1.1M0.14%
143
RSPINVESCO EXCHANGE TRADED FD T
7,070$1.1M0.13%
144
VOEVANGUARD INDEX FDS
7,395$1.0M0.13%
145
AVBAVALONBAY CMNTYS INC
4,818$1.0M0.13%
146
ETNEATON CORP PLC
6,715$995K0.13%
147
EFAISHARES TR
12,530$988K0.12%
148
SCHZSCHWAB STRATEGIC TR
17,831$973K0.12%
149
WYWEYERHAEUSER CO MTN BE
28,004$963K0.12%
150
BXPBOSTON PROPERTIES INC
8,295$950K0.12%
151
SLG2EURSL GREEN RLTY CORP
11,743$939K0.12%
152
DOCHEALTHPEAK PROPERTIES INC
27,473$914K0.12%
153
REGREGENCY CTRS CORP
14,251$913K0.11%
154
IWNISHARES TR
5,255$871K0.11%
155
DOVDOVER CORP
5,775$869K0.11%
156
FNDFSCHWAB STRATEGIC TR
25,720$855K0.11%
157
LVLNSPDR SER TR
13,010$852K0.11%
158
SCHFSCHWAB STRATEGIC TR
21,002$828K0.10%
159
CLCOLGATE PALMOLIVE CO
9,930$807K0.10%
160
BRK/BBERKSHIRE HATHAWAY INC DEL
2,890$803K0.10%
161
SPYSPDR S&P 500 ETF TR
1,870$800K0.10%
162
NVDANVIDIA CORPORATION
992$793K0.10%
163
CICIGNA CORP NEW
3,245$769K0.10%
164
ESGVVANGUARD WORLD FD
9,202$735K0.09%
165
PGPROCTER AND GAMBLE CO
5,426$732K0.09%
166
8CWCROWN CASTLE INTL CORP NEW
3,755$732K0.09%
167
ESSESSEX PPTY TR INC
2,373$711K0.09%
168
BKOBLUEROCK RESIDENTIAL GWT REI
68,363$695K0.09%
169
AGGISHARES TR
5,103$588K0.07%
170
COSTCOSTCO WHSL CORP NEW
1,436$568K0.07%
171
IWSISHARES TR
4,903$563K0.07%
172
BLKCHFBLACKROCK INC
585$511K0.06%
173
DUKDUKE ENERGY CORP NEW
5,151$508K0.06%
174
LABORATORY CORP AMER HLDGS
1,835$506K0.06%
175
PGXINVESCO EXCH TRADED FD TR II
33,030$506K0.06%
176
AMZNAMAZON COM INC
146$502K0.06%
177
AJGGALLAGHER ARTHUR J & CO
3,450$483K0.06%
178
ATLANTIC CAP BANCSHARES INC
18,092$460K0.06%
179
PFFISHARES TR
11,486$451K0.06%
180
LOWLOWES COS INC
2,275$441K0.06%
181
ABTABBOTT LABS
3,810$441K0.06%
182
RSPTINVESCO EXCHANGE TRADED FD T
1,447$419K0.05%
183
BACVERIZON COMMUNICATIONS INC
7,339$411K0.05%
184
NDQINVESCO QQQ TR
1,156$409K0.05%
185
AAXJISHARES TR
4,257$402K0.05%
186
KKRKKR & CO INC
6,645$393K0.05%
187
IATISHARES TR
6,295$362K0.05%
188
ULUNILEVER PLC
6,000$351K0.04%
189
SOXXISHARES TR
767$348K0.04%
190
IWBISHARES TR
1,380$334K0.04%
191
CVXCHEVRON CORP NEW
3,046$319K0.04%
192
GSGOLDMAN SACHS GROUP INC
841$319K0.04%
193
AWMSKYWORKS SOLUTIONS INC
1,650$316K0.04%
194
ATVIEURACTIVISION BLIZZARD INC
3,236$308K0.04%
195
LWLAMB WESTON HLDGS INC
3,803$306K0.04%
196
SCZISHARES TR
3,955$293K0.04%
197
SCHKSCHWAB STRATEGIC TR
6,664$284K0.04%
198
GOOGALPHABET INC
113$283K0.04%
199
INTCINTEL CORP
5,018$281K0.04%
200
BACBK OF AMERICA CORP
6,830$281K0.04%
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