Phocas Financial Corp. Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$667.5M

Holdings

201

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
101
DCOMDIME CMNTY BANCSHARES INC
91,140$2.7M0.40%
102
APAMARTISAN PARTNERS ASSET MGMT
75,612$2.7M0.40%
103
REXRREXFORD INDL RLTY INC
46,676$2.7M0.40%
104
MPLNUSDMULTIPLAN CORPORATION
488,308$2.7M0.40%
105
EXREXTRA SPACE STORAGE INC
15,648$2.7M0.40%
106
ONTOONTO INNOVATION INC
37,177$2.6M0.39%
107
PPHMEURAVID BIOSERVICES INC
168,387$2.6M0.39%
108
EQIXEQUINIX INC
3,898$2.6M0.38%
109
RUTHUSDRUTHS HOSPITALITY GROUP INC
155,158$2.5M0.38%
110
MODVQMODIVCARE INC
29,137$2.5M0.37%
111
MYGNMYRIAD GENETICS INC
127,949$2.3M0.35%
112
SCHBSCHWAB STRATEGIC TR
52,543$2.3M0.35%
113
CHRSCOHERUS BIOSCIENCES INC
316,455$2.3M0.34%
114
JNJJOHNSON & JOHNSON
12,366$2.2M0.33%
115
AREALEXANDRIA REAL ESTATE EQ IN
14,724$2.1M0.32%
116
DBIDESIGNER BRANDS INC
163,396$2.1M0.32%
117
INVHINVITATION HOMES INC
59,303$2.1M0.32%
118
SUISUN CMNTYS INC
12,433$2.0M0.30%
119
JBLUJETBLUE AWYS CORP
225,519$1.9M0.28%
120
PSAPUBLIC STORAGE
6,001$1.9M0.28%
121
SPGSIMON PPTY GROUP INC NEW
17,060$1.6M0.24%
122
BRK/BBERKSHIRE HATHAWAY INC DEL
5,910$1.6M0.24%
123
SCHHSCHWAB STRATEGIC TR
72,330$1.5M0.23%
124
ELSEQUITY LIFESTYLE PPTYS INC
21,330$1.5M0.23%
125
VTWOVANGUARD SCOTTSDALE FDS
21,812$1.5M0.22%
126
S76STORE CAP CORP
52,620$1.4M0.21%
127
MAAMID-AMER APT CMNTYS INC
7,778$1.4M0.20%
128
FRCBFIRST REP BK SAN FRANCISCO C
9,394$1.4M0.20%
129
FRTFEDERAL RLTY INVT TR NEW
13,430$1.3M0.19%
130
ESSESSEX PPTY TR INC
4,378$1.1M0.17%
131
PEPPEPSICO INC
6,799$1.1M0.17%
132
IYRISHARES TR
10,910$1.0M0.15%
133
WYWEYERHAEUSER CO MTN BE
30,193$1.0M0.15%
134
RSPINVESCO EXCHANGE TRADED FD T
7,445$999K0.15%
135
AVBAVALONBAY CMNTYS INC
4,818$936K0.14%
136
REGREGENCY CTRS CORP
15,716$932K0.14%
137
JPMJPMORGAN CHASE & CO
8,196$923K0.14%
138
CICIGNA CORP NEW
3,245$855K0.13%
139
ETNEATON CORP PLC
6,715$846K0.13%
140
VOEVANGUARD INDEX FDS
6,515$844K0.13%
141
DOCHEALTHPEAK PROPERTIES INC
32,379$839K0.13%
142
SCHZSCHWAB STRATEGIC TR
17,356$831K0.12%
143
IWNISHARES TR
5,760$784K0.12%
144
CLCOLGATE PALMOLIVE CO
9,566$767K0.11%
145
BXPBOSTON PROPERTIES INC
8,588$764K0.11%
146
ESTEEUREARTHSTONE ENERGY INC
55,198$753K0.11%
147
EFAISHARES TR
11,845$740K0.11%
148
PGPROCTER AND GAMBLE CO
5,126$737K0.11%
149
IWOISHARES TR
3,480$718K0.11%
150
NVDANVIDIA CORPORATION
4,668$708K0.11%
151
8CWCROWN CASTLE INTL CORP NEW
4,180$704K0.11%
152
DOVDOVER CORP
5,775$701K0.11%
153
CIVICIVITAS RESOURCES INC
13,019$681K0.10%
154
CSDINVESCO EXCHANGE TRADED FD T
13,515$675K0.10%
155
SCHASCHWAB STRATEGIC TR
17,276$674K0.10%
156
XLVSELECT SECTOR SPDR TR
5,198$667K0.10%
157
SPYSPDR S&P 500 ETF TR
1,764$665K0.10%
158
UNHUNITEDHEALTH GROUP INC
1,250$642K0.10%
159
COSTCOSTCO WHSL CORP NEW
1,333$639K0.10%
160
SLGSL GREEN RLTY CORP
12,920$596K0.09%
161
LVLNSPDR SER TR
9,932$577K0.09%
162
AJGGALLAGHER ARTHUR J & CO
3,450$562K0.08%
163
DUKDUKE ENERGY CORP NEW
5,151$552K0.08%
164
DISDISNEY WALT CO
5,382$508K0.08%
165
SCHFSCHWAB STRATEGIC TR
15,912$500K0.07%
166
SCHMSCHWAB STRATEGIC TR
7,285$457K0.07%
167
AMZNAMAZON COM INC
4,265$453K0.07%
168
KKRKKR & CO INC
9,395$435K0.07%
169
LABORATORY CORP AMER HLDGS
1,836$430K0.06%
170
ABTABBOTT LABS
3,810$414K0.06%
171
RSPUINVESCO EXCHANGE TRADED FD T
3,400$388K0.06%
172
CVXCHEVRON CORP NEW
2,643$383K0.06%
173
LOWLOWES COS INC
2,160$377K0.06%
174
FNDFSCHWAB STRATEGIC TR
13,199$374K0.06%
175
GSGOLDMAN SACHS GROUP INC
1,255$373K0.06%
176
PFFISHARES TR
10,836$356K0.05%
177
RSPTINVESCO EXCHANGE TRADED FD T
1,447$342K0.05%
178
XOPSPDR SER TR
2,710$324K0.05%
179
XLESELECT SECTOR SPDR TR
4,515$323K0.05%
180
DYHTARGET CORP
2,265$320K0.05%
181
PFEPFIZER INC
6,060$318K0.05%
182
AGGISHARES TR
3,073$312K0.05%
183
NDQINVESCO QQQ TR
1,081$303K0.05%
184
CVSCVS HEALTH CORP
3,105$288K0.04%
185
ESGVVANGUARD WORLD FD
4,240$282K0.04%
186
ULUNILEVER PLC
6,000$275K0.04%
187
BONDPIMCO ETF TR
2,889$275K0.04%
188
BXBLACKSTONE INC
2,845$260K0.04%
189
GOOGALPHABET INC
117$256K0.04%
190
MARMARRIOTT INTL INC NEW
1,860$253K0.04%
191
LWLAMB WESTON HLDGS INC
3,503$250K0.04%
192
SOXXISHARES TR
697$244K0.04%
193
IWSISHARES TR
2,400$244K0.04%
194
IWRISHARES TR
3,734$241K0.04%
195
MCDMCDONALDS CORP
974$240K0.04%
196
DEDEERE & CO
750$225K0.03%
197
XLCSELECT SECTOR SPDR TR
4,150$225K0.03%
198
BACVERIZON COMMUNICATIONS INC
4,189$213K0.03%
199
PGXINVESCO EXCH TRADED FD TR II
16,755$207K0.03%
200
MYRGMYR GROUP INC DEL
2,350$207K0.03%
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