Phocas Financial Corp. Q2 2023 Filing

Filed July 13, 2023

Portfolio Value

$730.8M

Holdings

185

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
1
COSTCOSTCO WHSL CORP NEW
1,841$991K0.14%
2
IYRISHARES TR
11,445$990K0.14%
3
HYGISHARES TR
13,185$989K0.14%
4
SCHMSCHWAB STRATEGIC TR
13,907$987K0.14%
5
VENVENTAS INC
20,845$985K0.13%
6
WYWEYERHAEUSER CO MTN BE
28,149$943K0.13%
7
AMZNAMAZON COM INC
7,210$939K0.13%
8
CIVICIVITAS RESOURCES INC
13,019$903K0.12%
9
AVBAVALONBAY CMNTYS INC
4,700$889K0.12%
10
REGREGENCY CTRS CORP
14,379$888K0.12%
11
UNHUNITEDHEALTH GROUP INC
1,805$867K0.12%
12
SCHDSCHWAB STRATEGIC TR
11,743$852K0.12%
13
SCHCSCHWAB STRATEGIC TR
25,027$845K0.12%
14
ESTEEUREARTHSTONE ENERGY INC
55,198$789K0.11%
15
VOEVANGUARD INDEX FDS
5,586$772K0.11%
16
DOVDOVER CORP
4,890$722K0.10%
17
SPYSPDR S&P 500 ETF TR
1,570$695K0.10%
18
JPMJPMORGAN CHASE & CO
4,371$635K0.09%
19
PGPROCTER AND GAMBLE CO
4,003$607K0.08%
20
PEBPEBBLEBROOK HOTEL TR
41,787$583K0.08%
21
OHIOMEGA HEALTHCARE INVS INC
18,268$561K0.08%
22
CITHE CIGNA GROUP
1,992$558K0.08%
23
CLCOLGATE PALMOLIVE CO
7,140$550K0.08%
24
FQIDIGITAL RLTY TR INC
4,704$535K0.07%
25
DISDISNEY WALT CO
5,867$523K0.07%
26
EFAISHARES TR
7,055$511K0.07%
27
AJGGALLAGHER ARTHUR J & CO
2,300$505K0.07%
28
IWOISHARES TR
2,082$505K0.07%
29
PANWPALO ALTO NETWORKS INC
1,915$489K0.07%
30
CSDINVESCO EXCHANGE TRADED FD T
7,764$441K0.06%
31
DYHTARGET CORP
3,055$402K0.06%
32
NDQINVESCO QQQ TR
1,066$393K0.05%
33
BXPBOSTON PROPERTIES INC
6,710$386K0.05%
34
ABTABBOTT LABS
3,310$360K0.05%
35
LLYLILLY ELI & CO
750$351K0.05%
36
LABORATORY CORP AMER HLDGS
1,409$340K0.05%
37
MCDMCDONALDS CORP
1,099$327K0.04%
38
MYRGMYR GROUP INC DEL
2,350$325K0.04%
39
ULUNILEVER PLC
6,000$312K0.04%
40
IWNISHARES TR
2,126$299K0.04%
41
CVXCHEVRON CORP NEW
1,845$290K0.04%
42
RFVINVESCO EXCHANGE TRADED FD T
2,750$284K0.04%
43
GOOGALPHABET INC
2,260$273K0.04%
44
GSGOLDMAN SACHS GROUP INC
810$261K0.04%
45
LOWLOWES COS INC
1,160$261K0.04%
46
SCHZSCHWAB STRATEGIC TR
5,005$231K0.03%
47
PWRQUANTA SVCS INC
1,090$214K0.03%
48
CVSCVS HEALTH CORP
3,105$214K0.03%
49
XLVSELECT SECTOR SPDR TR
1,610$213K0.03%
50
CRMSALESFORCE INC
995$210K0.03%
51
PLXSPLEXUS CORP
55,372$00.00%
52
AHHARMADA HOFFLER PPTYS INC
825,679$00.00%
53
JACKJACK IN THE BOX INC
75,596$00.00%
54
FULFULLER H B CO
128,460$00.00%
55
LADRLADDER CAP CORP
541,507$00.00%
56
SCHLSCHOLASTIC CORP
147,085$00.00%
57
FT2FIRST HORIZON CORPORATION
403,737$00.00%
58
AIRAAR CORP
147,987$00.00%
59
APAMARTISAN PARTNERS ASSET MGMT
133,671$00.00%
60
AAPLAPPLE INC
28,377$00.00%
61
8CWCROWN CASTLE INC
9,944$00.00%
62
FRMEFIRST MERCHANTS CORP
262,146$00.00%
63
ITGRINTEGER HLDGS CORP
88,385$00.00%
64
EPCEDGEWELL PERS CARE CO
127,345$00.00%
65
NPOENPRO INDS INC
46,041$00.00%
66
PGTIUSDPGT INNOVATIONS INC
302,967$00.00%
67
MGYMAGNOLIA OIL & GAS CORP
129,424$00.00%
68
PTENPATTERSON-UTI ENERGY INC
290,955$00.00%
69
CTSCTS CORP
69,318$00.00%
70
WCCWESCO INTL INC
38,055$00.00%
71
TWNKEURHOSTESS BRANDS INC
331,389$00.00%
72
LF2PACIFIC PREMIER BANCORP
173,464$00.00%
73
QDELQUIDELORTHO CORP
32,993$00.00%
74
GIIIG III APPAREL GROUP LTD
138,347$00.00%
75
APY1EURCHAMPIONX CORPORATION
217,509$00.00%
76
CSRCENTERSPACE
82,138$00.00%
77
PORPORTLAND GEN ELEC CO
120,748$00.00%
78
GOOGLALPHABET INC
25,589$00.00%
79
CASHPATHWARD FINANCIAL INC
190,697$00.00%
80
OMFONEMAIN HLDGS INC
119,349$00.00%
81
MODMODINE MFG CO
421,235$00.00%
82
ROFKFORCE INC
136,718$00.00%
83
AMTAMERICAN TOWER CORP NEW
13,312$00.00%
84
JNJJOHNSON & JOHNSON
12,478$00.00%
85
SUISUN CMNTYS INC
11,006$00.00%
86
SWXSOUTHWEST GAS HLDGS INC
46,757$00.00%
87
UNFIUNITED NAT FOODS INC
110,017$00.00%
88
SPBSPECTRUM BRANDS HLDGS INC NE
124,668$00.00%
89
NVDANVIDIA CORPORATION
4,013$00.00%
90
IRTINDEPENDENCE RLTY TR INC
445,776$00.00%
91
REXRREXFORD INDL RLTY INC
47,129$00.00%
92
PCRXPACIRA BIOSCIENCES INC
133,195$00.00%
93
TRNOTERRENO RLTY CORP
111,799$00.00%
94
TBBKBANCORP INC DEL
281,264$00.00%
95
OTTROTTER TAIL CORP
111,457$00.00%
96
EEMISHARES TR
27,279$00.00%
97
SKYWSKYWEST INC
160,600$00.00%
98
VRRMVERRA MOBILITY CORP
274,080$00.00%
99
SKAASKECHERS U S A INC
66,665$00.00%
100
ABBVABBVIE INC
32,764$00.00%
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