Phocas Financial Corp. Q2 2023 Filing

Filed July 13, 2023

Portfolio Value

$730.8B

Holdings

185

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
101
EQIXEQUINIX INC
3,589$2.8B0.39%
102
PNFPPINNACLE FINL PARTNERS INC
49,029$2.8B0.38%
103
QDELQUIDELORTHO CORP
32,993$2.7B0.37%
104
MGYMAGNOLIA OIL & GAS CORP
129,424$2.7B0.37%
105
UI2KEMPER CORP
55,300$2.7B0.37%
106
SNEXSTONEX GROUP INC
32,113$2.7B0.37%
107
GIIIG III APPAREL GROUP LTD
138,347$2.7B0.36%
108
BRK/BBERKSHIRE HATHAWAY INC DEL
7,682$2.6B0.36%
109
SCHBSCHWAB STRATEGIC TR
50,193$2.6B0.36%
110
AMTAMERICAN TOWER CORP NEW
13,312$2.6B0.35%
111
HTLFEURHEARTLAND FINL USA INC
91,157$2.5B0.35%
112
PSAPUBLIC STORAGE
8,579$2.5B0.34%
113
REXRREXFORD INDL RLTY INC
47,129$2.5B0.34%
114
DCODUCOMMUN INC DEL
56,081$2.4B0.33%
115
PPHMEURAVID BIOSERVICES INC
174,232$2.4B0.33%
116
SCHHSCHWAB STRATEGIC TR
118,540$2.3B0.32%
117
SPGSIMON PPTY GROUP INC NEW
18,762$2.2B0.30%
118
UNFIUNITED NAT FOODS INC
110,017$2.2B0.29%
119
JNJJOHNSON & JOHNSON
12,478$2.1B0.28%
120
INVHINVITATION HOMES INC
55,901$1.9B0.26%
121
RSPINVESCO EXCHANGE TRADED FD T
12,486$1.9B0.26%
122
EXREXTRA SPACE STORAGE INC
11,999$1.8B0.24%
123
NVDANVIDIA CORPORATION
4,013$1.7B0.23%
124
MAAMID-AMER APT CMNTYS INC
10,782$1.6B0.22%
125
AREALEXANDRIA REAL ESTATE EQ IN
12,951$1.5B0.20%
126
SUISUN CMNTYS INC
11,006$1.4B0.20%
127
ELSEQUITY LIFESTYLE PPTYS INC
20,410$1.4B0.19%
128
CHRSCOHERUS BIOSCIENCES INC
293,538$1.3B0.17%
129
IWDISHARES TR
7,868$1.2B0.17%
130
ETNEATON CORP PLC
5,905$1.2B0.16%
131
PEPPEPSICO INC
6,162$1.1B0.16%
132
8CWCROWN CASTLE INC
9,944$1.1B0.16%
133
EQREQUITY RESIDENTIAL
16,769$1.1B0.15%
134
EEMISHARES TR
27,279$1.1B0.15%
135
KIMKIMCO RLTY CORP
53,101$1.0B0.14%
136
COSTCOSTCO WHSL CORP NEW
1,841$991.2M0.14%
137
IYRISHARES TR
11,445$990.4M0.14%
138
HYGISHARES TR
13,185$989.8M0.14%
139
SCHMSCHWAB STRATEGIC TR
13,907$987.8M0.14%
140
VENVENTAS INC
20,845$985.8M0.13%
141
WYWEYERHAEUSER CO MTN BE
28,149$943.0M0.13%
142
AMZNAMAZON COM INC
7,210$939.9M0.13%
143
CIVICIVITAS RESOURCES INC
13,019$903.0M0.12%
144
AVBAVALONBAY CMNTYS INC
4,700$889.6M0.12%
145
REGREGENCY CTRS CORP
14,379$888.0M0.12%
146
UNHUNITEDHEALTH GROUP INC
1,805$867.6M0.12%
147
SCHDSCHWAB STRATEGIC TR
11,743$852.8M0.12%
148
SCHCSCHWAB STRATEGIC TR
25,027$845.2M0.12%
149
ESTEEUREARTHSTONE ENERGY INC
55,198$789.0M0.11%
150
VOEVANGUARD INDEX FDS
5,586$773.0M0.11%
151
DOVDOVER CORP
4,890$722.0M0.10%
152
SPYSPDR S&P 500 ETF TR
1,570$696.0M0.10%
153
JPMJPMORGAN CHASE & CO
4,371$635.7M0.09%
154
PGPROCTER AND GAMBLE CO
4,003$607.5M0.08%
155
PEBPEBBLEBROOK HOTEL TR
41,787$583.0M0.08%
156
OHIOMEGA HEALTHCARE INVS INC
18,268$561.0M0.08%
157
CITHE CIGNA GROUP
1,992$559.0M0.08%
158
CLCOLGATE PALMOLIVE CO
7,140$550.1M0.08%
159
FQIDIGITAL RLTY TR INC
4,704$536.0M0.07%
160
DISDISNEY WALT CO
5,867$523.8M0.07%
161
EFAISHARES TR
7,055$511.5M0.07%
162
IWOISHARES TR
2,082$505.2M0.07%
163
AJGGALLAGHER ARTHUR J & CO
2,300$505.0M0.07%
164
PANWPALO ALTO NETWORKS INC
1,915$489.3M0.07%
165
CSDINVESCO EXCHANGE TRADED FD T
7,764$441.2M0.06%
166
DYHTARGET CORP
3,055$403.0M0.06%
167
NDQINVESCO QQQ TR
1,066$393.8M0.05%
168
BXPBOSTON PROPERTIES INC
6,710$386.4M0.05%
169
ABTABBOTT LABS
3,310$360.9M0.05%
170
LLYLILLY ELI & CO
750$351.7M0.05%
171
LABORATORY CORP AMER HLDGS
1,409$340.0M0.05%
172
MCDMCDONALDS CORP
1,099$328.0M0.04%
173
MYRGMYR GROUP INC DEL
2,350$325.1M0.04%
174
ULUNILEVER PLC
6,000$312.8M0.04%
175
IWNISHARES TR
2,126$299.3M0.04%
176
CVXCHEVRON CORP NEW
1,845$290.3M0.04%
177
RFVINVESCO EXCHANGE TRADED FD T
2,750$284.4M0.04%
178
GOOGALPHABET INC
2,260$273.4M0.04%
179
LOWLOWES COS INC
1,160$261.8M0.04%
180
GSGOLDMAN SACHS GROUP INC
810$261.3M0.04%
181
SCHZSCHWAB STRATEGIC TR
5,005$231.0M0.03%
182
CVSCVS HEALTH CORP
3,105$214.6M0.03%
183
PWRQUANTA SVCS INC
1,090$214.1M0.03%
184
XLVSELECT SECTOR SPDR TR
1,610$213.7M0.03%
185
CRMSALESFORCE INC
995$210.2M0.03%
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