Phocas Financial Corp. Q3 2019 Filing

Filed November 15, 2019

Portfolio Value

$938.0M

Holdings

193

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
101
TKRTIMKEN CO
88,414$3.8M0.41%
102
PDCOEURPATTERSON COMPANIES INC.
215,035$3.8M0.41%
103
TIVITY HEALTH INC.
222,719$3.7M0.39%
104
CAKECHEESECAKE FACTORY INCORPORATED
87,664$3.7M0.39%
105
FBKFB FINANCIAL CORPORATION
94,994$3.6M0.38%
106
IBTXUSDINDEPENDENT BANK GROUP INC.
64,821$3.4M0.36%
107
AREALEXANDRIA REAL ESTATE
20,724$3.2M0.34%
108
FERRO CORP
262,164$3.1M0.33%
109
AVBAVALONBAY COMMUNITIES
13,984$3.0M0.32%
110
PLDPROLOGIS
32,928$2.8M0.30%
111
ELSEQUITY LIFESTYLE PPTYS
20,895$2.8M0.30%
112
ABBVABBVIE INC
35,580$2.7M0.29%
113
SCHHSCHWAB STRATEGIC TR
51,141$2.4M0.26%
114
SUISUN COMMUNITIES INC
14,822$2.2M0.23%
115
FULH.B. FULLER COMPANY
46,338$2.2M0.23%
116
AMTAMERICAN TOWER CORP
9,580$2.1M0.23%
117
SPGSIMON PROPERTY GROUP
11,570$1.8M0.19%
118
COHRII-VI INCORPORATED
48,903$1.7M0.18%
119
COR1EURCORESITE REALTY CORP
14,050$1.7M0.18%
120
JNJJOHNSON & JOHNSON
12,517$1.6M0.17%
121
BXPBOSTON PROPERTIES INC
12,475$1.6M0.17%
122
WELLWELLTOWER INC
17,649$1.6M0.17%
123
SPYSPDR S&P 500 ETF TR
5,294$1.6M0.17%
124
S76STORE CAPITAL CORPORATION
40,595$1.5M0.16%
125
HPPHUDSON PACIFIC PROPERTIES INC.
45,397$1.5M0.16%
126
CSDINVESCO EXCHANGE TRADED FD T
30,628$1.4M0.15%
127
SCHBSCHWAB STRATEGIC TR
19,094$1.4M0.14%
128
ESSESSEX PROPERTY TRUST
4,047$1.3M0.14%
129
EXREXTRA SPACE STORAGE
10,781$1.3M0.13%
130
CPTCAMDEN PROPERTY TRUST
11,244$1.2M0.13%
131
PEPPEPSICO INC
8,616$1.2M0.13%
132
EFAISHARES MSCI EAFE INDEX FUND
17,475$1.1M0.12%
133
JPMJPMORGAN CHASE & CO
9,597$1.1M0.12%
134
AAPLAPPLE COMPUTER INC
5,000$1.1M0.12%
135
REGREGENCY CTRS CORP
14,994$1.0M0.11%
136
GOOGLALPHABET INC CL A
850$1.0M0.11%
137
IYRISHARES TR
10,265$960K0.10%
138
FRCBFIRST REPUBLIC BANK
9,694$937K0.10%
139
KRCKILROY REALTY CORP
11,972$932K0.10%
140
INVHINVITATION HOMES INC.
31,501$932K0.10%
141
TAT&T INC
24,582$930K0.10%
142
PGPROCTER & GAMBLE CO
7,106$883K0.09%
143
DISWALT DISNEY CO
6,627$863K0.09%
144
PSAPUBLIC STORAGE INC
3,415$837K0.09%
145
CVXCHEVRON CORP NEW
7,062$837K0.09%
146
SCHFSCHWAB INTERNATIONAL EQUITY
25,234$803K0.09%
147
SCHMSCHWAB STRATEGIC TR
14,150$800K0.09%
148
DOVDOVER CORP
8,025$798K0.09%
149
PFFISHARES TR
20,253$760K0.08%
150
RSPTINVESCO EXCHANGE TRADED FD T
4,133$739K0.08%
151
CLCOLGATE PALMOLIVE CO
9,930$729K0.08%
152
PKPARK HOTELS & RESORTS INC
29,046$725K0.08%
153
MSFTMICROSOFT CORP
5,020$697K0.07%
154
VENVENTAS INC
9,471$691K0.07%
155
SLG2EURSL GREEN REALTY
8,403$686K0.07%
156
ETNEATON CORP PLC
8,030$667K0.07%
157
KIMKIMCO REALTY CORP
31,846$664K0.07%
158
SCHASCHWAB STRATEGIC TR
9,496$662K0.07%
159
DUKDUKE ENERGY CORP
6,616$634K0.07%
160
EGPEASTGROUP
5,016$627K0.07%
161
VNOVORNADO REALTY TRUST
9,822$625K0.07%
162
IFGLISHARES TR
20,955$621K0.07%
163
BACVERIZON COMMUNICATIONS
9,978$602K0.06%
164
SRGSERITAGE GROWTH PROPERTIES
14,088$598K0.06%
165
NDQINVESCO QQQ TR
3,050$575K0.06%
166
FRTEURFEDERAL REALTY INVT TR
4,098$557K0.06%
167
CUBECUBESMART
14,683$512K0.05%
168
XOMEXXON MOBIL CORP
6,462$456K0.05%
169
TRVCCITIGROUP INC
6,517$450K0.05%
170
INTCINTEL CORP
8,643$445K0.05%
171
IWOISHARES TR
2,240$431K0.05%
172
HDSUSDHD SUPPLY HOLDINGS INC
10,809$423K0.05%
173
LWLAMB WESTON HOLDINGS
5,718$415K0.04%
174
AJGGALLAGHER ARTHUR J &CO
4,520$404K0.04%
175
LOWLOWES COMPANIES INC
3,650$401K0.04%
176
LUVSOUTHWEST AIRLS CO
7,270$392K0.04%
177
UDRUNITED DOMINION
7,920$383K0.04%
178
SCHKSCHWAB STRATEGIC TR
13,038$380K0.04%
179
EMMIS COMMUNICTNS CORP CL A
74,232$371K0.04%
180
IWRISHARES TR
6,640$371K0.04%
181
UNUSDUNILEVER NV
6,000$360K0.04%
182
ROICUSDRETAIL OPPORTUNITY INVESTMENTS
18,430$335K0.04%
183
SHOSUNSTONE HOTEL INVESTORS
23,130$317K0.03%
184
LABORATORY CORP OF AMERICA
1,835$308K0.03%
185
PGXINVESCO EXCHNG TRADED FD TR
20,480$307K0.03%
186
IWNISHARES TR
2,560$305K0.03%
187
BRK/BBERKSHIRE HATHAWAY CLASS B
1,270$264K0.03%
188
SCHDSCHWAB STRATEGIC TR
4,240$232K0.02%
189
SOSOUTHERN CO
3,310$204K0.02%
190
PFEPFIZER INC
5,636$202K0.02%
191
VVISA INC
1,172$201K0.02%
192
ATLANTIC CAPITAL BANCSHARES INC
11,047$191K0.02%
193
CEMIUSDCHEMBIO DIAGNOSTICS
20,000$122K0.01%
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