Phocas Financial Corp. Q3 2022 Filing

Filed October 14, 2022

Portfolio Value

$645.5M

Holdings

201

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
101
SPBSPECTRUM BRANDS HLDGS INC NE
69,050$2.7M0.42%
102
IRWDIRONWOOD PHARMACEUTICALS INC
253,951$2.6M0.41%
103
GOOGLALPHABET INC
27,233$2.6M0.40%
104
DBIDESIGNER BRANDS INC
168,769$2.6M0.40%
105
BOOTBOOT BARN HLDGS INC
43,158$2.5M0.39%
106
MYGNMYRIAD GENETICS INC
130,705$2.5M0.39%
107
REXRREXFORD INDL RLTY INC
47,698$2.5M0.38%
108
HRMYHARMONY BIOSCIENCES HLDGS IN
54,258$2.4M0.37%
109
PLUSEPLUS INC
56,123$2.3M0.36%
110
TDCTERADATA CORP DEL
74,856$2.3M0.36%
111
EQIXEQUINIX INC
3,993$2.3M0.35%
112
SCHBSCHWAB STRATEGIC TR
53,793$2.3M0.35%
113
JNJJOHNSON & JOHNSON
13,271$2.2M0.34%
114
PSAPUBLIC STORAGE
7,307$2.1M0.33%
115
APAMARTISAN PARTNERS ASSET MGMT
78,376$2.1M0.33%
116
AREALEXANDRIA REAL ESTATE EQ IN
15,003$2.1M0.33%
117
GIIIG III APPAREL GROUP LTD
138,121$2.1M0.32%
118
INVHINVITATION HOMES INC
60,856$2.1M0.32%
119
SUISUN CMNTYS INC
12,692$1.7M0.27%
120
BRK/BBERKSHIRE HATHAWAY INC DEL
6,425$1.7M0.27%
121
SPGSIMON PPTY GROUP INC NEW
17,712$1.6M0.25%
122
8CWCROWN CASTLE INC
10,767$1.6M0.24%
123
SCHHSCHWAB STRATEGIC TR
78,814$1.5M0.23%
124
VTWOVANGUARD SCOTTSDALE FDS
21,812$1.5M0.23%
125
BVBRIGHTVIEW HLDGS INC
178,686$1.4M0.22%
126
ELSEQUITY LIFESTYLE PPTYS INC
21,650$1.4M0.21%
127
FRCBFIRST REP BK SAN FRANCISCO C
10,244$1.3M0.21%
128
IYRISHARES TR
16,054$1.3M0.20%
129
FRTFEDERAL RLTY INVT TR NEW
13,904$1.3M0.19%
130
MAAMID-AMER APT CMNTYS INC
7,968$1.2M0.19%
131
IWNISHARES TR
9,485$1.2M0.19%
132
PEPPEPSICO INC
7,129$1.2M0.18%
133
ESSESSEX PPTY TR INC
4,486$1.1M0.17%
134
ETNEATON CORP PLC
7,015$936K0.14%
135
RSPINVESCO EXCHANGE TRADED FD T
7,345$935K0.14%
136
CICIGNA CORP NEW
3,245$900K0.14%
137
AVBAVALONBAY CMNTYS INC
4,818$887K0.14%
138
IWOISHARES TR
4,280$884K0.14%
139
WYWEYERHAEUSER CO MTN BE
30,874$882K0.14%
140
COSTCOSTCO WHSL CORP NEW
1,853$875K0.14%
141
JPMJPMORGAN CHASE & CO
8,326$870K0.13%
142
REGREGENCY CTRS CORP
16,103$868K0.13%
143
XLVSELECT SECTOR SPDR TR
6,473$784K0.12%
144
UNHUNITEDHEALTH GROUP INC
1,545$780K0.12%
145
VOEVANGUARD INDEX FDS
6,290$766K0.12%
146
DOCHEALTHPEAK PROPERTIES INC
33,180$760K0.12%
147
AMZNAMAZON COM INC
6,682$755K0.12%
148
CIVICIVITAS RESOURCES INC
13,019$747K0.12%
149
SCHZSCHWAB STRATEGIC TR
16,356$741K0.11%
150
DOVDOVER CORP
6,190$722K0.11%
151
CLCOLGATE PALMOLIVE CO
10,046$706K0.11%
152
ESTEEUREARTHSTONE ENERGY INC
55,198$680K0.11%
153
PGPROCTER AND GAMBLE CO
5,362$677K0.10%
154
EFAISHARES TR
11,845$663K0.10%
155
DISDISNEY WALT CO
7,027$663K0.10%
156
BXPBOSTON PROPERTIES INC
8,823$661K0.10%
157
SCHASCHWAB STRATEGIC TR
17,180$649K0.10%
158
CSDINVESCO EXCHANGE TRADED FD T
13,515$644K0.10%
159
SPYSPDR S&P 500 ETF TR
1,764$630K0.10%
160
NVDANVIDIA CORPORATION
4,958$602K0.09%
161
AJGGALLAGHER ARTHUR J & CO
3,450$591K0.09%
162
LVLNSPDR SER TR
9,207$542K0.08%
163
SLGSL GREEN RLTY CORP
13,250$532K0.08%
164
DUKDUKE ENERGY CORP NEW
5,711$531K0.08%
165
XOPSPDR SER TR
4,140$516K0.08%
166
DYHTARGET CORP
3,350$497K0.08%
167
SCHMSCHWAB STRATEGIC TR
7,285$441K0.07%
168
XLESELECT SECTOR SPDR TR
6,040$435K0.07%
169
KKRKKR & CO INC
9,970$429K0.07%
170
LABORATORY CORP AMER HLDGS
2,067$423K0.07%
171
LOWLOWES COS INC
2,160$406K0.06%
172
CVXCHEVRON CORP NEW
2,643$380K0.06%
173
ABTABBOTT LABS
3,810$369K0.06%
174
RSPUINVESCO EXCHANGE TRADED FD T
3,400$362K0.06%
175
GSGOLDMAN SACHS GROUP INC
1,230$360K0.06%
176
PFFISHARES TR
11,086$351K0.05%
177
RSPTINVESCO EXCHANGE TRADED FD T
1,507$341K0.05%
178
FNDFSCHWAB STRATEGIC TR
13,199$332K0.05%
179
AGGISHARES TR
3,273$315K0.05%
180
SCHFSCHWAB STRATEGIC TR
10,612$299K0.05%
181
CVSCVS HEALTH CORP
3,105$296K0.05%
182
BXBLACKSTONE INC
3,520$295K0.05%
183
SOXXISHARES TR
922$294K0.05%
184
MCDMCDONALDS CORP
1,274$294K0.05%
185
BONDPIMCO ETF TR
3,234$290K0.04%
186
LWLAMB WESTON HLDGS INC
3,743$290K0.04%
187
NDQINVESCO QQQ TR
1,081$289K0.04%
188
IUSGISHARES TR
3,458$277K0.04%
189
IWRISHARES TR
4,334$269K0.04%
190
ESGVVANGUARD WORLD FD
4,240$267K0.04%
191
PFEPFIZER INC
6,060$265K0.04%
192
ULUNILEVER PLC
6,000$263K0.04%
193
PANWPALO ALTO NETWORKS INC
1,590$260K0.04%
194
DEDEERE & CO
750$250K0.04%
195
IWSISHARES TR
2,400$231K0.04%
196
GOOGALPHABET INC
2,340$225K0.03%
197
RFVINVESCO EXCHANGE TRADED FD T
2,525$201K0.03%
198
SSBUSDSOUTHSTATE CORPORATION
2,536$201K0.03%
199
PGXINVESCO EXCH TRADED FD TR II
15,205$181K0.03%
200
AEOAMERICAN EAGLE OUTFITTERS IN
12,282$120K0.02%
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