Phocas Financial Corp. Q3 2024 Filing

Filed November 7, 2024

Portfolio Value

$26.2B

Holdings

138

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
ABBVABBVIE INC
26,350$5.2B19.89%
2
SCHXSCHWAB STRATEGIC TR
35,412$2.4B9.19%
3
AAPLAPPLE INC
9,521$2.2B8.48%
4
MSFTMICROSOFT CORP
4,215$1.8B6.93%
5
NVDANVIDIA CORPORATION
13,650$1.7B6.34%
6
GOOGLALPHABET INC
8,784$1.5B5.57%
7
ETNEATON CORP PLC
4,090$1.4B5.18%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
2,412$1.1B4.24%
9
JNJJOHNSON & JOHNSON
5,689$922.0M3.52%
10
SCHBSCHWAB STRATEGIC TR
12,139$807.5M3.09%
11
DOVDOVER CORP
3,615$693.1M2.65%
12
PEPPEPSICO INC
4,001$680.4M2.60%
13
AJGGALLAGHER ARTHUR J & CO
2,300$647.2M2.47%
14
CSDINVESCO EXCHANGE TRADED FD T
7,400$594.6M2.27%
15
COSTCOSTCO WHSL CORP NEW
606$537.2M2.05%
16
AMZNAMAZON COM INC
2,450$456.5M1.75%
17
CITHE CIGNA GROUP
1,210$419.2M1.60%
18
ULUNILEVER PLC
6,000$389.8M1.49%
19
SCHHSCHWAB STRATEGIC TR
16,411$380.2M1.45%
20
GOOGALPHABET INC
2,200$367.8M1.41%
21
IYRISHARES TR
3,100$315.8M1.21%
22
EFAISHARES TR
3,760$314.4M1.20%
23
AGGISHARES TR
2,791$282.6M1.08%
24
UNHUNITEDHEALTH GROUP INC
460$269.0M1.03%
25
STRLSTERLING INFRASTRUCTURE INC
32,888$88.1M0.34%
26
BOOTBOOT BARN HLDGS INC
76,787$63.0M0.24%
27
NXSTNEXSTAR MEDIA GROUP INC
49,410$43.7M0.17%
28
SKYWSKYWEST INC
226,385$19.2M0.07%
29
PRIMPRIMORIS SVCS CORP
281,055$16.3M0.06%
30
WF2WINTRUST FINL CORP
129,241$14.0M0.05%
31
CRSCARPENTER TECHNOLOGY CORP
81,007$12.9M0.05%
32
CASHPATHWARD FINANCIAL INC
174,307$11.5M0.04%
33
ABCBAMERIS BANCORP
183,022$11.4M0.04%
34
BKHBLACK HILLS CORP
182,635$11.2M0.04%
35
PFBCPREFERRED BK LOS ANGELES CA
135,996$10.9M0.04%
36
UI2KEMPER CORP
168,283$10.3M0.04%
37
TPHTRI POINTE HOMES INC
220,773$10.0M0.04%
38
ATGEADTALEM GLOBAL ED INC
132,211$10.0M0.04%
39
RHPRYMAN HOSPITALITY PPTYS INC
90,528$9.7M0.04%
40
PORPORTLAND GEN ELEC CO
193,787$9.3M0.04%
41
FNBF N B CORP
655,687$9.3M0.04%
42
LNTHLANTHEUS HLDGS INC
83,764$9.2M0.04%
43
FRMEFIRST MERCHANTS CORP
240,230$8.9M0.03%
44
AIRAAR CORP
135,809$8.9M0.03%
45
AVNTAVIENT CORPORATION
174,852$8.8M0.03%
46
KDKYNDRYL HLDGS INC
375,760$8.6M0.03%
47
MTRNMATERION CORP
76,387$8.5M0.03%
48
COHRCOHERENT CORP
95,571$8.5M0.03%
49
AMRXAMNEAL PHARMACEUTICALS INC
1,015,190$8.4M0.03%
50
TCBITEXAS CAP BANCSHARES INC
117,360$8.4M0.03%
51
SPBSPECTRUM BRANDS HLDGS INC NE
87,192$8.3M0.03%
52
FT2FIRST HORIZON CORPORATION
533,295$8.3M0.03%
53
TRNOTERRENO RLTY CORP
122,663$8.2M0.03%
54
THCTENET HEALTHCARE CORP
49,070$8.2M0.03%
55
OTTROTTER TAIL CORP
102,281$8.0M0.03%
56
ADCAGREE RLTY CORP
105,721$8.0M0.03%
57
CMACOMERICA INC
130,652$7.8M0.03%
58
IRTINDEPENDENCE RLTY TR INC
379,876$7.8M0.03%
59
SLGSL GREEN RLTY CORP
111,376$7.8M0.03%
60
EHCENCOMPASS HEALTH CORP
79,381$7.7M0.03%
61
ROICUSDRETAIL OPPORTUNITY INVTS COR
474,003$7.5M0.03%
62
HRIHERC HLDGS INC
46,097$7.3M0.03%
63
PNFPPINNACLE FINL PARTNERS INC
73,850$7.2M0.03%
64
ON1OLD NATL BANCORP IND
387,563$7.2M0.03%
65
AHHARMADA HOFFLER PPTYS INC
667,761$7.2M0.03%
66
FW2NBANNER CORP
118,787$7.1M0.03%
67
LF2PACIFIC PREMIER BANCORP
279,443$7.0M0.03%
68
VRRMVERRA MOBILITY CORP
251,135$7.0M0.03%
69
RRCRANGE RES CORP
226,622$7.0M0.03%
70
PRPERMIAN RESOURCES CORP
488,656$6.7M0.03%
71
COLBCOLUMBIA BKG SYS INC
243,475$6.4M0.02%
72
GMREUSDGLOBAL MED REIT INC
627,690$6.2M0.02%
73
CIVICIVITAS RESOURCES INC
122,398$6.2M0.02%
74
APY1EURCHAMPIONX CORPORATION
200,176$6.0M0.02%
75
PLXSPLEXUS CORP
42,805$5.9M0.02%
76
EFSCENTERPRISE FINL SVCS CORP
113,713$5.8M0.02%
77
LADRLADDER CAP CORP
497,004$5.8M0.02%
78
NSANATIONAL STORAGE AFFILIATES
118,045$5.7M0.02%
79
NOGNORTHERN OIL & GAS INC
153,644$5.4M0.02%
80
FULFULLER H B CO
67,768$5.4M0.02%
81
SANMSANMINA CORPORATION
78,013$5.3M0.02%
82
NPOENPRO INC
32,732$5.3M0.02%
83
TTMITTM TECHNOLOGIES INC
290,524$5.3M0.02%
84
APAMARTISAN PARTNERS ASSET MGMT
122,195$5.3M0.02%
85
OMFONEMAIN HLDGS INC
109,540$5.2M0.02%
86
RRYDER SYS INC
34,387$5.0M0.02%
87
SRJSPARTANNASH CO
219,427$4.9M0.02%
88
SHCSOTERA HEALTH CO
292,212$4.9M0.02%
89
LZBLA Z BOY INC
112,955$4.8M0.02%
90
MODMODINE MFG CO
35,793$4.8M0.02%
91
HTLFEURHEARTLAND FINL USA INC
82,693$4.7M0.02%
92
VTYVERINT SYS INC
182,905$4.6M0.02%
93
ACHCACADIA HEALTHCARE COMPANY IN
72,225$4.6M0.02%
94
ROFKFORCE INC
70,271$4.3M0.02%
95
HGVHILTON GRAND VACATIONS INC
118,573$4.3M0.02%
96
CHRDCHORD ENERGY CORPORATION
32,584$4.2M0.02%
97
EPCEDGEWELL PERS CARE CO
116,441$4.2M0.02%
98
PLUSEPLUS INC
42,827$4.2M0.02%
99
AMANTERO MIDSTREAM CORP
279,272$4.2M0.02%
100
SYU1SYNOVUS FINL CORP
93,195$4.1M0.02%
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