Phocas Financial Corp. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$771.4B

Holdings

147

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (147 positions)

#StockSharesValue% PortfolioType
101
SCHXSCHWAB STRATEGIC TR
102,081$2.7B0.35%
102
CRGYCRESCENT ENERGY COMPANY
297,346$2.7B0.34%
103
EHABENHABIT INC
328,770$2.6B0.34%
104
NVDANVIDIA CORPORATION
13,375$2.5B0.32%
105
AAPLAPPLE INC
9,100$2.3B0.30%
106
PTCTPTC THERAPEUTICS INC
37,234$2.3B0.30%
107
EPCEDGEWELL PERS CARE CO
111,411$2.3B0.29%
108
CRNXCRINETICS PHARMACEUTICALS IN
54,015$2.2B0.29%
109
ACADACADIA PHARMACEUTICALS INC
104,343$2.2B0.29%
110
GOOGLALPHABET INC
8,784$2.1B0.28%
111
MSFTMICROSOFT CORP
4,080$2.1B0.27%
112
ARQTARCUTIS BIOTHERAPEUTICS INC
106,307$2.0B0.26%
113
AGIOAGIOS PHARMACEUTICALS INC
46,608$1.9B0.24%
114
AVNTAVIENT CORPORATION
54,006$1.8B0.23%
115
VCYTVERACYTE INC
50,353$1.7B0.22%
116
CRCCALIFORNIA RES CORP
31,579$1.7B0.22%
117
ETNEATON CORP PLC
4,090$1.5B0.20%
118
BRK/BBERKSHIRE HATHAWAY INC DEL
2,372$1.2B0.15%
119
CRKCOMSTOCK RES INC
54,827$1.1B0.14%
120
JNJJOHNSON & JOHNSON
5,689$1.1B0.14%
121
SCHBSCHWAB STRATEGIC TR
36,417$936.3M0.12%
122
AJGGALLAGHER ARTHUR J & CO
2,300$712.4M0.09%
123
CSDINVESCO EXCHANGE TRADED FD T
7,400$689.1M0.09%
124
DOVDOVER CORP
3,615$603.1M0.08%
125
COSTCOSTCO WHSL CORP NEW
606$560.9M0.07%
126
AMZNAMAZON COM INC
2,450$537.9M0.07%
127
GOOGALPHABET INC
2,200$535.8M0.07%
128
SPGSIMON PPTY GROUP INC NEW
2,376$445.9M0.06%
129
PEPPEPSICO INC
3,113$437.2M0.06%
130
ULUNILEVER PLC
6,000$355.7M0.05%
131
SCHHSCHWAB STRATEGIC TR
16,411$354.0M0.05%
132
CITHE CIGNA GROUP
1,210$348.8M0.05%
133
EQIXEQUINIX INC
433$339.1M0.04%
134
PLDPROLOGIS INC.
2,874$329.1M0.04%
135
EFAISHARES TR
3,520$328.7M0.04%
136
AMTAMERICAN TOWER CORP NEW
1,636$314.6M0.04%
137
AVGOBROADCOM INC
900$296.9M0.04%
138
PBFPBF ENERGY INC
9,581$289.1M0.04%
139
JPMJPMORGAN CHASE & CO.
851$268.4M0.03%
140
BACBANK AMERICA CORP
4,640$239.4M0.03%
141
FRTFEDERAL RLTY INVT TR NEW
2,362$239.3M0.03%
142
PANWPALO ALTO NETWORKS INC
1,170$238.2M0.03%
143
SPYSPDR S&P 500 ETF TR
345$229.8M0.03%
144
IYRISHARES TR
2,350$228.1M0.03%
145
EXREXTRA SPACE STORAGE INC
1,570$221.3M0.03%
146
INVHINVITATION HOMES INC
6,957$204.0M0.03%
147
PWRQUANTA SVCS INC
490$203.1M0.03%
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