Phocas Financial Corp. Q4 2018 Filing

Filed February 15, 2019

Portfolio Value

$896.5M

Holdings

355

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (355 positions)

#StockSharesValue% PortfolioType
101
TKRTIMKEN CO
99,308$3.7M0.41%
102
KOPKOPPERS HOLDINGS INC.
213,343$3.6M0.41%
103
MCDERMOTT INTERNATIONAL, INC.
523,189$3.4M0.38%
104
ABBVABBVIE INC
35,690$3.3M0.37%
105
GUARANTY BANCORP
155,123$3.2M0.36%
106
AVBAVALONBAY COMMUNITIES
17,888$3.1M0.35%
107
BDCBELDEN, INC.
74,497$3.1M0.35%
108
C&J ENERGY SERVICES, INC
220,959$3.0M0.33%
109
MTUSTIMKEN STEEL
324,591$2.8M0.32%
110
AREALEXANDRIA REAL ESTATE
24,508$2.8M0.32%
111
ENTERCOM COMM CORP CL A
490,759$2.8M0.31%
112
CASHMETA FINANCIAL GROUP, INC.
138,810$2.7M0.30%
113
PDCEUSDPDC ENERGY
87,039$2.6M0.29%
114
ELSEQUITY LIFESTYLE PPTYS
22,410$2.2M0.24%
115
PLDPROLOGIS
35,214$2.1M0.23%
116
SPGSIMON PROPERTY GROUP
12,278$2.1M0.23%
117
SCHHSCHWAB STRATEGIC TR
51,901$2.0M0.22%
118
WELLWELLTOWER INC
25,834$1.8M0.20%
119
JNJJOHNSON & JOHNSON
12,517$1.6M0.18%
120
ALEXANDRIA REAL ESTATE PFD D
45,026$1.5M0.17%
121
BXPBOSTON PROPERTIES INC
13,342$1.5M0.17%
122
CABOT MICROELECTRONICS CORPORATION
15,264$1.5M0.16%
123
COR1EURCORESITE REALTY CORP
16,455$1.4M0.16%
124
S76STORE CAPITAL CORPORATION
50,174$1.4M0.16%
125
CSDINVESCO EXCHANGE TRADED FD T
32,141$1.4M0.15%
126
AMTAMERICAN TOWER CORP
7,552$1.2M0.13%
127
CPTCAMDEN PROPERTY TRUST
12,893$1.1M0.13%
128
SCHBSCHWAB STRATEGIC TR
18,874$1.1M0.13%
129
HPPHUDSON PACIFIC PROPERTIES, INC.
37,890$1.1M0.12%
130
EXREXTRA SPACE STORAGE
12,036$1.1M0.12%
131
PSAPUBLIC STORAGE INC
5,305$1.1M0.12%
132
ESSESSEX PROPERTY TRUST
4,216$1.0M0.12%
133
EFAISHARES TR
17,560$1.0M0.12%
134
SUISUN COMMUNITIES INC
10,002$1.0M0.11%
135
REGREGENCY CTRS CORP
16,495$968K0.11%
136
PEPPEPSICO INC
8,616$952K0.11%
137
JPMJPMORGAN CHASE & CO
9,597$937K0.10%
138
IYRISHARES TR
12,448$933K0.10%
139
AAPLAPPLE COMPUTER INC
5,815$917K0.10%
140
GOOGLALPHABET INC CL A
848$886K0.10%
141
FRCBFIRST REPUBLIC BANK
9,694$842K0.09%
142
KRCKILROY REALTY CORP
13,294$836K0.09%
143
SPYSPDR S&P 500 ETF TR
3,269$817K0.09%
144
CVXCHEVRON CORP NEW
7,062$768K0.09%
145
VNOVORNADO REALTY TRUST
11,973$743K0.08%
146
INTCINTEL CORP
15,557$730K0.08%
147
SLG2EURSL GREEN REALTY
8,912$705K0.08%
148
DISWALT DISNEY CO
6,380$700K0.08%
149
SCHFSCHWAB STRATEGIC TR
23,949$679K0.08%
150
TAT&T INC
23,235$663K0.07%
151
PGPROCTER & GAMBLE CO
7,106$653K0.07%
152
CICIGNA CORP
3,365$639K0.07%
153
RSPTINVESCO EXCHANGE TRADED FD T
4,524$637K0.07%
154
INVHINVITATION HOMES, INC.
31,634$635K0.07%
155
VENVENTAS INC
10,691$626K0.07%
156
IFGLISHARES TR
22,025$595K0.07%
157
CLCOLGATE PALMOLIVE CO
9,930$591K0.07%
158
DUKDUKE ENERGY CORP
6,767$584K0.07%
159
DOVDOVER CORP
8,165$579K0.06%
160
BACVERIZON COMMUNICATIONS
10,208$574K0.06%
161
EGPEASTGROUP
6,200$569K0.06%
162
SCHASCHWAB STRATEGIC TR
9,366$568K0.06%
163
FRTEURFEDERAL REALTY INVT TR
4,598$543K0.06%
164
LUVSOUTHWEST AIRLS CO
11,580$538K0.06%
165
ETNEATON CORP
7,700$529K0.06%
166
CUBECUBESMART
17,600$505K0.06%
167
KIMKIMCO REALTY CORP
34,160$500K0.06%
168
MSFTMICROSOFT CORP
4,820$490K0.05%
169
SRGSERITAGE GROWTH PROPERTIES
14,598$472K0.05%
170
LWLAMB WESTON HOLDINGS
5,624$414K0.05%
171
PFFISHARES TR
11,953$409K0.05%
172
HDSUSDHD SUPPLY HOLDINGS INC
10,870$408K0.05%
173
SCHMSCHWAB STRATEGIC TR
8,475$406K0.05%
174
IWOISHARES TR
2,400$403K0.04%
175
XOMEXXON MOBIL CORP
5,862$400K0.04%
176
UDRUNITED DOMINION
9,900$392K0.04%
177
SHOSUNSTONE HOTEL INVESTORS
28,700$373K0.04%
178
HTBKHERITAGE COMMERCE CORP
32,048$363K0.04%
179
DOWDUPONT INC
6,415$343K0.04%
180
ROICUSDRETAIL OPPORTUNITY INVESTMENTS
21,366$339K0.04%
181
TRVCCITIGROUP INC
6,497$338K0.04%
182
LOWLOWES COMPANIES INC
3,650$337K0.04%
183
STWDSTARWOOD PROPERTIES
16,950$334K0.04%
184
AJGGALLAGHER ARTHUR J &CO
4,520$333K0.04%
185
UNUSDUNILEVER NV
6,000$323K0.04%
186
ABTABBOTT LABS
4,360$315K0.04%
187
CDPCORPORATE OFFICE PROPERTIES TRUST
14,793$311K0.03%
188
MACMACERICH CO
7,182$311K0.03%
189
IWRISHARES TR
6,640$309K0.03%
190
PKPARK HOTELS & RESORTS INC.
11,815$307K0.03%
191
DOCUSDPHYSICIANS REALTY TRUST
17,700$284K0.03%
192
IWNISHARES TR
2,560$275K0.03%
193
PFEPFIZER INC
5,986$261K0.03%
194
BRK/BBERKSHIRE HATHAWAY CLASS B
1,170$239K0.03%
195
EMMIS COMMUNICTNS CORP CL A
75,078$239K0.03%
196
KBWRINVESCO EXCHANGE TRADED FD T
5,260$236K0.03%
197
LABORATORY CORP OF AMERICA
1,835$232K0.03%
198
CVSCVS HEALTH CORP
3,505$230K0.03%
199
PGXINVESCO EXCHANGE TRADED FD T
16,930$228K0.03%
200
CLXCLOROX CO DEL
1,250$193K0.02%
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