Phocas Financial Corp. Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$831.6M

Holdings

194

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (194 positions)

#StockSharesValue% PortfolioType
101
PDCOEURPATTERSON COMPANIES, INC.
171,692$3.5M0.42%
102
ACHCACADIA HEALTHCARE COMPANY, INC.
102,807$3.4M0.41%
103
PLDPROLOGIS
38,143$3.4M0.41%
104
TRNOTERRENO REALTY CORPORATION
62,384$3.4M0.41%
105
CUBIC CORPORATION
52,408$3.3M0.40%
106
CADEEURCADENCE BANCORPORATION CLASS A
178,404$3.2M0.39%
107
ELSEQUITY LIFESTYLE PPTYS
44,922$3.2M0.38%
108
ABBVABBVIE INC
35,580$3.1M0.38%
109
SIXEURSIX FLAGS ENTMT CORP NEW
68,991$3.1M0.37%
110
FERRO CORP
209,612$3.1M0.37%
111
AMTAMERICAN TOWER CORP
12,947$3.0M0.36%
112
GBTUSDGLOBAL BLOOD THERAPEUTICS INC.
36,953$2.9M0.35%
113
CAKECHEESECAKE FACTORY INCORPORATED
70,000$2.7M0.33%
114
AVBAVALONBAY CMNTYS INC
12,911$2.7M0.33%
115
SCHHSCHWAB STRATEGIC TR
51,116$2.3M0.28%
116
ICPTUSDINTERCEPT PHARMACEUTICALS, INC.
18,914$2.3M0.28%
117
CHRSCOHERUS BIOSCIENCES, INC.
113,548$2.0M0.25%
118
BXPBOSTON PROPERTIES INC
14,176$2.0M0.23%
119
SUISUN COMMUNITIES INC
12,994$1.9M0.23%
120
FULH.B. FULLER COMPANY
37,008$1.9M0.23%
121
SPGSIMON PROPERTY GROUP
12,604$1.9M0.23%
122
JNJJOHNSON & JOHNSON
12,517$1.8M0.22%
123
SPYSPDR S&P 500 ETF TR
5,294$1.7M0.20%
124
WELLWELLTOWER INC
20,764$1.7M0.20%
125
ESSESSEX PROPERTY TRUST
5,385$1.6M0.19%
126
EQIXEQUINIX, INC.
2,749$1.6M0.19%
127
CSDINVESCO EXCHNG TRADED FD TR
30,828$1.6M0.19%
128
SCHBSCHWAB STRATEGIC TR
19,094$1.5M0.18%
129
AAPLAPPLE INC
4,923$1.4M0.17%
130
CPTCAMDEN PROPERTY TRUST
12,715$1.3M0.16%
131
EXREXTRA SPACE STORAGE
12,610$1.3M0.16%
132
JPMJPMORGAN CHASE & CO
9,505$1.3M0.16%
133
INVHINVITATION HOMES, INC.
43,569$1.3M0.16%
134
EFAISHARES TR
17,475$1.2M0.15%
135
COR1EURCORESITE REALTY CORP
10,805$1.2M0.15%
136
PEPPEPSICO INC
8,616$1.2M0.14%
137
HPPHUDSON PACIFIC PROPERTIES, INC.
30,767$1.2M0.14%
138
FRCBFIRST REPUBLIC BANK
9,694$1.1M0.14%
139
GOOGLALPHABET INC CL A
845$1.1M0.14%
140
DISWALT DISNEY CO
6,627$958K0.12%
141
IYRISHARES TR
10,146$944K0.11%
142
DOVDOVER CORP
8,025$924K0.11%
143
REGREGENCY CTRS CORP
14,578$919K0.11%
144
KRCKILROY REALTY CORP
10,830$908K0.11%
145
PGPROCTER & GAMBLE CO
7,106$887K0.11%
146
TAT&T INC
22,622$884K0.11%
147
S76STORE CAPITAL CORPORATION
23,551$877K0.11%
148
SCHFSCHWAB STRATEGIC TR
25,414$854K0.10%
149
CVXCHEVRON CORP NEW
7,062$851K0.10%
150
RSPTINVESCO EXCHNG TRADED FD TR
4,133$818K0.10%
151
MSFTMICROSOFT CORP
5,020$791K0.10%
152
PFFISHARES TR
20,253$761K0.09%
153
IWRISHARES TR
12,528$746K0.09%
154
SCHASCHWAB STRATEGIC TR
9,656$730K0.09%
155
PSAPUBLIC STORAGE INC
3,365$716K0.09%
156
ETNEATON CORP PLC
7,400$700K0.08%
157
SCHMSCHWAB STRATEGIC TR
11,550$694K0.08%
158
PKPARK HOTELS & RESORTS INC
26,603$688K0.08%
159
CLCOLGATE PALMOLIVE CO
9,930$683K0.08%
160
NDQINVESCO QQQ TR
3,050$648K0.08%
161
BACVERIZON COMMUNICATIONS
9,978$612K0.07%
162
DUKDUKE ENERGY CORP
6,116$557K0.07%
163
TRVCCITIGROUP INC
6,517$520K0.06%
164
SLG2EURSL GREEN REALTY
5,659$519K0.06%
165
INTCINTEL CORP
8,643$517K0.06%
166
LWLAMB WESTON HLDS INC
5,718$491K0.06%
167
IWOISHARES TR
2,240$479K0.06%
168
IFGLISHARES TR
14,955$451K0.05%
169
LOWLOWES COMPANIES INC
3,650$437K0.05%
170
HDSUSDHD SUPPLY HOLDINGS INC
10,809$434K0.05%
171
AJGGALLAGHER ARTHUR J &CO
4,520$430K0.05%
172
SCHKSCHWAB STRATEGIC TR
13,038$411K0.05%
173
XOMEXXON MOBIL CORP
5,852$408K0.05%
174
PEBPEBBLEBROOK HOTEL
14,344$384K0.05%
175
UNUSDUNILEVER NV
6,000$344K0.04%
176
LUVSOUTHWEST AIRLS CO
6,330$341K0.04%
177
IWNISHARES TR
2,560$329K0.04%
178
LABORATORY CORP OF AMERICA
1,835$310K0.04%
179
PGXINVESCO EXCHNG TRADED FD TR
20,480$307K0.04%
180
EMMIS COMMUNICTNS CORP CL A
74,232$299K0.04%
181
SCHDSCHWAB STRATEGIC TR
5,130$297K0.04%
182
KIMKIMCO REALTY CORP
13,866$287K0.03%
183
BRK/BBERKSHIRE HATHAWAY INC DEL
1,270$287K0.03%
184
KBWRINVESCO EXCHNG TRADED FD TR
5,260$283K0.03%
185
FRTEURFEDERAL REALTY INVT TR
2,098$270K0.03%
186
VENVENTAS INC
4,591$265K0.03%
187
CVSCVS HEALTH CORP
3,105$230K0.03%
188
VVISA INC
1,172$220K0.03%
189
PFEPFIZER INC
5,636$220K0.03%
190
AWMSKYWORKS SOLUTIONS INC
1,770$213K0.03%
191
SOSOUTHERN CO
3,310$210K0.03%
192
VNOVORNADO REALTY TRUST
3,082$204K0.02%
193
ATLANTIC CAP BANCSHARES INC
11,047$202K0.02%
194
CEMIUSDCHEMBIO DIAGNOSTICS INC
20,000$91K0.01%
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