Phocas Financial Corp. Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$134.4B

Holdings

141

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (141 positions)

#StockSharesValue% PortfolioType
101
MTHMERITAGE HOMES CORP
3,623$557.3M0.41%
102
COSTCOSTCO WHSL CORP NEW
606$555.3M0.41%
103
EX9EXELIXIS INC
16,574$551.9M0.41%
104
TKRTIMKEN CO
7,704$549.8M0.41%
105
CSRCENTERSPACE
8,310$549.7M0.41%
106
SKAASKECHERS U S A INC
8,110$545.3M0.41%
107
AMZNAMAZON COM INC
2,450$537.5M0.40%
108
QDELQUIDELORTHO CORP
11,848$527.8M0.39%
109
MKSIMKS INSTRS INC
4,846$505.9M0.38%
110
BGCBGC GROUP INC
55,653$504.2M0.38%
111
GDENGOLDEN ENTMT INC
15,224$481.1M0.36%
112
DFINDONNELLEY FINL SOLUTIONS INC
7,668$481.0M0.36%
113
PLUSEPLUS INC
6,431$475.1M0.35%
114
PEPPEPSICO INC
3,113$473.4M0.35%
115
SWXSOUTHWEST GAS HLDGS INC
6,412$453.4M0.34%
116
TWOTWO HBRS INVT CORP
38,009$449.6M0.33%
117
JACKJACK IN THE BOX INC
10,361$431.4M0.32%
118
ACHOWENS & MINOR INC NEW
32,601$426.1M0.32%
119
GOOGALPHABET INC
2,200$419.0M0.31%
120
ELANELANCO ANIMAL HEALTH INC
34,528$418.1M0.31%
121
THRYTHRYV HLDGS INC
24,377$360.8M0.27%
122
SCHHSCHWAB STRATEGIC TR
16,411$345.6M0.26%
123
PPHMEURAVID BIOSERVICES INC
27,804$343.4M0.26%
124
PEBPEBBLEBROOK HOTEL TR
25,252$342.2M0.25%
125
ULUNILEVER PLC
6,000$340.2M0.25%
126
CITHE CIGNA GROUP
1,210$334.1M0.25%
127
VCYTVERACYTE INC
7,906$313.1M0.23%
128
MDXGMIMEDX GROUP INC
31,833$306.2M0.23%
129
ACADACADIA PHARMACEUTICALS INC
16,379$300.6M0.22%
130
IYRISHARES TR
3,100$288.5M0.21%
131
SEMSELECT MED HLDGS CORP
15,110$284.8M0.21%
132
EFAISHARES TR
3,760$284.3M0.21%
133
AGGISHARES TR
2,791$270.4M0.20%
134
ITCIEURINTRA-CELLULAR THERAPIES INC
2,885$241.0M0.18%
135
MIRMMIRUM PHARMACEUTICALS INC
5,699$235.7M0.18%
136
UNHUNITEDHEALTH GROUP INC
460$232.7M0.17%
137
AXSMAXSOME THERAPEUTICS INC
2,652$224.4M0.17%
138
KKRKKR & CO INC
1,450$214.5M0.16%
139
PANWPALO ALTO NETWORKS INC
1,170$212.9M0.16%
140
BACBANK AMERICA CORP
4,640$203.9M0.15%
141
SPYSPDR S&P 500 ETF TR
345$202.2M0.15%
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