Phocas Financial Corp. Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$752.1M

Holdings

144

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
101
GOOGLALPHABET INC
8,784$2.7M0.37%
102
AWNADVANCE AUTO PARTS INC
69,692$2.7M0.36%
103
SCHXSCHWAB STRATEGIC TR
101,124$2.7M0.36%
104
NVDANVIDIA CORPORATION
13,375$2.5M0.33%
105
CRGYCRESCENT ENERGY COMPANY
296,617$2.5M0.33%
106
AAPLAPPLE INC
9,008$2.4M0.33%
107
VCYTVERACYTE INC
50,231$2.1M0.28%
108
CRMDCORMEDIX INC
171,087$2.0M0.26%
109
MSFTMICROSOFT CORP
4,080$2.0M0.26%
110
PTCTPTC THERAPEUTICS INC
25,482$1.9M0.26%
111
ARQTARCUTIS BIOTHERAPEUTICS INC
64,499$1.9M0.25%
112
AVNTAVIENT CORPORATION
53,877$1.7M0.22%
113
NGSNATURAL GAS SVCS GROUP INC
43,688$1.5M0.20%
114
CRCCALIFORNIA RES CORP
31,502$1.4M0.19%
115
ETNEATON CORP PLC
4,090$1.3M0.17%
116
CRKCOMSTOCK RES INC
54,427$1.3M0.17%
117
JNJJOHNSON & JOHNSON
5,689$1.2M0.16%
118
BRK/BBERKSHIRE HATHAWAY INC DEL
2,312$1.2M0.15%
119
SCHBSCHWAB STRATEGIC TR
36,417$955K0.13%
120
KNKNOWLES CORP
43,927$941K0.13%
121
CSDINVESCO EXCHANGE TRADED FD T
7,400$738K0.10%
122
DOVDOVER CORP
3,615$705K0.09%
123
GOOGALPHABET INC
2,200$690K0.09%
124
AJGGALLAGHER ARTHUR J & CO
2,300$595K0.08%
125
AMZNAMAZON COM INC
2,450$565K0.08%
126
COSTCOSTCO WHSL CORP NEW
606$522K0.07%
127
SPGSIMON PPTY GROUP INC NEW
2,355$435K0.06%
128
PLDPROLOGIS INC.
2,844$363K0.05%
129
ULUNILEVER PLC
5,333$348K0.05%
130
SCHHSCHWAB STRATEGIC TR
16,411$342K0.05%
131
EFAISHARES TR
3,520$338K0.04%
132
CITHE CIGNA GROUP
1,210$333K0.04%
133
EQIXEQUINIX INC
429$328K0.04%
134
AVGOBROADCOM INC
900$311K0.04%
135
AGGISHARES TR
2,791$278K0.04%
136
JPMJPMORGAN CHASE & CO.
851$274K0.04%
137
AMTAMERICAN TOWER CORP NEW
1,535$269K0.04%
138
PBFPBF ENERGY INC
9,523$258K0.03%
139
BACBANK AMERICA CORP
4,640$255K0.03%
140
FRTFEDERAL RLTY INVT TR NEW
2,349$236K0.03%
141
SPYSPDR S&P 500 ETF TR
345$235K0.03%
142
IYRISHARES TR
2,350$220K0.03%
143
PANWPALO ALTO NETWORKS INC
1,170$215K0.03%
144
PWRQUANTA SVCS INC
490$206K0.03%
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