Phocas Financial Corp. Q1 2016 Filing

Filed May 17, 2016

Portfolio Value

$1.3B

Holdings

243

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (243 positions)

#StockSharesValue% PortfolioType
101
NBL2EURNOBLE ENRGY INC
181,025$5.7M0.44%
102
DINDINEEQUITY, INC.
60,508$5.7M0.43%
103
RDNRADIAN GROUP INC
455,201$5.6M0.43%
104
ENTERCOM COMM CORP CL A
532,656$5.6M0.43%
105
GSGOLDMAN SACHS GROUP
35,844$5.6M0.43%
106
WEST CORP
246,194$5.6M0.43%
107
ABBVABBVIE INC
97,712$5.6M0.43%
108
JARDEN CORP
94,385$5.6M0.43%
109
PIPRPIPER JAFFRAY COS
109,783$5.4M0.42%
110
SSPE.W. SCRIPPS
348,254$5.4M0.42%
111
HTLDEXPRESS, INC.
252,953$5.4M0.42%
112
SNISCRIPPS NETWORKS INTERACTIVE INC
82,579$5.4M0.42%
113
IDAIDACORP INC
70,843$5.3M0.41%
114
COLMCOLUMBIA SPORTSWEAR CO
85,197$5.1M0.39%
115
FRCBFIRST REP BK SAN
75,823$5.1M0.39%
116
CAPITAL BANK FINANCIAL CORP
163,178$5.0M0.39%
117
ESTERLINE TECHNOLOGIES
78,112$5.0M0.38%
118
SCHXSCHWAB LARGE CAP ETF
102,448$5.0M0.38%
119
AJGGALLAGHER ARTHUR J &CO
112,471$5.0M0.38%
120
QTS REALTY TRUST INC
103,216$4.9M0.38%
121
DSW INC
176,376$4.9M0.37%
122
SIMOSILICON MOTION TECHNOLOGY CORP
124,433$4.8M0.37%
123
MRKMERCK & CO INC
91,269$4.8M0.37%
124
MENTOR GRAPHICS CORP
234,277$4.8M0.37%
125
AMGAFFILIATED MNGRS GRP
29,229$4.7M0.36%
126
HTBKHERITAGE COMMERCE CORP
474,109$4.7M0.36%
127
AWMSKYWORKS SOLUTIONS INC
60,856$4.7M0.36%
128
CICIGNA CORP
34,014$4.7M0.36%
129
PFFISHARES S&P U.S. PREFERRED STOCK INDEX F
118,732$4.6M0.36%
130
INTERVAL LEISURE GROUP, INC
320,436$4.6M0.36%
131
IMPAX LABORATORIES INC
144,159$4.6M0.35%
132
BFHALLIANCE DATA SYS CORP
20,819$4.6M0.35%
133
KAIKADANT INC
101,341$4.6M0.35%
134
HDSUSDHD SUPPLY HOLDINGS INC
137,258$4.5M0.35%
135
CCKCROWN HOLDINGS INC
91,194$4.5M0.35%
136
ATOATMOS ENERGY CORP
60,703$4.5M0.35%
137
DKSDICKS SPORTING GOODS
95,838$4.5M0.34%
138
PLABPHOTRONICS INC
430,335$4.5M0.34%
139
KAPSTONE PAPER & PACKAGING CORP
319,872$4.4M0.34%
140
ARCPEURVEREIT INC
499,305$4.4M0.34%
141
PLDPROLOGIS
99,079$4.4M0.34%
142
ASHASHLAND INC
39,761$4.4M0.34%
143
IBERIABANK CORP
84,705$4.3M0.33%
144
SIGISELECTIVE INS GROUP
118,634$4.3M0.33%
145
BROBROWN & BROWN INC
120,371$4.3M0.33%
146
SJIEURSOUTH JERSEY INDS INC
151,322$4.3M0.33%
147
CBCHUBB LTD
36,040$4.3M0.33%
148
ETNEATON CORP
68,278$4.3M0.33%
149
CAGCONAGRA FOODS INC
95,534$4.3M0.33%
150
NATL PENN BANCSHARES
397,968$4.2M0.33%
151
UNFUNIFIRST CORP MASS
38,621$4.2M0.32%
152
MTRNMATERION CORP
156,292$4.1M0.32%
153
EMEEMCOR GROUP INC
85,137$4.1M0.32%
154
COPCONOCOPHILLIPS
101,517$4.1M0.31%
155
NSCNORFOLK SOUTHERN CORP
48,547$4.0M0.31%
156
FMCF M C CORP COM NEW
100,104$4.0M0.31%
157
MDTMEDTRONIC PLC
53,330$4.0M0.31%
158
RTN1USDRAYTHEON CO COM NEW
32,586$4.0M0.31%
159
SKAASKECHERS U S A INC CL A
130,874$4.0M0.31%
160
ENDURANCE SPECIALTY HOLDINGS LTD.
60,865$4.0M0.31%
161
INTERSIL CORP CL A
294,918$3.9M0.30%
162
EQREQUITY RESIDENTIAL
50,852$3.8M0.29%
163
DEAN FOODS CO NEW
220,173$3.8M0.29%
164
MALLINCKRODT PLC
62,120$3.8M0.29%
165
NORTEK, INC.
77,966$3.8M0.29%
166
SUNTRUST BKS INC
104,334$3.8M0.29%
167
TELTE CONNECTIVITY LTD
60,716$3.8M0.29%
168
BABOEING CO
29,515$3.7M0.29%
169
NORTHSTAR ASSET MANAGEMENT GROUP
324,626$3.7M0.28%
170
HCAHCA INC
46,684$3.6M0.28%
171
WEB.COM GROUP INC
183,535$3.6M0.28%
172
GILDGILEAD SCIENCES INC
36,576$3.4M0.26%
173
APAMARTISAN PARTNERS ASSET MGMT
104,723$3.2M0.25%
174
UALUNITED CONTINENTAL HOLDINGS, INC.
51,406$3.1M0.24%
175
SPGSIMON PROPERTY GROUP
14,373$3.0M0.23%
176
CBTCABOT CORP
60,640$2.9M0.23%
177
AELUSDAMERICAN EQTY INVT LFE
162,013$2.7M0.21%
178
HTZHERTZ GLOBAL HOLDINGS, INC.
258,365$2.7M0.21%
179
PROGENICS PHARMA INC
609,963$2.7M0.20%
180
HLFHERBALIFE LTD
37,777$2.3M0.18%
181
AVBAVALONBAY COMMUNITIES
11,506$2.2M0.17%
182
CTXSEURCITRIX SYS INC
27,177$2.1M0.16%
183
BKRBAKER HUGHES INC
43,120$1.9M0.15%
184
BXPBOSTON PROPERTIES INC
14,243$1.8M0.14%
185
KEYKEYCORP
160,327$1.8M0.14%
186
EXREXTRA SPACE STORAGE
17,589$1.6M0.13%
187
PEPPEPSICO INC
15,842$1.6M0.12%
188
DISWALT DISNEY CO
15,732$1.6M0.12%
189
WRKUSDWESTROCK CO
36,396$1.4M0.11%
190
GOOGLALPHABET INC CL A
1,860$1.4M0.11%
191
GOFGUGGENHEIM SPIN-OFF
34,488$1.3M0.10%
192
PSAPUBLIC STORAGE INC
4,180$1.2M0.09%
193
SCHHSCHWAB US REIT ETF
26,083$1.1M0.08%
194
ESSESSEX PROPERTY TRUST
4,024$941K0.07%
195
SPYSPDR S&P DEPOSITORY RECEIPTS
4,579$941K0.07%
196
MSFTMICROSOFT CORP
16,808$928K0.07%
197
DOVDOVER CORP
13,496$868K0.07%
198
ELSEQUITY LIFESTYLE PPTYS
11,940$868K0.07%
199
IYRISHARES TR DJ US REAL EST
10,561$822K0.06%
200
VENVENTAS INC
12,887$811K0.06%
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