Phocas Financial Corp. Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$652.2M

Holdings

145

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
SCHXSCHWAB STRATEGIC TR
$2.3M
ELANELANCO ANIMAL HEALTH INC
$2.3M
AAPLAPPLE INC
$2.1M
THRYTHRYV HLDGS INC
$1.9M
AXSMAXSOME THERAPEUTICS INC
$1.9M
JACKJACK IN THE BOX INC
$1.8M
ACADACADIA PHARMACEUTICALS INC
$1.7M
ARQTARCUTIS BIOTHERAPEUTICS INC
$1.6M
MIRMMIRUM PHARMACEUTICALS INC
$1.6M
MSFTMICROSOFT CORP
$1.5M
NVDANVIDIA CORPORATION
$1.5M
VCYTVERACYTE INC
$1.5M
GOOGLALPHABET INC
$1.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.3M
CRKCOMSTOCK RES INC
$1.1M
ETNEATON CORP PLC
$1.1M
JNJJOHNSON & JOHNSON
$943K
AJGGALLAGHER ARTHUR J & CO
$794K
SCHBSCHWAB STRATEGIC TR
$784K
DOVDOVER CORP
$635K
COSTCOSTCO WHSL CORP NEW
$573K
CSDINVESCO EXCHANGE TRADED FD T
$555K
EQIXEQUINIX INC
$478K
PEPPEPSICO INC
$466K
AMZNAMAZON COM INC
$466K
SPGSIMON PPTY GROUP INC NEW
$439K
AMTAMERICAN TOWER CORP NEW
$405K
CITHE CIGNA GROUP
$398K
ULUNILEVER PLC
$357K
SCHHSCHWAB STRATEGIC TR
$353K
PLDPROLOGIS INC.
$353K
GOOGALPHABET INC
$343K
EFAISHARES TR
$287K
INVHINVITATION HOMES INC
$281K
MAAMID-AMER APT CMNTYS INC
$277K
AGGISHARES TR
$276K
EXREXTRA SPACE STORAGE INC
$275K
SUISUN CMNTYS INC
$244K
AREALEXANDRIA REAL ESTATE EQ IN
$243K
FRTFEDERAL RLTY INVT TR NEW
$235K
UNHUNITEDHEALTH GROUP INC
$227K
IYRISHARES TR
$225K
JPMJPMORGAN CHASE & CO.
$208K
WELLWELLTOWER INC
$207K
PSAPUBLIC STORAGE OPER CO
$206K
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