Phocas Financial Corp. Q2 2016 Filing

Filed August 15, 2016

Portfolio Value

$1.4B

Holdings

245

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (245 positions)

#StockSharesValue% PortfolioType
1
COR1EURCORESITE REALTY CORP
256,631$22.8M1.66%
2
VYXNCR CORP NEW
761,275$21.1M1.54%
3
SUISUN COMMUNITIES INC
243,209$18.6M1.36%
4
PENPENUMBRA INC
307,774$18.3M1.34%
5
FRFIRST INDUSTRIAL RLTY
631,725$17.6M1.28%
6
COSCNO FINANCIAL INC
1,001,845$17.5M1.28%
7
CWCURTISS WRIGHT CORP
192,245$16.2M1.18%
8
XOMEXXON MOBIL CORP
156,790$14.7M1.07%
9
SSFSENSIENT TECH CORP
198,947$14.1M1.03%
10
YADKIN FINL CORP
544,156$13.7M1.00%
11
DLXDELUXE CORP
202,632$13.4M0.98%
12
UCBUNITED CMNTY BKS BLAIRSVLE G
701,302$12.8M0.94%
13
AKRACADIA REALTY TRUST
355,495$12.6M0.92%
14
TTEKTETRA TECH INC NEW
407,072$12.5M0.91%
15
CARRIZO OIL & GAS
348,611$12.5M0.91%
16
PEBPEBBLEBROOK HOTEL
466,475$12.2M0.89%
17
BKHBLACK HILLS CORP
189,947$12.0M0.87%
18
SKYWSKYWEST INC
439,030$11.6M0.85%
19
2362120DSINCLAIR BROADCAST GROUP INC
388,149$11.6M0.85%
20
JPMJPMORGAN CHASE & CO
182,555$11.3M0.83%
21
AREALEXANDRIA REAL ESTATE
109,232$11.3M0.82%
22
CVSCVS HEALTH CORP
117,435$11.2M0.82%
23
FW2NBANNER CORP
263,958$11.2M0.82%
24
ACETO CORP
505,259$11.1M0.81%
25
SBCSABRA HEALTH CARE REIT
535,305$11.0M0.81%
26
CSFLUSDCENTERSTATE BANKS INC
692,594$10.9M0.80%
27
RRCRANGE RES CORP
250,185$10.8M0.79%
28
SAICSCIENCE APPLICATNS INTL CP N
181,136$10.6M0.77%
29
CYPRESS SEMICONDUCTOR
999,030$10.5M0.77%
30
REXRREXFORD INDUSTRIAL REALTY
491,704$10.4M0.76%
31
THSTREEHOUSE FOODS INC
99,865$10.3M0.75%
32
WF2WINTRUST FINL CORP
200,307$10.2M0.75%
33
PDCEUSDPDC ENERGY
175,345$10.1M0.74%
34
CPKCHESAPEAKE UTILITIES CORP.
152,631$10.1M0.74%
35
ROCKGIBRALTAR INDS INC
318,366$10.1M0.73%
36
HPPHUDSON PACIFIC PROPERTIES, INC.
338,561$9.9M0.72%
37
TCBKTRICO BANCSHARES
354,900$9.8M0.71%
38
LF2PACIFIC PREMIER BANCORP
407,409$9.8M0.71%
39
BLDTOPBUILD CORP
269,480$9.8M0.71%
40
CBZCBIZ INC
932,599$9.7M0.71%
41
NSANATIONAL STORAGE AFFILIATES
459,246$9.6M0.70%
42
STATE BANK & TRUST
466,766$9.5M0.69%
43
EDUCATION RLTY TR INC
203,128$9.4M0.68%
44
PRGSPROGRESS SOFTWARE CORP
336,347$9.2M0.67%
45
PLXSPLEXUS CORP
211,248$9.1M0.67%
46
KRGKITE RLTY GROUP TR
324,465$9.1M0.66%
47
HTLFEURHEARTLAND FINL USA INC
253,646$9.0M0.65%
48
BNC BANCORP
392,706$8.9M0.65%
49
KWE1RING ENERGY, INC.
1,008,990$8.9M0.65%
50
IBERIABANK CORP
148,292$8.9M0.65%
51
GEGENERAL ELEC CO
280,355$8.8M0.64%
52
HERITAGE OAKS BANCORP
1,091,151$8.7M0.63%
53
PFEPFIZER INC
245,768$8.7M0.63%
54
ALERE, INC
205,395$8.6M0.62%
55
MDPUSDMEREDITH CORP
161,651$8.4M0.61%
56
SRSPIRE, INC
117,107$8.3M0.61%
57
TXNMPNM RES INC
233,748$8.3M0.60%
58
WNCWABASH NATL CORP
650,712$8.3M0.60%
59
CPE3EURCALLON PETE CO DEL
734,985$8.3M0.60%
60
PAREXEL INTL CORP
130,786$8.2M0.60%
61
SYU1SYNOVUS FINL CORP
283,329$8.2M0.60%
62
ASTEASTEC INDS INC
144,519$8.1M0.59%
63
AIGAMERICAN INTL GROUP
151,416$8.0M0.58%
64
RUTHUSDRUTH'S HOSPITALITY GROUP, INC.
496,360$7.9M0.58%
65
A4SAMERIPRISE FINL INC
88,017$7.9M0.58%
66
KALUKAISER ALUMINUM CORP
87,368$7.9M0.58%
67
PENNEY J C INC
868,471$7.7M0.56%
68
ENTERCOM COMMUNICATIONS CORP
567,230$7.7M0.56%
69
GREAT PLAINS ENERGY
251,207$7.6M0.56%
70
MYRGMYR GROUP INC
309,644$7.5M0.54%
71
DUKDUKE ENERGY CORP
86,337$7.4M0.54%
72
TRVCCITIGROUP INC
173,419$7.4M0.54%
73
SOSOUTHERN CO
136,667$7.3M0.53%
74
PORPORTLAND GENERAL
162,330$7.2M0.52%
75
SWKSTANLEY BLACK & DECKER
64,115$7.1M0.52%
76
RDNRADIAN GROUP INC
678,451$7.1M0.52%
77
HFWAHERITAGE FINANCIAL CORP
401,386$7.1M0.51%
78
BACBANK OF AMERICA CORP
526,826$7.0M0.51%
79
METMETLIFE INC
175,141$7.0M0.51%
80
KMIKINDER MORGAN INC KANS
369,713$6.9M0.50%
81
PHARMERICA
279,348$6.9M0.50%
82
TAT&T INC
158,105$6.8M0.50%
83
JNJJOHNSON & JOHNSON
56,084$6.8M0.50%
84
BOKFBOK FINL CORP COM NEW
108,481$6.8M0.50%
85
NCMIEURNATIONAL CINEMEDIA
434,609$6.7M0.49%
86
VTYVERINT SYS INC
200,907$6.7M0.49%
87
GOOGALPHABET INC CL C
9,577$6.6M0.48%
88
CVXCHEVRON CORP NEW
61,840$6.5M0.47%
89
LIONFIDELITY SOUTHERN CORP
409,027$6.4M0.47%
90
SIMOSILICON MOTION TECHNOLOGY CO
133,797$6.4M0.47%
91
PGPROCTER & GAMBLE CO
74,962$6.3M0.46%
92
NBL2EURNOBLE ENRGY INC
176,787$6.3M0.46%
93
COPCONOCOPHILLIPS
145,103$6.3M0.46%
94
BACVERIZON COMMUNICATIONS
112,963$6.3M0.46%
95
PARK STERLING BANK
880,564$6.2M0.46%
96
TKRTIMKEN CO
201,555$6.2M0.45%
97
AAPLAPPLE COMPUTER INC
64,235$6.1M0.45%
98
IDAIDACORP INC
75,406$6.1M0.45%
99
QTS REALTY TRUST INC
109,282$6.1M0.45%
100
VERIFONE
327,920$6.1M0.44%
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