Phocas Financial Corp. Q2 2023 Filing

Filed July 13, 2023

Portfolio Value

$730.8B

Holdings

185

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
1
COSTCOSTCO WHSL CORP NEW
1,841$991.2M0.14%
2
IYRISHARES TR
11,445$990.4M0.14%
3
HYGISHARES TR
13,185$989.8M0.14%
4
SCHMSCHWAB STRATEGIC TR
13,907$987.8M0.14%
5
VENVENTAS INC
20,845$985.8M0.13%
6
WYWEYERHAEUSER CO MTN BE
28,149$943.0M0.13%
7
AMZNAMAZON COM INC
7,210$939.9M0.13%
8
CIVICIVITAS RESOURCES INC
13,019$903.0M0.12%
9
AVBAVALONBAY CMNTYS INC
4,700$889.6M0.12%
10
REGREGENCY CTRS CORP
14,379$888.0M0.12%
11
UNHUNITEDHEALTH GROUP INC
1,805$867.6M0.12%
12
SCHDSCHWAB STRATEGIC TR
11,743$852.8M0.12%
13
SCHCSCHWAB STRATEGIC TR
25,027$845.2M0.12%
14
ESTEEUREARTHSTONE ENERGY INC
55,198$789.0M0.11%
15
VOEVANGUARD INDEX FDS
5,586$773.0M0.11%
16
DOVDOVER CORP
4,890$722.0M0.10%
17
SPYSPDR S&P 500 ETF TR
1,570$696.0M0.10%
18
JPMJPMORGAN CHASE & CO
4,371$635.7M0.09%
19
PGPROCTER AND GAMBLE CO
4,003$607.5M0.08%
20
PEBPEBBLEBROOK HOTEL TR
41,787$583.0M0.08%
21
OHIOMEGA HEALTHCARE INVS INC
18,268$561.0M0.08%
22
CITHE CIGNA GROUP
1,992$559.0M0.08%
23
CLCOLGATE PALMOLIVE CO
7,140$550.1M0.08%
24
FQIDIGITAL RLTY TR INC
4,704$536.0M0.07%
25
DISDISNEY WALT CO
5,867$523.8M0.07%
26
EFAISHARES TR
7,055$511.5M0.07%
27
IWOISHARES TR
2,082$505.2M0.07%
28
AJGGALLAGHER ARTHUR J & CO
2,300$505.0M0.07%
29
PANWPALO ALTO NETWORKS INC
1,915$489.3M0.07%
30
CSDINVESCO EXCHANGE TRADED FD T
7,764$441.2M0.06%
31
DYHTARGET CORP
3,055$403.0M0.06%
32
NDQINVESCO QQQ TR
1,066$393.8M0.05%
33
BXPBOSTON PROPERTIES INC
6,710$386.4M0.05%
34
ABTABBOTT LABS
3,310$360.9M0.05%
35
LLYLILLY ELI & CO
750$351.7M0.05%
36
LABORATORY CORP AMER HLDGS
1,409$340.0M0.05%
37
MCDMCDONALDS CORP
1,099$328.0M0.04%
38
MYRGMYR GROUP INC DEL
2,350$325.1M0.04%
39
ULUNILEVER PLC
6,000$312.8M0.04%
40
IWNISHARES TR
2,126$299.3M0.04%
41
CVXCHEVRON CORP NEW
1,845$290.3M0.04%
42
RFVINVESCO EXCHANGE TRADED FD T
2,750$284.4M0.04%
43
GOOGALPHABET INC
2,260$273.4M0.04%
44
LOWLOWES COS INC
1,160$261.8M0.04%
45
GSGOLDMAN SACHS GROUP INC
810$261.3M0.04%
46
SCHZSCHWAB STRATEGIC TR
5,005$231.0M0.03%
47
CVSCVS HEALTH CORP
3,105$214.6M0.03%
48
PWRQUANTA SVCS INC
1,090$214.1M0.03%
49
XLVSELECT SECTOR SPDR TR
1,610$213.7M0.03%
50
CRMSALESFORCE INC
995$210.2M0.03%
51
STRLSTERLING INFRASTRUCTURE INC
271,757$15K0.00%
52
MTRNMATERION CORP
119,095$13K0.00%
53
MODMODINE MFG CO
421,235$13K0.00%
54
PRIMPRIMORIS SVCS CORP
439,108$13K0.00%
55
RHPRYMAN HOSPITALITY PPTYS INC
137,645$12K0.00%
56
ATKRATKORE INC
72,924$11K0.00%
57
TBBKBANCORP INC DEL
281,264$9K0.00%
58
SPBSPECTRUM BRANDS HLDGS INC NE
124,668$9K0.00%
59
FULFULLER H B CO
128,460$9K0.00%
60
AHHARMADA HOFFLER PPTYS INC
825,679$9K0.00%
61
THCTENET HEALTHCARE CORP
121,379$9K0.00%
62
FNBF N B CORP
715,897$8K0.00%
63
OTTROTTER TAIL CORP
111,457$8K0.00%
64
IRTINDEPENDENCE RLTY TR INC
445,776$8K0.00%
65
PFBCPREFERRED BK LOS ANGELES CA
148,193$8K0.00%
66
NXSTNEXSTAR MEDIA GROUP INC
52,897$8K0.00%
67
ROFKFORCE INC
136,718$8K0.00%
68
AWGASBURY AUTOMOTIVE GROUP INC
33,584$8K0.00%
69
CASHPATHWARD FINANCIAL INC
190,697$8K0.00%
70
EFSCENTERPRISE FINL SVCS CORP
224,993$8K0.00%
71
TWNKEURHOSTESS BRANDS INC
331,389$8K0.00%
72
ROICUSDRETAIL OPPORTUNITY INVTS COR
594,102$8K0.00%
73
PGTIUSDPGT INNOVATIONS INC
302,967$8K0.00%
74
AIRAAR CORP
147,987$8K0.00%
75
ITGRINTEGER HLDGS CORP
88,385$7K0.00%
76
GMREUSDGLOBAL MED REIT INC
805,622$7K0.00%
77
PDCEUSDPDC ENERGY INC
111,332$7K0.00%
78
SCHXSCHWAB STRATEGIC TR
147,979$7K0.00%
79
AVNTAVIENT CORPORATION
190,536$7K0.00%
80
FRMEFIRST MERCHANTS CORP
262,146$7K0.00%
81
TPHTRI POINTE HOMES INC
240,938$7K0.00%
82
AEISADVANCED ENERGY INDS
64,799$7K0.00%
83
JACKJACK IN THE BOX INC
75,596$7K0.00%
84
CHRDCHORD ENERGY CORPORATION
41,519$6K0.00%
85
COHRCOHERENT CORP
122,726$6K0.00%
86
TCBITEXAS CAP BANCSHARES INC
128,134$6K0.00%
87
THE NECESSITY RETAIL REIT IN
1,018,958$6K0.00%
88
1RGREV GROUP INC
477,326$6K0.00%
89
NPOENPRO INDS INC
46,041$6K0.00%
90
WCCWESCO INTL INC
38,055$6K0.00%
91
APY1EURCHAMPIONX CORPORATION
217,509$6K0.00%
92
TRNOTERRENO RLTY CORP
111,799$6K0.00%
93
SKYWSKYWEST INC
160,600$6K0.00%
94
RRCRANGE RES CORP
216,392$6K0.00%
95
ABCBAMERIS BANCORP
199,734$6K0.00%
96
WTMWHITE MTNS INS GROUP LTD
5,022$6K0.00%
97
OGM1COGENT COMMUNICATIONS HLDGS
75,917$5K0.00%
98
PCRXPACIRA BIOSCIENCES INC
133,195$5K0.00%
99
NOGNORTHERN OIL & GAS INC
164,855$5K0.00%
100
CUZCOUSINS PPTYS INC
229,857$5K0.00%
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