Phocas Financial Corp. Q4 2023 Filing

Filed January 30, 2024

Portfolio Value

$756.7M

Holdings

160

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
1
ETNEATON CORP PLC
4,090$984K0.13%
2
8CWCROWN CASTLE INC
7,998$921K0.12%
3
KIMKIMCO RLTY CORP
42,508$906K0.12%
4
JNJJOHNSON & JOHNSON
5,689$891K0.12%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
2,412$860K0.11%
6
VENVENTAS INC
16,539$824K0.11%
7
EQREQUITY RESIDENTIAL
13,436$822K0.11%
8
WYWEYERHAEUSER CO MTN BE
22,644$787K0.10%
9
REGREGENCY CTRS CORP
11,639$780K0.10%
10
PEPPEPSICO INC
4,001$679K0.09%
11
NVDANVIDIA CORPORATION
1,365$675K0.09%
12
DOVDOVER CORP
3,615$556K0.07%
13
AJGGALLAGHER ARTHUR J & CO
2,300$517K0.07%
14
CSDINVESCO EXCHANGE TRADED FD T
7,400$477K0.06%
15
OHIOMEGA HEALTHCARE INVS INC
14,723$451K0.06%
16
FQIDIGITAL RLTY TR INC
3,330$448K0.06%
17
COSTCOSTCO WHSL CORP NEW
606$400K0.05%
18
FPEIFIRST TR EXCH TRADED FD III
22,055$393K0.05%
19
SCHBSCHWAB STRATEGIC TR
6,960$387K0.05%
20
AMZNAMAZON COM INC
2,450$372K0.05%
21
CITHE CIGNA GROUP
1,210$362K0.05%
22
GOOGALPHABET INC
2,200$310K0.04%
23
EEMISHARES TR
7,490$301K0.04%
24
ULUNILEVER PLC
6,000$290K0.04%
25
EFAISHARES TR
3,760$283K0.04%
26
IYRISHARES TR
3,100$283K0.04%
27
SCHHSCHWAB STRATEGIC TR
13,645$282K0.04%
28
BXPBOSTON PROPERTIES INC
3,905$274K0.04%
29
UNHUNITEDHEALTH GROUP INC
460$242K0.03%
30
IWDISHARES TR
1,398$231K0.03%
31
CVSCVS HEALTH CORP
2,705$213K0.03%
32
FNBF N B CORP
728,131$00.00%
33
PNFPPINNACLE FINL PARTNERS INC
82,008$00.00%
34
MSFTMICROSOFT CORP
4,215$00.00%
35
EXREXTRA SPACE STORAGE INC
9,712$00.00%
36
TPHTRI POINTE HOMES INC
245,139$00.00%
37
LNTHLANTHEUS HLDGS INC
93,187$00.00%
38
CIVICIVITAS RESOURCES INC
135,691$00.00%
39
CRSCARPENTER TECHNOLOGY CORP
47,971$00.00%
40
1RGREV GROUP INC
485,452$00.00%
41
SUPNSUPERNUS PHARMACEUTICALS INC
121,559$00.00%
42
PRPERMIAN RESOURCES CORP
666,696$00.00%
43
VTYVERINT SYS INC
150,868$00.00%
44
PLXSPLEXUS CORP
64,424$00.00%
45
AHHARMADA HOFFLER PPTYS INC
815,141$00.00%
46
JACKJACK IN THE BOX INC
76,898$00.00%
47
FULFULLER H B CO
130,701$00.00%
48
LADRLADDER CAP CORP
551,360$00.00%
49
SCHLSCHOLASTIC CORP
86,149$00.00%
50
FT2FIRST HORIZON CORPORATION
410,501$00.00%
51
AIRAAR CORP
150,687$00.00%
52
LITELUMENTUM HLDGS INC
70,282$00.00%
53
APAMARTISAN PARTNERS ASSET MGMT
135,951$00.00%
54
AAPLAPPLE INC
9,521$00.00%
55
SYU1SYNOVUS FINL CORP
188,978$00.00%
56
ATSG*AIR TRANSPORT SERVICES GRP I
156,250$00.00%
57
GNLGLOBAL NET LEASE INC
695,196$00.00%
58
FRMEFIRST MERCHANTS CORP
266,711$00.00%
59
ITGRINTEGER HLDGS CORP
55,882$00.00%
60
EPCEDGEWELL PERS CARE CO
129,479$00.00%
61
PGTIUSDPGT INNOVATIONS INC
197,273$00.00%
62
MGYMAGNOLIA OIL & GAS CORP
131,894$00.00%
63
PTENPATTERSON-UTI ENERGY INC
592,233$00.00%
64
LF2PACIFIC PREMIER BANCORP
176,442$00.00%
65
GIIIG III APPAREL GROUP LTD
140,871$00.00%
66
APY1EURCHAMPIONX CORPORATION
221,155$00.00%
67
CSRCENTERSPACE
77,688$00.00%
68
PORPORTLAND GEN ELEC CO
122,856$00.00%
69
GOOGLALPHABET INC
8,784$00.00%
70
CASHPATHWARD FINANCIAL INC
193,943$00.00%
71
OMFONEMAIN HLDGS INC
121,518$00.00%
72
MODMODINE MFG CO
152,120$00.00%
73
ROFKFORCE INC
78,004$00.00%
74
AMTAMERICAN TOWER CORP NEW
9,978$00.00%
75
SUISUN CMNTYS INC
8,981$00.00%
76
SWXSOUTHWEST GAS HLDGS INC
47,558$00.00%
77
SPBSPECTRUM BRANDS HLDGS INC NE
96,824$00.00%
78
IRTINDEPENDENCE RLTY TR INC
445,278$00.00%
79
REXRREXFORD INDL RLTY INC
32,994$00.00%
80
ITCIEURINTRA-CELLULAR THERAPIES INC
27,210$00.00%
81
CNXCCONCENTRIX CORP
36,693$00.00%
82
TRNOTERRENO RLTY CORP
136,162$00.00%
83
TBBKBANCORP INC DEL
85,149$00.00%
84
OTTROTTER TAIL CORP
113,492$00.00%
85
ACADACADIA PHARMACEUTICALS INC
66,957$00.00%
86
SKYWSKYWEST INC
163,382$00.00%
87
VRRMVERRA MOBILITY CORP
278,855$00.00%
88
PEBPEBBLEBROOK HOTEL TR
220,570$00.00%
89
SKAASKECHERS U S A INC
120,590$00.00%
90
ABBVABBVIE INC
26,350$00.00%
91
SCHXSCHWAB STRATEGIC TR
33,168$00.00%
92
LZBLA Z BOY INC
125,334$00.00%
93
PENNPENN ENTERTAINMENT INC
143,130$00.00%
94
VECOVEECO INSTRS INC DEL
115,984$00.00%
95
MACMACERICH CO
412,418$00.00%
96
RRCRANGE RES CORP
252,328$00.00%
97
AMANTERO MIDSTREAM CORP
309,799$00.00%
98
EFSCENTERPRISE FINL SVCS CORP
228,840$00.00%
99
AXSMAXSOME THERAPEUTICS INC
26,890$00.00%
100
ON1OLD NATL BANCORP IND
430,992$00.00%
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