Phocas Financial Corp. Diversified Active

Location: Alameda, CA

CIK: 0001356783 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 30, 2024

Total Value: $757M (100.0% shares, 0.0% debt)

Holdings (160)

MTRN MATERION CORP 2.1%
Value $15.78M Shares 121,264 Est. Cost $52.14 Unrealized +110.4%
RHP RYMAN HOSPITALITY PPTYS INC 1.6%
Value $12.03M Shares 109,287 Est. Cost $79.07 Unrealized
ATKR ATKORE INC 1.6%
Value $11.9M Shares 74,373 Est. Cost $27.42 Unrealized +385.3%
PFBC PREFERRED BK LOS ANGELES CA 1.5%
Value $11.02M Shares 150,897 Est. Cost $51.22 Unrealized +27.2%
ABCB AMERIS BANCORP 1.4%
Value $10.78M Shares 203,211 Est. Cost $38.60 Unrealized +8.0%
FUL FULLER H B CO 1.4%
Value $10.64M Shares 130,701 Est. Cost $63.89 Unrealized +12.1%
PRIM PRIMORIS SVCS CORP 1.4%
Value $10.37M Shares 312,350 Est. Cost $25.31 Unrealized +23.2%
CASH PATHWARD FINANCIAL INC 1.4%
Value $10.27M Shares 193,943 Est. Cost $24.06 Unrealized +102.8%
EFSC ENTERPRISE FINL SVCS CORP 1.4%
Value $10.22M Shares 228,840 Est. Cost $36.21 Unrealized +2.7%
AHRT ARMADA HOFFLER PPTYS INC 1.3%
Value $10.08M Shares 815,141 Est. Cost $10.97 Unrealized
FNB F N B CORP 1.3%
Value $10.03M Shares 728,131 Est. Cost $10.60 Unrealized +4.0%
FRME FIRST MERCHANTS CORP 1.3%
Value $9.89M Shares 266,711 Est. Cost $31.32 Unrealized -8.9%
OTTR OTTER TAIL CORP 1.3%
Value $9.643M Shares 113,492 Est. Cost $39.40 Unrealized +85.1%
WTFC WINTRUST FINL CORP 1.3%
Value $9.459M Shares 101,986 Est. Cost $78.52 Unrealized +5.3%
AIR AAR CORP 1.2%
Value $9.403M Shares 150,687 Est. Cost $40.07 Unrealized +60.2%
THC TENET HEALTHCARE CORP 1.2%
Value $9.33M Shares 123,456 Est. Cost $50.25 Unrealized +26.1%
CIVI CIVITAS RESOURCES INC 1.2%
Value $9.279M Shares 135,691 Est. Cost $61.72 Unrealized -1.6%
MOD MODINE MFG CO 1.2%
Value $9.082M Shares 152,120 Est. Cost $8.28 Unrealized +491.0%
PR PERMIAN RESOURCES CORP 1.2%
Value $9.067M Shares 666,696 Est. Cost $13.69 Unrealized 0.0%
REV GROUP INC 1.2%
Value $8.821M Shares 485,452 Est. Cost $15.79 Unrealized
GLOBAL MED REIT INC 1.2%
Value $8.763M Shares 789,494 Est. Cost $11.33 Unrealized
STRL STERLING INFRASTRUCTURE INC 1.2%
Value $8.711M Shares 99,064 Est. Cost $15.38 Unrealized +370.0%
TPH TRI POINTE HOMES INC 1.1%
Value $8.678M Shares 245,139 Est. Cost $20.42 Unrealized +42.3%
TRNO TERRENO RLTY CORP 1.1%
Value $8.533M Shares 136,162 Est. Cost $56.22 Unrealized
SKYW SKYWEST INC 1.1%
Value $8.529M Shares 163,382 Est. Cost $20.01 Unrealized +124.6%
NXST NEXSTAR MEDIA GROUP INC 1.1%
Value $8.464M Shares 53,998 Est. Cost $85.79 Unrealized +55.3%
TCBI TEXAS CAP BANCSHARES INC 1.1%
Value $8.423M Shares 130,329 Est. Cost $64.49 Unrealized -10.7%
RETAIL OPPORTUNITY INVTS COR 1.1%
Value $8.262M Shares 588,908 Est. Cost $12.72 Unrealized
AVNT AVIENT CORPORATION 1.1%
Value $8.065M Shares 194,010 Est. Cost $28.07 Unrealized +17.2%
PGT INNOVATIONS INC 1.1%
Value $8.029M Shares 197,273 Est. Cost $21.58 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 1.0%
Value $7.724M Shares 96,824 Est. Cost $52.07 Unrealized +44.7%
WTM WHITE MTNS INS GROUP LTD 1.0%
Value $7.695M Shares 5,113 Est. Cost $1075.70 Unrealized +38.2%
RRC RANGE RES CORP 1.0%
Value $7.681M Shares 252,328 Est. Cost $19.69 Unrealized +66.7%
ABG ASBURY AUTOMOTIVE GROUP INC 1.0%
Value $7.662M Shares 34,058 Est. Cost $109.27 Unrealized +93.4%
HRI HERC HLDGS INC 1.0%
Value $7.622M Shares 51,192 Est. Cost $120.18 Unrealized -2.6%
SKECHERS U S A INC 1.0%
Value $7.518M Shares 120,590 Est. Cost $54.15 Unrealized
CVSA ADTALEM GLOBAL ED INC 1.0%
Value $7.305M Shares 123,917 Est. Cost $53.35 Unrealized 0.0%
ONB OLD NATL BANCORP IND 1.0%
Value $7.279M Shares 430,992 Est. Cost $13.32 Unrealized +12.7%
AEIS ADVANCED ENERGY INDS 0.9%
Value $7.178M Shares 65,905 Est. Cost $76.20 Unrealized +26.7%
PINNACLE FINL PARTNERS INC 0.9%
Value $7.153M Shares 82,008 Est. Cost $68.07 Unrealized
SYNOVUS FINL CORP 0.9%
Value $7.115M Shares 188,978 Est. Cost $37.65 Unrealized
BANR BANNER CORP 0.9%
Value $7.065M Shares 131,912 Est. Cost $53.13 Unrealized -20.0%
EXEL EXELIXIS INC 0.9%
Value $7.045M Shares 293,677 Est. Cost $17.91 Unrealized +21.4%
PLXS PLEXUS CORP 0.9%
Value $6.966M Shares 64,424 Est. Cost $59.08 Unrealized +70.0%
GNL GLOBAL NET LEASE INC 0.9%
Value $6.917M Shares 695,196 Est. Cost $9.62 Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN 0.9%
Value $6.887M Shares 88,568 Est. Cost $74.02 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC 0.9%
Value $6.813M Shares 445,278 Est. Cost $12.70 Unrealized
DCOM DIME CMNTY BANCSHARES INC 0.9%
Value $6.739M Shares 250,240 Est. Cost $23.80 Unrealized -17.6%
EHC ENCOMPASS HEALTH CORP 0.9%
Value $6.664M Shares 99,875 Est. Cost $62.65 Unrealized +1.8%
CMA COMERICA INC 0.9%
Value $6.624M Shares 118,689 Est. Cost $35.31 Unrealized +15.2%
CHAMPIONX CORPORATION 0.9%
Value $6.46M Shares 221,155 Est. Cost $16.75 Unrealized
VRRM VERRA MOBILITY CORP 0.8%
Value $6.422M Shares 278,855 Est. Cost $15.49 Unrealized +32.4%
PTEN PATTERSON-UTI ENERGY INC 0.8%
Value $6.396M Shares 592,233 Est. Cost $12.11 Unrealized +0.4%
MAC MACERICH CO 0.8%
Value $6.364M Shares 412,418 Est. Cost $12.46 Unrealized
LADR LADDER CAP CORP 0.8%
Value $6.346M Shares 551,360 Est. Cost $4.49 Unrealized
NOG NORTHERN OIL & GAS INC 0.8%
Value $6.312M Shares 170,273 Est. Cost $17.58 Unrealized +115.1%
JACK JACK IN THE BOX INC 0.8%
Value $6.277M Shares 76,898 Est. Cost $76.90 Unrealized -7.9%
CHRD CHORD ENERGY CORPORATION 0.8%
Value $6.128M Shares 36,862 Est. Cost $124.76 Unrealized +15.6%
APAM ARTISAN PARTNERS ASSET MGMT 0.8%
Value $6.006M Shares 135,951 Est. Cost $27.02 Unrealized +14.3%
OMF ONEMAIN HLDGS INC 0.8%
Value $5.979M Shares 121,518 Est. Cost $29.13 Unrealized +40.0%
CCOI COGENT COMMUNICATIONS HLDGS 0.8%
Value $5.873M Shares 77,216 Est. Cost $54.03 Unrealized +8.6%
FHN FIRST HORIZON CORPORATION 0.8%
Value $5.813M Shares 410,501 Est. Cost $12.09 Unrealized -7.6%
LNTH LANTHEUS HLDGS INC 0.8%
Value $5.778M Shares 93,187 Est. Cost $68.97 Unrealized -1.8%
NPO ENPRO INC 0.8%
Value $5.708M Shares 36,416 Est. Cost $90.11 Unrealized +43.6%
SPARTANNASH CO 0.7%
Value $5.554M Shares 241,986 Est. Cost $22.59 Unrealized
ITGR INTEGER HLDGS CORP 0.7%
Value $5.537M Shares 55,882 Est. Cost $79.20 Unrealized +8.7%
KD KYNDRYL HLDGS INC 0.7%
Value $5.446M Shares 262,086 Est. Cost $17.09 Unrealized 0.0%
COHR COHERENT CORP 0.7%
Value $5.434M Shares 124,829 Est. Cost $35.56 Unrealized +1.4%
NSA NATIONAL STORAGE AFFILIATES 0.7%
Value $5.432M Shares 130,989 Est. Cost $36.21 Unrealized
POR PORTLAND GEN ELEC CO 0.7%
Value $5.325M Shares 122,856 Est. Cost $32.50 Unrealized +15.2%
HGV HILTON GRAND VACATIONS INC 0.7%
Value $5.294M Shares 131,758 Est. Cost $28.63 Unrealized +31.1%
KFRC KFORCE INC 0.7%
Value $5.27M Shares 78,004 Est. Cost $38.25 Unrealized +66.8%
PACIFIC PREMIER BANCORP 0.7%
Value $5.136M Shares 176,442 Est. Cost $27.86 Unrealized
GIII G III APPAREL GROUP LTD 0.6%
Value $4.787M Shares 140,871 Est. Cost $25.00 Unrealized +12.1%
EPC EDGEWELL PERS CARE CO 0.6%
Value $4.743M Shares 129,479 Est. Cost $35.77 Unrealized -5.3%
BKH BLACK HILLS CORP 0.6%
Value $4.716M Shares 87,408 Est. Cost $48.93 Unrealized -5.7%
LZB LA Z BOY INC 0.6%
Value $4.627M Shares 125,334 Est. Cost $32.74 Unrealized -1.6%
PLUS EPLUS INC 0.6%
Value $4.549M Shares 56,977 Est. Cost $58.38 Unrealized +14.5%
CSR CENTERSPACE 0.6%
Value $4.521M Shares 77,688 Est. Cost $82.18 Unrealized
GDEN GOLDEN ENTMT INC 0.6%
Value $4.512M Shares 112,995 Est. Cost $44.92 Unrealized -24.7%
R RYDER SYS INC 0.6%
Value $4.4M Shares 38,238 Est. Cost $80.13 Unrealized +31.2%
AMRX AMNEAL PHARMACEUTICALS INC 0.6%
Value $4.339M Shares 714,890 Est. Cost $4.45 Unrealized 0.0%
UGI UGI CORP NEW 0.6%
Value $4.27M Shares 173,567 Est. Cost $22.06 Unrealized 0.0%
ABBV ABBVIE INC 0.5%
Value $4.083M Shares 26,350 Est. Cost $55.17 Unrealized +146.0%
VERINT SYS INC 0.5%
Value $4.078M Shares 150,868 Est. Cost $50.50 Unrealized
AM ANTERO MIDSTREAM CORP 0.5%
Value $3.882M Shares 309,799 Est. Cost $7.85 Unrealized +40.4%
ELAN ELANCO ANIMAL HEALTH INC 0.5%
Value $3.857M Shares 258,869 Est. Cost $11.33 Unrealized 0.0%
OPCH OPTION CARE HEALTH INC 0.5%
Value $3.77M Shares 111,896 Est. Cost $30.73 Unrealized 0.0%
PENN PENN ENTERTAINMENT INC 0.5%
Value $3.724M Shares 143,130 Est. Cost $33.71 Unrealized -31.2%
LITE LUMENTUM HLDGS INC 0.5%
Value $3.684M Shares 70,282 Est. Cost $43.59 Unrealized 0.0%
SNEX STONEX GROUP INC 0.5%
Value $3.621M Shares 49,048 Est. Cost $31.79 Unrealized +34.4%
CNXC CONCENTRIX CORP 0.5%
Value $3.604M Shares 36,693 Est. Cost $82.29 Unrealized 0.0%
VECO VEECO INSTRS INC DEL 0.5%
Value $3.599M Shares 115,984 Est. Cost $27.86 Unrealized 0.0%
SYNA SYNAPTICS INC 0.5%
Value $3.558M Shares 31,191 Est. Cost $99.25 Unrealized 0.0%
PEB PEBBLEBROOK HOTEL TR 0.5%
Value $3.525M Shares 220,570 Est. Cost $15.88 Unrealized
SUPN SUPERNUS PHARMACEUTICALS INC 0.5%
Value $3.518M Shares 121,559 Est. Cost $30.71 Unrealized -13.7%
AAP ADVANCE AUTO PARTS INC 0.5%
Value $3.48M Shares 57,018 Est. Cost $63.40 Unrealized -17.6%
HEARTLAND FINL USA INC 0.5%
Value $3.459M Shares 91,960 Est. Cost $48.85 Unrealized
SLG SL GREEN RLTY CORP 0.5%
Value $3.425M Shares 75,821 Est. Cost $45.17 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.4%
Value $3.396M Shares 47,971 Est. Cost $66.33 Unrealized 0.0%
BOOT BOOT BARN HLDGS INC 0.4%
Value $3.393M Shares 44,202 Est. Cost $67.22 Unrealized +11.8%
TBBK BANCORP INC DEL 0.4%
Value $3.283M Shares 85,149 Est. Cost $12.40 Unrealized +201.7%
SCHL SCHOLASTIC CORP 0.4%
Value $3.248M Shares 86,149 Est. Cost $32.12 Unrealized +11.3%
ASSETMARK FINL HLDGS INC 0.4%
Value $3.248M Shares 108,464 Est. Cost $29.95 Unrealized
DAN DANA INC 0.4%
Value $3.161M Shares 216,376 Est. Cost $13.40 Unrealized -7.1%
SWX SOUTHWEST GAS HLDGS INC 0.4%
Value $3.013M Shares 47,558 Est. Cost $63.67 Unrealized -5.6%
DCO DUCOMMUN INC DEL 0.4%
Value $2.97M Shares 57,040 Est. Cost $54.40 Unrealized -10.2%
MGY MAGNOLIA OIL & GAS CORP 0.4%
Value $2.808M Shares 131,894 Est. Cost $10.77 Unrealized +103.3%
AIR TRANSPORT SERVICES GRP I 0.4%
Value $2.752M Shares 156,250 Est. Cost $20.81 Unrealized
KMPR KEMPER CORP 0.4%
Value $2.737M Shares 56,230 Est. Cost $57.72 Unrealized -24.2%
PLD PROLOGIS INC. 0.3%
Value $2.382M Shares 17,871 Est. Cost $58.95 Unrealized +79.2%
EQIX EQUINIX INC 0.3%
Value $2.343M Shares 2,909 Est. Cost $535.41 Unrealized +37.0%
AMT AMERICAN TOWER CORP NEW 0.3%
Value $2.154M Shares 9,978 Est. Cost $154.58 Unrealized +13.3%
AXSM AXSOME THERAPEUTICS INC 0.3%
Value $2.14M Shares 26,890 Est. Cost $66.86 Unrealized 0.0%
ACAD ACADIA PHARMACEUTICALS INC 0.3%
Value $2.096M Shares 66,957 Est. Cost $27.10 Unrealized -11.9%
INTRA-CELLULAR THERAPIES INC 0.3%
Value $1.949M Shares 27,210 Est. Cost $71.63 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $1.942M Shares 13,619 Est. Cost $84.66 Unrealized +27.9%
SCHX SCHWAB STRATEGIC TR 0.2%
Value $1.871M Shares 33,168 Est. Cost $56.40 Unrealized
REXR REXFORD INDL RLTY INC 0.2%
Value $1.851M Shares 32,994 Est. Cost $25.59 Unrealized
AAPL APPLE INC 0.2%
Value $1.833M Shares 9,521 Est. Cost $107.55 Unrealized +70.0%
MSFT MICROSOFT CORP 0.2%
Value $1.585M Shares 4,215 Est. Cost $178.78 Unrealized +96.0%
EXR EXTRA SPACE STORAGE INC 0.2%
Value $1.557M Shares 9,712 Est. Cost $85.02 Unrealized +36.0%
INVH INVITATION HOMES INC 0.2%
Value $1.536M Shares 45,024 Est. Cost $24.86 Unrealized +20.6%
PSA PUBLIC STORAGE 0.2%
Value $1.394M Shares 4,571 Est. Cost $235.23 Unrealized +3.2%
AMLX AMYLYX PHARMACEUTICALS INC 0.2%
Value $1.267M Shares 86,073 Est. Cost $15.33 Unrealized 0.0%
GOOGL ALPHABET INC 0.2%
Value $1.227M Shares 8,784 Est. Cost $107.93 Unrealized +23.6%
SUI SUN CMNTYS INC 0.2%
Value $1.2M Shares 8,981 Est. Cost $100.64 Unrealized
MAA MID-AMER APT CMNTYS INC 0.2%
Value $1.174M Shares 8,731 Est. Cost $121.51 Unrealized -3.9%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value $1.15M Shares 9,064 Est. Cost $127.47 Unrealized -25.0%
ETN EATON CORP PLC 0.1%
Value $985K Shares 4,090 Est. Cost $146.73 Unrealized +46.9%
CCI CROWN CASTLE INC 0.1%
Value $921K Shares 7,998 Est. Cost $132.79 Unrealized -31.6%
KIM KIMCO RLTY CORP 0.1%
Value $906K Shares 42,508 Est. Cost $18.04 Unrealized -5.7%
JNJ JOHNSON & JOHNSON 0.1%
Value $892K Shares 5,689 Est. Cost $143.59 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $860K Shares 2,412 Est. Cost $281.96 Unrealized +24.5%
VTR VENTAS INC 0.1%
Value $824K Shares 16,539 Est. Cost $37.75 Unrealized +10.6%
EQR EQUITY RESIDENTIAL 0.1%
Value $822K Shares 13,436 Est. Cost $55.91 Unrealized -5.5%
WY WEYERHAEUSER CO MTN BE 0.1%
Value $787K Shares 22,644 Est. Cost $33.94 Unrealized -14.2%
REG REGENCY CTRS CORP 0.1%
Value $780K Shares 11,639 Est. Cost $47.65 Unrealized +18.7%
PEP PEPSICO INC 0.1%
Value $680K Shares 4,001 Est. Cost $61.42 Unrealized +150.3%
NVDA NVIDIA CORPORATION 0.1%
Value $676K Shares 1,365 Est. Cost $19.47 Unrealized +137.8%
DOV DOVER CORP 0.1%
Value $556K Shares 3,615 Est. Cost $49.45 Unrealized +176.4%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $517K Shares 2,300 Est. Cost $34.76 Unrealized +568.5%
CSD INVESCO EXCHANGE TRADED FD T 0.1%
Value $477K Shares 7,400 Est. Cost $3.02 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value $451K Shares 14,723 Est. Cost $30.71 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value $448K Shares 3,330 Est. Cost $120.61 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value $400K Shares 606 Est. Cost $385.53 Unrealized +48.8%
FPEI FIRST TR EXCH TRADED FD III 0.1%
Value $393K Shares 22,055 Est. Cost $5.77 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $387K Shares 6,960 Est. Cost $53.13 Unrealized
AMZN AMAZON COM INC 0.0%
Value $372K Shares 2,450 Est. Cost $123.37 Unrealized +13.6%
CI THE CIGNA GROUP 0.0%
Value $362K Shares 1,210 Est. Cost $204.18 Unrealized +37.5%
GOOG ALPHABET INC 0.0%
Value $310K Shares 2,200 Est. Cost $110.25 Unrealized +22.2%
EEM ISHARES TR 0.0%
Value $301K Shares 7,490 Est. Cost $39.34 Unrealized
UNILEVER PLC 0.0%
Value $291K Shares 6,000 Est. Cost $45.50 Unrealized
IYR ISHARES TR 0.0%
Value $283K Shares 3,100 Est. Cost $28.48 Unrealized
EFA ISHARES TR 0.0%
Value $283K Shares 3,760 Est. Cost $60.56 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value $283K Shares 13,645 Est. Cost $25.12 Unrealized
BXP BOSTON PROPERTIES INC 0.0%
Value $275K Shares 3,905 Est. Cost $77.30 Unrealized -32.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $242K Shares 460 Est. Cost $511.31 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value $231K Shares 1,398 Est. Cost $153.06 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $214K Shares 2,705 Est. Cost $55.22 Unrealized +18.4%