Phocas Financial Corp. Diversified Active

CIK: 0001356783 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Mar 5, 2025

Total Value ($000): $748,774 (100.0% shares, 0.0% debt)

Holdings (154)

SKYW SKYWEST INC 2.4%
Value ($000) $18,340 Shares 183,159 Est. Cost $35.28 Unrealized +189.4%
PRIM PRIMORIS SVCS CORP 2.3%
Value ($000) $17,290 Shares 226,304 Est. Cost $25.31 Unrealized +188.6%
WTFC WINTRUST FINL CORP 2.1%
Value ($000) $15,972 Shares 128,074 Est. Cost $83.38 Unrealized +48.1%
CRS CARPENTER TECHNOLOGY CORP 1.8%
Value ($000) $13,582 Shares 80,031 Est. Cost $79.62 Unrealized +114.4%
KD KYNDRYL HLDGS INC 1.7%
Value ($000) $12,884 Shares 372,366 Est. Cost $18.98 Unrealized +53.4%
CASH PATHWARD FINANCIAL INC 1.7%
Value ($000) $12,713 Shares 172,777 Est. Cost $24.06 Unrealized +215.7%
CVSA ADTALEM GLOBAL ED INC 1.6%
Value ($000) $11,903 Shares 131,014 Est. Cost $53.20 Unrealized +57.2%
PFBC PREFERRED BK LOS ANGELES CA 1.6%
Value ($000) $11,651 Shares 134,885 Est. Cost $51.22 Unrealized +72.3%
BOOT BOOT BARN HLDGS INC 1.5%
Value ($000) $11,554 Shares 76,101 Est. Cost $74.44 Unrealized +98.4%
ABCB AMERIS BANCORP 1.5%
Value ($000) $11,355 Shares 181,472 Est. Cost $38.60 Unrealized +67.3%
FRME FIRST MERCHANTS CORP 1.5%
Value ($000) $11,234 Shares 281,626 Est. Cost $32.41 Unrealized +19.6%
WTM WHITE MTNS INS GROUP LTD 1.5%
Value ($000) $11,091 Shares 5,702 Est. Cost $1889.39 Unrealized 0.0%
KMPR KEMPER CORP 1.5%
Value ($000) $11,090 Shares 166,925 Est. Cost $59.13 Unrealized +11.5%
FHN FIRST HORIZON CORPORATION 1.4%
Value ($000) $10,644 Shares 528,523 Est. Cost $12.49 Unrealized +45.5%
BKH BLACK HILLS CORP 1.4%
Value ($000) $10,589 Shares 180,954 Est. Cost $50.84 Unrealized +12.8%
AMRX AMNEAL PHARMACEUTICALS INC 1.4%
Value ($000) $10,537 Shares 1,330,413 Est. Cost $5.90 Unrealized +42.2%
FNB F N B CORP 1.3%
Value ($000) $9,608 Shares 650,071 Est. Cost $10.60 Unrealized +39.5%
RHP RYMAN HOSPITALITY PPTYS INC 1.3%
Value ($000) $9,361 Shares 89,719 Est. Cost $79.07 Unrealized
TCBI TEXAS CAP BANCSHARES INC 1.2%
Value ($000) $9,099 Shares 116,355 Est. Cost $64.49 Unrealized +25.6%
SYNOVUS FINL CORP 1.2%
Value ($000) $9,080 Shares 177,231 Est. Cost $44.09 Unrealized
HRI HERC HLDGS INC 1.2%
Value ($000) $8,649 Shares 45,684 Est. Cost $120.18 Unrealized +63.4%
POR PORTLAND GEN ELEC CO 1.1%
Value ($000) $8,376 Shares 192,020 Est. Cost $35.88 Unrealized +22.4%
PINNACLE FINL PARTNERS INC 1.1%
Value ($000) $8,372 Shares 73,189 Est. Cost $68.07 Unrealized
ONB OLD NATL BANCORP IND 1.1%
Value ($000) $8,339 Shares 384,201 Est. Cost $13.32 Unrealized +56.2%
AIR AAR CORP 1.1%
Value ($000) $8,254 Shares 134,700 Est. Cost $40.07 Unrealized +59.9%
RRC RANGE RES CORP 1.1%
Value ($000) $8,082 Shares 224,621 Est. Cost $19.69 Unrealized +68.0%
CMA COMERICA INC 1.1%
Value ($000) $8,008 Shares 129,471 Est. Cost $37.31 Unrealized +65.4%
TPH TRI POINTE HOMES INC 1.1%
Value ($000) $7,937 Shares 218,902 Est. Cost $20.42 Unrealized +104.1%
CHCT COMMUNITY HEALTHCARE TR INC 1.1%
Value ($000) $7,869 Shares 409,632 Est. Cost $9.69 Unrealized
BANR BANNER CORP 1.1%
Value ($000) $7,864 Shares 117,770 Est. Cost $53.13 Unrealized +23.5%
EFSC ENTERPRISE FINL SVCS CORP 1.0%
Value ($000) $7,811 Shares 138,498 Est. Cost $39.49 Unrealized +38.1%
NXST NEXSTAR MEDIA GROUP INC 1.0%
Value ($000) $7,735 Shares 48,966 Est. Cost $98.19 Unrealized +61.8%
GIII G III APPAREL GROUP LTD 1.0%
Value ($000) $7,634 Shares 234,020 Est. Cost $27.90 Unrealized +12.3%
SLG SL GREEN RLTY CORP 1.0%
Value ($000) $7,496 Shares 110,369 Est. Cost $29.64 Unrealized
OTTR OTTER TAIL CORP 1.0%
Value ($000) $7,491 Shares 101,445 Est. Cost $39.40 Unrealized +91.8%
MTRN MATERION CORP 1.0%
Value ($000) $7,484 Shares 75,690 Est. Cost $52.14 Unrealized +108.4%
IRT INDEPENDENCE RLTY TR INC 1.0%
Value ($000) $7,473 Shares 376,654 Est. Cost $12.70 Unrealized
LNTH LANTHEUS HLDGS INC 1.0%
Value ($000) $7,428 Shares 83,030 Est. Cost $68.97 Unrealized +41.2%
ADC AGREE RLTY CORP 1.0%
Value ($000) $7,394 Shares 104,955 Est. Cost $0.06 Unrealized
SAH SONIC AUTOMOTIVE INC 1.0%
Value ($000) $7,370 Shares 116,343 Est. Cost $59.64 Unrealized +3.8%
SPB SPECTRUM BRANDS HLDGS INC NE 1.0%
Value ($000) $7,301 Shares 86,410 Est. Cost $52.07 Unrealized +73.8%
R RYDER SYS INC 1.0%
Value ($000) $7,301 Shares 46,545 Est. Cost $100.01 Unrealized +56.2%
EHC ENCOMPASS HEALTH CORP 1.0%
Value ($000) $7,264 Shares 78,656 Est. Cost $62.65 Unrealized +55.4%
KRG KITE RLTY GROUP TR 1.0%
Value ($000) $7,205 Shares 285,454 Est. Cost $12.35 Unrealized
TRNO TERRENO RLTY CORP 1.0%
Value ($000) $7,189 Shares 121,567 Est. Cost $56.22 Unrealized
TTMI TTM TECHNOLOGIES INC 1.0%
Value ($000) $7,125 Shares 287,873 Est. Cost $19.30 Unrealized +17.4%
AVNT AVIENT CORPORATION 0.9%
Value ($000) $7,086 Shares 173,422 Est. Cost $28.07 Unrealized +66.6%
COHR COHERENT CORP 0.9%
Value ($000) $6,977 Shares 73,649 Est. Cost $40.87 Unrealized +144.8%
PR PERMIAN RESOURCES CORP 0.9%
Value ($000) $6,955 Shares 483,667 Est. Cost $13.69 Unrealized +5.9%
PACIFIC PREMIER BANCORP 0.9%
Value ($000) $6,900 Shares 276,896 Est. Cost $16.81 Unrealized
AHRT ARMADA HOFFLER PPTYS INC 0.9%
Value ($000) $6,773 Shares 662,068 Est. Cost $10.97 Unrealized
PLXS PLEXUS CORP 0.9%
Value ($000) $6,644 Shares 42,460 Est. Cost $59.08 Unrealized +158.7%
COLB COLUMBIA BKG SYS INC 0.9%
Value ($000) $6,516 Shares 241,254 Est. Cost $22.09 Unrealized +22.0%
VRRM VERRA MOBILITY CORP 0.8%
Value ($000) $6,021 Shares 249,006 Est. Cost $15.49 Unrealized +59.9%
SANM SANMINA CORPORATION 0.8%
Value ($000) $5,849 Shares 77,301 Est. Cost $69.02 Unrealized +8.1%
OMF ONEMAIN HLDGS INC 0.8%
Value ($000) $5,664 Shares 108,647 Est. Cost $29.13 Unrealized +78.0%
NOG NORTHERN OIL & GAS INC 0.8%
Value ($000) $5,662 Shares 152,367 Est. Cost $17.58 Unrealized +123.0%
DCO DUCOMMUN INC DEL 0.8%
Value ($000) $5,651 Shares 88,763 Est. Cost $58.54 Unrealized +9.7%
NPO ENPRO INC 0.7%
Value ($000) $5,595 Shares 32,445 Est. Cost $90.11 Unrealized +87.6%
CIVI CIVITAS RESOURCES INC 0.7%
Value ($000) $5,567 Shares 121,363 Est. Cost $61.72 Unrealized -24.9%
LADR LADDER CAP CORP 0.7%
Value ($000) $5,516 Shares 492,949 Est. Cost $4.49 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.7%
Value ($000) $5,491 Shares 32,595 Est. Cost $15.38 Unrealized +1023.0%
CHAMPIONX CORPORATION 0.7%
Value ($000) $5,396 Shares 198,451 Est. Cost $16.75 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.7%
Value ($000) $5,214 Shares 121,124 Est. Cost $27.02 Unrealized +48.8%
HEARTLAND FINL USA INC 0.7%
Value ($000) $5,026 Shares 81,977 Est. Cost $48.85 Unrealized
VERINT SYS INC 0.7%
Value ($000) $4,975 Shares 181,237 Est. Cost $38.19 Unrealized
LZB LA Z BOY INC 0.7%
Value ($000) $4,881 Shares 112,031 Est. Cost $32.74 Unrealized +29.1%
GLOBAL MED REIT INC 0.6%
Value ($000) $4,805 Shares 622,406 Est. Cost $11.33 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $4,656 Shares 26,200 Est. Cost $55.17 Unrealized +221.6%
AAP ADVANCE AUTO PARTS INC 0.6%
Value ($000) $4,539 Shares 95,978 Est. Cost $64.65 Unrealized -38.8%
FUL FULLER H B CO 0.6%
Value ($000) $4,538 Shares 67,249 Est. Cost $63.89 Unrealized +15.2%
CRGY CRESCENT ENERGY COMPANY 0.6%
Value ($000) $4,498 Shares 307,904 Est. Cost $10.71 Unrealized +19.9%
LYTS LSI INDS INC OHIO 0.6%
Value ($000) $4,391 Shares 226,084 Est. Cost $15.30 Unrealized +21.3%
PTEN PATTERSON-UTI ENERGY INC 0.6%
Value ($000) $4,361 Shares 527,974 Est. Cost $12.11 Unrealized -33.8%
SNEX STONEX GROUP INC 0.6%
Value ($000) $4,295 Shares 43,842 Est. Cost $31.79 Unrealized +98.1%
REV GROUP INC 0.6%
Value ($000) $4,286 Shares 134,494 Est. Cost $15.79 Unrealized
AM ANTERO MIDSTREAM CORP 0.6%
Value ($000) $4,179 Shares 276,929 Est. Cost $7.85 Unrealized +81.0%
SURMODICS INC 0.5%
Value ($000) $4,118 Shares 103,994 Est. Cost $5.95 Unrealized
RETAIL OPPORTUNITY INVTS COR 0.5%
Value ($000) $4,037 Shares 232,571 Est. Cost $12.72 Unrealized
SPARTANNASH CO 0.5%
Value ($000) $3,984 Shares 217,481 Est. Cost $22.59 Unrealized
SHC SOTERA HEALTH CO 0.5%
Value ($000) $3,962 Shares 289,586 Est. Cost $11.42 Unrealized +27.0%
KFRC KFORCE INC 0.5%
Value ($000) $3,949 Shares 69,643 Est. Cost $38.25 Unrealized +51.9%
SUPN SUPERNUS PHARMACEUTICALS INC 0.5%
Value ($000) $3,923 Shares 108,479 Est. Cost $30.71 Unrealized +14.7%
EPC EDGEWELL PERS CARE CO 0.5%
Value ($000) $3,878 Shares 115,430 Est. Cost $35.77 Unrealized -4.0%
CSR CENTERSPACE 0.5%
Value ($000) $3,869 Shares 58,483 Est. Cost $80.93 Unrealized
CHRD CHORD ENERGY CORPORATION 0.5%
Value ($000) $3,771 Shares 32,251 Est. Cost $124.76 Unrealized -5.2%
ACHC ACADIA HEALTHCARE COMPANY IN 0.5%
Value ($000) $3,740 Shares 94,320 Est. Cost $66.88 Unrealized -32.6%
URBN URBAN OUTFITTERS INC 0.5%
Value ($000) $3,699 Shares 67,410 Est. Cost $42.69 Unrealized 0.0%
MTH MERITAGE HOMES CORP 0.5%
Value ($000) $3,668 Shares 23,848 Est. Cost $93.76 Unrealized -2.7%
EXEL EXELIXIS INC 0.5%
Value ($000) $3,633 Shares 109,093 Est. Cost $17.91 Unrealized +81.2%
TKR TIMKEN CO 0.5%
Value ($000) $3,623 Shares 50,759 Est. Cost $78.61 Unrealized 0.0%
SKECHERS U S A INC 0.5%
Value ($000) $3,603 Shares 53,587 Est. Cost $54.15 Unrealized
QDEL QUIDELORTHO CORP 0.5%
Value ($000) $3,481 Shares 78,132 Est. Cost $40.46 Unrealized +1.1%
MKSI MKS INSTRS INC 0.4%
Value ($000) $3,336 Shares 31,960 Est. Cost $117.45 Unrealized -9.0%
BGC BGC GROUP INC 0.4%
Value ($000) $3,325 Shares 366,948 Est. Cost $9.24 Unrealized +3.3%
GDEN GOLDEN ENTMT INC 0.4%
Value ($000) $3,186 Shares 100,812 Est. Cost $44.92 Unrealized -32.4%
DFIN DONNELLEY FINL SOLUTIONS INC 0.4%
Value ($000) $3,177 Shares 50,640 Est. Cost $61.04 Unrealized +2.2%
PLUS EPLUS INC 0.4%
Value ($000) $3,135 Shares 42,439 Est. Cost $62.73 Unrealized +39.2%
SWX SOUTHWEST GAS HLDGS INC 0.4%
Value ($000) $3,002 Shares 42,458 Est. Cost $63.67 Unrealized +16.7%
TWO TWO HBRS INVT CORP 0.4%
Value ($000) $2,964 Shares 250,580 Est. Cost $0.01 Unrealized
JACK JACK IN THE BOX INC 0.4%
Value ($000) $2,857 Shares 68,612 Est. Cost $76.90 Unrealized -40.0%
ACH OWENS & MINOR INC NEW 0.4%
Value ($000) $2,810 Shares 214,983 Est. Cost $21.21 Unrealized -37.2%
MGY MAGNOLIA OIL & GAS CORP 0.4%
Value ($000) $2,790 Shares 119,349 Est. Cost $11.09 Unrealized +134.2%
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value ($000) $2,757 Shares 227,624 Est. Cost $12.99 Unrealized +0.7%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,463 Shares 106,236 Est. Cost $34.69 Unrealized
THRY THRYV HLDGS INC 0.3%
Value ($000) $2,382 Shares 160,973 Est. Cost $21.23 Unrealized -25.8%
PEB PEBBLEBROOK HOTEL TR 0.3%
Value ($000) $2,339 Shares 172,587 Est. Cost $15.88 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $2,335 Shares 9,325 Est. Cost $107.55 Unrealized +118.0%
AVID BIOSERVICES INC 0.3%
Value ($000) $2,265 Shares 183,432 Est. Cost $0.01 Unrealized
VCYT VERACYTE INC 0.3%
Value ($000) $2,064 Shares 52,109 Est. Cost $28.13 Unrealized +34.6%
MDXG MIMEDX GROUP INC 0.3%
Value ($000) $2,016 Shares 209,582 Est. Cost $7.79 Unrealized 0.0%
ACAD ACADIA PHARMACEUTICALS INC 0.3%
Value ($000) $1,978 Shares 107,811 Est. Cost $22.26 Unrealized -27.5%
SEM SELECT MED HLDGS CORP 0.3%
Value ($000) $1,877 Shares 99,570 Est. Cost $18.92 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,833 Shares 13,650 Est. Cost $92.90 Unrealized +48.3%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,777 Shares 4,215 Est. Cost $178.78 Unrealized +136.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,663 Shares 8,784 Est. Cost $107.93 Unrealized +61.4%
INTRA-CELLULAR THERAPIES INC 0.2%
Value ($000) $1,592 Shares 19,058 Est. Cost $71.63 Unrealized
MIRM MIRUM PHARMACEUTICALS INC 0.2%
Value ($000) $1,554 Shares 37,585 Est. Cost $27.49 Unrealized +51.6%
AXSM AXSOME THERAPEUTICS INC 0.2%
Value ($000) $1,485 Shares 17,546 Est. Cost $66.86 Unrealized +37.5%
ETN EATON CORP PLC 0.2%
Value ($000) $1,357 Shares 4,090 Est. Cost $146.73 Unrealized +136.6%
EQT EQT CORP 0.2%
Value ($000) $1,304 Shares 28,274 Est. Cost $33.40 Unrealized +21.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,093 Shares 2,412 Est. Cost $281.96 Unrealized +63.8%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $827 Shares 36,417 Est. Cost $34.33 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $823 Shares 5,689 Est. Cost $143.59 Unrealized +4.2%
DOV DOVER CORP 0.1%
Value ($000) $678 Shares 3,615 Est. Cost $49.45 Unrealized +290.5%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $653 Shares 2,300 Est. Cost $34.76 Unrealized +728.6%
CSD INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $608 Shares 7,400 Est. Cost $3.02 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $565 Shares 599 Est. Cost $897.54 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $555 Shares 606 Est. Cost $385.53 Unrealized +139.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $538 Shares 2,450 Est. Cost $123.37 Unrealized +65.8%
PEP PEPSICO INC 0.1%
Value ($000) $473 Shares 3,113 Est. Cost $61.42 Unrealized +154.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $466 Shares 2,706 Est. Cost $165.60 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $419 Shares 2,200 Est. Cost $110.25 Unrealized +59.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $349 Shares 1,905 Est. Cost $198.35 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $346 Shares 16,411 Est. Cost $24.14 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $342 Shares 3,240 Est. Cost $110.17 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $340 Shares 6,000 Est. Cost $45.50 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $334 Shares 1,210 Est. Cost $204.18 Unrealized +52.5%
IYR ISHARES TR 0.0%
Value ($000) $288 Shares 3,100 Est. Cost $28.48 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $284 Shares 3,760 Est. Cost $60.56 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $284 Shares 1,897 Est. Cost $155.36 Unrealized 0.0%
AGG ISHARES TR 0.0%
Value ($000) $270 Shares 2,791 Est. Cost $97.07 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $265 Shares 8,284 Est. Cost $31.86 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $262 Shares 1,695 Est. Cost $149.63 Unrealized 0.0%
PBF PBF ENERGY INC 0.0%
Value ($000) $254 Shares 9,556 Est. Cost $30.43 Unrealized 0.0%
SUI SUN CMNTYS INC 0.0%
Value ($000) $238 Shares 1,934 Est. Cost $123.06 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $234 Shares 6,059 Est. Cost $38.62 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $233 Shares 460 Est. Cost $511.31 Unrealized +8.1%
KKR KKR & CO INC 0.0%
Value ($000) $214 Shares 1,450 Est. Cost $145.82 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $213 Shares 711 Est. Cost $315.96 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $213 Shares 1,170 Est. Cost $188.91 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $211 Shares 9,003 Est. Cost $22.93 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $204 Shares 4,640 Est. Cost $42.83 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $202 Shares 345 Est. Cost $586.08 Unrealized