Phocas Financial Corp. Diversified Active

CIK: 0001356783 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $652,247 (100.0% shares, 0.0% debt)

Holdings (145)

SKYW SKYWEST INC 2.3%
Value ($000) $15,149 Shares 173,392 Est. Cost $35.28 Unrealized +189.9%
WTFC WINTRUST FINL CORP 2.1%
Value ($000) $13,615 Shares 121,067 Est. Cost $83.38 Unrealized +48.2%
NXST NEXSTAR MEDIA GROUP INC 2.1%
Value ($000) $13,392 Shares 74,722 Est. Cost $117.80 Unrealized +31.6%
CVSA ADTALEM GLOBAL ED INC 1.9%
Value ($000) $12,464 Shares 123,847 Est. Cost $53.20 Unrealized +87.5%
CASH PATHWARD FINANCIAL INC 1.8%
Value ($000) $11,916 Shares 163,341 Est. Cost $24.06 Unrealized +216.2%
FRME FIRST MERCHANTS CORP 1.7%
Value ($000) $10,779 Shares 266,538 Est. Cost $32.41 Unrealized +24.2%
PFBC PREFERRED BK LOS ANGELES CA 1.6%
Value ($000) $10,668 Shares 127,522 Est. Cost $51.22 Unrealized +69.2%
KMPR KEMPER CORP 1.6%
Value ($000) $10,562 Shares 157,999 Est. Cost $59.13 Unrealized +12.2%
AMRX AMNEAL PHARMACEUTICALS INC 1.6%
Value ($000) $10,554 Shares 1,259,378 Est. Cost $5.90 Unrealized +41.5%
WTM WHITE MTNS INS GROUP LTD 1.6%
Value ($000) $10,382 Shares 5,391 Est. Cost $1889.39 Unrealized -0.4%
BKH BLACK HILLS CORP 1.6%
Value ($000) $10,375 Shares 171,060 Est. Cost $50.84 Unrealized +11.1%
SNEX STONEX GROUP INC 1.6%
Value ($000) $10,204 Shares 133,596 Est. Cost $61.13 Unrealized +23.4%
ABCB AMERIS BANCORP 1.5%
Value ($000) $9,877 Shares 171,569 Est. Cost $38.60 Unrealized +59.7%
FHN FIRST HORIZON CORPORATION 1.5%
Value ($000) $9,703 Shares 499,625 Est. Cost $12.49 Unrealized +60.4%
KD KYNDRYL HLDGS INC 1.4%
Value ($000) $9,019 Shares 287,218 Est. Cost $18.98 Unrealized +97.5%
PRIM PRIMORIS SVCS CORP 1.4%
Value ($000) $9,004 Shares 156,829 Est. Cost $25.31 Unrealized +185.7%
RRC RANGE RES CORP 1.3%
Value ($000) $8,475 Shares 212,245 Est. Cost $19.69 Unrealized +95.4%
FNB F N B CORP 1.3%
Value ($000) $8,266 Shares 614,578 Est. Cost $10.60 Unrealized +34.6%
TCBI TEXAS CAP BANCSHARES INC 1.3%
Value ($000) $8,217 Shares 110,002 Est. Cost $64.49 Unrealized +20.5%
POR PORTLAND GEN ELEC CO 1.2%
Value ($000) $8,100 Shares 181,611 Est. Cost $35.88 Unrealized +14.1%
SYNOVUS FINL CORP 1.2%
Value ($000) $7,845 Shares 167,834 Est. Cost $44.09 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 1.2%
Value ($000) $7,762 Shares 84,888 Est. Cost $79.07 Unrealized
OTTR OTTER TAIL CORP 1.2%
Value ($000) $7,708 Shares 95,905 Est. Cost $39.40 Unrealized +95.2%
ONB OLD NATL BANCORP IND 1.2%
Value ($000) $7,697 Shares 363,219 Est. Cost $13.32 Unrealized +68.9%
ADC AGREE RLTY CORP 1.2%
Value ($000) $7,665 Shares 99,294 Est. Cost $0.06 Unrealized
LNTH LANTHEUS HLDGS INC 1.2%
Value ($000) $7,661 Shares 78,493 Est. Cost $68.97 Unrealized +35.6%
IRT INDEPENDENCE RLTY TR INC 1.2%
Value ($000) $7,567 Shares 356,428 Est. Cost $12.70 Unrealized
PINNACLE FINL PARTNERS INC 1.1%
Value ($000) $7,337 Shares 69,189 Est. Cost $68.07 Unrealized
TTMI TTM TECHNOLOGIES INC 1.1%
Value ($000) $7,266 Shares 354,266 Est. Cost $20.21 Unrealized +19.6%
TRNO TERRENO RLTY CORP 1.1%
Value ($000) $7,265 Shares 114,922 Est. Cost $56.22 Unrealized
CMA COMERICA INC 1.1%
Value ($000) $7,228 Shares 122,387 Est. Cost $37.31 Unrealized +61.7%
AIR AAR CORP 1.1%
Value ($000) $7,130 Shares 127,347 Est. Cost $40.07 Unrealized +65.8%
CHCT COMMUNITY HEALTHCARE TR INC 1.1%
Value ($000) $7,119 Shares 392,007 Est. Cost $9.69 Unrealized
BANR BANNER CORP 1.1%
Value ($000) $7,100 Shares 111,339 Est. Cost $53.13 Unrealized +22.5%
EFSC ENTERPRISE FINL SVCS CORP 1.1%
Value ($000) $7,044 Shares 131,078 Est. Cost $39.49 Unrealized +42.8%
SANM SANMINA CORPORATION 1.0%
Value ($000) $6,677 Shares 87,649 Est. Cost $70.46 Unrealized +15.3%
CRS CARPENTER TECHNOLOGY CORP 1.0%
Value ($000) $6,658 Shares 36,750 Est. Cost $79.62 Unrealized +141.3%
TPH TRI POINTE HOMES INC 1.0%
Value ($000) $6,606 Shares 206,951 Est. Cost $20.42 Unrealized +67.1%
SPARTANNASH CO 1.0%
Value ($000) $6,577 Shares 324,606 Est. Cost $21.82 Unrealized
DCO DUCOMMUN INC DEL 1.0%
Value ($000) $6,536 Shares 112,632 Est. Cost $59.51 Unrealized +6.1%
R RYDER SYS INC 1.0%
Value ($000) $6,343 Shares 44,107 Est. Cost $100.01 Unrealized +55.7%
BGC BGC GROUP INC 1.0%
Value ($000) $6,321 Shares 689,312 Est. Cost $9.27 Unrealized +0.4%
SAH SONIC AUTOMOTIVE INC 1.0%
Value ($000) $6,275 Shares 110,169 Est. Cost $59.64 Unrealized +12.8%
PR PERMIAN RESOURCES CORP 1.0%
Value ($000) $6,272 Shares 452,832 Est. Cost $13.69 Unrealized +4.6%
AAP ADVANCE AUTO PARTS INC 1.0%
Value ($000) $6,219 Shares 158,598 Est. Cost $55.67 Unrealized -24.7%
AVNT AVIENT CORPORATION 0.9%
Value ($000) $6,093 Shares 163,955 Est. Cost $28.07 Unrealized +43.1%
SLG SL GREEN RLTY CORP 0.9%
Value ($000) $6,081 Shares 105,383 Est. Cost $29.64 Unrealized
GIII G III APPAREL GROUP LTD 0.9%
Value ($000) $6,058 Shares 221,491 Est. Cost $27.90 Unrealized +3.7%
KRG KITE RLTY GROUP TR 0.9%
Value ($000) $6,045 Shares 270,213 Est. Cost $12.35 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.9%
Value ($000) $5,845 Shares 81,688 Est. Cost $52.07 Unrealized +50.7%
MTRN MATERION CORP 0.9%
Value ($000) $5,837 Shares 71,526 Est. Cost $52.14 Unrealized +80.8%
BOOT BOOT BARN HLDGS INC 0.9%
Value ($000) $5,834 Shares 54,301 Est. Cost $74.44 Unrealized +79.6%
HRI HERC HLDGS INC 0.9%
Value ($000) $5,799 Shares 43,188 Est. Cost $120.18 Unrealized +38.6%
COLB COLUMBIA BKG SYS INC 0.9%
Value ($000) $5,691 Shares 228,169 Est. Cost $22.09 Unrealized +14.7%
CHAMPIONX CORPORATION 0.9%
Value ($000) $5,593 Shares 187,685 Est. Cost $16.75 Unrealized
PACIFIC PREMIER BANCORP 0.9%
Value ($000) $5,583 Shares 261,877 Est. Cost $16.81 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $5,498 Shares 26,239 Est. Cost $55.17 Unrealized +243.3%
LADR LADDER CAP CORP 0.8%
Value ($000) $5,318 Shares 466,089 Est. Cost $4.49 Unrealized
VRRM VERRA MOBILITY CORP 0.8%
Value ($000) $5,299 Shares 235,410 Est. Cost $15.49 Unrealized +55.4%
OMF ONEMAIN HLDGS INC 0.8%
Value ($000) $5,021 Shares 102,729 Est. Cost $29.13 Unrealized +82.0%
GLOBAL MED REIT INC 0.8%
Value ($000) $5,006 Shares 572,131 Est. Cost $11.33 Unrealized
NPO ENPRO INC 0.8%
Value ($000) $4,963 Shares 30,673 Est. Cost $90.11 Unrealized +99.4%
ACHC ACADIA HEALTHCARE COMPANY IN 0.7%
Value ($000) $4,887 Shares 161,183 Est. Cost $54.94 Unrealized -30.7%
AM ANTERO MIDSTREAM CORP 0.7%
Value ($000) $4,715 Shares 261,935 Est. Cost $7.85 Unrealized +99.7%
APAM ARTISAN PARTNERS ASSET MGMT 0.7%
Value ($000) $4,477 Shares 114,508 Est. Cost $27.02 Unrealized +41.4%
NOG NORTHERN OIL & GAS INC 0.7%
Value ($000) $4,359 Shares 144,198 Est. Cost $17.58 Unrealized +95.0%
UMBF UMB FINL CORP 0.7%
Value ($000) $4,309 Shares 42,618 Est. Cost $110.25 Unrealized 0.0%
PLUS EPLUS INC 0.6%
Value ($000) $4,189 Shares 68,642 Est. Cost $65.78 Unrealized +7.5%
LZB LA Z BOY INC 0.6%
Value ($000) $4,140 Shares 105,916 Est. Cost $32.74 Unrealized +32.4%
REV GROUP INC 0.6%
Value ($000) $4,022 Shares 127,274 Est. Cost $15.79 Unrealized
QDEL QUIDELORTHO CORP 0.6%
Value ($000) $3,994 Shares 114,223 Est. Cost $40.56 Unrealized +0.6%
EXEL EXELIXIS INC 0.6%
Value ($000) $3,817 Shares 103,376 Est. Cost $17.91 Unrealized +99.0%
LYTS LSI INDS INC OHIO 0.6%
Value ($000) $3,637 Shares 213,940 Est. Cost $15.30 Unrealized +25.4%
CSR CENTERSPACE 0.6%
Value ($000) $3,591 Shares 55,463 Est. Cost $80.93 Unrealized
FUL FULLER H B CO 0.5%
Value ($000) $3,572 Shares 63,649 Est. Cost $63.89 Unrealized -9.2%
PCRX PACIRA BIOSCIENCES INC 0.5%
Value ($000) $3,540 Shares 142,443 Est. Cost $23.94 Unrealized 0.0%
TKR TIMKEN CO 0.5%
Value ($000) $3,455 Shares 48,068 Est. Cost $78.61 Unrealized -1.8%
MAC MACERICH CO 0.5%
Value ($000) $3,419 Shares 199,112 Est. Cost $17.17 Unrealized
EPC EDGEWELL PERS CARE CO 0.5%
Value ($000) $3,406 Shares 109,126 Est. Cost $35.77 Unrealized -14.2%
CHRD CHORD ENERGY CORPORATION 0.5%
Value ($000) $3,404 Shares 30,195 Est. Cost $124.76 Unrealized -13.4%
CUZ COUSINS PPTYS INC 0.5%
Value ($000) $3,360 Shares 113,896 Est. Cost $29.50 Unrealized
SUPN SUPERNUS PHARMACEUTICALS INC 0.5%
Value ($000) $3,359 Shares 102,550 Est. Cost $30.71 Unrealized +15.4%
URBN URBAN OUTFITTERS INC 0.5%
Value ($000) $3,347 Shares 63,880 Est. Cost $42.69 Unrealized +28.4%
CRGY CRESCENT ENERGY COMPANY 0.5%
Value ($000) $3,273 Shares 291,223 Est. Cost $10.71 Unrealized +22.6%
ELME ELME COMMUNITIES 0.5%
Value ($000) $3,269 Shares 187,874 Est. Cost $17.40 Unrealized
KFRC KFORCE INC 0.5%
Value ($000) $3,219 Shares 65,836 Est. Cost $38.25 Unrealized +36.2%
SHC SOTERA HEALTH CO 0.5%
Value ($000) $3,193 Shares 273,834 Est. Cost $11.42 Unrealized +12.7%
ANGO ANGIODYNAMICS INC 0.5%
Value ($000) $3,177 Shares 338,358 Est. Cost $10.51 Unrealized 0.0%
TWO TWO HBRS INVT CORP 0.5%
Value ($000) $3,168 Shares 237,124 Est. Cost $0.01 Unrealized
SEM SELECT MED HLDGS CORP 0.5%
Value ($000) $3,162 Shares 189,350 Est. Cost $18.53 Unrealized -2.3%
MDXG MIMEDX GROUP INC 0.5%
Value ($000) $3,130 Shares 411,847 Est. Cost $8.07 Unrealized +3.6%
TREEHOUSE FOODS INC 0.5%
Value ($000) $3,085 Shares 113,872 Est. Cost $27.09 Unrealized
VERINT SYS INC 0.5%
Value ($000) $3,059 Shares 171,388 Est. Cost $38.19 Unrealized
COHR COHERENT CORP 0.5%
Value ($000) $2,992 Shares 46,066 Est. Cost $40.87 Unrealized +102.7%
SWX SOUTHWEST GAS HLDGS INC 0.4%
Value ($000) $2,882 Shares 40,140 Est. Cost $63.67 Unrealized +16.3%
SKECHERS U S A INC 0.4%
Value ($000) $2,876 Shares 50,658 Est. Cost $54.15 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.4%
Value ($000) $2,830 Shares 112,051 Est. Cost $11.09 Unrealized +118.5%
BTSG BRIGHTSPRING HEALTH SVCS INC 0.4%
Value ($000) $2,779 Shares 153,608 Est. Cost $19.63 Unrealized 0.0%
GDEN GOLDEN ENTMT INC 0.4%
Value ($000) $2,515 Shares 95,307 Est. Cost $44.92 Unrealized -33.9%
MKSI MKS INSTRS INC 0.4%
Value ($000) $2,423 Shares 30,235 Est. Cost $117.45 Unrealized -14.7%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,265 Shares 102,564 Est. Cost $34.69 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value ($000) $2,262 Shares 215,406 Est. Cost $12.99 Unrealized -12.9%
AAPL APPLE INC 0.3%
Value ($000) $2,071 Shares 9,325 Est. Cost $107.55 Unrealized +114.6%
THRY THRYV HLDGS INC 0.3%
Value ($000) $1,949 Shares 152,164 Est. Cost $21.23 Unrealized -21.9%
AXSM AXSOME THERAPEUTICS INC 0.3%
Value ($000) $1,935 Shares 16,588 Est. Cost $66.86 Unrealized +70.4%
JACK JACK IN THE BOX INC 0.3%
Value ($000) $1,764 Shares 64,866 Est. Cost $76.90 Unrealized -52.1%
ACAD ACADIA PHARMACEUTICALS INC 0.3%
Value ($000) $1,697 Shares 102,161 Est. Cost $22.26 Unrealized -18.4%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.2%
Value ($000) $1,627 Shares 103,999 Est. Cost $14.09 Unrealized 0.0%
MIRM MIRUM PHARMACEUTICALS INC 0.2%
Value ($000) $1,602 Shares 35,556 Est. Cost $27.49 Unrealized +71.4%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,532 Shares 4,080 Est. Cost $178.78 Unrealized +126.6%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,479 Shares 13,650 Est. Cost $92.90 Unrealized +36.4%
VCYT VERACYTE INC 0.2%
Value ($000) $1,462 Shares 49,318 Est. Cost $28.13 Unrealized +35.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,358 Shares 8,784 Est. Cost $107.93 Unrealized +67.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,285 Shares 2,412 Est. Cost $281.96 Unrealized +72.4%
CRK COMSTOCK RES INC 0.2%
Value ($000) $1,115 Shares 54,827 Est. Cost $19.16 Unrealized 0.0%
ETN EATON CORP PLC 0.2%
Value ($000) $1,112 Shares 4,090 Est. Cost $146.73 Unrealized +110.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $943 Shares 5,689 Est. Cost $143.59 Unrealized +6.2%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $794 Shares 2,300 Est. Cost $34.76 Unrealized +801.3%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $784 Shares 36,417 Est. Cost $34.33 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $635 Shares 3,615 Est. Cost $49.45 Unrealized +284.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $573 Shares 606 Est. Cost $385.53 Unrealized +151.7%
CSD INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $555 Shares 7,400 Est. Cost $3.02 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $479 Shares 587 Est. Cost $897.54 Unrealized -1.9%
PEP PEPSICO INC 0.1%
Value ($000) $467 Shares 3,113 Est. Cost $61.42 Unrealized +133.6%
AMZN AMAZON COM INC 0.1%
Value ($000) $466 Shares 2,450 Est. Cost $123.37 Unrealized +75.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $440 Shares 2,649 Est. Cost $165.60 Unrealized +0.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $405 Shares 1,862 Est. Cost $198.35 Unrealized -4.4%
CI THE CIGNA GROUP 0.1%
Value ($000) $398 Shares 1,210 Est. Cost $204.18 Unrealized +44.8%
UNILEVER PLC 0.1%
Value ($000) $357 Shares 6,000 Est. Cost $45.50 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $354 Shares 3,163 Est. Cost $110.17 Unrealized +1.5%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $353 Shares 16,411 Est. Cost $24.14 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $344 Shares 2,200 Est. Cost $110.25 Unrealized +65.5%
EFA ISHARES TR 0.0%
Value ($000) $288 Shares 3,520 Est. Cost $60.56 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $282 Shares 8,090 Est. Cost $31.86 Unrealized -2.4%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $278 Shares 1,658 Est. Cost $149.63 Unrealized +2.4%
AGG ISHARES TR 0.0%
Value ($000) $276 Shares 2,791 Est. Cost $97.07 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $276 Shares 1,857 Est. Cost $155.36 Unrealized -6.5%
SUI SUN CMNTYS INC 0.0%
Value ($000) $244 Shares 1,898 Est. Cost $123.06 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $243 Shares 2,629 Est. Cost $92.02 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $235 Shares 2,404 Est. Cost $99.29 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $228 Shares 435 Est. Cost $511.31 Unrealized -2.3%
IYR ISHARES TR 0.0%
Value ($000) $225 Shares 2,350 Est. Cost $28.48 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $209 Shares 851 Est. Cost $250.91 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $207 Shares 1,354 Est. Cost $140.30 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $207 Shares 691 Est. Cost $315.96 Unrealized -9.0%