Phocas Financial Corp. Diversified Active

Location: Alameda, CA

CIK: 0001356783 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 6, 2025

Total Value: $695M (100.0% shares, 0.0% debt)

Holdings (142)

SKYW SKYWEST INC 2.6%
Value $17.86M Shares 173,417 Est. Cost $35.28 Unrealized +169.4%
TTMI TTM TECHNOLOGIES INC 2.4%
Value $16.7M Shares 409,203 Est. Cost $21.21 Unrealized +30.4%
CVSA ADTALEM GLOBAL ED INC 2.3%
Value $15.76M Shares 123,865 Est. Cost $53.20 Unrealized +122.3%
WTFC WINTRUST FINL CORP 2.2%
Value $15.01M Shares 121,085 Est. Cost $83.38 Unrealized +37.6%
CASH PATHWARD FINANCIAL INC 1.9%
Value $12.93M Shares 163,365 Est. Cost $24.06 Unrealized +217.4%
NXST NEXSTAR MEDIA GROUP INC 1.9%
Value $12.93M Shares 74,733 Est. Cost $117.80 Unrealized +34.8%
PRIM PRIMORIS SVCS CORP 1.8%
Value $12.23M Shares 156,852 Est. Cost $25.31 Unrealized +167.8%
SNEX STONEX GROUP INC 1.8%
Value $12.18M Shares 133,613 Est. Cost $61.13 Unrealized +38.4%
ABCB AMERIS BANCORP 1.6%
Value $11.1M Shares 171,594 Est. Cost $38.60 Unrealized +52.2%
RRC RANGE RES CORP 1.6%
Value $11.1M Shares 272,929 Est. Cost $23.69 Unrealized +59.1%
PFBC PREFERRED BK LOS ANGELES CA 1.6%
Value $11.04M Shares 127,541 Est. Cost $51.22 Unrealized +60.9%
FHN FIRST HORIZON CORPORATION 1.5%
Value $10.59M Shares 499,698 Est. Cost $12.49 Unrealized +49.7%
FRME FIRST MERCHANTS CORP 1.5%
Value $10.21M Shares 266,578 Est. Cost $32.41 Unrealized +11.3%
KMPR KEMPER CORP 1.5%
Value $10.2M Shares 158,022 Est. Cost $59.13 Unrealized +4.6%
AMRX AMNEAL PHARMACEUTICALS INC 1.5%
Value $10.19M Shares 1,259,564 Est. Cost $5.90 Unrealized +27.8%
CRS CARPENTER TECHNOLOGY CORP 1.5%
Value $10.16M Shares 36,755 Est. Cost $79.62 Unrealized +173.1%
WTM WHITE MTNS INS GROUP LTD 1.4%
Value $9.683M Shares 5,392 Est. Cost $1889.39 Unrealized -5.9%
BKH BLACK HILLS CORP 1.4%
Value $9.596M Shares 171,060 Est. Cost $50.84 Unrealized +11.1%
DCO DUCOMMUN INC DEL 1.3%
Value $9.308M Shares 112,648 Est. Cost $59.51 Unrealized +11.7%
FNB F N B CORP 1.3%
Value $8.962M Shares 614,668 Est. Cost $10.60 Unrealized +25.0%
SAH SONIC AUTOMOTIVE INC 1.3%
Value $8.807M Shares 110,185 Est. Cost $59.64 Unrealized +12.9%
AIR AAR CORP 1.3%
Value $8.762M Shares 127,366 Est. Cost $40.07 Unrealized +49.8%
TCBI TEXAS CAP BANCSHARES INC 1.3%
Value $8.735M Shares 110,018 Est. Cost $64.49 Unrealized +11.1%
KD KYNDRYL HLDGS INC 1.3%
Value $8.722M Shares 207,854 Est. Cost $18.98 Unrealized +90.6%
SYNOVUS FINL CORP 1.2%
Value $8.687M Shares 167,859 Est. Cost $44.09 Unrealized
SPARTANNASH CO 1.2%
Value $8.6M Shares 324,654 Est. Cost $21.82 Unrealized
SANM SANMINA CORPORATION 1.2%
Value $8.576M Shares 87,662 Est. Cost $70.46 Unrealized +17.3%
RHP RYMAN HOSPITALITY PPTYS INC 1.2%
Value $8.373M Shares 84,862 Est. Cost $79.07 Unrealized
ONB OLD NATL BANCORP IND 1.1%
Value $7.752M Shares 363,272 Est. Cost $13.32 Unrealized +55.3%
PINNACLE FINL PARTNERS INC 1.1%
Value $7.64M Shares 69,200 Est. Cost $68.07 Unrealized
OMF ONEMAIN HLDGS INC 1.1%
Value $7.471M Shares 131,073 Est. Cost $33.61 Unrealized +48.3%
OTTR OTTER TAIL CORP 1.1%
Value $7.394M Shares 95,919 Est. Cost $39.40 Unrealized +93.7%
POR PORTLAND GEN ELEC CO 1.1%
Value $7.38M Shares 181,638 Est. Cost $35.88 Unrealized +12.9%
CSR CENTERSPACE 1.1%
Value $7.345M Shares 122,028 Est. Cost $69.62 Unrealized
CMA COMERICA INC 1.1%
Value $7.329M Shares 122,871 Est. Cost $37.31 Unrealized +45.4%
ADC AGREE RLTY CORP 1.0%
Value $7.256M Shares 99,309 Est. Cost $0.06 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 1.0%
Value $7.223M Shares 131,097 Est. Cost $39.49 Unrealized +30.0%
BANR BANNER CORP 1.0%
Value $7.143M Shares 111,355 Est. Cost $53.13 Unrealized +13.4%
MKSI MKS INC. 1.0%
Value $7.139M Shares 71,851 Est. Cost $96.26 Unrealized -16.0%
BGC BGC GROUP INC 1.0%
Value $7.053M Shares 689,414 Est. Cost $9.27 Unrealized -1.5%
R RYDER SYS INC 1.0%
Value $7.014M Shares 44,114 Est. Cost $100.01 Unrealized +46.9%
VRRM VERRA MOBILITY CORP 1.0%
Value $6.997M Shares 275,563 Est. Cost $16.63 Unrealized +40.1%
AM ANTERO MIDSTREAM CORP 1.0%
Value $6.797M Shares 358,678 Est. Cost $10.36 Unrealized +65.6%
ADT ADT INC DEL 1.0%
Value $6.739M Shares 795,689 Est. Cost $8.04 Unrealized 0.0%
TPH TRI POINTE HOMES INC 1.0%
Value $6.613M Shares 206,981 Est. Cost $20.42 Unrealized +50.3%
SLG SL GREEN RLTY CORP 0.9%
Value $6.56M Shares 105,976 Est. Cost $29.64 Unrealized
CHCT COMMUNITY HEALTHCARE TR INC 0.9%
Value $6.519M Shares 391,979 Est. Cost $9.69 Unrealized
TRNO TERRENO RLTY CORP 0.9%
Value $6.445M Shares 114,939 Est. Cost $56.22 Unrealized
LNTH LANTHEUS HLDGS INC 0.9%
Value $6.426M Shares 78,504 Est. Cost $68.97 Unrealized +27.3%
IRT INDEPENDENCE RLTY TR INC 0.9%
Value $6.304M Shares 356,377 Est. Cost $12.70 Unrealized
PR PERMIAN RESOURCES CORP 0.9%
Value $6.168M Shares 452,832 Est. Cost $13.69 Unrealized -6.1%
KRG KITE RLTY GROUP TR 0.9%
Value $6.121M Shares 270,253 Est. Cost $12.35 Unrealized
SWX SOUTHWEST GAS HLDGS INC 0.9%
Value $6.109M Shares 82,127 Est. Cost $67.97 Unrealized +6.1%
REV GROUP INC 0.9%
Value $6.058M Shares 127,292 Est. Cost $15.79 Unrealized
NPO ENPRO INC 0.8%
Value $5.876M Shares 30,677 Est. Cost $90.11 Unrealized +89.7%
HRI HERC HLDGS INC 0.8%
Value $5.688M Shares 43,194 Est. Cost $120.18 Unrealized -0.9%
TREEHOUSE FOODS INC 0.8%
Value $5.575M Shares 287,083 Est. Cost $22.46 Unrealized
PACIFIC PREMIER BANCORP 0.8%
Value $5.524M Shares 261,915 Est. Cost $16.81 Unrealized
COLB COLUMBIA BKG SYS INC 0.8%
Value $5.335M Shares 228,202 Est. Cost $22.09 Unrealized +1.2%
AVNT AVIENT CORPORATION 0.8%
Value $5.298M Shares 163,979 Est. Cost $28.07 Unrealized +20.5%
COHR COHERENT CORP 0.7%
Value $5.13M Shares 57,505 Est. Cost $47.05 Unrealized +52.9%
BDC BELDEN INC 0.7%
Value $5.125M Shares 44,254 Est. Cost $105.01 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MGMT 0.7%
Value $5.077M Shares 114,524 Est. Cost $27.02 Unrealized +36.5%
LADR LADDER CAP CORP 0.7%
Value $5.011M Shares 466,156 Est. Cost $4.49 Unrealized
GIII G III APPAREL GROUP LTD 0.7%
Value $4.962M Shares 221,524 Est. Cost $27.90 Unrealized -9.9%
ABBV ABBVIE INC 0.7%
Value $4.87M Shares 26,239 Est. Cost $55.17 Unrealized +231.1%
BOOT BOOT BARN HLDGS INC 0.7%
Value $4.837M Shares 31,822 Est. Cost $74.44 Unrealized +78.3%
URBN URBAN OUTFITTERS INC 0.7%
Value $4.635M Shares 63,890 Est. Cost $42.69 Unrealized +40.7%
PCRX PACIRA BIOSCIENCES INC 0.7%
Value $4.623M Shares 193,437 Est. Cost $24.27 Unrealized +3.8%
UMBF UMB FINL CORP 0.6%
Value $4.482M Shares 42,624 Est. Cost $110.25 Unrealized -9.6%
MGY MAGNOLIA OIL & GAS CORP 0.6%
Value $4.257M Shares 189,378 Est. Cost $15.61 Unrealized +41.9%
NOG NORTHERN OIL & GAS INC 0.6%
Value $4.088M Shares 144,198 Est. Cost $17.58 Unrealized +53.1%
LZB LA Z BOY INC 0.6%
Value $3.937M Shares 105,932 Est. Cost $32.74 Unrealized +22.1%
CHRD CHORD ENERGY CORPORATION 0.6%
Value $3.831M Shares 39,552 Est. Cost $117.00 Unrealized -21.4%
FUL FULLER H B CO 0.6%
Value $3.829M Shares 63,659 Est. Cost $63.89 Unrealized -14.7%
LYTS LSI INDS INC OHIO 0.5%
Value $3.671M Shares 215,840 Est. Cost $15.30 Unrealized +5.0%
ACHC ACADIA HEALTHCARE COMPANY IN 0.5%
Value $3.658M Shares 161,206 Est. Cost $54.94 Unrealized -56.9%
VERITEX HLDGS INC 0.5%
Value $3.549M Shares 135,981 Est. Cost $26.10 Unrealized
TKR TIMKEN CO 0.5%
Value $3.488M Shares 48,076 Est. Cost $78.61 Unrealized -13.5%
CUZ COUSINS PPTYS INC 0.5%
Value $3.421M Shares 113,913 Est. Cost $29.50 Unrealized
VERINT SYS INC 0.5%
Value $3.372M Shares 171,413 Est. Cost $38.19 Unrealized
ANGO ANGIODYNAMICS INC 0.5%
Value $3.357M Shares 338,408 Est. Cost $10.51 Unrealized -6.8%
QDEL QUIDELORTHO CORP 0.5%
Value $3.292M Shares 114,240 Est. Cost $40.56 Unrealized -27.1%
ROCK GIBRALTAR INDS INC 0.5%
Value $3.229M Shares 54,727 Est. Cost $57.26 Unrealized 0.0%
MAC MACERICH CO 0.5%
Value $3.222M Shares 199,141 Est. Cost $17.17 Unrealized
CON CONCENTRA GROUP HOLDINGS PAR 0.5%
Value $3.174M Shares 154,326 Est. Cost $21.20 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.5%
Value $3.17M Shares 68,183 Est. Cost $55.67 Unrealized -29.1%
EHAB ENHABIT INC 0.4%
Value $3.094M Shares 320,957 Est. Cost $9.23 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value $3.076M Shares 215,438 Est. Cost $12.99 Unrealized -10.0%
SHC SOTERA HEALTH CO 0.4%
Value $3.045M Shares 273,874 Est. Cost $11.42 Unrealized +2.6%
ELME ELME COMMUNITIES 0.4%
Value $2.988M Shares 187,902 Est. Cost $17.40 Unrealized
MTRN MATERION CORP 0.4%
Value $2.97M Shares 37,414 Est. Cost $52.14 Unrealized +51.3%
GDEN GOLDEN ENTMT INC 0.4%
Value $2.805M Shares 95,321 Est. Cost $44.92 Unrealized -41.0%
KFRC KFORCE INC 0.4%
Value $2.708M Shares 65,846 Est. Cost $38.25 Unrealized +9.7%
EPC EDGEWELL PERS CARE CO 0.4%
Value $2.555M Shares 109,141 Est. Cost $35.77 Unrealized -24.0%
TWO TWO HBRS INVT CORP 0.4%
Value $2.554M Shares 237,159 Est. Cost $0.01 Unrealized
MDXG MIMEDX GROUP INC 0.4%
Value $2.517M Shares 411,908 Est. Cost $8.07 Unrealized -17.6%
CRGY CRESCENT ENERGY COMPANY 0.4%
Value $2.505M Shares 291,223 Est. Cost $10.71 Unrealized -20.9%
SCHX SCHWAB STRATEGIC TR 0.4%
Value $2.495M Shares 102,081 Est. Cost $34.69 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.3%
Value $2.204M Shares 102,176 Est. Cost $22.26 Unrealized -16.5%
NVDA NVIDIA CORPORATION 0.3%
Value $2.157M Shares 13,650 Est. Cost $92.90 Unrealized +35.4%
MSFT MICROSOFT CORP 0.3%
Value $2.029M Shares 4,080 Est. Cost $178.78 Unrealized +141.9%
AAPL APPLE INC 0.3%
Value $1.913M Shares 9,325 Est. Cost $107.55 Unrealized +87.3%
THRY THRYV HLDGS INC 0.3%
Value $1.851M Shares 152,186 Est. Cost $21.23 Unrealized -39.2%
MIRM MIRUM PHARMACEUTICALS INC 0.3%
Value $1.81M Shares 35,561 Est. Cost $27.49 Unrealized +61.9%
GOOGL ALPHABET INC 0.2%
Value $1.548M Shares 8,784 Est. Cost $107.93 Unrealized +51.3%
CRK COMSTOCK RES INC 0.2%
Value $1.517M Shares 54,827 Est. Cost $19.16 Unrealized +18.8%
ETN EATON CORP PLC 0.2%
Value $1.46M Shares 4,090 Est. Cost $146.73 Unrealized +109.0%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.2%
Value $1.458M Shares 104,014 Est. Cost $14.09 Unrealized -0.5%
VCYT VERACYTE INC 0.2%
Value $1.333M Shares 49,325 Est. Cost $28.13 Unrealized +3.0%
APLS APELLIS PHARMACEUTICALS INC 0.2%
Value $1.239M Shares 71,599 Est. Cost $18.51 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.172M Shares 2,412 Est. Cost $281.96 Unrealized +80.1%
JNJ JOHNSON & JOHNSON 0.1%
Value $869K Shares 5,689 Est. Cost $143.59 Unrealized +5.1%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $868K Shares 36,417 Est. Cost $34.33 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $736K Shares 2,300 Est. Cost $34.76 Unrealized +842.2%
DOV DOVER CORP 0.1%
Value $662K Shares 3,615 Est. Cost $49.45 Unrealized +249.3%
CSD INVESCO EXCHANGE TRADED FD T 0.1%
Value $621K Shares 7,400 Est. Cost $3.02 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $600K Shares 606 Est. Cost $385.53 Unrealized +157.0%
AMZN AMAZON COM INC 0.1%
Value $538K Shares 2,450 Est. Cost $123.37 Unrealized +60.4%
EQIX EQUINIX INC 0.1%
Value $460K Shares 578 Est. Cost $897.54 Unrealized -6.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $419K Shares 2,606 Est. Cost $165.60 Unrealized -7.8%
PEP PEPSICO INC 0.1%
Value $411K Shares 3,113 Est. Cost $61.42 Unrealized +113.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $404K Shares 1,827 Est. Cost $198.35 Unrealized +6.1%
CI THE CIGNA GROUP 0.1%
Value $400K Shares 1,210 Est. Cost $204.18 Unrealized +55.7%
GOOG ALPHABET INC 0.1%
Value $390K Shares 2,200 Est. Cost $110.25 Unrealized +49.5%
UNILEVER PLC 0.1%
Value $367K Shares 6,000 Est. Cost $45.50 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value $347K Shares 16,411 Est. Cost $24.14 Unrealized
PLD PROLOGIS INC. 0.0%
Value $326K Shares 3,103 Est. Cost $110.17 Unrealized -7.1%
EFA ISHARES TR 0.0%
Value $315K Shares 3,520 Est. Cost $60.56 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value $269K Shares 1,826 Est. Cost $155.36 Unrealized -9.3%
INVH INVITATION HOMES INC 0.0%
Value $261K Shares 7,966 Est. Cost $31.86 Unrealized +2.3%
AVGO BROADCOM INC 0.0%
Value $248K Shares 900 Est. Cost $215.92 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.0%
Value $247K Shares 851 Est. Cost $250.91 Unrealized +0.7%
MAA MID-AMER APT CMNTYS INC 0.0%
Value $241K Shares 1,629 Est. Cost $149.63 Unrealized +1.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value $239K Shares 1,170 Est. Cost $185.70 Unrealized 0.0%
SUI SUN CMNTYS INC 0.0%
Value $237K Shares 1,875 Est. Cost $123.06 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $225K Shares 2,371 Est. Cost $99.29 Unrealized -8.0%
IYR ISHARES TR 0.0%
Value $223K Shares 2,350 Est. Cost $28.48 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $220K Shares 4,640 Est. Cost $41.45 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value $213K Shares 345 Est. Cost $617.85 Unrealized
PBF PBF ENERGY INC 0.0%
Value $208K Shares 9,581 Est. Cost $19.01 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value $205K Shares 1,334 Est. Cost $140.30 Unrealized +5.4%