Phocas Financial Corp. Diversified Active

Location: Alameda, CA

CIK: 0001356783 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 26, 2026

Total Value: $769M (100.0% shares, 0.0% debt)

Holdings (148)

WTFC WINTRUST FINL CORP 2.2%
Value $17.24M Shares 123,314 Share Price $139.82 * Est. Cost/Share $84.37 Unrealized @ Report Date +57.6%
AMRX AMNEAL PHARMACEUTICALS INC 2.1%
Value $16.17M Shares 1,282,974 Share Price $12.60 * Est. Cost/Share $5.96 Unrealized @ Report Date +91.9%
NXST NEXSTAR MEDIA GROUP INC 2.0%
Value $15.47M Shares 76,193 Share Price $203.05 * Est. Cost/Share $119.38 Unrealized @ Report Date +61.5%
SKYW SKYWEST INC 1.8%
Value $14.04M Shares 139,856 Share Price $100.41 Est. Cost/Share $35.28 Unrealized @ Report Date +183.8%
COLB COLUMBIA BKG SYS INC 1.7%
Value $13.32M Shares 476,456 Share Price $27.95 * Est. Cost/Share $23.53 Unrealized @ Report Date +14.1%
CVSA ADTALEM GLOBAL ED INC 1.7%
Value $13.05M Shares 126,132 Share Price $103.47 * Est. Cost/Share $54.72 Unrealized @ Report Date +109.3%
ABCB AMERIS BANCORP 1.7%
Value $12.98M Shares 174,733 Share Price $74.27 Est. Cost/Share $39.24 Unrealized @ Report Date +89.2%
SNEX STONEX GROUP INC 1.7%
Value $12.96M Shares 136,202 Share Price $95.13 Est. Cost/Share $61.87 Unrealized @ Report Date +52.4%
PFBC PREFERRED BK LOS ANGELES CA 1.6%
Value $12.26M Shares 129,878 Share Price $94.43 Est. Cost/Share $52.06 Unrealized @ Report Date +79.0%
HL HECLA MNG CO 1.6%
Value $11.97M Shares 623,842 Share Price $19.19 * Est. Cost/Share $8.03 Unrealized @ Report Date +90.3%
CASH PATHWARD FINANCIAL INC 1.5%
Value $11.81M Shares 166,353 Share Price $71.00 Est. Cost/Share $25.16 Unrealized @ Report Date +184.8%
MKSI MKS INC. 1.5%
Value $11.72M Shares 73,365 Share Price $159.80 * Est. Cost/Share $96.49 Unrealized @ Report Date +53.6%
WTM WHITE MTNS INS GROUP LTD 1.5%
Value $11.41M Shares 5,491 Share Price $2078.03 * Est. Cost/Share $1887.23 Unrealized @ Report Date +3.6%
TTMI TTM TECHNOLOGIES INC 1.5%
Value $11.41M Shares 165,357 Share Price $69.00 * Est. Cost/Share $21.21 Unrealized @ Report Date +207.7%
SANM SANMINA CORPORATION 1.5%
Value $11.16M Shares 74,346 Share Price $150.07 Est. Cost/Share $77.90 Unrealized @ Report Date +89.5%
DCO DUCOMMUN INC DEL 1.4%
Value $10.92M Shares 114,834 Share Price $95.13 * Est. Cost/Share $60.17 Unrealized @ Report Date +54.8%
AIR AAR CORP 1.4%
Value $10.74M Shares 129,689 Share Price $82.79 Est. Cost/Share $40.80 Unrealized @ Report Date +102.8%
FNB F N B CORP 1.4%
Value $10.7M Shares 625,940 Share Price $17.10 * Est. Cost/Share $10.71 Unrealized @ Report Date +51.9%
BKH BLACK HILLS CORP 1.4%
Value $10.69M Shares 154,041 Share Price $69.42 * Est. Cost/Share $50.97 Unrealized @ Report Date +30.4%
TRNO TERRENO RLTY CORP 1.4%
Value $10.59M Shares 180,452 Share Price $58.71 Est. Cost/Share $57.10 Unrealized @ Report Date
FRME FIRST MERCHANTS CORP 1.3%
Value $10.18M Shares 271,481 Share Price $37.48 Est. Cost/Share $32.55 Unrealized @ Report Date +13.0%
TCBI TEXAS CAP BANCSHARES INC 1.3%
Value $10.14M Shares 112,035 Share Price $90.54 * Est. Cost/Share $64.92 Unrealized @ Report Date +35.2%
OMF ONEMAIN HLDGS INC 1.2%
Value $9.032M Shares 133,708 Share Price $67.55 * Est. Cost/Share $34.18 Unrealized @ Report Date +77.9%
R RYDER SYS INC 1.1%
Value $8.601M Shares 44,940 Share Price $191.39 * Est. Cost/Share $101.68 Unrealized @ Report Date +76.7%
NESR NATIONAL ENERGY SERVICES REU 1.1%
Value $8.311M Shares 530,741 Share Price $15.66 * Est. Cost/Share $13.12 Unrealized @ Report Date 0.0%
CSR CENTERSPACE 1.1%
Value $8.273M Shares 123,999 Share Price $66.72 Est. Cost/Share $69.41 Unrealized @ Report Date
ONB OLD NATL BANCORP IND 1.1%
Value $8.253M Shares 369,924 Share Price $22.31 * Est. Cost/Share $13.50 Unrealized @ Report Date +59.7%
RHP RYMAN HOSPITALITY PPTYS INC 1.1%
Value $8.153M Shares 86,168 Share Price $94.62 Est. Cost/Share $79.26 Unrealized @ Report Date
RAL RALLIANT CORP 1.0%
Value $7.999M Shares 157,116 Share Price $50.91 * Est. Cost/Share $45.54 Unrealized @ Report Date +2.9%
OTTR OTTER TAIL CORP 1.0%
Value $7.893M Shares 97,678 Share Price $80.81 Est. Cost/Share $40.23 Unrealized @ Report Date +99.4%
REV GROUP INC 1.0%
Value $7.883M Shares 129,639 Share Price $60.81 Est. Cost/Share $16.63 Unrealized @ Report Date
ANGO ANGIODYNAMICS INC 1.0%
Value $7.785M Shares 606,273 Share Price $12.84 * Est. Cost/Share $10.13 Unrealized @ Report Date +21.9%
PRIM PRIMORIS SVCS CORP 1.0%
Value $7.756M Shares 62,478 Share Price $124.14 * Est. Cost/Share $25.31 Unrealized @ Report Date +415.9%
MTRN MATERION CORP 1.0%
Value $7.748M Shares 62,326 Share Price $124.32 Est. Cost/Share $73.35 Unrealized @ Report Date +68.1%
TXNM TXNM ENERGY INC 1.0%
Value $7.581M Shares 128,758 Share Price $58.88 Est. Cost/Share $56.75 Unrealized @ Report Date +1.7%
ALRS ALERUS FINL CORP 1.0%
Value $7.53M Shares 334,357 Share Price $22.52 * Est. Cost/Share $21.69 Unrealized @ Report Date -0.3%
TKR TIMKEN CO 1.0%
Value $7.485M Shares 88,967 Share Price $84.13 * Est. Cost/Share $79.01 Unrealized @ Report Date +0.7%
HRI HERC HLDGS INC 1.0%
Value $7.4M Shares 49,869 Share Price $148.38 * Est. Cost/Share $122.14 Unrealized @ Report Date +11.3%
CRS CARPENTER TECHNOLOGY CORP 0.9%
Value $7.288M Shares 23,147 Share Price $314.84 * Est. Cost/Share $79.62 Unrealized @ Report Date +277.5%
ADC AGREE RLTY CORP 0.9%
Value $7.27M Shares 100,932 Share Price $72.03 Est. Cost/Share $1.37 Unrealized @ Report Date
EFSC ENTERPRISE FINL SVCS CORP 0.9%
Value $7.209M Shares 133,505 Share Price $54.00 Est. Cost/Share $39.86 Unrealized @ Report Date +37.1%
MD PEDIATRIX MEDICAL GROUP INC 0.9%
Value $7.177M Shares 335,551 Share Price $21.39 * Est. Cost/Share $16.68 Unrealized @ Report Date +22.8%
IDA IDACORP INC 0.9%
Value $7.171M Shares 56,662 Share Price $126.56 * Est. Cost/Share $130.09 Unrealized @ Report Date 0.0%
BANR BANNER CORP 0.9%
Value $7.106M Shares 113,401 Share Price $62.66 Est. Cost/Share $53.36 Unrealized @ Report Date +17.0%
NFG NATIONAL FUEL GAS CO 0.9%
Value $7.086M Shares 88,511 Share Price $80.06 * Est. Cost/Share $82.39 Unrealized @ Report Date 0.0%
GIII G III APPAREL GROUP LTD 0.9%
Value $7.078M Shares 244,406 Share Price $28.96 Est. Cost/Share $28.15 Unrealized @ Report Date +1.2%
SAH SONIC AUTOMOTIVE INC 0.9%
Value $6.944M Shares 112,246 Share Price $61.86 * Est. Cost/Share $60.06 Unrealized @ Report Date +10.2%
NPO ENPRO INC 0.9%
Value $6.689M Shares 31,240 Share Price $214.13 * Est. Cost/Share $92.66 Unrealized @ Report Date +138.7%
CHRD CHORD ENERGY CORPORATION 0.9%
Value $6.689M Shares 72,153 Share Price $92.70 Est. Cost/Share $108.76 Unrealized @ Report Date -15.4%
TPH TRI POINTE HOMES INC 0.9%
Value $6.634M Shares 210,798 Share Price $31.47 * Est. Cost/Share $20.70 Unrealized @ Report Date +57.0%
KRG KITE RLTY GROUP TR 0.9%
Value $6.597M Shares 275,239 Share Price $23.97 Est. Cost/Share $12.55 Unrealized @ Report Date
ADT ADT INC DEL 0.9%
Value $6.562M Shares 813,131 Share Price $8.07 * Est. Cost/Share $8.05 Unrealized @ Report Date +2.8%
CHCT COMMUNITY HEALTHCARE TR INC 0.9%
Value $6.55M Shares 398,893 Share Price $16.42 Est. Cost/Share $9.80 Unrealized @ Report Date
AM ANTERO MIDSTREAM CORP 0.8%
Value $6.507M Shares 365,743 Share Price $17.79 Est. Cost/Share $10.51 Unrealized @ Report Date +68.8%
KTB KONTOOR BRANDS INC 0.8%
Value $6.383M Shares 104,479 Share Price $61.09 * Est. Cost/Share $71.60 Unrealized @ Report Date +3.7%
VRRM VERRA MOBILITY CORP 0.8%
Value $6.311M Shares 281,618 Share Price $22.41 Est. Cost/Share $16.82 Unrealized @ Report Date +35.8%
CLF CLEVELAND-CLIFFS INC NEW 0.8%
Value $6.306M Shares 474,862 Share Price $13.28 * Est. Cost/Share $11.19 Unrealized @ Report Date +12.8%
IRT INDEPENDENCE RLTY TR INC 0.8%
Value $6.299M Shares 360,359 Share Price $17.48 Est. Cost/Share $12.75 Unrealized @ Report Date
BGC BGC GROUP INC 0.8%
Value $6.276M Shares 702,819 Share Price $8.93 Est. Cost/Share $9.28 Unrealized @ Report Date -3.1%
ABBV ABBVIE INC 0.8%
Value $5.995M Shares 26,239 Share Price $228.49 Est. Cost/Share $55.17 Unrealized @ Report Date +312.4%
MGY MAGNOLIA OIL & GAS CORP 0.8%
Value $5.829M Shares 266,299 Share Price $21.89 * Est. Cost/Share $18.00 Unrealized @ Report Date +26.3%
PENG PENGUIN SOLUTIONS INC 0.8%
Value $5.782M Shares 295,583 Share Price $19.56 * Est. Cost/Share $24.46 Unrealized @ Report Date -12.4%
BDC BELDEN INC 0.7%
Value $5.266M Shares 45,185 Share Price $116.55 Est. Cost/Share $105.49 Unrealized @ Report Date +10.6%
LADR LADDER CAP CORP 0.7%
Value $5.217M Shares 474,719 Share Price $10.99 Est. Cost/Share $4.62 Unrealized @ Report Date
CALM CAL MAINE FOODS INC 0.7%
Value $5.13M Shares 64,472 Share Price $79.57 * Est. Cost/Share $103.42 Unrealized @ Report Date -16.3%
UMBF UMB FINL CORP 0.6%
Value $4.993M Shares 43,404 Share Price $115.04 Est. Cost/Share $110.35 Unrealized @ Report Date +2.7%
SLG SL GREEN RLTY CORP 0.6%
Value $4.923M Shares 107,332 Share Price $45.87 Est. Cost/Share $30.12 Unrealized @ Report Date
URBN URBAN OUTFITTERS INC 0.6%
Value $4.899M Shares 65,100 Share Price $75.26 * Est. Cost/Share $43.33 Unrealized @ Report Date +63.3%
SHC SOTERA HEALTH CO 0.6%
Value $4.889M Shares 277,139 Share Price $17.64 * Est. Cost/Share $11.45 Unrealized @ Report Date +44.4%
QDEL QUIDELORTHO CORP 0.6%
Value $4.856M Shares 170,018 Share Price $28.56 * Est. Cost/Share $36.15 Unrealized @ Report Date -25.0%
APAM ARTISAN PARTNERS ASSET MGMT 0.6%
Value $4.752M Shares 116,636 Share Price $40.74 Est. Cost/Share $27.35 Unrealized @ Report Date +48.8%
PRM PERIMETER SOLUTIONS INC 0.6%
Value $4.57M Shares 165,987 Share Price $27.53 * Est. Cost/Share $18.95 Unrealized @ Report Date +33.3%
RRC RANGE RES CORP 0.6%
Value $4.484M Shares 127,167 Share Price $35.26 * Est. Cost/Share $23.69 Unrealized @ Report Date +57.2%
OPCH OPTION CARE HEALTH INC 0.5%
Value $4.163M Shares 130,667 Share Price $31.86 * Est. Cost/Share $29.35 Unrealized @ Report Date 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.5%
Value $4.136M Shares 182,755 Share Price $22.63 * Est. Cost/Share $13.07 Unrealized @ Report Date +66.5%
MDU MDU RES GROUP INC 0.5%
Value $4.102M Shares 210,150 Share Price $19.52 Est. Cost/Share $19.57 Unrealized @ Report Date 0.0%
SUPN SUPERNUS PHARMACEUTICALS INC 0.5%
Value $4.042M Shares 81,320 Share Price $49.70 * Est. Cost/Share $48.62 Unrealized @ Report Date 0.0%
LYTS LSI INDS INC OHIO 0.5%
Value $4.026M Shares 219,779 Share Price $18.32 * Est. Cost/Share $15.40 Unrealized @ Report Date +31.9%
LZB LA Z BOY INC 0.5%
Value $4.021M Shares 107,885 Share Price $37.27 * Est. Cost/Share $32.82 Unrealized @ Report Date +6.7%
CCB COASTAL FINL CORP WA 0.5%
Value $3.948M Shares 34,453 Share Price $114.59 * Est. Cost/Share $109.10 Unrealized @ Report Date 0.0%
BELFB BEL FUSE INC 0.5%
Value $3.917M Shares 23,091 Share Price $169.63 * Est. Cost/Share $156.18 Unrealized @ Report Date 0.0%
FUL FULLER H B CO 0.5%
Value $3.855M Shares 64,839 Share Price $59.46 Est. Cost/Share $63.80 Unrealized @ Report Date -8.3%
SR SPIRE INC 0.5%
Value $3.796M Shares 45,903 Share Price $82.70 Est. Cost/Share $82.70 Unrealized @ Report Date
PCRX PACIRA BIOSCIENCES INC 0.5%
Value $3.792M Shares 146,535 Share Price $25.88 * Est. Cost/Share $24.27 Unrealized @ Report Date -2.0%
VIAV VIAVI SOLUTIONS INC 0.5%
Value $3.772M Shares 211,672 Share Price $17.82 * Est. Cost/Share $16.15 Unrealized @ Report Date 0.0%
CON CONCENTRA GROUP HOLDINGS PAR 0.5%
Value $3.746M Shares 190,328 Share Price $19.68 Est. Cost/Share $20.99 Unrealized @ Report Date -4.9%
KD KYNDRYL HLDGS INC 0.5%
Value $3.746M Shares 141,023 Share Price $26.56 * Est. Cost/Share $19.31 Unrealized @ Report Date +40.4%
AUB ATLANTIC UN BANKSHARES CORP 0.5%
Value $3.738M Shares 105,897 Share Price $35.30 * Est. Cost/Share $33.19 Unrealized @ Report Date +2.0%
MAC MACERICH CO 0.5%
Value $3.733M Shares 202,221 Share Price $18.46 Est. Cost/Share $17.19 Unrealized @ Report Date
BOOT BOOT BARN HLDGS INC 0.5%
Value $3.677M Shares 20,836 Share Price $176.47 * Est. Cost/Share $74.44 Unrealized @ Report Date +150.6%
GSHD GOOSEHEAD INS INC 0.5%
Value $3.669M Shares 49,812 Share Price $73.65 * Est. Cost/Share $71.25 Unrealized @ Report Date 0.0%
JJSF J & J SNACK FOODS CORP 0.5%
Value $3.647M Shares 40,358 Share Price $90.37 Est. Cost/Share $90.05 Unrealized @ Report Date 0.0%
CBK COMMERCIAL BANCGROUP INC 0.5%
Value $3.607M Shares 146,869 Share Price $24.56 Est. Cost/Share $24.55 Unrealized @ Report Date 0.0%
TREEHOUSE FOODS INC 0.5%
Value $3.532M Shares 149,718 Share Price $23.59 Est. Cost/Share $22.41 Unrealized @ Report Date
GFF GRIFFON CORP 0.5%
Value $3.528M Shares 47,906 Share Price $73.65 Est. Cost/Share $76.76 Unrealized @ Report Date -3.3%
FFIN FIRST FINL BANKSHARES INC 0.5%
Value $3.515M Shares 117,686 Share Price $29.87 * Est. Cost/Share $31.36 Unrealized @ Report Date 0.0%
MDXG MIMEDX GROUP INC 0.4%
Value $3.338M Shares 492,991 Share Price $6.77 * Est. Cost/Share $7.89 Unrealized @ Report Date -11.2%
CPK CHESAPEAKE UTILS CORP 0.4%
Value $3.314M Shares 26,559 Share Price $124.76 * Est. Cost/Share $131.35 Unrealized @ Report Date 0.0%
MHO M/I HOMES INC 0.4%
Value $3.261M Shares 25,484 Share Price $127.95 * Est. Cost/Share $135.28 Unrealized @ Report Date -2.3%
CUZ COUSINS PPTYS INC 0.4%
Value $2.994M Shares 116,155 Share Price $25.78 Est. Cost/Share $29.49 Unrealized @ Report Date
ACAD ACADIA PHARMACEUTICALS INC 0.4%
Value $2.78M Shares 104,072 Share Price $26.71 * Est. Cost/Share $22.29 Unrealized @ Report Date +7.2%
ROCK GIBRALTAR INDS INC 0.4%
Value $2.766M Shares 55,950 Share Price $49.44 * Est. Cost/Share $57.39 Unrealized @ Report Date -0.2%
GOOGL ALPHABET INC 0.4%
Value $2.749M Shares 8,784 Share Price $313.00 * Est. Cost/Share $107.93 Unrealized @ Report Date +164.6%
AAP ADVANCE AUTO PARTS INC 0.4%
Value $2.739M Shares 69,692 Share Price $39.30 * Est. Cost/Share $55.73 Unrealized @ Report Date -10.7%
SCHX SCHWAB STRATEGIC TR 0.4%
Value $2.721M Shares 101,124 Share Price $26.91 Est. Cost/Share $34.69 Unrealized @ Report Date
CRNX CRINETICS PHARMACEUTICALS IN 0.3%
Value $2.508M Shares 53,877 Share Price $46.55 * Est. Cost/Share $31.97 Unrealized @ Report Date +39.2%
NVDA NVIDIA CORPORATION 0.3%
Value $2.494M Shares 13,375 Share Price $186.50 Est. Cost/Share $92.90 Unrealized @ Report Date +100.4%
CRGY CRESCENT ENERGY COMPANY 0.3%
Value $2.489M Shares 296,617 Share Price $8.39 * Est. Cost/Share $10.67 Unrealized @ Report Date -18.2%
AAPL APPLE INC 0.3%
Value $2.449M Shares 9,008 Share Price $271.86 Est. Cost/Share $107.55 Unrealized @ Report Date +149.5%
VCYT VERACYTE INC 0.3%
Value $2.115M Shares 50,231 Share Price $42.10 * Est. Cost/Share $28.14 Unrealized @ Report Date +43.2%
CRMD CORMEDIX INC 0.3%
Value $1.99M Shares 171,087 Share Price $11.63 * Est. Cost/Share $11.06 Unrealized @ Report Date 0.0%
MSFT MICROSOFT CORP 0.3%
Value $1.973M Shares 4,080 Share Price $483.62 * Est. Cost/Share $178.78 Unrealized @ Report Date +180.0%
BCRX BIOCRYST PHARMACEUTICALS INC 0.3%
Value $1.956M Shares 250,797 Share Price $7.80 * Est. Cost/Share $7.23 Unrealized @ Report Date 0.0%
PTCT PTC THERAPEUTICS INC 0.3%
Value $1.936M Shares 25,482 Share Price $75.96 * Est. Cost/Share $52.09 Unrealized @ Report Date +39.5%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.2%
Value $1.873M Shares 64,499 Share Price $29.04 * Est. Cost/Share $14.12 Unrealized @ Report Date +81.2%
AVNT AVIENT CORPORATION 0.2%
Value $1.683M Shares 53,877 Share Price $31.24 Est. Cost/Share $28.07 Unrealized @ Report Date +9.5%
NGS NATURAL GAS SVCS GROUP INC 0.2%
Value $1.47M Shares 43,688 Share Price $33.65 * Est. Cost/Share $29.70 Unrealized @ Report Date 0.0%
CRC CALIFORNIA RES CORP 0.2%
Value $1.408M Shares 31,502 Share Price $44.71 * Est. Cost/Share $49.44 Unrealized @ Report Date -4.6%
ETN EATON CORP PLC 0.2%
Value $1.303M Shares 4,090 Share Price $318.51 * Est. Cost/Share $146.73 Unrealized @ Report Date +141.5%
CRK COMSTOCK RES INC 0.2%
Value $1.262M Shares 54,427 Share Price $23.18 * Est. Cost/Share $19.16 Unrealized @ Report Date +15.0%
JNJ JOHNSON & JOHNSON 0.2%
Value $1.177M Shares 5,689 Share Price $206.95 * Est. Cost/Share $143.59 Unrealized @ Report Date +37.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.162M Shares 2,312 Share Price $502.65 Est. Cost/Share $281.96 Unrealized @ Report Date +76.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $955K Shares 36,417 Share Price $26.23 Est. Cost/Share $34.33 Unrealized @ Report Date
KN KNOWLES CORP 0.1%
Value $941K Shares 43,927 Share Price $21.43 * Est. Cost/Share $22.79 Unrealized @ Report Date 0.0%
CSD INVESCO EXCHANGE TRADED FD T 0.1%
Value $738K Shares 7,400 Share Price $99.73 Est. Cost/Share $3.02 Unrealized @ Report Date
DOV DOVER CORP 0.1%
Value $706K Shares 3,615 Share Price $195.24 * Est. Cost/Share $49.45 Unrealized @ Report Date +267.7%
GOOG ALPHABET INC 0.1%
Value $690K Shares 2,200 Share Price $313.80 * Est. Cost/Share $110.25 Unrealized @ Report Date +159.7%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $595K Shares 2,300 Share Price $258.79 * Est. Cost/Share $34.76 Unrealized @ Report Date +660.1%
AMZN AMAZON COM INC 0.1%
Value $566K Shares 2,450 Share Price $230.82 Est. Cost/Share $123.37 Unrealized @ Report Date +85.4%
COST COSTCO WHSL CORP NEW 0.1%
Value $523K Shares 606 Share Price $862.34 * Est. Cost/Share $385.53 Unrealized @ Report Date +134.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $436K Shares 2,355 Share Price $185.11 * Est. Cost/Share $165.60 Unrealized @ Report Date +8.7%
PLD PROLOGIS INC. 0.0%
Value $363K Shares 2,844 Share Price $127.66 * Est. Cost/Share $110.17 Unrealized @ Report Date +12.4%
UL UNILEVER PLC 0.0%
Value $349K Shares 5,333 Share Price $65.40 Est. Cost/Share $65.40 Unrealized @ Report Date
SCHH SCHWAB STRATEGIC TR 0.0%
Value $343K Shares 16,411 Share Price $20.89 Est. Cost/Share $24.14 Unrealized @ Report Date
EFA ISHARES TR 0.0%
Value $338K Shares 3,520 Share Price $96.03 Est. Cost/Share $60.56 Unrealized @ Report Date
CI THE CIGNA GROUP 0.0%
Value $333K Shares 1,210 Share Price $275.23 Est. Cost/Share $204.18 Unrealized @ Report Date +36.8%
EQIX EQUINIX INC 0.0%
Value $329K Shares 429 Share Price $766.16 Est. Cost/Share $897.54 Unrealized @ Report Date -13.0%
AVGO BROADCOM INC 0.0%
Value $311K Shares 900 Share Price $346.10 * Est. Cost/Share $215.92 Unrealized @ Report Date +65.3%
AGG ISHARES TR 0.0%
Value $279K Shares 2,791 Share Price $99.88 Est. Cost/Share $99.88 Unrealized @ Report Date
JPM JPMORGAN CHASE & CO. 0.0%
Value $274K Shares 851 Share Price $322.22 * Est. Cost/Share $250.91 Unrealized @ Report Date +23.4%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $270K Shares 1,535 Share Price $175.57 * Est. Cost/Share $198.35 Unrealized @ Report Date -9.1%
PBF PBF ENERGY INC 0.0%
Value $258K Shares 9,523 Share Price $27.12 * Est. Cost/Share $19.01 Unrealized @ Report Date +68.5%
BAC BANK AMERICA CORP 0.0%
Value $255K Shares 4,640 Share Price $55.00 * Est. Cost/Share $41.45 Unrealized @ Report Date +27.1%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $237K Shares 2,349 Share Price $100.80 * Est. Cost/Share $99.29 Unrealized @ Report Date -1.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value $235K Shares 345 Share Price $681.92 Est. Cost/Share $617.85 Unrealized @ Report Date
IYR ISHARES TR 0.0%
Value $221K Shares 2,350 Share Price $93.89 Est. Cost/Share $28.48 Unrealized @ Report Date
PANW PALO ALTO NETWORKS INC 0.0%
Value $216K Shares 1,170 Share Price $184.20 * Est. Cost/Share $185.70 Unrealized @ Report Date +8.6%
PWR QUANTA SVCS INC 0.0%
Value $207K Shares 490 Share Price $422.06 * Est. Cost/Share $388.50 Unrealized @ Report Date +13.1%