Phocas Financial Corp. Diversified Active

Location: Alameda, CA

CIK: 0001356783 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 1, 2026

Total Value: $637M (100.0% shares, 0.0% debt)

Holdings (155)

AMRX AMNEAL PHARMACEUTICALS INC 2.0%
Value $12.46M Shares 1,002,664 Est. Cost $5.96 Unrealized +133.6%
CASH PATHWARD FINANCIAL INC 1.8%
Value $11.61M Shares 130,125 Est. Cost $25.16 Unrealized +238.7%
AIR AAR CORP 1.7%
Value $11.11M Shares 101,511 Est. Cost $40.80 Unrealized +160.2%
WTFC WINTRUST FINL CORP 1.7%
Value $10.98M Shares 79,058 Est. Cost $84.37 Unrealized +77.8%
SNEX STONEX GROUP INC 1.7%
Value $10.96M Shares 135,949 Est. Cost $61.87 Unrealized +84.7%
DCO DUCOMMUN INC DEL 1.7%
Value $10.95M Shares 89,742 Est. Cost $60.17 Unrealized +92.0%
ABCB AMERIS BANCORP 1.7%
Value $10.66M Shares 136,727 Est. Cost $39.24 Unrealized +106.5%
COLB COLUMBIA BKG SYS INC 1.6%
Value $10.22M Shares 372,463 Est. Cost $23.53 Unrealized +27.3%
SKYW SKYWEST INC 1.6%
Value $10.02M Shares 109,135 Est. Cost $35.28 Unrealized +189.1%
WTM WHITE MTNS INS GROUP LTD 1.5%
Value $9.429M Shares 4,292 Est. Cost $1887.23 Unrealized +11.7%
PFBC PREFERRED BK LOS ANGELES CA 1.4%
Value $9.219M Shares 101,657 Est. Cost $52.06 Unrealized +75.6%
NESR NATIONAL ENERGY SERVICES REU 1.4%
Value $8.889M Shares 414,003 Est. Cost $13.12 Unrealized +55.7%
TRNO TERRENO RLTY CORP 1.4%
Value $8.648M Shares 140,798 Est. Cost $57.10 Unrealized
BKH BLACK HILLS CORP 1.3%
Value $8.318M Shares 119,835 Est. Cost $50.97 Unrealized +41.1%
TCBI TEXAS CAP BANCSHARES INC 1.3%
Value $8.316M Shares 87,645 Est. Cost $64.92 Unrealized +54.2%
FRME FIRST MERCHANTS CORP 1.3%
Value $8.219M Shares 212,220 Est. Cost $32.55 Unrealized +22.5%
FNB F N B CORP 1.3%
Value $8.188M Shares 489,684 Est. Cost $10.71 Unrealized +66.3%
TPH TRI POINTE HOMES INC 1.2%
Value $7.71M Shares 164,999 Est. Cost $20.70 Unrealized +79.6%
CHRD CHORD ENERGY CORPORATION 1.2%
Value $7.611M Shares 53,531 Est. Cost $108.76 Unrealized -10.0%
SANM SANMINA CORP 1.2%
Value $7.514M Shares 57,959 Est. Cost $77.90 Unrealized +101.2%
R RYDER SYS INC 1.1%
Value $7.19M Shares 35,121 Est. Cost $101.68 Unrealized +99.7%
CRS CARPENTER TECHNOLOGY CORP 1.1%
Value $7.118M Shares 18,059 Est. Cost $79.62 Unrealized +338.7%
MTRN MATERION CORP 1.1%
Value $7.032M Shares 48,613 Est. Cost $73.35 Unrealized +98.3%
TKR TIMKEN CO 1.1%
Value $6.975M Shares 69,355 Est. Cost $79.01 Unrealized +24.6%
PRIM PRIMORIS SVCS CORP 1.1%
Value $6.967M Shares 48,704 Est. Cost $25.31 Unrealized +492.2%
OTTR OTTER TAIL CORP 1.1%
Value $6.713M Shares 76,483 Est. Cost $40.23 Unrealized +113.5%
MTDR MATADOR RES CO 1.0%
Value $6.673M Shares 105,618 Est. Cost $45.39 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP 1.0%
Value $6.525M Shares 286,191 Est. Cost $10.51 Unrealized +81.4%
NFG NATIONAL FUEL GAS CO 1.0%
Value $6.47M Shares 68,857 Est. Cost $82.39 Unrealized +1.4%
PTEN PATTERSON-UTI ENERGY INC 1.0%
Value $6.462M Shares 596,671 Est. Cost $7.64 Unrealized 0.0%
ONB OLD NATL BANCORP IND 1.0%
Value $6.395M Shares 289,354 Est. Cost $13.50 Unrealized +78.9%
IDA IDACORP INC 1.0%
Value $6.32M Shares 44,202 Est. Cost $130.09 Unrealized +3.6%
MGY MAGNOLIA OIL & GAS CORP 1.0%
Value $6.295M Shares 199,397 Est. Cost $18.00 Unrealized +37.8%
TDS TELEPHONE & DATA SYS INC 1.0%
Value $6.282M Shares 149,225 Est. Cost $44.36 Unrealized 0.0%
RHP RYMAN HOSPITALITY PPTYS INC 1.0%
Value $6.251M Shares 67,745 Est. Cost $79.26 Unrealized
ALRS ALERUS FINL CORP 1.0%
Value $6.186M Shares 260,896 Est. Cost $21.69 Unrealized +12.8%
CVSA COVISTA INC 1.0%
Value $6.181M Shares 53,635 Est. Cost $54.72 Unrealized +96.4%
NGS NATURAL GAS SVCS GROUP INC 1.0%
Value $6.131M Shares 162,465 Est. Cost $33.90 Unrealized +4.6%
NPO ENPRO INC 1.0%
Value $6.125M Shares 24,437 Est. Cost $92.66 Unrealized +169.5%
TXNM TXNM ENERGY INC 0.9%
Value $6.037M Shares 103,269 Est. Cost $56.75 Unrealized +4.2%
SAH SONIC AUTOMOTIVE INC 0.9%
Value $6.015M Shares 87,718 Est. Cost $60.06 Unrealized +3.7%
AUB ATLANTIC UN BANKSHARES CORP 0.9%
Value $5.913M Shares 165,445 Est. Cost $35.20 Unrealized +10.1%
TEX TEREX CORP NEW 0.9%
Value $5.89M Shares 99,654 Est. Cost $62.32 Unrealized 0.0%
MKSI MKS INC. 0.9%
Value $5.865M Shares 25,520 Est. Cost $96.49 Unrealized +133.3%
URBN URBAN OUTFITTERS INC 0.9%
Value $5.778M Shares 91,209 Est. Cost $51.37 Unrealized +39.0%
FFIN FIRST FINL BANKSHARES INC 0.9%
Value $5.759M Shares 195,562 Est. Cost $31.86 Unrealized +2.4%
KTB KONTOOR BRANDS INC 0.9%
Value $5.733M Shares 81,556 Est. Cost $71.60 Unrealized -12.1%
ABBV ABBVIE INC 0.9%
Value $5.707M Shares 26,239 Est. Cost $55.17 Unrealized +303.4%
EFSC ENTERPRISE FINL SVCS CORP 0.9%
Value $5.647M Shares 104,362 Est. Cost $39.86 Unrealized +44.5%
OPCH OPTION CARE HEALTH INC 0.9%
Value $5.626M Shares 208,974 Est. Cost $31.24 Unrealized +10.1%
MD PEDIATRIX MEDICAL GROUP INC 0.9%
Value $5.599M Shares 261,780 Est. Cost $16.68 Unrealized +27.5%
CSR CENTERSPACE 0.9%
Value $5.599M Shares 97,454 Est. Cost $69.41 Unrealized
AVNT AVIENT CORPORATION 0.9%
Value $5.579M Shares 153,687 Est. Cost $34.30 Unrealized +9.8%
VIAV VIAVI SOLUTIONS INC 0.9%
Value $5.493M Shares 165,059 Est. Cost $16.15 Unrealized +42.3%
SLG SL GREEN RLTY CORP 0.8%
Value $5.405M Shares 146,318 Est. Cost $31.94 Unrealized
BANR BANNER CORP 0.8%
Value $5.383M Shares 88,710 Est. Cost $53.36 Unrealized +18.5%
BGC BGC GROUP INC 0.8%
Value $5.372M Shares 549,320 Est. Cost $9.28 Unrealized -1.9%
HL HECLA MINING COMPANY 0.8%
Value $5.321M Shares 285,609 Est. Cost $8.03 Unrealized +200.0%
GIII G III APPAREL GROUP LTD 0.8%
Value $5.292M Shares 191,058 Est. Cost $28.15 Unrealized +6.6%
KRG KITE REALTY GROUP TRUST 0.8%
Value $5.281M Shares 215,132 Est. Cost $12.55 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.8%
Value $5.128M Shares 28,358 Est. Cost $119.38 Unrealized +82.8%
ADT ADT INC DEL 0.8%
Value $5.113M Shares 778,244 Est. Cost $8.05 Unrealized -0.4%
RAL RALLIANT CORP 0.8%
Value $5.096M Shares 122,532 Est. Cost $45.54 Unrealized +8.0%
BDC BELDEN INC 0.8%
Value $5.041M Shares 43,899 Est. Cost $105.49 Unrealized +22.0%
CHCT COMMUNITY HEALTHCARE TR INC 0.8%
Value $4.966M Shares 312,497 Est. Cost $9.80 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.7%
Value $4.214M Shares 283,010 Est. Cost $12.75 Unrealized
PENG PENGUIN SOLUTIONS INC 0.6%
Value $4.062M Shares 230,769 Est. Cost $24.46 Unrealized -20.0%
CALM CAL MAINE FOODS INC 0.6%
Value $3.984M Shares 50,339 Est. Cost $103.42 Unrealized -22.0%
HRI HERC HLDGS INC 0.6%
Value $3.87M Shares 38,876 Est. Cost $122.14 Unrealized +30.4%
UMBF UMB FINL CORP 0.6%
Value $3.829M Shares 33,952 Est. Cost $110.35 Unrealized +13.3%
LFUS LITTELFUSE INC 0.6%
Value $3.65M Shares 10,757 Est. Cost $319.97 Unrealized 0.0%
PLAB PHOTRONICS INC 0.6%
Value $3.646M Shares 90,213 Est. Cost $35.90 Unrealized 0.0%
LADR LADDER CAP CORP 0.6%
Value $3.632M Shares 371,710 Est. Cost $4.62 Unrealized
ESI ELEMENT SOLUTIONS INC 0.6%
Value $3.629M Shares 106,286 Est. Cost $30.49 Unrealized 0.0%
KN KNOWLES CORP 0.6%
Value $3.537M Shares 137,752 Est. Cost $24.44 Unrealized +3.2%
ANGO ANGIODYNAMICS INC 0.6%
Value $3.504M Shares 308,146 Est. Cost $10.13 Unrealized +6.5%
UNFI UNITED NAT FOODS INC 0.5%
Value $3.449M Shares 76,532 Est. Cost $36.97 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.5%
Value $3.411M Shares 142,521 Est. Cost $13.07 Unrealized +88.0%
MDU MDU RES GROUP INC 0.5%
Value $3.397M Shares 163,936 Est. Cost $19.57 Unrealized +4.1%
APAM ARTISAN PARTNERS ASSET MGMT 0.5%
Value $3.32M Shares 91,229 Est. Cost $27.35 Unrealized +54.0%
SUPN SUPERNUS PHARMACEUTICALS 0.5%
Value $3.278M Shares 63,413 Est. Cost $48.62 Unrealized +3.9%
SR SPIRE INC 0.5%
Value $3.238M Shares 35,767 Est. Cost $82.70 Unrealized
LYTS LSI INDS INC OHIO 0.5%
Value $3.203M Shares 172,190 Est. Cost $15.40 Unrealized +38.0%
CALY CALLAWAY GOLF CO 0.5%
Value $3.199M Shares 230,490 Est. Cost $14.28 Unrealized 0.0%
CON CONCENTRA GROUP HOLDINGS PAR 0.5%
Value $3.191M Shares 148,764 Est. Cost $20.99 Unrealized +5.4%
BNL BROADSTONE NET LEASE INC 0.5%
Value $3.155M Shares 172,702 Est. Cost $18.27 Unrealized
BHE BENCHMARK ELECTRS INC 0.5%
Value $3.145M Shares 56,108 Est. Cost $52.75 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.5%
Value $3.13M Shares 370,421 Est. Cost $11.19 Unrealized +14.8%
FUL FULLER H B CO 0.5%
Value $3.126M Shares 50,683 Est. Cost $63.80 Unrealized -0.7%
VSH VISHAY INTERTECHNOLOGY INC 0.5%
Value $3.124M Shares 173,537 Est. Cost $18.57 Unrealized 0.0%
CRGY CRESCENT ENERGY COMPANY 0.5%
Value $3.122M Shares 231,253 Est. Cost $10.67 Unrealized -12.6%
FLG FLAGSTAR BANK NATIONAL ASSOC 0.5%
Value $3.109M Shares 236,082 Est. Cost $13.36 Unrealized 0.0%
SHC SOTERA HEALTH CO 0.5%
Value $3.107M Shares 216,635 Est. Cost $11.45 Unrealized +57.6%
FIBK FIRST INTST BANCSYSTEM INC 0.5%
Value $3.069M Shares 91,894 Est. Cost $36.75 Unrealized 0.0%
BELFB BEL FUSE INC 0.5%
Value $3.025M Shares 15,277 Est. Cost $156.18 Unrealized +34.7%
MAC MACERICH CO 0.5%
Value $2.985M Shares 157,961 Est. Cost $17.19 Unrealized
CBK COMMERCIAL BANCGROUP INC 0.5%
Value $2.982M Shares 114,595 Est. Cost $24.55 Unrealized +4.9%
VC VISTEON CORP 0.5%
Value $2.978M Shares 32,691 Est. Cost $97.74 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.5%
Value $2.871M Shares 54,432 Est. Cost $55.73 Unrealized -11.9%
GFF GRIFFON CORP 0.4%
Value $2.717M Shares 37,381 Est. Cost $76.76 Unrealized +10.7%
LZB LA Z BOY INC 0.4%
Value $2.714M Shares 84,428 Est. Cost $32.82 Unrealized +15.0%
CPK CHESAPEAKE UTILS CORP 0.4%
Value $2.619M Shares 20,721 Est. Cost $131.35 Unrealized -2.4%
PCRX PACIRA BIOSCIENCES INC 0.4%
Value $2.586M Shares 114,413 Est. Cost $24.27 Unrealized -9.3%
JJSF J & J SNACK FOODS CORP 0.4%
Value $2.494M Shares 31,463 Est. Cost $90.05 Unrealized -0.3%
SCHX SCHWAB STRATEGIC TR 0.4%
Value $2.461M Shares 95,994 Est. Cost $34.69 Unrealized
GOOGL ALPHABET INC 0.4%
Value $2.451M Shares 8,524 Est. Cost $107.93 Unrealized +199.5%
MHO M/I HOMES INC 0.4%
Value $2.436M Shares 19,893 Est. Cost $135.28 Unrealized +1.9%
BOOT BOOT BARN HLDGS INC 0.4%
Value $2.39M Shares 16,331 Est. Cost $74.44 Unrealized +156.2%
NVDA NVIDIA CORPORATION 0.4%
Value $2.333M Shares 13,375 Est. Cost $92.90 Unrealized +100.9%
AAPL APPLE INC 0.4%
Value $2.247M Shares 8,854 Est. Cost $107.55 Unrealized +144.4%
QDEL QUIDELORTHO CORP 0.3%
Value $2.183M Shares 132,882 Est. Cost $36.15 Unrealized -21.4%
CUZ COUSINS PPTYS INC 0.3%
Value $2.048M Shares 90,721 Est. Cost $29.49 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.3%
Value $1.862M Shares 195,540 Est. Cost $7.23 Unrealized -3.2%
ACAD ACADIA PHARMACEUTICALS INC 0.3%
Value $1.811M Shares 81,347 Est. Cost $22.29 Unrealized +13.1%
CRC CALIFORNIA RES CORP 0.3%
Value $1.697M Shares 24,517 Est. Cost $49.44 Unrealized +5.4%
GSHD GOOSEHEAD INS INC 0.3%
Value $1.658M Shares 38,860 Est. Cost $71.25 Unrealized -13.0%
MSFT MICROSOFT CORP 0.2%
Value $1.51M Shares 4,080 Est. Cost $178.78 Unrealized +143.1%
ZVRA ZEVRA THERAPEUTICS INC 0.2%
Value $1.486M Shares 159,423 Est. Cost $8.76 Unrealized 0.0%
ETN EATON CORP PLC 0.2%
Value $1.463M Shares 4,090 Est. Cost $146.73 Unrealized +141.0%
IWN ISHARES TR 0.2%
Value $1.451M Shares 7,652 Est. Cost $189.59 Unrealized
PTCT PTC THERAPEUTICS INC 0.2%
Value $1.354M Shares 19,875 Est. Cost $52.09 Unrealized +41.5%
JNJ JOHNSON & JOHNSON 0.2%
Value $1.348M Shares 5,515 Est. Cost $143.59 Unrealized +58.7%
VCYT VERACYTE INC 0.2%
Value $1.265M Shares 39,270 Est. Cost $28.14 Unrealized +39.7%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.2%
Value $1.185M Shares 50,299 Est. Cost $14.12 Unrealized +90.1%
CRK COMSTOCK RES INC 0.2%
Value $1.147M Shares 54,427 Est. Cost $19.16 Unrealized +11.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.072M Shares 2,237 Est. Cost $281.96 Unrealized +75.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $914K Shares 36,417 Est. Cost $34.33 Unrealized
ADMA ADMA BIOLOGICS INC 0.1%
Value $882K Shares 97,942 Est. Cost $16.96 Unrealized 0.0%
CSD INVESCO EXCHANGE TRADED FD T 0.1%
Value $834K Shares 7,400 Est. Cost $3.02 Unrealized
DOV DOVER CORP 0.1%
Value $754K Shares 3,615 Est. Cost $49.45 Unrealized +334.1%
GOOG ALPHABET INC 0.1%
Value $631K Shares 2,200 Est. Cost $110.25 Unrealized +193.6%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $604K Shares 606 Est. Cost $385.53 Unrealized +150.0%
AMZN AMAZON COM INC 0.1%
Value $510K Shares 2,450 Est. Cost $123.37 Unrealized +83.9%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $498K Shares 2,300 Est. Cost $34.76 Unrealized +591.5%
PBF PBF ENERGY INC 0.1%
Value $453K Shares 9,523 Est. Cost $19.01 Unrealized +73.5%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $428K Shares 2,293 Est. Cost $165.60 Unrealized +11.1%
EQIX EQUINIX INC 0.1%
Value $408K Shares 416 Est. Cost $897.54 Unrealized -14.9%
PLD PROLOGIS INC. 0.1%
Value $367K Shares 2,775 Est. Cost $110.17 Unrealized +17.1%
SCHH SCHWAB STRATEGIC TR 0.1%
Value $353K Shares 16,411 Est. Cost $24.14 Unrealized
EFA ISHARES TR 0.1%
Value $342K Shares 3,520 Est. Cost $60.56 Unrealized
CI THE CIGNA GROUP 0.1%
Value $323K Shares 1,210 Est. Cost $204.18 Unrealized +37.5%
UL UNILEVER PLC 0.0%
Value $304K Shares 5,333 Est. Cost $65.40 Unrealized
AVGO BROADCOM INC 0.0%
Value $279K Shares 900 Est. Cost $215.92 Unrealized +54.8%
AGG ISHARES TR 0.0%
Value $277K Shares 2,791 Est. Cost $99.88 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $269K Shares 490 Est. Cost $388.50 Unrealized +25.2%
AMT AMERICAN TOWER CORP 0.0%
Value $258K Shares 1,493 Est. Cost $198.35 Unrealized -11.9%
JPM JPMORGAN CHASE & CO 0.0%
Value $250K Shares 851 Est. Cost $250.91 Unrealized +24.1%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $246K Shares 2,313 Est. Cost $99.29 Unrealized -0.3%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $234K Shares 575 Est. Cost $376.45 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.0%
Value $228K Shares 1,100 Est. Cost $171.87 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value $226K Shares 4,640 Est. Cost $41.45 Unrealized +29.5%
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $224K Shares 345 Est. Cost $617.85 Unrealized
IYR ISHARES TR 0.0%
Value $222K Shares 2,350 Est. Cost $28.48 Unrealized
CAT CATERPILLAR INC 0.0%
Value $209K Shares 295 Est. Cost $684.39 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value $205K Shares 1,039 Est. Cost $186.94 Unrealized 0.0%