Fund HoldingsPhocas Financial Corp.

Total Portfolio Value
$652.25M
Total Bought
$57.22M
Total Sold
$160.51M
Net Transaction
-$103.29M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
STONEX GROUP INC(SNEX)43,842133,596+89,7544,29510,2041.56%+5,909
NEXSTAR MEDIA GROUP INC(NXST)48,96674,722+25,7567,73513,3922.05%+5,657
UMB FINL CORP(UMBF)042,618+42,61804,3090.66%+4,309
PACIRA BIOSCIENCES INC(PCRX)0142,443+142,44303,5400.54%+3,540
MACERICH CO(MAC)0199,112+199,11203,4190.52%+3,419
COUSINS PPTYS INC(CUZ)0113,896+113,89603,3600.52%+3,360
ELME COMMUNITIES0187,874+187,87403,2690.50%+3,269
ANGIODYNAMICS INC0338,358+338,35803,1770.49%+3,177
TREEHOUSE FOODS INC0113,872+113,87203,0850.47%+3,085
BGC GROUP INC366,948689,312+322,3643,3256,3210.97%+2,996
BRIGHTSPRING HEALTH SVCS INC(BTSG)0153,608+153,60802,7790.43%+2,779
SPARTANNASH CO217,481324,606+107,1253,9846,5771.01%+2,593
ADVANCE AUTO PARTS INC(AAP)95,978158,598+62,6204,5396,2190.95%+1,680
ARCUTIS BIOTHERAPEUTICS INC(ARQT)0103,999+103,99901,6270.25%+1,627
SELECT MED HLDGS CORP0189,350+189,35003,1620.48%+3,162
ACADIA HEALTHCARE COMPANY IN(ACHC)94,320161,183+66,8633,7404,8870.75%+1,147
COMSTOCK RES INC(CRK)054,827+54,82701,1150.17%+1,115
MIMEDX GROUP INC0411,847+411,84703,1300.48%+3,130
EPLUS INC(PLUS)42,43968,642+26,2033,1354,1890.64%+1,054
DUCOMMUN INC DEL(DCO)88,763112,632+23,8695,6516,5361.00%+885
ABBVIE INC(ABBV)026,239+26,23905,4980.84%+5,498
SANMINA CORPORATION(SANM)77,30187,649+10,3485,8496,6771.02%+828
ADTALEM GLOBAL ED INC(CVSA)131,014123,847-7,16711,90312,4641.91%+561
ANTERO MIDSTREAM CORP(AM)276,929261,935-14,9944,1794,7150.72%+536
QUIDELORTHO CORP(QDEL)78,132114,223+36,0913,4813,9940.61%+513
AXSOME THERAPEUTICS INC(AXSM)016,588+16,58801,9350.30%+1,935
RANGE RES CORP(RRC)224,621212,245-12,3768,0828,4751.30%+393
AGREE RLTY CORP104,95599,294-5,6617,3947,6651.18%+271
ALEXANDRIA REAL ESTATE EQ IN02,629+2,62902430.04%+243
FEDERAL RLTY INVT TR NEW(FRT)02,404+2,40402350.04%+235
LANTHEUS HLDGS INC(LNTH)83,03078,493-4,5377,4287,6611.17%+233
OTTER TAIL CORP(OTTR)101,44595,905-5,5407,4917,7081.18%+217
JPMORGAN CHASE & CO.(JPM)0851+85102090.03%+209
WELLTOWER INC(WELL)01,354+1,35402070.03%+207
TWO HBRS INVT CORP(TWO)250,580237,124-13,4562,9643,1680.49%+204
GLOBAL MED REIT INC622,406572,131-50,2754,8055,0060.77%+201
CHAMPIONX CORPORATION198,451187,685-10,7665,3965,5930.86%+197
BERKSHIRE HATHAWAY INC DEL02,412+2,41201,2850.20%+1,285
EXELIXIS INC(EXEL)109,093103,376-5,7173,6333,8170.59%+184
GALLAGHER ARTHUR J & CO(AJG)02,300+2,30007940.12%+794
TTM TECHNOLOGIES INC(TTMI)287,873354,266+66,3937,1257,2661.11%+141
JOHNSON & JOHNSON(JNJ)05,689+5,68909430.14%+943
INDEPENDENCE RLTY TR INC(IRT)376,654356,428-20,2267,4737,5671.16%+94
TERRENO RLTY CORP(TRNO)121,567114,922-6,6457,1897,2651.11%+76
THE CIGNA GROUP(CI)01,210+1,21003980.06%+398
AMERICAN TOWER CORP NEW(AMT)01,862+1,86204050.06%+405
MIRUM PHARMACEUTICALS INC(MIRM)035,556+35,55601,6020.25%+1,602
MAGNOLIA OIL & GAS CORP(MGY)0112,051+112,05102,8300.43%+2,830
COSTCO WHSL CORP NEW(COST)0606+60605730.09%+573
UNILEVER PLC(UL)06,000+6,00003570.05%+357
INVITATION HOMES INC(INVH)08,090+8,09002820.04%+282
AMNEAL PHARMACEUTICALS INC(AMRX)1,330,4131,259,378-71,03510,53710,5541.62%+17
MID-AMER APT CMNTYS INC(MAA)01,658+1,65802780.04%+278
PROLOGIS INC.(PLD)03,163+3,16303540.05%+354
SCHWAB STRATEGIC TR016,411+16,41103530.05%+353
SUN CMNTYS INC(SUI)01,898+1,89802440.04%+244
ISHARES TR02,791+2,79102760.04%+276
ISHARES TR03,520+3,52002880.04%+288
UNITEDHEALTH GROUP INC(UNH)0435+43502280.03%+228
PUBLIC STORAGE OPER CO(PSA)0691+69102070.03%+207
PEPSICO INC(PEP)03,113+3,11304670.07%+467
EXTRA SPACE STORAGE INC(EXR)01,857+1,85702760.04%+276
SIMON PPTY GROUP INC NEW(SPG)02,649+2,64904400.07%+440
SCHWAB STRATEGIC TR036,417+36,41707840.12%+784
DOVER CORP(DOV)03,615+3,61506350.10%+635
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
07,400+7,40005550.09%+555
ISHARES TR02,350+2,35002250.03%+225
AMAZON COM INC(AMZN)02,450+2,45004660.07%+466
ALPHABET INC(GOOG)02,200+2,20003440.05%+344
EQUINIX INC(EQIX)0587+58704790.07%+479
SOUTHWEST GAS HLDGS INC(SWX)42,45840,140-2,3183,0022,8820.44%-120
TIMKEN CO(TKR)50,75948,068-2,6913,6233,4550.53%-168
LADDER CAP CORP(LADR)492,949466,089-26,8605,5165,3180.82%-198
SCHWAB STRATEGIC TR0102,564+102,56402,2650.35%+2,265
SPDR S&P 500 ETF TR(SPY)000000
BANK AMERICA CORP000000
KIMCO RLTY CORP(KIM)000000
PALO ALTO NETWORKS INC(PANW)000000
BLACK HILLS CORP180,954171,060-9,89410,58910,3751.59%-214
KKR & CO INC(KKR)000000
REXFORD INDL RLTY INC(REXR)000000
MICROSOFT CORP(MSFT)04,080+4,08001,5320.23%+1,532
EATON CORP PLC(ETN)04,090+4,09001,1120.17%+1,112
PBF ENERGY INC(PBF)000000
APPLE INC(AAPL)09,325+9,32502,0710.32%+2,071
REV GROUP INC134,494127,274-7,2204,2864,0220.62%-264
PORTLAND GEN ELEC CO(POR)192,020181,611-10,4098,3768,1001.24%-276
CENTERSPACE(CSR)58,48355,463-3,0203,8693,5910.55%-278
ACADIA PHARMACEUTICALS INC0102,161+102,16101,6970.26%+1,697
ALPHABET INC(GOOG)08,784+8,78401,3580.21%+1,358
URBAN OUTFITTERS INC(URBN)67,41063,880-3,5303,6993,3470.51%-352
NVIDIA CORPORATION(NVDA)013,650+13,65001,4790.23%+1,479
CHORD ENERGY CORPORATION(CHRD)32,25130,195-2,0563,7713,4040.52%-367
THRYV HLDGS INC0152,164+152,16401,9490.30%+1,949
FIRST MERCHANTS CORP(FRME)281,626266,538-15,08811,23410,7791.65%-455
EDGEWELL PERS CARE CO(EPC)115,430109,126-6,3043,8783,4060.52%-472
ELANCO ANIMAL HEALTH INC(ELAN)0215,406+215,40602,2620.35%+2,262
KEMPER CORP(KMPB)166,925157,999-8,92611,09010,5621.62%-528
SUPERNUS PHARMACEUTICALS INC(SUPN)108,479102,550-5,9293,9233,3590.51%-564
VERACYTE INC(VCYT)049,318+49,31801,4620.22%+1,462
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