Fund Holdings

Phocas Financial Corp.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MATADOR RES CO(MTDR)0105,618+105,61806,672,9451.05%+6,672,945
PATTERSON-UTI ENERGY INC(PTEN)0596,671+596,67106,461,9471.01%+6,461,947
TELEPHONE & DATA SYS INC(TDS)0149,225+149,22506,282,3730.99%+6,282,373
TEREX CORP NEW(TEX)099,654+99,65405,889,5510.92%+5,889,551
NATURAL GAS SVCS GROUP INC43,688162,465+118,7771,470,1016,131,4290.96%+4,661,328
AVIENT CORPORATION(AVNT)53,877153,687+99,8101,683,1175,578,8380.88%+3,895,721
LITTELFUSE INC(LFUS)010,757+10,75703,650,3880.57%+3,650,388
PHOTRONICS INC(PLAB)090,213+90,21303,645,5070.57%+3,645,507
ELEMENT SOLUTIONS INC(ESI)0106,286+106,28603,628,6040.57%+3,628,604
UNITED NAT FOODS INC(UNFI)076,532+76,53203,448,5320.54%+3,448,532
CALLAWAY GOLF CO(CALY)0230,490+230,49003,199,2010.50%+3,199,201
BROADSTONE NET LEASE INC(BNL)0172,702+172,70203,155,2660.50%+3,155,266
BENCHMARK ELECTRS INC(BHE)056,108+56,10803,145,4140.49%+3,145,414
VISHAY INTERTECHNOLOGY INC(VSH)0173,537+173,53703,123,6660.49%+3,123,666
FLAGSTAR BANK NATIONAL ASSOC(FLG)0236,082+236,08203,109,2000.49%+3,109,200
FIRST INTST BANCSYSTEM INC(FIBK)091,894+91,89403,069,2600.48%+3,069,260
VISTEON CORP(VC)032,691+32,69102,978,4770.47%+2,978,477
KNOWLES CORP(KN)43,927137,752+93,825941,3563,537,4710.56%+2,596,115
FIRST FINL BANKSHARES INC(FFIN)117,686195,562+77,8763,515,2815,759,3010.90%+2,244,020
ATLANTIC UN BANKSHARES CORP(AUB)105,897165,445+59,5483,738,1645,913,0040.93%+2,174,840
VIAVI SOLUTIONS INC(VIAV)211,672165,059-46,6133,771,9955,493,1640.86%+1,721,169
ZEVRA THERAPEUTICS INC0159,423+159,42301,485,8220.23%+1,485,822
OPTION CARE HEALTH INC(OPCH)130,667208,974+78,3074,163,0515,625,5800.88%+1,462,529
ISHARES TR07,652+7,65201,450,7420.23%+1,450,742
TRI POINTE HOMES INC
COM
210,798164,999-45,7996,633,8137,710,4031.21%+1,076,590
CHORD ENERGY CORPORATION(CHRD)72,15353,531-18,6226,688,5837,611,0381.20%+922,455
ADMA BIOLOGICS INC097,942+97,9420882,4570.14%+882,457
URBAN OUTFITTERS INC(URBN)65,10091,209+26,1094,899,4265,778,0900.91%+878,664
CRESCENT ENERGY COMPANY(CRGY)296,617231,253-65,3642,488,6173,121,9160.49%+633,299
NATIONAL ENERGY SERVICES REU
SHS
530,741414,003-116,7388,311,4048,888,6441.40%+577,240
SL GREEN RLTY CORP(SLG)107,332146,318+38,9864,923,3195,404,9870.85%+481,668
MAGNOLIA OIL & GAS CORP(MGY)266,299199,397-66,9025,829,2856,294,9630.99%+465,678
AAR CORP129,689101,511-28,17810,736,95211,111,3941.74%+374,442
CALIFORNIA RES CORP(CRC)31,50224,517-6,9851,408,4541,697,0670.27%+288,613
STERLING INFRASTRUCTURE INC(STRL)0575+5750234,1800.04%+234,180
CHEVRON CORPORATION(CVX)01,100+1,1000227,5900.04%+227,590
CATERPILLAR INC(CAT)0295+2950208,9960.03%+208,996
WELLTOWER INC(WELL)01,039+1,0390205,4210.03%+205,421
PBF ENERGY INC(PBF)9,5239,5230258,264453,4850.07%+195,221
JOHNSON & JOHNSON(JNJ)5,6895,515-1741,177,3391,348,0870.21%+170,748
EATON CORP PLC(ETN)4,0904,09001,302,7061,462,8700.23%+160,164
ADVANCE AUTO PARTS INC(AAP)69,69254,432-15,2602,738,8962,871,2880.45%+132,392
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
7,4007,4000738,006833,7220.13%+95,716
COSTCO WHOLESALE CORPORATION(COST)6066060522,578603,8370.09%+81,259
EQUINIX INC(EQIX)429416-13328,683407,7800.06%+79,097
QUANTA SVCS INC4904900206,809269,0200.04%+62,211
DOVER CORP(DOV)3,6153,6150705,793753,5470.12%+47,754
DUCOMMUN INC DEL(DCO)114,83489,742-25,09210,924,15810,948,5241.72%+24,366
ANTERO MIDSTREAM CORP(AM)365,743286,191-79,5526,506,5686,525,1551.02%+18,587
SCHWAB STRATEGIC TR16,41116,4110342,826352,6720.06%+9,846
FEDERAL RLTY INVT TR NEW(FRT)2,3492,313-36236,779245,6640.04%+8,885
ISHARES TR3,5203,5200338,026341,8980.05%+3,872
PROLOGIS INC.(PLD)2,8442,775-69363,065366,8000.06%+3,735
ISHARES TR2,3502,3500220,642222,2160.03%+1,574
ISHARES TR2,7912,7910278,765277,0630.04%-1,702
SIMON PPTY GROUP INC NEW(SPG)2,3552,293-62435,934427,7130.07%-8,221
THE CIGNA GROUP(CI)1,2101,2100333,028322,7680.05%-10,260
STATE STR SPDR S&P 500 ETF T(SPY)3453450235,262224,3670.04%-10,895
AMERICAN TOWER CORP(AMT)1,5351,493-42269,500257,6620.04%-11,838
JPMORGAN CHASE & CO(JPM)8518510274,210250,3300.04%-23,880
BANK AMERICA CORP4,6404,6400255,200226,2000.04%-29,000
BROADCOM INC(AVGO)9009000311,490278,5590.04%-32,931
SCHWAB STRATEGIC TR36,41736,4170955,218914,0670.14%-41,151
UNILEVER PLC(UL)5,3335,3330348,778303,8210.05%-44,957
AMAZON COM INC(AMZN)2,4502,4500565,509510,2620.08%-55,247
ALPHABET INC(GOOG)2,2002,2000690,360631,0920.10%-59,268
BERKSHIRE HATHAWAY INC DEL2,3122,237-751,162,1271,071,9700.17%-90,157
BIOCRYST PHARMACEUTICALS INC(BCRX)250,797195,540-55,2571,956,2171,861,5410.29%-94,676
GALLAGHER ARTHUR J & CO(AJG)2,3002,3000595,217498,1340.08%-97,083
COMSTOCK RES INC(CRK)54,42754,42701,261,6181,147,3210.18%-114,297
NVIDIA CORPORATION(NVDA)13,37513,37502,494,4382,332,6000.37%-161,838
CARPENTER TECHNOLOGY CORP(CRS)23,14718,059-5,0887,287,6017,117,9551.12%-169,646
PATHWARD FINANCIAL INC(CASH)166,353130,125-36,22811,811,06311,611,0541.82%-200,009
APPLE INC(AAPL)9,0088,854-1542,448,9152,247,0570.35%-201,858
PALO ALTO NETWORKS INC(PANW)1,1700-1,170215,5140-215,514
BELDEN INC45,18543,899-1,2865,266,3125,040,9220.79%-225,390
SCHWAB STRATEGIC TR101,12495,994-5,1302,721,2472,461,2860.39%-259,961
ABBVIE INC(ABBV)26,23926,23905,995,3495,706,7200.90%-288,629
ALPHABET INC(GOOG)8,7848,524-2602,749,3922,451,1610.38%-298,231
MICROSOFT CORP(MSFT)4,0804,08001,973,1701,510,2940.24%-462,876
TIMKEN CO(TKR)88,96769,355-19,6127,484,7946,975,0321.10%-509,762
CONCENTRA GROUP HOLDINGS PAR(CON)190,328148,764-41,5643,745,6553,190,9880.50%-554,667
SPIRE INC(SR)45,90335,767-10,1363,796,1783,238,3440.51%-557,834
ENPRO INC(NPO)31,24024,437-6,8036,689,4216,125,1340.96%-564,287
PTC THERAPEUTICS INC(PTCT)25,48219,875-5,6071,935,6131,354,0840.21%-581,529
NATIONAL FUEL GAS CO(NFG)88,51168,857-19,6547,086,1916,469,8041.02%-616,387
COMMERCIAL BANCGROUP INC146,869114,595-32,2743,607,1032,981,7620.47%-625,341
KONTOOR BRANDS INC(KTB)104,47981,556-22,9236,382,6225,732,5710.90%-650,051
ARCUTIS BIOTHERAPEUTICS INC(ARQT)64,49950,299-14,2001,873,0511,185,0440.19%-688,007
CHESAPEAKE UTILS CORP(CPK)26,55920,721-5,8383,313,5012,618,5130.41%-694,988
MDU RES GROUP INC(MDU)210,150163,936-46,2144,102,1283,396,7540.53%-705,374
MATERION CORP(MTRN)62,32648,613-13,7137,748,3687,031,8701.10%-716,498
ELANCO ANIMAL HEALTH INC(ELAN)182,755142,521-40,2344,135,7463,410,5280.54%-725,218
FULLER H B CO(FUL)64,83950,683-14,1563,855,3273,126,1270.49%-729,200
MACERICH CO(MAC)202,221157,961-44,2603,733,0002,985,4630.47%-747,537
SUPERNUS PHARMACEUTICALS(SUPN)81,32063,413-17,9074,041,6043,277,8180.51%-763,786
PRIMORIS SVCS CORP(PRIM)62,47848,704-13,7747,756,0196,966,6201.09%-789,399
GRIFFON CORP(GFF)47,90637,381-10,5253,528,2772,716,8510.43%-811,426
LSI INDS INC OHIO(LYTS)219,779172,190-47,5894,026,3513,202,7340.50%-823,617
M/I HOMES INC(MHO)25,48419,893-5,5913,260,6782,435,8980.38%-824,780
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