Fund Holdings — Phocas Financial Corp.

Total Portfolio Value
$636.86M
Total Bought
$84.55M
Total Sold
$228.84M
Net Transaction
-$144.29M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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MATADOR RES CO(MTDR)0105,618+105,61806,6731.05%+6,673
PATTERSON-UTI ENERGY INC(PTEN)0596,671+596,67106,4621.01%+6,462
TELEPHONE & DATA SYS INC(TDS)0149,225+149,22506,2820.99%+6,282
TEREX CORP NEW(TEX)099,654+99,65405,8900.92%+5,890
NATURAL GAS SVCS GROUP INC(NGS)43,688162,465+118,7771,4706,1310.96%+4,661
AVIENT CORPORATION(AVNT)53,877153,687+99,8101,6835,5790.88%+3,896
LITTELFUSE INC(LFUS)010,757+10,75703,6500.57%+3,650
PHOTRONICS INC(PLAB)090,213+90,21303,6460.57%+3,646
ELEMENT SOLUTIONS INC(ESI)0106,286+106,28603,6290.57%+3,629
UNITED NAT FOODS INC(UNFI)076,532+76,53203,4490.54%+3,449
CALLAWAY GOLF CO(CALY)0230,490+230,49003,1990.50%+3,199
BROADSTONE NET LEASE INC(BNL)0172,702+172,70203,1550.50%+3,155
BENCHMARK ELECTRS INC(BHE)056,108+56,10803,1450.49%+3,145
VISHAY INTERTECHNOLOGY INC(VSH)0173,537+173,53703,1240.49%+3,124
FLAGSTAR BANK NATIONAL ASSOC(FLG)0236,082+236,08203,1090.49%+3,109
FIRST INTST BANCSYSTEM INC(FIBK)091,894+91,89403,0690.48%+3,069
VISTEON CORP(VC)032,691+32,69102,9780.47%+2,978
KNOWLES CORP(KN)43,927137,752+93,8259413,5370.56%+2,596
FIRST FINL BANKSHARES INC(FFIN)117,686195,562+77,8763,5155,7590.90%+2,244
ATLANTIC UN BANKSHARES CORP(AUB)105,897165,445+59,5483,7385,9130.93%+2,175
VIAVI SOLUTIONS INC(VIAV)211,672165,059-46,6133,7725,4930.86%+1,721
ZEVRA THERAPEUTICS INC(ZVRA)0159,423+159,42301,4860.23%+1,486
OPTION CARE HEALTH INC(OPCH)130,667208,974+78,3074,1635,6260.88%+1,463
ISHARES TR07,652+7,65201,4510.23%+1,451
TRI POINTE HOMES INC
COM
210,798164,999-45,7996,6347,7101.21%+1,077
CHORD ENERGY CORPORATION(CHRD)72,15353,531-18,6226,6897,6111.20%+922
ADMA BIOLOGICS INC097,942+97,94208820.14%+882
URBAN OUTFITTERS INC(URBN)65,10091,209+26,1094,8995,7780.91%+879
CRESCENT ENERGY COMPANY(CRGY)296,617231,253-65,3642,4893,1220.49%+633
NATIONAL ENERGY SERVICES REU
SHS
530,741414,003-116,7388,3118,8891.40%+577
SL GREEN RLTY CORP(SLG)107,332146,318+38,9864,9235,4050.85%+482
MAGNOLIA OIL & GAS CORP(MGY)266,299199,397-66,9025,8296,2950.99%+466
AAR CORP129,689101,511-28,17810,73711,1111.74%+374
CALIFORNIA RES CORP(CRC)31,50224,517-6,9851,4081,6970.27%+289
STERLING INFRASTRUCTURE INC(STRL)0575+57502340.04%+234
CHEVRON CORPORATION(CVX)01,100+1,10002280.04%+228
CATERPILLAR INC(CAT)0295+29502090.03%+209
WELLTOWER INC(WELL)01,039+1,03902050.03%+205
PBF ENERGY INC(PBF)9,5239,52302584530.07%+195
JOHNSON & JOHNSON(JNJ)5,6895,515-1741,1771,3480.21%+171
EATON CORP PLC(ETN)4,0904,09001,3031,4630.23%+160
ADVANCE AUTO PARTS INC(AAP)69,69254,432-15,2602,7392,8710.45%+132
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
7,4007,40007388340.13%+96
COSTCO WHOLESALE CORPORATION(COST)60660605236040.09%+81
EQUINIX INC(EQIX)429416-133294080.06%+79
QUANTA SVCS INC49049002072690.04%+62
DOVER CORP(DOV)3,6153,61507067540.12%+48
DUCOMMUN INC DEL(DCO)114,83489,742-25,09210,92410,9491.72%+24
ANTERO MIDSTREAM CORP(AM)365,743286,191-79,5526,5076,5251.02%+19
SCHWAB STRATEGIC TR16,41116,41103433530.06%+10
FEDERAL RLTY INVT TR NEW(FRT)2,3492,313-362372460.04%+9
ISHARES TR3,5203,52003383420.05%+4
PROLOGIS INC.(PLD)2,8442,775-693633670.06%+4
ISHARES TR2,3502,35002212220.03%+2
ISHARES TR2,7912,79102792770.04%-2
SIMON PPTY GROUP INC NEW(SPG)2,3552,293-624364280.07%-8
THE CIGNA GROUP(CI)1,2101,21003333230.05%-10
STATE STR SPDR S&P 500 ETF T(SPY)34534502352240.04%-11
AMERICAN TOWER CORP(AMT)1,5351,493-422702580.04%-12
JPMORGAN CHASE & CO(JPM)85185102742500.04%-24
BANK AMERICA CORP4,6404,64002552260.04%-29
BROADCOM INC(AVGO)90090003112790.04%-33
SCHWAB STRATEGIC TR36,41736,41709559140.14%-41
UNILEVER PLC(UL)5,3335,33303493040.05%-45
AMAZON COM INC(AMZN)2,4502,45005665100.08%-55
ALPHABET INC(GOOG)2,2002,20006906310.10%-59
BERKSHIRE HATHAWAY INC DEL2,3122,237-751,1621,0720.17%-90
BIOCRYST PHARMACEUTICALS INC(BCRX)250,797195,540-55,2571,9561,8620.29%-95
GALLAGHER ARTHUR J & CO(AJG)2,3002,30005954980.08%-97
COMSTOCK RES INC(CRK)54,42754,42701,2621,1470.18%-114
NVIDIA CORPORATION(NVDA)13,37513,37502,4942,3330.37%-162
CARPENTER TECHNOLOGY CORP(CRS)23,14718,059-5,0887,2887,1181.12%-170
PATHWARD FINANCIAL INC(CASH)166,353130,125-36,22811,81111,6111.82%-200
APPLE INC(AAPL)9,0088,854-1542,4492,2470.35%-202
PALO ALTO NETWORKS INC(PANW)1,1700-1,1702160—-216
BELDEN INC45,18543,899-1,2865,2665,0410.79%-225
SCHWAB STRATEGIC TR101,12495,994-5,1302,7212,4610.39%-260
ABBVIE INC(ABBV)26,23926,23905,9955,7070.90%-289
ALPHABET INC(GOOG)8,7848,524-2602,7492,4510.38%-298
MICROSOFT CORP(MSFT)4,0804,08001,9731,5100.24%-463
TIMKEN CO(TKR)88,96769,355-19,6127,4856,9751.10%-510
CONCENTRA GROUP HOLDINGS PAR(CON)190,328148,764-41,5643,7463,1910.50%-555
SPIRE INC(SR)45,90335,767-10,1363,7963,2380.51%-558
ENPRO INC(NPO)31,24024,437-6,8036,6896,1250.96%-564
PTC THERAPEUTICS INC(PTCT)25,48219,875-5,6071,9361,3540.21%-582
NATIONAL FUEL GAS CO(NFG)88,51168,857-19,6547,0866,4701.02%-616
COMMERCIAL BANCGROUP INC(CBK)146,869114,595-32,2743,6072,9820.47%-625
KONTOOR BRANDS INC(KTB)104,47981,556-22,9236,3835,7330.90%-650
ARCUTIS BIOTHERAPEUTICS INC(ARQT)64,49950,299-14,2001,8731,1850.19%-688
CHESAPEAKE UTILS CORP(CPK)26,55920,721-5,8383,3142,6190.41%-695
MDU RES GROUP INC(MDU)210,150163,936-46,2144,1023,3970.53%-705
MATERION CORP(MTRN)62,32648,613-13,7137,7487,0321.10%-716
ELANCO ANIMAL HEALTH INC(ELAN)182,755142,521-40,2344,1363,4110.54%-725
FULLER H B CO(FUL)64,83950,683-14,1563,8553,1260.49%-729
MACERICH CO(MAC)202,221157,961-44,2603,7332,9850.47%-748
SUPERNUS PHARMACEUTICALS(SUPN)81,32063,413-17,9074,0423,2780.51%-764
PRIMORIS SVCS CORP(PRIM)62,47848,704-13,7747,7566,9671.09%-789
GRIFFON CORP(GFF)47,90637,381-10,5253,5282,7170.43%-811
LSI INDS INC OHIO(LYTS)219,779172,190-47,5894,0263,2030.50%-824
M/I HOMES INC(MHO)25,48419,893-5,5913,2612,4360.38%-825
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Phocas Financial Corp. — 13F Holdings — Q1 2026 | TickerTrail