Fund HoldingsPhocas Financial Corp.

Total Portfolio Value
$24.96M
Total Bought
$1.71M
Total Sold
$1.71M
Net Transaction
+$4.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SCHWAB STRATEGIC TR33,16839,818+6,6502,0582,55810.25%+500
NVIDIA CORPORATION(NVDA)1,36513,650+12,2851,2331,6866.76%+453
SCHWAB STRATEGIC TR6,96012,819+5,8594258063.23%+381
APPLE INC(AAPL)9,5219,52101,6332,0058.03%+373
ALPHABET INC(GOOG)8,7848,78401,3261,6006.41%+274
ISHARES TR02,791+2,79102711.09%+271
MICROSOFT CORP(MSFT)4,2154,21501,7731,8847.55%+111
COSTCO WHSL CORP NEW(COST)60660604445152.06%+71
ALPHABET INC(GOOG)2,2002,20003354041.62%+69
SCHWAB STRATEGIC TR13,64516,861+3,2162773371.35%+60
AMAZON COM INC(AMZN)2,4502,45004424731.90%+32
UNILEVER PLC(UL)6,0006,00003013301.32%+29
GALLAGHER ARTHUR J & CO(AJG)2,3002,30005755962.39%+21
BOOT BARN HLDGS INC83,10681,569-1,53736490.20%+13
DOVER CORP(DOV)3,6153,61506416522.61%+12
UNITEDHEALTH GROUP INC(UNH)46046002282340.94%+7
CARPENTER TECHNOLOGY CORP(CRS)46,70586,120+39,415390.04%+6
SKYWEST INC(SKYW)0240,594+240,5940200.08%+20
STERLING INFRASTRUCTURE INC(STRL)094,820+94,8200790.32%+79
KEMPER CORP(KMPB)54,717122,487+67,770370.03%+4
COHERENT CORP(COHR)121,436154,934+33,4987110.04%+4
SOTERA HEALTH CO(SHC)0310,520+310,520040.01%+4
R1 RCM INC0284,723+284,723040.01%+4
EATON CORP PLC(ETN)4,0904,09001,2791,2825.14%+4
KYNDRYL HLDGS INC(KD)0399,255+399,2550110.04%+11
DONNELLEY FINL SOLUTIONS INC(DFIN)054,305+54,305030.01%+3
THRYV HLDGS INC0172,609+172,609030.01%+3
AMNEAL PHARMACEUTICALS INC(AMRX)697,0831,078,675+381,592470.03%+3
BLACK HILLS CORP85,042129,835+44,793570.03%+2
ADTALEM GLOBAL ED INC(CVSA)0140,535+140,5350100.04%+10
PORTLAND GEN ELEC CO(POR)119,704164,233+44,529570.03%+2
PRIMORIS SVCS CORP(PRIM)0298,565+298,5650150.06%+15
AAR CORP0144,109+144,1090100.04%+10
LANTHEUS HLDGS INC(LNTH)088,991+88,991070.03%+7
WINTRUST FINL CORP(WTFC)0137,380+137,3800140.05%+14
VERINT SYS INC147,016194,414+47,398560.03%+1
VEECO INSTRS INC DEL(VECO)113,120111,019-2,101450.02%+1
MARAVAI LIFESCIENCES HLDGS I(MRVI)0165,436+165,436010.00%+1
REV GROUP INC0463,542+463,5420120.05%+12
PATHWARD FINANCIAL INC(CASH)0185,170+185,1700100.04%+10
INDEPENDENCE RLTY TR INC(IRT)0403,998+403,998080.03%+8
HEARTLAND FINL USA INC89,48987,827-1,662340.02%+1
COMERICA INC0138,883+138,883070.03%+7
EPLUS INC(PLUS)34,55645,504+10,948330.01%+1
OWENS & MINOR INC NEW153,205361,435+208,230450.02%+1
MIRUM PHARMACEUTICALS INC(MIRM)61,53660,399-1,137220.01%+1
VERRA MOBILITY CORP0266,648+266,648070.03%+7
PLEXUS CORP(PLXS)061,671+61,671060.03%+6
SKECHERS U S A INC057,454+57,454040.02%+4
CENTERSPACE(CSR)62,50657,851-4,655440.02%0
DUCOMMUN INC DEL(DCO)55,56554,532-1,033330.01%0
LUMENTUM HLDGS INC(LITE)90,49788,818-1,679450.02%0
AGREE RLTY CORP61,56760,455-1,112440.02%0
ADVANCED ENERGY INDS046,669+46,669050.02%+5
AMERIS BANCORP(ABCB)0194,315+194,3150100.04%+10
ARMADA HOFFLER PPTYS INC0711,254+711,254080.03%+8
STONEX GROUP INC(SNEX)47,80046,911-889340.01%0
NATIONAL STORAGE AFFILIATES0125,282+125,282050.02%+5
ANTERO MIDSTREAM CORP(AM)301,889296,324-5,565440.02%0
EDGEWELL PERS CARE CO(EPC)125,994123,653-2,341550.02%0
BANNER CORP(BANR)0126,140+126,140060.03%+6
RYDER SYS INC(R)37,20836,517-691450.02%0
EQUITRANS MIDSTREAM CORP91,22991,2290110.00%0
FIRST HORIZON CORPORATION(FHN)0566,706+566,706090.04%+9
NEXSTAR MEDIA GROUP INC(NXST)052,487+52,4870440.18%+44
SL GREEN RLTY CORP(SLG)74,39873,027-1,371440.02%0
AXSOME THERAPEUTICS INC(AXSM)19,15418,799-355220.01%-0
AIR TRANSPORT SERVICES GRP I152,107149,284-2,823220.01%-0
LADDER CAP CORP(LADR)0527,354+527,354060.02%+6
OTTER TAIL CORP(OTTR)0108,537+108,5370100.04%+10
ENTERPRISE FINL SVCS CORP(EFSC)0120,837+120,837050.02%+5
GLOBAL MED REIT INC0669,560+669,560060.02%+6
AVIENT CORPORATION(AVNT)0185,539+185,539080.03%+8
LA Z BOY INC(LZB)122,136119,866-2,270540.02%-0
KIMCO RLTY CORP(KIM)17,30910,593-6,716000.00%-0
MAGNOLIA OIL & GAS CORP(MGY)127,888125,179-2,709330.01%-0
ASSETMARK FINL HLDGS INC105,510103,553-1,957440.01%-0
ACADIA PHARMACEUTICALS INC65,20763,997-1,210110.00%-0
INTEGER HLDGS CORP(ITGR)053,476+53,476060.02%+6
TEXAS CAP BANCSHARES INC(TCBI)0124,628+124,628080.03%+8
OLD NATL BANCORP IND(ONB)0411,667+411,667070.03%+7
PACIFIC PREMIER BANCORP171,748168,558-3,190440.02%-0
EXELIXIS INC(EXEL)0153,839+153,839030.01%+3
SOUTHWEST GAS HLDGS INC(SWX)46,34545,482-863430.01%-0
SYNAPTICS INC(SYNA)30,41729,852-565330.01%-0
G III APPAREL GROUP LTD(GIII)137,279134,724-2,555440.01%-0
RANGE RES CORP(RRC)0240,866+240,866080.03%+8
PREFERRED BK LOS ANGELES CA(PFBC)0144,314+144,3140110.04%+11
ASBURY AUTOMOTIVE GROUP INC032,567+32,567070.03%+7
ONEMAIN HLDGS INC(OMF)0116,213+116,213060.02%+6
SPARTANNASH CO0231,145+231,145040.02%+4
INTRA-CELLULAR THERAPIES INC26,53320,446-6,087210.01%-0
SPECTRUM BRANDS HLDGS INC NE(SPB)092,653+92,653080.03%+8
PEBBLEBROOK HOTEL TR(PEB)194,792185,971-8,821330.01%-0
RETAIL OPPORTUNITY INVTS COR0519,455+519,455060.03%+6
F N B CORP(FNB)0696,247+696,2470100.04%+10
TRI POINTE HOMES INC
COM
0234,408+234,408090.03%+9
CHORD ENERGY CORPORATION(CHRD)034,952+34,952060.02%+6
NORTHERN OIL & GAS INC(NOG)0162,954+162,954060.02%+6
FULLER H B CO(FUL)0124,989+124,9890100.04%+10
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