Fund HoldingsPhocas Financial Corp.

Total Portfolio Value
$687.76M
Total Bought
$55.12M
Total Sold
$123.97M
Net Transaction
-$68.85M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CIVITAS RESOURCES INC0134,327+134,327010,8631.58%+10,863
EARTHSTONE ENERGY INC0456,653+456,65309,2431.34%+9,243
GLOBAL NET LEASE INC(GNL)0683,052+683,05206,5640.95%+6,564
EPLUS INC(PLUS)56,251100,825+44,5743,1676,4040.93%+3,237
AIR TRANSPORT SERVICES GRP I0153,378+153,37803,2010.47%+3,201
ADVANCE AUTO PARTS INC(AAP)055,936+55,93603,1290.45%+3,129
PATTERSON-UTI ENERGY INC(PTEN)290,955468,600+177,6453,4836,4850.94%+3,002
MACERICH CO(MAC)0271,062+271,06202,9570.43%+2,957
WINTRUST FINL CORP(WTFC)66,091100,163+34,0724,8007,5621.10%+2,762
LANTHEUS HLDGS INC(LNTH)43,92591,521+47,5963,6866,3590.92%+2,673
SPARTANNASH CO092,236+92,23602,0290.30%+2,029
PGT INNOVATIONS INC302,967384,867+81,9008,83110,6801.55%+1,849
RANGE RES CORP(RRC)216,392249,690+33,2986,3628,0921.18%+1,730
ACADIA PHARMACEUTICALS INC065,691+65,69101,3690.20%+1,369
REV GROUP INC477,326476,946-3806,3297,6311.11%+1,302
NORTHERN OIL & GAS INC(NOG)164,855168,489+3,6345,6586,7780.99%+1,120
PREFERRED BK LOS ANGELES CA(PFBC)148,193147,989-2048,1499,2121.34%+1,063
CHAMPIONX CORPORATION217,509217,328-1816,7517,7411.13%+990
PRIMORIS SVCS CORP(PRIM)439,108438,686-42213,38014,3582.09%+978
TEXAS CAP BANCSHARES INC(TCBI)128,134128,012-1226,5997,5401.10%+941
RYDER SYS INC(R)37,60337,572-313,1884,0180.58%+830
AMERIS BANCORP(ABCB)199,734199,525-2096,8337,6601.11%+827
EXELIXIS INC(EXEL)288,824288,581-2435,5196,3050.92%+786
G III APPAREL GROUP LTD(GIII)0138,158+138,15803,4430.50%+3,443
DIME CMNTY BANCSHARES INC(DCBG)246,054245,876-1784,3384,9080.71%+570
WHITE MTNS INS GROUP LTD
COM
5,0225,016-66,9757,5021.09%+527
BANCORP INC DEL(TBBK)281,264281,061-2039,1839,6971.41%+514
PINNACLE FINL PARTNERS INC048,983+48,98303,2840.48%+3,284
STONEX GROUP INC(SNEX)032,069+32,06903,1080.45%+3,108
ABBVIE INC(ABBV)32,76432,534-2304,4144,8500.71%+435
ANI PHARMACEUTICALS INC(ANIP)75,28575,213-724,0534,3670.63%+314
ALPHABET INC(GOOG)25,58925,742+1533,0633,3690.49%+306
LA Z BOY INC(LZB)123,091122,923-1683,5253,7960.55%+271
MAGNOLIA OIL & GAS CORP(MGY)0129,302+129,30202,9620.43%+2,962
AAR CORP147,987147,783-2048,5488,7981.28%+250
OLD NATL BANCORP IND(ONB)423,889423,535-3545,9096,1580.90%+249
SKYWEST INC(SKYW)160,600160,447-1536,5406,7290.98%+189
PACIFIC PREMIER BANCORP173,464173,300-1643,5873,7710.55%+184
BERKSHIRE HATHAWAY INC DEL07,907+7,90702,7700.40%+2,770
HEARTLAND FINL USA INC091,081+91,08102,6810.39%+2,681
ELI LILLY & CO(LLY)0875+87504700.07%+470
ANTERO MIDSTREAM CORP(AM)302,829302,507-3223,5133,6240.53%+111
ISHARES TR08,528+8,52801,2950.19%+1,295
COSTCO WHSL CORP NEW(COST)01,841+1,84101,0400.15%+1,040
OMEGA HEALTHCARE INVS INC(OHI)017,951+17,95105950.09%+595
CHEVRON CORP NEW(CVX)01,914+1,91403230.05%+323
EATON CORP PLC(ETN)05,705+5,70501,2170.18%+1,217
SPECTRUM BRANDS HLDGS INC NE(SPB)124,668124,536-1329,7309,7571.42%+27
ALPHABET INC(GOOG)02,260+2,26002980.04%+298
SCHWAB STRATEGIC TR014,912+14,91201,0090.15%+1,009
GALLAGHER ARTHUR J & CO(AJG)02,300+2,30005240.08%+524
PALO ALTO NETWORKS INC(PANW)02,150+2,15005040.07%+504
BOSTON PROPERTIES INC(BXP)06,624+6,62403940.06%+394
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
02,950+2,95002910.04%+291
CVS HEALTH CORP(CVS)03,105+3,10502170.03%+217
AMAZON COM INC(AMZN)07,410+7,41009420.14%+942
SCHWAB STRATEGIC TR012,068+12,06808540.12%+854
DUCOMMUN INC DEL(DCO)056,028+56,02802,4380.35%+2,438
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
07,764+7,76404350.06%+435
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,610+1,61002070.03%+207
MYR GROUP INC DEL(MYRG)02,350+2,35003170.05%+317
SCHWAB STRATEGIC TR05,005+5,00502210.03%+221
INVESCO QQQ TR01,066+1,06603820.06%+382
ISHARES TR02,119+2,11902870.04%+287
UNILEVER PLC(UL)06,000+6,00002960.04%+296
ISHARES TR013,185+13,18509720.14%+972
PROCTER AND GAMBLE CO(PG)04,003+4,00305840.08%+584
SPDR S&P 500 ETF TR(SPY)01,570+1,57006710.10%+671
PEBBLEBROOK HOTEL TR(PEB)041,052+41,05205580.08%+558
ENCOMPASS HEALTH CORP(EHC)47,06747,028-393,1873,1580.46%-29
ISHARES TR02,115+2,11504740.07%+474
NVIDIA CORPORATION(NVDA)03,823+3,82301,6630.24%+1,663
THE CIGNA GROUP(CI)01,822+1,82205210.08%+521
SCHWAB STRATEGIC TR025,027+25,02708070.12%+807
ISHARES TR027,399+27,39901,0400.15%+1,040
DOVER CORP(DOV)04,890+4,89006820.10%+682
ABBOTT LABS03,310+3,31003210.05%+321
VANGUARD INDEX FDS05,586+5,58607320.11%+732
COLGATE PALMOLIVE CO(CL)07,140+7,14005080.07%+508
LOWES COS INC(LOW)01,030+1,03002140.03%+214
REGENCY CTRS CORP(REG)014,133+14,13308400.12%+840
JPMORGAN CHASE & CO(JPM)04,041+4,04105860.09%+586
LABORATORY CORP AMER HLDGS01,409+1,40902830.04%+283
PATHWARD FINANCIAL INC(CASH)190,697190,560-1378,8418,7831.28%-58
MCDONALDS CORP(MCD)01,020+1,02002690.04%+269
CTS CORP(CTS)69,31869,252-662,9552,8910.42%-64
EQUITY LIFESTYLE PPTYS INC(ELS)020,410+20,41001,3000.19%+1,300
AVALONBAY CMNTYS INC04,700+4,70008070.12%+807
WEYERHAEUSER CO MTN BE(WY)027,661+27,66108480.12%+848
ISHARES TR06,040+6,04004160.06%+416
PEPSICO INC(PEP)06,162+6,16201,0440.15%+1,044
COMERICA INC116,702116,618-844,9434,8450.70%-98
DISNEY WALT CO(DIS)05,242+5,24204250.06%+425
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
012,480+12,48001,7680.26%+1,768
FIRST HORIZON CORPORATION(FHN)403,737403,404-3334,5504,4460.65%-104
FIRST MERCHANTS CORP(FRME)262,146261,866-2807,4007,2851.06%-115
SCHOLASTIC CORP147,085146,944-1415,7205,6040.81%-116
AVID BIOSERVICES INC0244,903+244,90302,3120.34%+2,312
CENTERSPACE(CSR)82,13881,602-5365,0404,9170.71%-123
VENTAS INC(VTR)020,481+20,48108630.13%+863
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