Fund HoldingsPhocas Financial Corp.

Total Portfolio Value
$26.16M
Total Bought
$84.5K
Total Sold
$381.6K
Net Transaction
-$297.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ABBVIE INC(ABBV)026,350+26,35005,20419.89%+5,204
APPLE INC(AAPL)9,5219,52102,0052,2188.48%+213
BERKSHIRE HATHAWAY INC DEL02,412+2,41201,1104.24%+1,110
JOHNSON & JOHNSON(JNJ)05,689+5,68909223.52%+922
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
07,400+7,40005952.27%+595
EATON CORP PLC(ETN)4,0904,09001,2821,3565.18%+73
UNILEVER PLC(UL)6,0006,00003303901.49%+60
GALLAGHER ARTHUR J & CO(AJG)2,3002,30005966472.47%+51
ISHARES TR03,100+3,10003161.21%+316
SCHWAB STRATEGIC TR16,86116,411-4503373801.45%+44
DOVER CORP(DOV)3,6153,61506526932.65%+41
UNITEDHEALTH GROUP INC(UNH)46046002342691.03%+35
COSTCO WHSL CORP NEW(COST)60660605155372.05%+22
PEPSICO INC(PEP)04,001+4,00106802.60%+680
ISHARES TR03,760+3,76003141.20%+314
THE CIGNA GROUP(CI)01,210+1,21004191.60%+419
BOOT BARN HLDGS INC81,56976,787-4,78249630.24%+14
ISHARES TR2,7912,79102712831.08%+12
STERLING INFRASTRUCTURE INC(STRL)94,82032,888-61,93279880.34%+9
COLUMBIA BKG SYS INC(COLB)0243,475+243,475060.02%+6
SANMINA CORPORATION(SANM)078,013+78,013050.02%+5
TTM TECHNOLOGIES INC(TTMI)0290,524+290,524050.02%+5
AGREE RLTY CORP60,455105,721+45,266480.03%+4
BLACK HILLS CORP129,835182,635+52,8007110.04%+4
MERITAGE HOMES CORP(MTH)018,937+18,937040.01%+4
KITE RLTY GROUP TR(KRG)0145,980+145,980040.01%+4
COMMUNITY HEALTHCARE TR INC0203,258+203,258040.01%+4
LSI INDS INC OHIO(LYTS)0228,001+228,001040.01%+4
SONIC AUTOMOTIVE INC(SAH)062,335+62,335040.01%+4
SL GREEN RLTY CORP(SLG)73,027111,376+38,349480.03%+4
QUIDELORTHO CORP(QDEL)078,771+78,771040.01%+4
TWO HBRS INVT CORP(TWO)0252,555+252,555040.01%+4
MKS INSTRS INC(MKSI)032,218+32,218040.01%+4
CARPENTER TECHNOLOGY CORP(CRS)86,12081,007-5,1139130.05%+3
SURMODICS INC088,460+88,460030.01%+3
CRESCENT ENERGY COMPANY(CRGY)0310,539+310,539030.01%+3
BGC GROUP INC0369,917+369,917030.01%+3
PACIFIC PREMIER BANCORP168,558279,443+110,885470.03%+3
KEMPER CORP(KMPB)122,487168,283+45,7967100.04%+3
PORTLAND GEN ELEC CO(POR)164,233193,787+29,554790.04%+2
AVID BIOSERVICES INC0185,120+185,120020.01%+2
LANTHEUS HLDGS INC(LNTH)88,99183,764-5,227790.04%+2
VERACYTE INC(VCYT)052,519+52,519020.01%+2
AMERIS BANCORP(ABCB)194,315183,022-11,29310110.04%+2
AMNEAL PHARMACEUTICALS INC(AMRX)1,078,6751,015,190-63,485780.03%+2
SCHWAB STRATEGIC TR12,81912,139-6808068073.09%+2
AIR TRANSPORT SERVICES GRP I149,284223,036+73,752240.01%+2
PRIMORIS SVCS CORP(PRIM)298,565281,055-17,51015160.06%+1
TRI POINTE HOMES INC
COM
234,408220,773-13,6359100.04%+1
TENET HEALTHCARE CORP(THC)049,070+49,070080.03%+8
SOTERA HEALTH CO(SHC)310,520292,212-18,308450.02%+1
EQT CORP(EQT)031,965+31,965010.00%+1
PATHWARD FINANCIAL INC(CASH)185,170174,307-10,86310120.04%+1
RETAIL OPPORTUNITY INVTS COR519,455474,003-45,452670.03%+1
ACADIA HEALTHCARE COMPANY IN(ACHC)072,225+72,225050.02%+5
PINNACLE FINL PARTNERS INC073,850+73,850070.03%+7
ENTERPRISE FINL SVCS CORP(EFSC)120,837113,713-7,124560.02%+1
EPLUS INC(PLUS)45,50442,827-2,677340.02%+1
HERC HLDGS INC(HRI)046,097+46,097070.03%+7
BANNER CORP(BANR)126,140118,787-7,353670.03%+1
HEARTLAND FINL USA INC87,82782,693-5,134450.02%+1
TEXAS CAP BANCSHARES INC(TCBI)124,628117,360-7,268880.03%+1
COMERICA INC138,883130,652-8,231780.03%+1
AVIENT CORPORATION(AVNT)185,539174,852-10,687890.03%+1
SPARTANNASH CO231,145219,427-11,718450.02%+1
NATIONAL STORAGE AFFILIATES125,282118,045-7,237560.02%+1
RYDER SYS INC(R)36,51734,387-2,130550.02%0
WINTRUST FINL CORP(WTFC)137,380129,241-8,13914140.05%0
TERRENO RLTY CORP(TRNO)0122,663+122,663080.03%+8
FIRST MERCHANTS CORP(FRME)0240,230+240,230090.03%+9
ENCOMPASS HEALTH CORP(EHC)079,381+79,381080.03%+8
ADTALEM GLOBAL ED INC(CVSA)140,535132,211-8,32410100.04%0
LA Z BOY INC(LZB)119,866112,955-6,911450.02%0
SPECTRUM BRANDS HLDGS INC NE(SPB)92,65387,192-5,461880.03%0
SUPERNUS PHARMACEUTICALS INC(SUPN)0109,460+109,460030.01%+3
EXELIXIS INC(EXEL)153,839144,782-9,057340.01%0
ENPRO INC(NPO)032,732+32,732050.02%+5
G III APPAREL GROUP LTD(GIII)134,724126,938-7,786440.01%0
INDEPENDENCE RLTY TR INC(IRT)403,998379,876-24,122880.03%0
DUCOMMUN INC DEL(DCO)54,53251,363-3,169330.01%0
SYNOVUS FINL CORP093,195+93,195040.02%+4
OLD NATL BANCORP IND(ONB)411,667387,563-24,104770.03%0
GLOBAL MED REIT INC669,560627,690-41,870660.02%0
DONNELLEY FINL SOLUTIONS INC(DFIN)54,30551,102-3,203330.01%0
STONEX GROUP INC(SNEX)46,91144,203-2,708440.01%0
AXSOME THERAPEUTICS INC(AXSM)18,79917,701-1,098220.01%0
RYMAN HOSPITALITY PPTYS INC(RHP)090,528+90,5280100.04%+10
PREFERRED BK LOS ANGELES CA(PFBC)144,314135,996-8,31811110.04%0
INTRA-CELLULAR THERAPIES INC20,44619,233-1,213110.01%0
SOUTHWEST GAS HLDGS INC(SWX)45,48242,825-2,657330.01%-0
ARTISAN PARTNERS ASSET MGMT(APAM)0122,195+122,195050.02%+5
CENTERSPACE(CSR)57,85153,941-3,910440.01%-0
ACADIA PHARMACEUTICALS INC63,99760,215-3,782110.00%-0
GOLDEN ENTMT INC0101,683+101,683030.01%+3
ANTERO MIDSTREAM CORP(AM)296,324279,272-17,052440.02%-0
LADDER CAP CORP(LADR)527,354497,004-30,350660.02%-0
KIMCO RLTY CORP(KIM)10,5930-10,59300-0
MATERION CORP(MTRN)076,387+76,387090.03%+9
PEBBLEBROOK HOTEL TR(PEB)185,971174,147-11,824320.01%-0
VERRA MOBILITY CORP266,648251,135-15,513770.03%-0
Page 1 of 1