Fund HoldingsPhocas Financial Corp.

Total Portfolio Value
$768.93M
Total Bought
$105.52M
Total Sold
$164.67M
Net Transaction
-$59.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NATIONAL ENERGY SERVICES REU
SHS
0530,741+530,74108,3111.08%+8,311
IDACORP INC(IDA)056,662+56,66207,1710.93%+7,171
NATIONAL FUEL GAS CO(NFG)088,511+88,51107,0860.92%+7,086
HECLA MNG CO(HL)625,283623,842-1,4417,56611,9721.56%+4,406
RALLIANT CORP(RAL)86,713157,116+70,4033,7927,9991.04%+4,207
OPTION CARE HEALTH INC(OPCH)0130,667+130,66704,1630.54%+4,163
MDU RES GROUP INC(MDU)0210,150+210,15004,1020.53%+4,102
SUPERNUS PHARMACEUTICALS INC(SUPN)081,320+81,32004,0420.53%+4,042
COASTAL FINL CORP WA034,453+34,45303,9480.51%+3,948
TERRENO RLTY CORP(TRNO)117,330180,452+63,1226,65810,5941.38%+3,936
BEL FUSE INC023,091+23,09103,9170.51%+3,917
ALERUS FINL CORP(ALRS)165,370334,357+168,9873,6617,5300.98%+3,868
SPIRE INC(SR)045,903+45,90303,7960.49%+3,796
TIMKEN CO(TKR)49,09688,967+39,8713,6917,4850.97%+3,794
VIAVI SOLUTIONS INC(VIAV)0211,672+211,67203,7720.49%+3,772
GOOSEHEAD INS INC(GSHD)049,812+49,81203,6690.48%+3,669
J & J SNACK FOODS CORP(JJSF)040,358+40,35803,6470.47%+3,647
COMMERCIAL BANCGROUP INC0146,869+146,86903,6070.47%+3,607
FIRST FINL BANKSHARES INC(FFIN)0117,686+117,68603,5150.46%+3,515
G III APPAREL GROUP LTD(GIII)0244,406+244,40607,0780.92%+7,078
CHESAPEAKE UTILS CORP(CPK)026,559+26,55903,3140.43%+3,314
AMNEAL PHARMACEUTICALS INC(AMRX)1,285,7841,282,974-2,81012,87116,1652.10%+3,295
PEDIATRIX MEDICAL GROUP INC(MD)232,223335,551+103,3283,8907,1770.93%+3,288
MKS INC.(MKSI)73,54273,365-1779,10211,7241.52%+2,621
CLEVELAND-CLIFFS INC NEW(CLF)322,994474,862+151,8683,9416,3060.82%+2,366
HERC HLDGS INC(HRI)049,869+49,86907,4000.96%+7,400
WHITE MTNS INS GROUP LTD
COM
05,491+5,491011,4101.48%+11,410
CORMEDIX INC0171,087+171,08701,9900.26%+1,990
BIOCRYST PHARMACEUTICALS INC(BCRX)0250,797+250,79701,9560.25%+1,956
CARPENTER TECHNOLOGY CORP(CRS)023,147+23,14707,2880.95%+7,288
NATURAL GAS SVCS GROUP INC043,688+43,68801,4700.19%+1,470
ONEMAIN HLDGS INC(OMF)134,040133,708-3327,5689,0321.17%+1,464
QUIDELORTHO CORP(QDEL)116,665170,018+53,3533,4364,8560.63%+1,420
COLUMBIA BKG SYS INC(COLB)477,599476,456-1,14312,29313,3171.73%+1,024
ANGIODYNAMICS INC607,824606,273-1,5516,7897,7851.01%+995
KNOWLES CORP(KN)043,927+43,92709410.12%+941
CENTERSPACE(CSR)0123,999+123,99908,2731.08%+8,273
WINTRUST FINL CORP(WTFC)123,606123,314-29216,37017,2422.24%+871
PERIMETER SOLUTIONS INC(PRM)166,418165,987-4313,7264,5700.59%+844
CHORD ENERGY CORPORATION(CHRD)59,79772,153+12,3565,9426,6890.87%+747
TEXAS CAP BANCSHARES INC(TCBI)112,307112,035-2729,49310,1441.32%+650
ALPHABET INC(GOOG)8,7848,78402,1352,7490.36%+614
F N B CORP(FNB)627,439625,940-1,49910,10810,7041.39%+596
ACADIA PHARMACEUTICALS INC104,343104,072-2712,2272,7800.36%+553
SOTERA HEALTH CO(SHC)277,765277,139-6264,3694,8890.64%+519
REV GROUP INC129,951129,639-3127,3647,8831.03%+519
PREFERRED BK LOS ANGELES CA(PFBC)130,190129,878-31211,76812,2641.59%+497
KITE RLTY GROUP TR(KRG)275,881275,239-6426,1526,5970.86%+445
CONCENTRA GROUP HOLDINGS PAR(CON)158,082190,328+32,2463,3093,7460.49%+437
COMMUNITY HEALTHCARE TR INC0398,893+398,89306,5500.85%+6,550
RYMAN HOSPITALITY PPTYS INC(RHP)086,168+86,16808,1531.06%+8,153
MIMEDX GROUP INC420,954492,991+72,0372,9383,3380.43%+399
VERACYTE INC(VCYT)50,35350,231-1221,7292,1150.28%+386
INDEPENDENCE RLTY TR INC(IRT)0360,359+360,35906,2990.82%+6,299
NEXSTAR MEDIA GROUP INC(NXST)76,37476,193-18115,10215,4712.01%+369
UNILEVER PLC(UL)05,333+5,33303490.05%+349
TXNM ENERGY INC(TXNM)127,951128,758+8077,2367,5810.99%+346
LA Z BOY INC(LZB)0107,885+107,88504,0210.52%+4,021
ISHARES TR02,791+2,79102790.04%+279
CRINETICS PHARMACEUTICALS IN(CRNX)54,01553,877-1382,2502,5080.33%+258
URBAN OUTFITTERS INC(URBN)65,24465,100-1444,6604,8990.64%+239
BOOT BARN HLDGS INC020,836+20,83603,6770.48%+3,677
MATERION CORP(MTRN)62,47762,326-1517,5487,7481.01%+201
COMSTOCK RES INC(CRK)054,427+54,42701,2620.16%+1,262
ALPHABET INC(GOOG)2,2002,20005366900.09%+155
AMERIS BANCORP(ABCB)175,157174,733-42412,84112,9771.69%+137
APPLE INC(AAPL)9,1009,008-922,3172,4490.32%+132
JOHNSON & JOHNSON(JNJ)5,6895,68901,0551,1770.15%+122
OLD NATL BANCORP IND(ONB)370,824369,924-9008,1408,2531.07%+113
RYDER SYS INC(R)45,05044,940-1108,4988,6011.12%+103
DOVER CORP(DOV)03,615+3,61507060.09%+706
AGREE RLTY CORP0100,932+100,93207,2700.95%+7,270
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
7,4007,40006897380.10%+49
MACERICH CO(MAC)202,714202,221-4933,6893,7330.49%+44
PROLOGIS INC.(PLD)02,844+2,84403630.05%+363
SCHWAB STRATEGIC TR102,081101,124-9572,6892,7210.35%+32
AMAZON COM INC(AMZN)02,450+2,45005660.07%+566
LADDER CAP CORP(LADR)475,821474,719-1,1025,1915,2170.68%+26
SCHWAB STRATEGIC TR36,41736,41709369550.12%+19
BANK AMERICA CORP4,6404,64002392550.03%+16
BROADCOM INC(AVGO)90090002973110.04%+15
ISHARES TR3,5203,52003293380.04%+9
PACIRA BIOSCIENCES INC(PCRX)0146,535+146,53503,7920.49%+3,792
JPMORGAN CHASE & CO.(JPM)85185102682740.04%+6
SPDR S&P 500 ETF TR(SPY)34534502302350.03%+5
QUANTA SVCS INC49049002032070.03%+4
FULLER H B CO(FUL)64,98564,839-1463,8523,8550.50%+3
NVIDIA CORPORATION(NVDA)13,37513,37502,4962,4940.32%-1
FEDERAL RLTY INVT TR NEW(FRT)2,3622,349-132392370.03%-3
ISHARES TR02,350+2,35002210.03%+221
ATLANTIC UN BANKSHARES CORP(AUB)106,159105,897-2623,7463,7380.49%-8
SIMON PPTY GROUP INC NEW(SPG)2,3762,355-214464360.06%-10
EQUINIX INC(EQIX)0429+42903290.04%+329
SCHWAB STRATEGIC TR016,411+16,41103430.04%+343
THE CIGNA GROUP(CI)01,210+1,21003330.04%+333
PALO ALTO NETWORKS INC(PANW)01,170+1,17002160.03%+216
BERKSHIRE HATHAWAY INC DEL2,3722,312-601,1921,1620.15%-30
PBF ENERGY INC(PBF)9,5819,523-582892580.03%-31
COSTCO WHSL CORP NEW(COST)0606+60605230.07%+523
AMERICAN TOWER CORP NEW(AMT)01,535+1,53502700.04%+270
Page 1 of 1