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Portfolio (Quarterly) Guide ↗

Phocas Financial Corp.

· CIK 0001356783
13F Portfolio $771M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 147 New
Page 1 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 126,445.0 $19.5M 2.53% NEW $154.45 -19.0%
2 PRIM PRIMORIS SVCS CORP Industrials 139,565.0 $19.2M 2.48% NEW $137.33 -14.4%
3 WTFC WINTRUST FINL CORP Financial Services 123,606.0 $16.4M 2.12% NEW $132.44 +13.2%
4 NXST NEXSTAR MEDIA GROUP INC Communication Services 76,374.0 $15.1M 1.96% NEW $197.74 -4.6%
5 TTMI TTM TECHNOLOGIES INC Technology 254,937.0 $14.7M 1.90% NEW $57.60 +229.7%
6 SKYW SKYWEST INC Industrials 140,198.0 $14.1M 1.83% NEW $100.62 -15.7%
7 SNEX STONEX GROUP INC Financial Services 136,537.0 $13.8M 1.79% NEW $100.92 +11.1%
8 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 1,285,784.0 $12.9M 1.67% NEW $10.01 +24.1%
9 ABCB AMERIS BANCORP Financial Services 175,157.0 $12.8M 1.67% NEW $73.31 +15.5%
10 PATHWARD FINANCIAL INC 166,760.0 $12.3M 1.60% NEW $74.01
11 COLB COLUMBIA BKG SYS INC Financial Services 477,599.0 $12.3M 1.59% NEW $25.74 +15.5%
12 SANM SANMINA CORPORATION Technology 106,554.0 $12.3M 1.59% NEW $115.11 +114.1%
13 PFBC PREFERRED BK LOS ANGELES CA Financial Services 130,190.0 $11.8M 1.53% NEW $90.39 +4.8%
14 AIR AAR CORP Industrials 130,012.0 $11.7M 1.51% NEW $89.67 +20.9%
15 FHN FIRST HORIZON CORPORATION Financial Services 510,098.0 $11.5M 1.50% NEW $22.61 +7.2%
16 DCO DUCOMMUN INC DEL Industrials 115,116.0 $11.1M 1.44% NEW $96.13 +50.2%
17 BKH BLACK HILLS CORP Utilities 174,660.0 $10.8M 1.40% NEW $61.59 +20.6%
18 FRME FIRST MERCHANTS CORP Financial Services 272,129.0 $10.3M 1.33% NEW $37.70 +6.5%
19 FNB F N B CORP Financial Services 627,439.0 $10.1M 1.31% NEW $16.11 +8.8%
20 TCBI TEXAS CAP BANCSHARES INC Financial Services 112,307.0 $9.5M 1.23% NEW $84.53 +17.6%
Page 1 of 8  ·  147 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.1%
Industrials 14.8%
Healthcare 10.9%
Technology 10.9%
Consumer Cyclical 9.8%
Real Estate 9.8%
Energy 5.0%
Utilities 4.2%
Basic Materials 3.6%
Communication Services 2.6%