Phocas Financial Corp.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
164
Quarter
2025 Q4
Top Holding
WTFC (2.3%)
Top 10 Concentration
18.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 164
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
WTFC
WINTRUST FINL C...
Financial Services 2.29% 2.12% #1 2
Prev: #3
0.9 -292 -0.2%
P
S
123,314 $17,241,763 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRX
AMNEAL PHARMACE...
Healthcare 2.15% 1.67% #2 6
Prev: #8
0.9 -2,810 -0.2%
P
S
1,282,974 $16,165,472 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NXST
NEXSTAR MEDIA G...
Communication Services 2.06% 1.96% #3 1
Prev: #4
0.8 -181 -0.2%
P
S
76,193 $15,470,989 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SKYW
SKYWEST INC
Industrials 1.87% 1.83% #4 2
Prev: #6
0.7 -342 -0.2%
P
S
139,856 $14,042,941 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COLB
COLUMBIA BKG SY...
Financial Services 1.77% 1.59% #5 6
Prev: #11
0.7 -1,143 -0.2%
P
S
476,456 $13,316,945 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
ADTALEM GLOBAL ...
Consumer Defensive 1.74% 2.53% #6 5
Prev: #1
0.7 -313 -0.2%
P
S
126,132 $13,050,878 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABCB
AMERIS BANCORP
Financial Services 1.73% 1.66% #7 2
Prev: #9
0.7 -424 -0.2%
P
S
174,733 $12,977,420 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNEX
STONEX GROUP IN...
Financial Services 1.72% 1.79% #8 1
Prev: #7
0.7 -335 -0.2%
P
S
136,202 $12,956,896 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PFBC
PREFERRED BK LO...
Financial Services 1.63% 1.53% #9 4
Prev: #13
0.7 -312 -0.2%
P
S
129,878 $12,264,380 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HL
HECLA MNG CO
Basic Materials 1.59% 0.98% #10 24
Prev: #34
0.6 -1,441 -0.2%
P
S
623,842 $11,971,528 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CASH
PATHWARD FINANC...
Financial Services 1.57% 1.60% #11 1
Prev: #10
0.6 -407 -0.2%
P
S
166,353 $11,811,063 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MKSI
MKS INC.
Technology 1.56% 1.18% #12 10
Prev: #22
0.6 -177 -0.2%
P
S
73,365 $11,723,727 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTM
WHITE MTNS INS ...
Financial Services 1.52% 1.19% #13 8
Prev: #21
0.6 -14 -0.3%
P
S
5,491 $11,410,463 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTMI
TTM TECHNOLOGIE...
Technology 1.52% 1.90% #14 9
Prev: #5
0.7 -89,580 -35.1%
P
S
165,357 $11,409,633 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SANM
SANMINA CORPORA...
Technology 1.48% 1.59% #15 3
Prev: #12
0.7 -32,208 -30.2%
P
S
74,346 $11,157,104 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DCO
DUCOMMUN INC DE...
Industrials 1.45% 1.43% #16
Prev: #16
0.6 -282 -0.2%
P
S
114,834 $10,924,158 2011 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AIR
AAR CORP
Industrials 1.43% 1.51% #17 3
Prev: #14
0.6 -323 -0.2%
P
S
129,689 $10,736,952 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNB
F N B CORP
Financial Services 1.42% 1.31% #18 1
Prev: #19
0.6 -1,499 -0.2%
P
S
625,940 $10,703,574 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKH
BLACK HILLS COR...
Utilities 1.42% 1.39% #19 2
Prev: #17
0.6 -20,619 -11.8%
P
S
154,041 $10,693,526 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TRNO
TERRENO RLTY CO...
Real Estate 1.41% 0.86% #20 30
Prev: #50
2.7 63,122 53.8%
P
S
180,452 $10,594,337 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FRME
FIRST MERCHANTS...
Financial Services 1.35% 1.33% #21 3
Prev: #18
0.5 -648 -0.2%
P
S
271,481 $10,175,108 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TCBI
TEXAS CAP BANCS...
Financial Services 1.35% 1.23% #22 2
Prev: #20
0.5 -272 -0.2%
P
S
112,035 $10,143,649 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OMF
ONEMAIN HLDGS I...
Financial Services 1.20% 0.98% #23 10
Prev: #33
0.5 -332 -0.2%
P
S
133,708 $9,031,975 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
R
RYDER SYS INC
Industrials 1.14% 1.10% #24 1
Prev: #25
0.5 -110 -0.2%
P
S
44,940 $8,601,067 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CSR
CENTERSPACE
Real Estate 1.10% 0.95% #25 13
Prev: #38
0.4 -510 -0.4%
P
S
123,999 $8,273,213 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FHN
FIRST HORIZON C...
Financial Services 0.00% 1.50%
Sold All 😨
(Was: #15)
0.3 -510,098 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMA
COMERICA INC
Financial Services 0.00% 1.11%
Sold All 😨
(Was: #23)
0.3 -125,421 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KMPR
KEMPER CORP
Financial Services 0.00% 1.08%
Sold All 😨
(Was: #27)
0.3 -161,320 -100.0%
CLOSED
$— 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNV
SYNOVUS FINL CO...
Financial Services 0.00% 0.93%
Sold All 😨
(Was: #40)
0.3 -146,937 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.92%
Sold All 😨
(Was: #45)
0.3 -106,751 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SWX
SOUTHWEST GAS H...
Utilities 0.00% 0.85%
Sold All 😨
(Was: #51)
0.3 -83,959 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PNFP
PINNACLE FINL P...
Financial Services 0.00% 0.71%
Sold All 😨
(Was: #64)
0.3 -58,201 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VBTX
VERITEX HLDGS I...
Unknown 0.00% 0.61%
Sold All 😨
(Was: #71)
0.3 -139,294 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LNTH
LANTHEUS HLDGS ...
Healthcare 0.00% 0.53%
Sold All 😨
(Was: #76)
0.3 -80,138 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
POR
PORTLAND GEN EL...
Utilities 0.00% 0.48%
Sold All 😨
(Was: #89)
0.3 -83,331 -100.0%
CLOSED
$— 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOG
NORTHERN OIL & ...
Energy 0.00% 0.47%
Sold All 😨
(Was: #92)
0.3 -147,139 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVTR
AVANTOR INC
Healthcare 0.00% 0.45%
Sold All 😨
(Was: #94)
0.3 -280,546 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELME
ELME COMMUNITIE...
Bond/Debt 0.00% 0.42%
Sold All 😨
(Was: #99)
0.3 -192,043 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EHAB
ENHABIT INC
Healthcare 0.00% 0.34%
Sold All 😨
(Was: #103)
0.3 -328,770 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EPC
EDGEWELL PERS C...
Consumer Defensive 0.00% 0.29%
Sold All 😨
(Was: #107)
0.3 -111,411 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRNX
CRINETICS PHARM...
Healthcare 0.00% 0.29%
Sold All 😨
(Was: #108)
0.3 -54,015 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGIO
AGIOS PHARMACEU...
Healthcare 0.00% 0.24%
Sold All 😨
(Was: #113)
0.3 -46,608 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PEP
PEPSICO INC
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #129)
0.3 -3,113 -100.0%
CLOSED
$— 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EXR
EXTRA SPACE STO...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #145)
0.3 -1,570 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INVH
INVITATION HOME...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #146)
0.3 -6,957 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 164 holdings

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