Phocas Financial Corp. Portfolio Holdings

Phocas Financial Corp.

  • $695 Billion
  • Q2 2025

Phocas Financial Corp. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $695 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Skywest Inc with a value of $17.9B, Ttm Technologies Inc with a value of $16.7B, Adtalem Global Education Inc. with a value of $15.8B, Wintrust Financial Corp with a value of $15B, and Meta Financial Group Inc with a value of $12.9B.

Examining the 13F form we can see an increase of $43.1B in the current position value, from $652B to 695B.

Phocas Financial Corp. is based out at Alameda, CA

Below you can find more details about Phocas Financial Corp. portfolio as well as his latest detailed transactions.

Portfolio value $695 Billion
Financial Services: $200 Billion
Industrials: $108 Billion
Real Estate: $69.6 Billion
Technology: $59.9 Billion
Healthcare: $57.5 Billion
Energy: $40.5 Billion
Consumer Cyclical: $40.3 Billion
Consumer Defensive: $33.9 Billion
Other: $63.8 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $695 Billion
  • Prior Value $652 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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