Phocas Financial Corp. Portfolio Holdings

Phocas Financial Corp.

  • $771 Billion
  • Q3 2025

Phocas Financial Corp. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $771 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Adtalem Global Education Inc. with a value of $19.5B, Primoris Services Corp with a value of $19.2B, Wintrust Financial Corp with a value of $16.4B, Nexstar Media Group, Inc. with a value of $15.1B, and Ttm Technologies Inc with a value of $14.7B.

Examining the 13F form we can see an increase of $76B in the current position value, from $695B to 771B.

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 $771 Billion
Financial Services: $212 Billion
Industrials: $117 Billion
Healthcare: $69.1 Billion
Real Estate: $67.9 Billion
Technology: $60.5 Billion
Consumer Cyclical: $48.1 Billion
Utilities: $43.4 Billion
Consumer Defensive: $35.2 Billion
Other: $85.7 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 147
  • Current Value $771 Billion
  • Prior Value $695 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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