Phocas Financial Corp. Portfolio Holdings

Phocas Financial Corp.

  • $652 Billion
  • Q1 2025

Phocas Financial Corp. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $652 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Skywest Inc with a value of $15.1B, Wintrust Financial Corp with a value of $13.6B, Nexstar Media Group, Inc. with a value of $13.4B, Adtalem Global Education Inc. with a value of $12.5B, and Meta Financial Group Inc with a value of $11.9B.

Examining the 13F form we can see an decrease of $96.5B in the current position value, from $749B to 652B.

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 $652 Billion
Financial Services: $186 Billion
Industrials: $79.3 Billion
Real Estate: $73.8 Billion
Healthcare: $68.1 Billion
Consumer Cyclical: $46.1 Billion
Technology: $41.4 Billion
Energy: $40 Billion
Consumer Defensive: $32.8 Billion
Other: $65.8 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $652 Billion
  • Prior Value $749 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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