Phocas Financial Corp. Portfolio Holdings
Phocas Financial Corp.
- $26.2 Billion
- Q3 2024
Phocas Financial Corp. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $26.2 Billion distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $5.2B, Schwab Strategic Tr Us Large C with a value of $2.4B, Apple Inc. with a value of $2.22B, Microsoft Corp with a value of $1.81B, and Nvidia Corp with a value of $1.66B.
Examining the 13F form we can see an increase of $1.2B in the current position value, from $25B to 26.2B.
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
$26.2 Billion
Healthcare: $6.89 Billion
Technology: $5.73 Billion
ETFs: $4.5 Billion
Industrials: $2.23 Billion
Financial Services: $1.93 Billion
Communication Services: $1.87 Billion
Consumer Defensive: $1.63 Billion
Consumer Cyclical: $569 Million
Other: $193 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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