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Portfolio (Quarterly) Guide ↗

Phocas Financial Corp.

· CIK 0001356783
13F Portfolio $769M AUM 148 positions Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 13 Added 20 Reduced 20 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 2,791.0 $279K 0.04% NEW $99.88 -1.4%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Industrials 13.9%
Healthcare 12.1%
Technology 10.5%
Real Estate 10.1%
Consumer Cyclical 8.2%
Energy 6.4%
Utilities 4.6%
Basic Materials 4.4%
Communication Services 2.6%