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Portfolio (Quarterly) Guide ↗

Phocas Financial Corp.

· CIK 0001356783
13F Portfolio $721M AUM 153 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 34 New 12 Added 85 Reduced
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EQIX EQUINIX INC Real Estate 380.0 $396K 0.06% -49.0 -11.4% $1042.39 +2.4%
82 PLD PROLOGIS INC. Real Estate 2,544.0 $345K 0.05% -300.0 -10.6% $135.47 +4.3%
83 AVGO BROADCOM INC Technology 782.0 $295K 0.04% -118.0 -13.1% $377.75 -2.6%
84 JPM JPMORGAN CHASE & CO Financial Services 798.0 $261K 0.04% -53.0 -6.2% $327.33 +7.6%
85 AMT AMERICAN TOWER CORP Real Estate 1,363.0 $223K 0.03% -172.0 -11.2% $163.57 +7.7%
Page 5 of 5  ·  85 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 24.3%
Industrials 16.4%
Healthcare 11.7%
Technology 10.4%
Real Estate 8.9%
Consumer Cyclical 8.3%
Energy 7.4%
Basic Materials 5.1%
Utilities 3.6%
Communication Services 2.5%