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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 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMT AMERICAN TOWER CORP NEW Real Estate 1,535.0 $270K 0.04% -101.0 -6.2% $175.57 +4.7%
142 PBF PBF ENERGY INC Energy 9,523.0 $258K 0.03% -58.0 -0.6% $27.12 +48.3%
143 BAC BANK AMERICA CORP Financial Services 4,640.0 $255K 0.03% $55.00 -5.8%
144 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,349.0 $237K 0.03% -13.0 -0.6% $100.80 +18.8%
145 SPY SPDR S&P 500 ETF TR Financial Services 345.0 $235K 0.03% $681.92 +9.3%
146 IYR ISHARES TR 2,350.0 $221K 0.03% $93.89 +9.4%
147 PANW PALO ALTO NETWORKS INC Technology 1,170.0 $216K 0.03% $184.20 +41.5%
148 PWR QUANTA SVCS INC Industrials 490.0 $207K 0.03% $422.06 +71.4%
Page 8 of 8  ·  148 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%